Position Summary:
This role supports sales and policy issuance efforts for insurance products, working directly from assigned auto dealerships or corporate offices. The position involves preparing quotes, processing policy transactions, and participating in promotional events while maintaining strong relationships with clients, agencies, and business partners.
Key Responsibilities:

• Prepare and process applications, quotes, endorsements, and policy breakdowns, referring cases that exceed authority limits to supervisors.
• Enter and maintain accurate information for policy transactions in company systems, ensuring quality and compliance.
• Upload and organize supporting documents into internal platforms such as OnBase and related applications.
• Provide customer service to clients, producers, and dealerships by assisting in policy quoting, issuance, and endorsements.
• Support training sessions and identify areas where dealerships or producers may require further guidance.
• Act as a liaison between the marketing department and clients to align on strategies and campaigns.
• Participate in promotional events, sales activities, and business development initiatives at various locations and schedules.
• Assist producers and agencies with follow-up on new policies and claims.
• Promote complementary company offerings such as credit insurance, commercial lines, and financial services.
• Process and route payments in accordance with company procedures.
• Rotate among assigned dealerships and provide support at additional sales points when needed.
• Contribute to special projects or assigned initiatives that support business objectives.

Requirements:

• Bachelor's Degree in Business Administration, preferably with a concentration in Marketing, or an equivalent combination of education and experience.
• Minimum of one (1) year of experience in insurance product sales, marketing, or related fields.
• Valid Puerto Rico Insurance Solicitor License (additional certifications may be required depending on assignment).
• Strong knowledge of insurance business lines and company products.
• Proficiency with computer systems, data entry, and office software.
• Analytical ability to review information, evaluate cases, and make sound decisions.
• Proven ability to manage high workloads, prioritize multiple tasks, and meet deadlines.
• Excellent teamwork, interpersonal, and customer service skills.
• Fully bilingual in Spanish and English, with strong verbal and written communication.
• Flexibility to work varied schedules, including evenings, weekends, and occasional travel between dealerships or sales locations as business needs require.

Employer with Equal Employment Opportunity.