Insurance Service Officer Job at Popular Community Bank
At
Popular, we offer a wide variety of services and financial solutions to serve our communities in the Island and abroad. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career?
Over 7,900 men and women in Puerto Rico, Virgin Islands and the United States work at Popular.
Come and join our community!
General Description
Assists Sales Manager, Account Executive and Sales Representatives of Popular Insurance’s Direct Business Team to facilitate new customer sales and enable the team or department to focus on client selling and servicing. Conduct sales activities to gather data and to drive business to the business channel, including in person or phone interviews with clients and prospective clients.
Essential Duties and Responsibilities
Sales (65%)
- Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s property and casualty needs and advise on the most appropriate coverage for their situation. Explain policy insurance terms and conditions as required. Identify, analyze, and upsell insurance coverages to round up account based on client needs.
- Negotiates with insurance company (third party) terms, conditions, coverage limits and pricing for potential customers.
- Handle daily inbound and outbound calls of prospects and policyholders to secure new business opportunities for the sales portfolio.
- Collect, analyze, secure and document all necessary documentation for the successful issuance of a customer policy.
Service (35%)
- Lead the insurance portfolio retention efforts and renewal process to maintain book of business within established goal retention KPI.
- Evaluates renewal policy type and proactively requests to diverse third party entities (insurance carriers or agencies) the issuance of policies, endorsements, payment letters, certificate of insurance, vouchers, that each particular customer renewal requires.
- Review documents issued by insurance companies to ensure all processes are in compliance with guidelines.
- Responsible for maintaining accurate information of each client in AMS360 as well in our digital filing system.
- Other responsibilities that may be assigned including special projects.
Minimum Education
Bachelor's Degree
Experience
2-4 years of experience in insurance industry preferably.
P&C License – required
Other Qualifications
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Management of a challenging workload
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Ability to work independently and as part of an integrated team.
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Diligent sales and service skills with internal and external customers
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Attention to detail
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Bilingual – Spanish/English – required
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Excellent communication Skills
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Technical insurance knowledge in P&C Personal Lines
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Word, Excel, Office 365
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AMS 360 general knowledge preferred but not required.
Competencies
Accountability
Analytical Discipline
Business Excellence
Change Agent
Character
Collaboration & Teamwork
Customer Centric
Self Development
A recruiting bonus of $1,000 will be disbursed upon completion of the 3-month anniversary; eligible positions only.
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Popular requires all employees to be fully vaccinated against COVID-19 by the first day of work. We will require you to provide a copy of your COVID-19 Vaccination Record Card. (1)
(1) In general, people are considered fully vaccinated: ±
2 weeks after their second dose in a 2-dose series, such as the Pfizer or Moderna vaccines, or
2 weeks after a single-dose vaccine, such as Johnson & Johnson's Janssen vaccine
Popular may provide vaccination exemptions for medical or pregnancy reasons, or due to a sincerely held religious belief or practice, unless doing so would impose an undue hardship to Popular or pose a direct threat to the health and safety of others. If you wish to request a vaccination exemption or have a disability and need assistance with the application process, 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.
As Puerto Rico’s leading financial institution, we reaffirm our commitment to always offer essential financial services and solutions for our customers, 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.
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