• Account Executive | Condominiums Practice San Juan
  • Popular in San Juan, , Puerto Rico
  • jobs
  • 2 weeks ago

jobs description

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

As an Account Executive you will be responsible for the day-to-day account management of our Condominiums Practice unit. Present innovative and effective solutions providing our customers service and insurance advice. Attract new business from existing accounts and support producer-led... initiatives.

Essential Duties and Responsibilities
• Develop deep understanding of client’s operations and risk exposures.
• Identify specific client needs, develop innovative and cost-effective solutions working in team with the Insurance Producer.
• Communicate and document customer recommendations by writing following communication best practices, compliance regulations and branding guidelines.
• Ensure all recommendations developed throughout the risk management process and are understood by the customer.
• Prepare policy review and risk management recommendations report for customers.
• Serve as customer’s day-to-day point of contact for ongoing service needs. Coordinate and lead the strategy for the account renewal, ongoing activity, and requirements during the year. Work with Insurance Agencies in the marketing process and the negotiations with the underwriters.
• Provide support to Insurance Brokers with prospective clients and explain the features and merits of the policies offered. Recommend the amount and type of coverage based on the analysis and circumstances of potential customers. Provide support to Insurance producers in achieving sales budget and promotes selling of insurance products and services.
• Assist the customer during the claim process.
• Manage client relationships to increase penetration sales and cultivate new business opportunities.
• Coordinate with the Claims Department and ensure smooth communication and coordination with the client. Review customers’ claims reports with the claims unit to identify risk and develop loss control reports/initiative that can mitigate the customers’ risk.
• Expand the existing insurance programs with our clients. Develop and manage client relationships to increase penetration sales and cultivate new business opportunities.
• Gain and maintain a thorough understanding and knowledge of Popular resources and solutions.
• Participates in special activities representing Popular Risk Services.
• Design and maintain the stewardship report prepared to fulfill the risk management services.


Bachelor’s degree in business administration (Preferred)


Minimum three (3) years of commercial insurance experience with a brokerage, preferably.

Certifications / Licenses

The following certifications and/or licenses are recommended:

Property & Casualty Licenses

CISR or CIC Designation

Other Qualifications
• Strong communication, analytical, negotiations and team management skills
• Fully bilingual (Spanish and English) writing and conversational
• Puerto Rico Insurance Commissioner license (Preferred)
• Experience in handling objection.
• Condominium or Consulting experience
• Able to multi-task, prioritize and organize work with attention to detail in a deadline-oriented environment.
• Collects, research and complements data. Synthesizes complex or diverse information.
• Identifies and resolves problems in a timely manner. Work on alternative solutions.
• Demonstrates group presentation skills. Presents numerical data effectively.
• Proficiency in Word Processing, Presentations, Spreadsheet, Internet, other related software.
• Knowledge of Insurance products, services, underwriting, and business laws and regulations.
• Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. Knowledge of internal and competitors’ products and services to provide the quality in service advise.
• Demonstrate ability in project coordination, identification of business needs, work plan, budget control, time management, resource allocation, team management, status reports and implement changes. Must demonstrate leadership, logic, and reasoning skills.

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 [email protected]. 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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