Technical Assistant

Popularinc • Puerto Rico • 2w ago

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Job Type

Seasonal

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 or equivalent combination of education and experience.

Experience

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

Other Qualifications

Ability to organize, prioritize and schedule work assignments
Strong interpersonal and communication skills and the ability to work effectively with a diverse and multifunctional areas.
Good bilingual communication skills including speaking clearly and accurately while using a pleasant tone and common conversational courtesies
Use properly program Outlook, Excel, Word and any other program related to the performance of duties.

Region Locations

Corporate Office Park, Guaynabo

Values

Passion for People

Succeed Together

Own Every Moment

Build 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.