Client Service Associate | Insurance

At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. 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; therefore, we value their diverse skills, experiences and backgrounds.

Are you ready for a rewarding career?

Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.

Come and join our community!

General Description:

Provide high-level customer service support and administrative skills. Serve as a liaison between the Financial Consultant and the clients. Manages and controls the operational phases of support and service and assure continuity workflow.

Essential Duties and Responsibilities:

• Handle all administrative, operational and technical process of business carried out by the Insurance Producer.
• Builds a strong relationship with customers by providing support for their accounts needs.
• Assist and provide a high-level of service to internal and external customers.
• Manages client complaints or complex queries to relevant departments in a timely/urgent manner.
• Perform established protocols focused on customer service.
• Manages customer calls requests and handles routine inquiries.
• Prepares proposals, presentations and manages all paperwork. 
• Open accounts and perform necessary maintenance.

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Education:

Bachelor’s degree in business administration preferably.

Experience:

At least two (2) years of experience in customer service, sales, or a similar role.  Experience in the financial industry is preferred. Communicate with their customers either on the phone, through email, or in person providing clients with technical product information and general assistance.

Additional Professional Skills:

• Must exhibit strong attention to detail and high degree of accuracy.
• Set priorities, develop a work schedule, and monitor progress towards goals.
• Excellent oral and written communication, both in English and Spanish.
• Excellent interpersonal and recordkeeping skills.
• Work cooperatively and effectively with others
• Demonstrate multitasking skills.
• Domain of Microsoft Office programs (Word, Excel, Power Point and Outlook)

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

If you have a disability and need assistance with the application process, please contact us 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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Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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