Sales Administrative Assistant

About the role

MassMutual Puerto Rico is seeking a highly organized, proactive, and fully bilingual Sales Assistant to support insurance professionals in the Protection and Property & Casualty (P&C) business lines. The role provides administrative, operational, and client service support to help maintain efficiency across the team's daily activities.

Responsibilities

• Provide day-to-day administrative support to insurance agents and advisors.
• Manage calendars, appointments, meetings, and follow-up activities.
• Prepare, organize, and maintain client files and records.
• Assist with document preparation, correspondence, and presentations.
• Coordinate office logistics and support special projects as needed.
• Serve as a professional point of contact for clients and prospects, respond to inquiries, direct requests appropriately, and follow up on pending documentation and service requests.
• Maintain accurate records of client interactions and communications, and assist in scheduling client meetings and policy reviews.
• Support the Protection business with application processing, case tracking, underwriting requirements, follow-up, policy delivery preparation, client onboarding, insurance submissions, and case management.
• For Property & Casualty (P&C), gather client information and documentation; support quote requests, policy servicing, and renewal tracking; coordinate communication between clients, carriers, and producers; and monitor pending items for timely follow-up.

Requirements

• Fully bilingual in English and Spanish, both written and verbal.
• Associate's or Bachelor's degree.
• Resourceful, detail-oriented, and capable of taking initiative in a fast-paced environment.

Datos clave

• Supports insurance professionals in the Protection and Property & Casualty business lines.
• Requires full bilingual proficiency in English and Spanish, written and verbal.
• An Associate's or Bachelor's degree is listed as a qualification.