Technical Assistant - Life Agency

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.

Supervisory Responsibilities:

This Job has no supervisory responsibilities.

Education

Bachelor’s Degree

Experience

At least one (1) year of experience working with life, cancer and disability insurance processes.

Certifications / Licenses

No certifications or license needed.

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

Popular Inc., is an Equal Opportunity Employer