Technical Assistant

Job Type

Seasonal

General Description

The Technical Assistant plays a role in supporting the insurance underwriting and policy servicing process. This position is responsible for analyzing, classifying, and maintaining policy data, as well as updating customer records to ensure accuracy and compliance. The role requires strong attention to detail, effective communication, and problem-solving skills to support underwriters and ensure high-quality service delivery.

Essential Duties and Responsibilites

• Document Management: Prepare, review, file, and update policy records and related documents.
• Policy Processing Support: Collaborate directly with underwriters to process and input insurance policy data. Ensure all policy information is complete and meets established standards.
• System Documentation: Accurately document all work performed in the agency’s system. Ensure compliance with service level agreements and internal procedures.
• Data Verification and Organization: Organize and manage detailed office records. Verify policyholder information for completeness and accuracy.
• Data Entry and Record Keeping: Perform data entry into agency or policy issuance systems. Maintain up-to-date and accurate customer information.

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.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

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.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, 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.

Are you ready for a rewarding career?

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