Account Executive - P&C

Date: Nov 2, 2022

Location: San Juan, PR

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

Help empower results for our clients by delivering innovative and effective solutions as part of our P&C Practice Group. You will be responsible for providing customer service and insurance advice for a portfolio of commercial customers, soliciting of new business on existing accounts and support of Producer-led new business efforts.

Essential Duties and Responsibilities

  • Develop deep understanding of client operations and risk exposures.

  • Identify specific client needs and develop innovative and cost-effective solutions working in team with Insurance Producer.

  • Ensure that all recommendations developed throughout the risk management process are understood and handled by the customer.

  • Serve as customer’s day-to-day point of contact for ongoing service needs. Coordinate and lead the strategy for the account renewal and the ongoing activity and requirements during the year, working with Insurance Agencies in the marketing process and the negotiations with the underwriters.

  • Provide support to the Insurance Brokers with the prospective clients explaining features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.

  • Provide support to Insurance producer in achieving sales budget and promotes selling of insurance products and services.

  • Assist the customer during the claim process.

  • Coordinate with the Claims Department and ensure smooth communication and coordination with the client. Review customers’ claims reports with the claims unit to identify risk and develop loss control reports/initiative that can mitigate the customers’ risk.

  • Expand the existing insurance programs with our clients; develop and manage client relationships in order to increase penetration sales and cultivate new business opportunities.

  • 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 Popular Risk Services.

  • Design and maintain the stewardship report prepared to fulfill the risk management services.

Minimum Education

Bachelor's Degree in Business Administration


Minimum three (3) years of commercial insurance experience with a brokerage, preferably.

Certifications and Licenses

The following certifications and/or licenses are recommended:
Property & Casualty Licenses
CISR or CIC Designation

Other Qualifications

  • Collects, researches and complements data; Synthesizes complex or diverse information.

  • Demonstrates attention to detail; Applies design principles; Generate creative solutions.

  • Identifies and resolves problems in a timely manner; Develops alternative solutions.

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

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

  • Knowledge of Insurance products, services, underwriting, and business laws and regulations.

  • Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. Knowledge of internal and competitors’ products and services to provide the quality in service advise.

  • 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
Business Excellence
Change Agent
Collaboration & Teamwork
Customer Centric
Self Development

Important: The candidate must provide evidence of academic preparation or courses related to the job posting.


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 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 offer essential financial services and solutions for our customers at all times, 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.





Popular is an Equal Opportunity Employer

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