Sales and Services Officer | Construction Unit
Popular, Guaynabo, Guaynabo, United States
Sales and Services Officer | Construction Unit
Job Type
Full Time - Exempt
Location: Guaynabo, PR
Essential Duties and Responsibilities
Provides day-to-day customer service support to Account Executives by preparing information, managing data and producing documents in accordance with departmental service standards, including but not limited to insurance specifications, certificates of insurance, payment letters, vouchers and endorsements.
Manage and retain existing small accounts for personal and commercial business books and pursue new opportunities for the book.
Negotiates terms, conditions, coverage limits and pricing with carriers.
Receive, review and forward invoices, policies, endorsements, and other documents, as necessary.
Provide client support with all levels of client decision-makers as well as the day-to-day technical client representatives.
Follow-up to address client needs and resolve any problems or issues.
Creates general correspondence to carriers and clients.
Provide administrative support to the Account Executive with tasks such as invoices, budgeting, and general reports.
Support in the maintenance of policy details in AMS360, and accurate file documentation.
Assist team members to receive and sort daily correspondence.
Provide technical support in accordance with company operating procedures, including preparing the expiration list and production reports.
Other responsibilities as assigned by Supervisor and Manager.
Education Bachelor's Degree
Experience At least two (2) years of experience in customer service.
1-3 years of relevant experience in the insurance industry is preferred.
Other Qualifications
Effective oral and written communication skills in Spanish and English.
Proficient in Microsoft Office 365, including Excel, Word, Power Point, Teams and Outlook.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a fast paced environment while maintaining accuracy and quality standards.
Strong teamwork and collaboration skills.
Values
Passion for People
Own Every Moment
Succeed Together
Build the Future
Important:
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com.
This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
If you are a California resident, please click here to learn more about your privacy rights.
Work Schedule Hybrid work schedule
Monday to Friday - 8:00 am to 5:00 pm
Flexibility to work non-business hours, holidays, and weekend when needed.
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Location: Guaynabo, PR
Essential Duties and Responsibilities
Provides day-to-day customer service support to Account Executives by preparing information, managing data and producing documents in accordance with departmental service standards, including but not limited to insurance specifications, certificates of insurance, payment letters, vouchers and endorsements.
Manage and retain existing small accounts for personal and commercial business books and pursue new opportunities for the book.
Negotiates terms, conditions, coverage limits and pricing with carriers.
Receive, review and forward invoices, policies, endorsements, and other documents, as necessary.
Provide client support with all levels of client decision-makers as well as the day-to-day technical client representatives.
Follow-up to address client needs and resolve any problems or issues.
Creates general correspondence to carriers and clients.
Provide administrative support to the Account Executive with tasks such as invoices, budgeting, and general reports.
Support in the maintenance of policy details in AMS360, and accurate file documentation.
Assist team members to receive and sort daily correspondence.
Provide technical support in accordance with company operating procedures, including preparing the expiration list and production reports.
Other responsibilities as assigned by Supervisor and Manager.
Education Bachelor's Degree
Experience At least two (2) years of experience in customer service.
1-3 years of relevant experience in the insurance industry is preferred.
Other Qualifications
Effective oral and written communication skills in Spanish and English.
Proficient in Microsoft Office 365, including Excel, Word, Power Point, Teams and Outlook.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a fast paced environment while maintaining accuracy and quality standards.
Strong teamwork and collaboration skills.
Values
Passion for People
Own Every Moment
Succeed Together
Build the Future
Important:
The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com.
This email inbox is monitored for such types of requests only . All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
If you are a California resident, please click here to learn more about your privacy rights.
Work Schedule Hybrid work schedule
Monday to Friday - 8:00 am to 5:00 pm
Flexibility to work non-business hours, holidays, and weekend when needed.
#J-18808-Ljbffr