Business Development Coordinator- Insurance Agency Our Company At FirstBank PR , we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client’s expectations. Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you. A Brief Overview Performs marketing, administrative and back-office duties related to property/casualty and supplemental health insurance such as life, accident, disability, and health insurance. What you’ll do · Coordinate supplemental health insurance sales events within FirstBank different locations such as branches, mortgage, and main buildings. · Assign independent insurance agents to sales events, provide training to FirstBank employees on how to identify and refer qualified prospects. · Oversee all independent insurance agents performance and create execution plans to maximize sales opportunities within the assigned sales events. · Perform marketing initiatives to promote incremental sales volume within all locations while motivating individuals to increase qualified referrals. · Launch and manage different supplemental health and property/casualty insurance products through FirstBank’s corporate webpage to reach digital segments and increase online corporate footprint. · Ensure compliance with information security standards and corporate policies, marketing guidelines, and the applicable regulatory framework for online insurance sales platforms. · Create, develop, launch, monitor, and manage different telemarketing campaigns to offer supplemental health insurance products to FirstBank customers. · Frequently monitor telemarketing calls to ensure compliance with all applicable federal and state regulations, such as but not limited to: UDAAP, TCPA, Privacy regulations and Code of Insurance of Puerto Rico. · Request internally and provide lead lists to different telemarketing centers within the required term. · Monitor and timely process Do Not Call requests made by customers. · Implement innovative sales and marketing campaigns to expand our portfolio through acquisition, cross sale, and up sale initiatives. · Receive and process all insurance policies issued through different sales channels in the management system. · Reconcile all production received and distribute production reports timely. · Performs any other task assigned to achieve the company goals. What You’ll Need to Succeed Formal Education · A bachelor’s degree in business administration with a minor in management, marketing, or equivalent credits or related field is required for this position. Knowledge and Experience + The incumbent must have at least one year of experience in a related job, or the equivalent combination of academic preparation needed to successfully perform the responsibilities of the job. Should have an in-depth knowledge of insurance products. + Should have an in-depth knowledge of property & casualty, life, disability, accidents, and health insurance also known as supplemental life insurance. + Must be a self-starter, imaginative and creative and have demonstrated skills for effective communication both verbal and written in English and Spanish, with the ability to influence others. + Must have a high level of organizational ability and a high degree of respect for confidentiality. + Must be willing to travel within the assigned territory. + Must hold an active authorized insurance representative license with authorization to sale life, health, disability, and property-casualty insurance. · Computer literate (Word, Excel, PowerPoint, SharePoint, OneDrive) · Excellent verbal and written communication in both English and Spanish. · Good customer service skills. · Analytical skills, attention to detail. · Results oriented. First Bank Puerto Rico is a proud to be an Equal Employment Opportunity Employer and takes affirmative action to employ Women, Protected Veterans, People with Disabilities and Minorities regardless of gender identity, sexual orientation, and any other legally protected status.