Sales & Services Officer | Popular Risk Services - Military veterans preferred

Job Type

Full Time - Exempt

General Description

The Sales and Service Officer provides administrative support to the Condominiums Practice Accounts Executives, Supervisor and Manager to enable the team or department to focus on client servicing and selling.

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 standard, including but not limited to insurance specifications, certificates of insurance, payment letters, vouchers and endorsements required by the clients and/or financial institutions.
• Provides day-to-day administrative support to the Account Executive with tasks such as billing and collection of master condominium policies and individual policies of the unit owners.
• Support in maintaining the details of the policy in AMS360, and accurate file documentation.
• Receive, review and forward valuations, invoices, policies, endorsements, and other documents, as necessary.
• Assist team members to receive and sort daily correspondence.
• Call clients and confirm that they have received their policies and make the corresponding collection arrangements.
• Follow-up to address client needs and resolve any problems or issues.
• Provides client support with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
• Assist the producer with applications, proposals, and presentations. Print presentations or documents when needed and support the producer in any other service related to customers.
• Prepare and monitor production reports and / or renovations. Prepare and monitor production reports and / or renovations.
• Provides support to the claims department with the condominium and unit owners claims.
• Other responsibilities as assigned by Supervisor and Manager.

Education

Experience

1–3 years of experience in customer service, preferably in the insurance industry

Other Qualifications

• Effective oral and written communication skills in both Spanish (advanced level) and English (intermediate level)
• Proficient in Microsoft Office 365, including Excel, Power Point, Word and Outlook
• Effective, professional verbal and written communication skills
• Management of a challenging workload with proper prioritization and problem solving.
• Helpful, responsive customer service with all internal and external customers.
• Ability to work independently and as part of an integrated team.
• Professional communication and follow-up.
• Documentation proficiency, attention to detail and compliance with service standards.

Region Locations

Caparra Center Mezzanine
San Juan, Puerto Rico

Work Schedule

On-Site
Monday to Friday- 8:00 am to 5:00 pm
Availability to work extended hours, holidays and weekends.

Values

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.