Technical Assistant Life Practice Expert

hace 5 horas


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
About the Job

We are seeking a highly skilled Technical Assistant to join our team. As a key member of our operations department, you will play a vital role in supporting annuity and life insurance producers on their sales, service, and end processing of annuity business.

Key Responsibilities
  • Process annuity applications and updates client files with attention to detail and problem-solving skills.
  • Verify that annuity applications received are completed as required prior to submission to the Life Agency and/or underwriters.
  • Ensure compliance with processes established by regulators and PS/PRS Compliance area.
  • Assist supervisor on service issues, follow-ups, and special projects.
Requirements
  • Bachelor's degree in business administration, desirable.
  • More than one (1) year of experience and/or knowledge in annuities/insurance products, preferred.
Preferred Skills
  • Positive attitude and willingness to listen, understand, pay attention to detail, identify problems, offer alternatives, and solve customers' needs.
  • Proficiency in English and Spanish, both oral and written.
  • Excellent interpersonal relations and communication skills.
  • Ability to work as part of a team and collaborate with others to achieve common goals.


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