BRANCH OPERATIONS & UNDERWRITING ASSISTANT

Optima SegurosMayagüez, PR
Onsite

About The Position

We are seeking an organized, dynamic, proactive, and service-oriented individual to support operations at our Mayagüez Branch, primarily in the areas of administration, underwriting, and claims. This position offers opportunities for professional development and growth in the areas of underwriting, rating, and insurance operations.

Requirements

  • Dynamic and proactive attitude.
  • Ability to work well in a team.
  • Excellent organizational skills and attention to detail.
  • Ability to manage multiple tasks and priorities.
  • Strong communication and customer service skills.
  • Proficiency with technology systems and tools.
  • Experience in administrative roles and/or customer service.
  • Availability to work on-site in Mayagüez.

Nice To Haves

  • Knowledge of or experience in the insurance industry is preferred.

Responsibilities

  • Administrative and operational support for the Branch.
  • Support for underwriting, rating, quoting, and policy issuance processes.
  • Use of rating software and insurance operations systems.
  • Preparation of insurance certificates and vouchers.
  • Processing of travel insurance policies.
  • Follow-up on quotes and renewals.
  • Entry and tracking of claims.
  • Customer service for policyholders, claimants, and producers.
  • Handling and recording of payments received at the Branch.
  • Data entry, document management, and administrative support.

Benefits

  • professional development
  • growth in the areas of underwriting, rating, and insurance operations
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