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Universal Group Inc. · 4 months ago

SOLICITOR

Guaynabo, PR, US

Full-time

Onsite

Entry Level

1+ years exp

Universal Group Inc. is a company focused on insurance and marketing. The Solicitor role involves supporting corporate sales efforts and the issuance of insurance policies from assigned auto dealerships and/or Universal Group offices, while also participating in promotional activities and maintaining client relationships.

AutomotiveCommercialFinanceFinancial ServicesInsurance

Responsibilities

Responsible for completing applications and documents related to quoting, issuing, endorsing, and breaking down Universal Group, Inc. products

Daily records information related to quotes, issuances, endorsements of auto policies and/or other products in the required systems and applications, ensuring quality and zero errors in the data

Imports and/or digitizes documents related to quoting, issuing, endorsements of policies and/or products of Universal Group Inc., in the OnBase system and/or required applications

Provides service to clients, dealers, and/or producers, by supporting the quoting, issuing, endorsing, and breaking down of policies and/or other products as required

Participates and supports talks offered at business referral centers. Identifies the need for topics and orientations for dealer or producer resources

Serves as a link between Universal Group's marketing group and the client

Participates in promotional and sales events and activities in various locations and schedules, as required

Supports agencies and producers in following up on claims and new policies

Develops and maintains excellent business relationships with Producers, Agencies, and Dealers

Promotes and supports marketing strategies for other lines of business of the company such as Credit Insurance, Universal Finance services, Commercial, among others

Receives payments and channels according to the procedure established by the Company for handling them

Rotates among dealers in the business portfolio and supports other points of sale as needed

Participates in special projects and/or tasks, as necessary

Qualification

Licencia de SolicitadorMercadeo de productos de segurosManejo de sistemas de computadoraAnálisis de informaciónTrabajo en equipoExcelentes destrezas interpersonalesDominio del español e inglés