Sr Account Executive

Position Title: Sr Account Executive

Date: May 6, 2026

Location: San Juan, PR

Company: Popular Bank

Job Type

Full - Time - Exempt

General Description

As Sr Account Executive, you are responsible for leading and managing the end‑to‑end claims process across multiple business practices including Construction & Surety, Public Sector, Condominium, Commercial Risk, and Personal Risk, ensuring exceptional service, accuracy, and timely resolution for insureds and claimants. This role requires deep technical expertise in commercial insurance, strong analytical capabilities, and the ability to coordinate effectively with clients, insurance carriers, adjusters, internal divisions, and external stakeholders. The Senior Claims Account Executive also supports risk management initiatives, prepares analytical reports, and contributes to claims prevention strategies for key accounts.

Essential Duties and Responsibilities

• Serve as the primary point of contact for insureds and the insurance carriers throughout the claims process.
• Receive, evaluate, and review claim documents; verify eligibility and policy coverage.
• Guide insureds/claimants on reporting procedures and required documentation.
• Assist insureds in completing claim forms and gather all necessary evidence.
• Analyze completed claim packages and submit claims to insurers; communicate claim numbers and acknowledgments.
• Attend inspections with insureds and insurer adjusters when required.
• Follow up consistently with insurers regarding claim status, settlement offers, payments, and pending documentation.
• Communicate claim outcomes to insureds; prepare reconsideration requests when coverage is denied.
• Provide guidance on legal claims, including timelines for answering complaints and coordinating legal representation.
• Ensure all claims are properly documented in AMS 360 and ImageRight.
• Prepare analytical reports for Public Sector accounts and Commercial Risk clients.
• Request experience reports from insurers, analyze data, and prepare Excel/Word reports and PowerPoint presentations.
• Present quarterly claims analysis to the Operational Risk Committee.
• Coordinate inspections with Risk Management Providers and discuss findings with clients.

Education

Bachelor’s Degree in Business Administration

Experience

• Minimum 5-7 years of commercial insurance experience with a brokerage, preferably.
• Experience in handling complex, high‑volume claims portfolios is desirable.

Certifications / Licenses

The following certifications and/or licenses are recommended:
• Property & Casualty License
• CISR or CIC Designation

Other Qualifications

Technical & Analytical Skills
• Strong analytical skills; ability to synthesize complex information.
• High attention to detail and accuracy.
• Proficiency in Word, Excel, PowerPoint, and insurance systems (AMS 360, ImageRight).
• Deep knowledge of insurance products, services, and coverage.
Communication Skills
• Excellent oral and written communication in English and Spanish.
• Ability to manage difficult conversations with empathy and professionalism.
Project & Time Management
• Ability to coordinate multiple tasks, deadlines, and stakeholders.
• Strong organizational skills and ability to work under pressure.
• Experience preparing reports, presentations, and status updates.
Client Focus & Problem Solving
• Demonstrates commitment to client service and timely resolution.
• Identifies problems, develops solutions, and manages expectations effectively.
• Maintains focus on priorities.

Values

1. Passion for People3. Succeed Together2. Own Every Moment4. Build the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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Job Segment: Account Executive, Sales

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