Technical Assistant Specialist

hace 1 día


San Juan, San Juan, Puerto Rico Popular A tiempo completo
About the Role

We are seeking a skilled Technical Assistant to join our team at Popular, Puerto Rico's leading financial institution. This role requires strong attention to detail and excellent communication skills to support annuity and life insurance producers in their sales, service, and end processing of annuity business.

Key Responsibilities
  • Process annuity applications and update client files while ensuring compliance with established processes and regulatory requirements.
  • Support underwriters in processing annuity contracts according to instructions and company guidelines.
  • Verify completeness and accuracy of submitted documents, including contract owner information.
  • Organize and maintain detailed office records while adhering to compliance standards.
Requirements and Qualifications
  • Bachelor's degree in business administration or related field, desirable.
  • Over one year of experience and/or knowledge in annuities/insurance products, preferred.
  • Excellent interpersonal relations and communication skills, with proficiency in English and Spanish.
  • Ability to work as part of a team, prioritize tasks, and manage time effectively.
Compensation and Benefits

We offer a competitive salary of $45,000 - $60,000 per annum, based on experience, plus benefits including health insurance, retirement plan, and opportunities for career growth.

Please note that this is an estimate of the salary range, and actual compensation may vary depending on individual circumstances.



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