Technical Assistant

General Description

The technical assistant processes the submission of insurance policies and updates customer files. It also supports subscribers in preparing simple endorsements. This position requires strong attention to detail, quick thinking and problem-solving skills.

Essential Duties and Responsibilities

Prepare, review, file and update records or documents. Keep track of received data and source documents.

Works directly with underwriters to process insurance policy shipments to policyholders according to instructions received. Sends insurance policies to creditors and insurance companies. It documents the work it does in the Agency's system and ensures that it meets the service levels established in the unit. Prepares and mails letters to policyholders for new business policies, renewals and endorsements. Prepares insurance certificates according to the subscriber's instructions. Organize and work with detailed office or warehouse records. Verifies that policyholder information, including names, addresses, etc. is complete and in accordance with established standards. Performs record keeping and data entry into agency systems or policy issuance systems to maintain accurate customer information. It supports subscribers in processing simple endorsements that do not require the payment of an additional premium. Supports the Claims Unit in the event of a major catastrophic event.

Education

+ 60 Bachelor's Degree Credits Approved in Office Systems

Experience

At least one (1) year of administrative work experience.

Region Locations

Corporate Office Park, Guaynabo

Values

Passion for PeopleSucceed TogetherOwn Every MomentBuild the Future

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

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