Insurance Agent - San Lorenzo

Triple-S; San Lorenzo (PR); On-site; USD 30,000 - 46,000; Full time

Job summary

Triple-S offers a role focused on selling individual life and disability insurance and collecting premiums from policyholders. The position requires a high school diploma and an active or transferable Puerto Rico insurance license, with emphasis on accurate record-keeping and client service.

You will coordinate with customers, report sales activity, and serve as the primary liaison between clients and the company. The job emphasizes compliance, claims guidance, and timely premium deposits.

Qualifications

• High School Diploma or equivalent training in sales related fields.
• Licensed or eligible for Life and Disability Insurance in Puerto Rico.
• Familiar with collecting premiums and basic balance of accounts.

Responsibilities

• Sell life and disability policies on the assigned route.
• Collect outstanding policies in the assigned area.
• Record and balance sales and premium collections daily.
• Deposit collected premiums into the bank account provided by the company.
• Attend meetings to report results of sales and collection management.
• Serve as a link and communication channel between the company and the client.
• Guide and help clients in filing claims and follow up on their processing.
• Other tasks related to the position.

Skills

Sales

Customer service

Education

High School Diploma

Commercial Course

Job description

At Triple-S, we are committed to providing meaningful job experiences for Valuable People (Gente Valiosa). We strive for excellence in everything we do, from the way we work together to the way we serve our customers.
When you join Triple-S, you will be key to our efforts on delivering high-quality and affordable healthcare as well as contribute to our purpose to enable healthier lives. We serve more than 1 million consumers in Puerto Rico through our Medicare Advantage, Medicaid, Commercial, Life and Property & Casualty Businesses.
Let's build healthier communities together, join now!

Job Summary

In charge of selling individual life and disability insurance policies. Responsible for collecting money from insurance premiums sold to policyholders and, or participants.

Essential Functions

• Sell life and disability policies on the assigned route.
• Collect outstanding policies in the assigned area.
• Record and balance sales and premium collections made daily.
• Deposit on a daily basis the collected premiums into the bank account provided by the company.
• Attend meetings called by the Manager or Supervisor to report results of sales and collection management.
• Serve as a link and communication channel between the company and the client.
• Guide and help clients in filing claims and follow up on their processing.
• Other tasks related to the position.

EDUCATION

• High School Diploma

Experience

• High School Diploma or Commercial Technical Course, preferably with 6 months of experience in the essential functions of the position.
• Limited License, Life Insurance and/or Disability Insurance license issued by the Office of the Insurance Commissioner of Puerto Rico and keep it active and without restrictions.

LICENSES AND CERTIFICATIONS

• Life Insurance Agent License

COMPETENCIES

It is company policy to seek for the qualified applicants for positions throughout the company without distinction of race, color, national origin, religion, sex, gender identity, real or perceived sexual orientation, civil status, social condition, political ideologies, age, physical or mental disability, veteran status or any other characteristic protected by law. Drug-free company.
Equality Employment Opportunity/Affirmative Action for People with Disabilities/Veterans. Employer with E-Verify to verify the eligibility of employment of all the new employees.
We encourage Veterans and Disabled to Apply.