1-3 years of experience
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Employment Type:
Full time
Job Category:
Information Services
Technical Assistant
(This job is no longer available)
Popular Inc | Guaynabo, PR
Grad Date

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Job Description

General Description

Assist Insurance Producers, Account Executives and P&C Practice Management in administrative and operational duties. Handles process such as: endorsements, renewals, cancellations, policy issuance, and policy assembly. Maintain communication with insurance companies, insurance agencies, clients and bank employees while performing the following duties:

Essential Duties and Responsibilities

* Assists Account Executive with the trade-down portfolio renewal and servicing.
* Reviews correspondence, records, and reports to select routine matters for processing.
* Prepares summaries of insurance, schedules, proposals and presentations for account review.
* Renews policies following agency standards and verifies each renewal's accuracy.
* Assists the service team in answering incoming phone calls.
* Routes calls to the appropriate staff members and handles general inquires.
* Enters and maintains data in computer system.
* Receives and reviews computer cancellation data and mail it to the policyholder.
* Enters cancellation-notice information in computer, or types and routes to accounting for recording.
* Routes cancellation information to producer.
* Process claims and submit them to PRS Claims Department.
* Keeps record of customer transactions and other processes when required.
* Assist with invoicing from policy or endorsements received directly from insurance companies or agencies.
* Other duties may be assigned.

Supervisory Responsibilities:

This Job has no supervisory responsibilities.


Bachelor's degree


At least one (1) year of experience in the insurance industry.

Certifications / Licenses

No certifications or license needed.

Other Qualifications

* Basic knowledge of insurance products, services, underwriting, and business laws and regulations.
* Intermediate or advance knowledge of the following: Microsoft Office - Word, Power Point, Excel, Internet Browsing or research
* Microsoft Office 365 knowledge preferred.
* Knowledge of insurance platforms such as: AMS 360, Agency Works, preferred.
* Excellent written and verbal communication skills in Spanish and English.
* Demonstrates group presentation skills.
* Knowledge of administrative/ office procedures and systems such as word processing, file and record management, transcription, form design, and other office procedures.



Analytical Discipline

Collaboration & Teamwork

Change Agent

Customer Centric

Self Development

Business Excellence