Life & Disability Insurance Advisor

Triple-S; San Lorenzo (PR); Presencial; USD 30.000 - 46.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Sales

Customer service

Educación

High School Diploma

Commercial Course

Descripción del empleo

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.