Solicitor

2 days ago


Guaynabo PR United States Upturnco Full time

Apoya los esfuerzos corporativos de venta y emisión de pólizas de seguros y otros productos desde los concesionarios de autos asignados y/o desde las oficinas de Universal Group. Participa en actividades especiales de promoción y ventas de los productos de auto, según solicitado.

Deberes y responsabilidades esenciales:

Responsable de completar solicitudes y documentos relacionados a la cotización, emisión, endoso y desglose de productos de Universal Group, Inc. Refiere o canaliza con los Representantes o Supervisores casos fuera de los límites de autoridad.

Diariamente registra la información relacionada a cotizaciones, emisiones, endosos de pólizas de autos y/u otros productos en los sistemas y aplicaciones requeridos, asegurando calidad y cero errores en la data.

Importa y/o digitaliza los documentos relacionados a la cotización, emisión, endosos de pólizas y/o productos de Universal Group Inc., en el sistema OnBase y/o las aplicaciones requeridas.

Provee servicio a los clientes, concesionarios y/o productores, mediante apoyo en el proceso de cotización, emisión, endoso y desglose de pólizas y/u otros productos según requerido.

Participa y apoya en charlas ofrecidas en los centros de referido de negocio. Identifica necesidad de temas y orientaciones para los recursos del dealer o productor.

Sirve de enlace entre el grupo de mercadeo de Universal Group y el cliente.

Participa en eventos y actividades de promoción y ventas en variados lugares y horarios, según sea requerido.

Apoya a las agencias y productores en el seguimiento de las reclamaciones y pólizas nuevas.

Desarrolla y mantiene excelentes relaciones de negocio con los Productores, Agencias y Dealers.

Promueve y apoya estrategias de mercadeo de otras líneas de negocio de la empresa como, Seguro de Crédito, servicios de Universal Finance, Comercial, entre otros.

Recibe pagos y canaliza según el procedimiento establecido por la Compañía para el manejo del mismo.

Rota entre dealers de la cartera de negocios y apoya otros puntos de venta según la necesidad del negocio.

Participa de proyectos y/o tareas especiales, según necesario.

Educación y/o experiencia:

Bachillerato en Administración de Empresas con concentración en Mercadeo y un (1) año de experiencia en mercadeo de productos de seguros. Como también podría considerarse una combinación de educación y experiencia equivalente.

Amplio conocimiento de las líneas de negocio y productos de la Compañía.

Conocimiento en el manejo de sistemas de computadora y manejo del teclado.

Capacidad de análisis de información, evaluación de casos y toma de decisiones acertadas.

Capacidad de manejar altos volúmenes de trabajo y cumplir fechas establecidas. Manejo de varias tareas simultáneamente estableciendo prioridades.

Capacidad de trabajo en equipo y colaboración con otros.

Excelentes destrezas interpersonales, servicio y manejo de público.

Licencias y/o certificaciones:

Se requiere Licencia de Solicitador vigente emitida por el Comisionado de Seguros de PR. Para la ejecución óptima de sus funciones se podrían requerir licencias o certificaciones adicionales relacionadas al puesto.

Dominio del idioma español e inglés tanto oral como escrito.

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