Account Executive / Insurance Requirements

Date: Dec 24, 2020

Location: Guaynabo, PR

Full Time Opportunity
General Description

As an Account Executive, you will help empower results for our clients by delivering innovative and effective solutions as part of the service providers hiring process.  You will be responsible for providing customer service and insurance advice for Popular service providers, Engagement owners EO’s and Contract License Owners (CLO’s).

Essential Duties and Responsibilities
  • Develop deep understanding of Popular operations and risk exposures. 
  • Ensure that contract Insurance Requirement Exhibit reflects all coverage require to cover the service providers exposures identified while performing the services contracted.
  • Ensure that all recommendations developed throughout the risk management process are understood and handled by the EO’s & CLO’s.
  • Serve as customer’s day-to-day point of contact for ongoing service needs.
  • Support the Senior Account Executive in the administration of the OCIP enrollment process and reporting to the insurance carriers.
  • Assist in the approval process in S2P Ariba systems.
  • Review Certificates of Insurance provided by the service provider to ensure compliance with the Insurance Requirement Directive.
  • Review insurance clauses submitted by insurance providers to ascertain that Popular risk exposure are properly covered.
  • Gain and maintain a thorough understanding and knowledge of available Popular resources and solutions, and match those to client business requirements.
  • Participates in special activities representing the organization. 
Bachelor's Degree

Minimum 5 years of commercial insurance experience.

Certifications / Licenses

The following certifications and/or licenses are recommended:

  • Property & Casualty Insurance License 
  • CIC Designation
Other Qualifications

Analytical Skills

  • Focus: Stays focused on main issues, prevents irrelevant issues or distractions from interfering with timely completion of assignments.
  • Analytical: Collects, researches and complements data; Synthesizes complex or diverse information.
  • Design: Demonstrates attention to detail; Applies design principles; Generate creative solutions.
  • Problem Solving: Identifies and resolves problems in a timely manner; Develops alternative solutions.

Communication Skills

  • Oral Communication: (Spanish and English) Speaks clearly and persuasively in positive or negative situations; Demonstrates group presentation skills
  • Written Communication: (Spanish and/or English) Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively

Computer Skills

  • Proficiency in Word Processing, Presentations, Spreadsheet, Internet, other related software.


  • Deep knowledge of insurance products, services, underwriting, and business laws and regulations.

Project Management

  • Demonstrate ability in project coordination, identification of business needs, work plan, budget control, time management, resource allocation, team management, status reports and implement changes.  Must demonstrate leadership, logic, and reasoning skills.
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence

Popular Inc., is an Equal Opportunity Employer

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