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A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:
Full Time Opportunity
General Description
Technical Assistant for Popular Insurance, Life Agency. Handles producers and clients of the Life Agency through the telephone or site visits. Processes paperwork and other tasks relating to life insurance applications, follow-ups and policies. Uses the agency's systems for data entry and quoting.
Essential Duties and Responsibilities
Provide orientation to internal and external clients about life insurance products and services by phone or face to face, occasionally.
Handle requests from producers related to life insurance products and services.
Processes paperwork and other tasks relating to life insurance applications, follow-ups and policies.
Provide policies status to clients.
Handle with the insurance companies the services requested by producers or clients.
Collaborate with coworkers in campaigns and during times of high volume in order to meet standards of service.
Generate quotes using the Agency’s systems and data entry.
Assists with special projects wherein the Life Agency participates.
Generate reports and process orders for payments.
Other duties may be assigned.
Education
Bachelor's Degree
Experience
At least one (1) year of experience working with life, cancer and disability insurance processes.
Other Qualifications
Provide exceptional
customer service
to internal and external customers.
Excellent
written and verbal communication skills in Spanish and
English.
Ability to work under pressure with minimal supervision.
Ability to work as a team and collaborate with others to achieve common goals.
Ability to achieve results in established time complying with quality standards.
Excellent time management skills and ability to prioritized work.
Proficient in Microsoft Office (Word, Excel, and Outlook).
Excellent interpersonal skills.
Ability to identify problems and needs of the client, offer alternatives and solve them with sense of urgency.
Competencies
Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character
Important:
The candidate must provide evidence of academic preparation or courses related to the published job.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
Popular Inc., is an Equal Opportunity Employer
Learn more about us at
www.popular.com
and keep updated with our latest job postings at
www.jobs.popular.com
.
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