Client Service Associate

Job Type

Full Time - Non Exempt

General Description

Responsible for managing and processing life insurance and annuity applications, ensuring compliance with regulatory requirements and efficiency in transaction approvals.

Essential Duties and Responsibilities

• Complete life insurance and annuity applications for both individual and commercial clients.
• Obtain client signatures through the DocuSign system.
• Submit applications for principal approval, ensuring all required disclosures and supporting documentation (personal, corporate, trust-related, etc.) are included.
• Monitor and follow up on approval processes to ensure timely completion.
• Maintain accurate records of all submitted cases and track progress to guarantee efficient processing.
• Address corrections and requests from the principal to expedite approvals.
• Collect life insurance policy payments or assist clients with payment processing through the appropriate system.
• Manage withdrawals from qualified and non-qualified annuities.
• Process ownership changes, contract cancellations, and death claims.
• Update referral information in the system.
• Keep detailed records of all cases, including submission and approval dates, sales team involvement, and transaction details.

Education

Bachelor’s Degree in Business Administration, Finance or related field or or equivalent combination of education and related experience.

Note: Related experience refers to the professional background related to the responsibilities and skills required for the position.

Experience

Experience in insurance management, annuities, or financial services.
Customer service experience.

Additional Requirements

• Effective oral and written communication skills in Spanish (advanced level) and English (intermediate level)
• Proficient in Microsoft Office 365, including Excel, Word, and Outlook
• Strong organizational skills with the ability to manage multiple tasks effectively.
• Knowledge of finance
• Dynamic and adaptable in a fast-paced environment.
• Excellent analytical and problem-solving abilities.
• Quick learner with a proactive approach to acquiring new knowledge.
• Exceptional attention to detail and accuracy in all tasks.

Region Locations

Popular One Condado
San Juan, PR

Work Schedule

On-site
Monday to Friday- 8:00 am to 5:00 pm
Flexibility to work non-business hours, holidays, and weekend when needed.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

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

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

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.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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.

If you have a disability or need more information about requesting an accommodation, please contact us at 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.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
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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