Sales & Services Officer | Condominium Practice

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

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

Bachelor's Degree

Experience

1-3 years of relevant experience in the insurance industry.

Certifications / Licenses

Other Qualifications

• Technical:  Advanced proficiency in Microsoft Office products.
• 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.
• Effective, professional verbal and written communication skills
• Bilingual - Spanish/English required.

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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