Job Description

Date: Jan 28, Location: San Juan, PR

Company: Popular
Workplace Type: On-site
Client Service Associate
Job Type: Full Time – Non Exempt

General Description

Responsible for managing and processing life insurance and annuity applications, ensuring compliance with regulatory requirements and efficiency in transaction approvals.

Essential Duties and Responsibilities

  • Complete life insurance and annuity applications for both individual and commercial clients.
  • Obtain client signatures through the DocuSign system.
  • Submit applications for principal approval, ensuring all required disclosures and supporting documentation (personal, corporate, trust-related, etc.) are included.
  • Monitor and follow up on approval processes to ensure timely completion.
  • Maintain accurate records of all submitted cases and track progress to guarantee efficient processing.
  • Address corrections and reques...

Ready to Apply?

Take the next step in your AI career. Submit your application to Aspergerparaasperger today.

Submit Application