Careers

Blackheath Partners (BHP) is a brokerage general agency (BGA) providing financial advisors and insurance agents access to insurance products ranging from life insurance, annuities, long term care, and disability insurance. BHP is a Puerto Rico based entity that brokers these services in all 50 states and locally in Puerto Rico.

Current Job Openings

New Business Coordinator
A New Business Coordinator in the life insurance and annuity industry is responsible for overseeing and managing life insurance and annuity applications from submission to policy issuance. This individual acts as a liaison between clients, agents, insurance carriers, and other stakeholders to ensure a smooth and efficient process. The ideal candidate will support business within the United States as well as domestically in Puerto Rico.

Key Responsibilities:

Application Management: Process and track life insurance applications, ensuring accuracy and completeness.

Underwriting Coordination: Work with underwriters to facilitate medical exams, financial reviews, and risk assessments.

Agent and Client Communication: Serve as a point of contact for financial advisors, agents, and clients, providing updates and addressing concerns.

Must be comfortable with speaking with advisors, clients, and other individuals involved in the case process. Time spent on the phone can range from 1-2 hours daily and exceed.

Documentation & Compliance: Ensure all documents meet company and regulatory requirements before submission.

Problem Resolution: Address delays, missing information, and other issues that may impact policy issuance. Proactively seeking solutions to streamline each individual case.

Follow-ups & Status Updates: Regularly update stakeholders on the status of applications and escalate issues when necessary.

Understanding and operating the CRM systems efficiently.

Qualifications

Experience in case management highly desirable.

Excellent organizational skills with attention to detail for maintaining accurate records.

Ability to work independently as well as collaboratively within a team environment.

Proficiency in using technology for documentation and communication purposes.

Proficiency in CRM or case management systems ideal.

Fluent in both English and Spanish in speaking and writing

Must successfully pass and obtain life and health license within 30 days of start date

Responsible to complete NAILBA Case Management training within 6 months of hire date.

Job Type:

Full time

Pay:

$16.00 – $18.00 per hour
Salary Range 35-40k
Benefits negotiable including health insurance and non-qualified deferred compensation.

Expected hours:

8:00 AM – 5:00 PM Eastern Standard Time

Work Location:

Dorado, Puerto Rico – Remote

This position will be located in our Dorado, Puerto Rico office however there is potential for occasional remote days.

Upload Your Resume

Your Name:(Required)
First Last
Your Email:(Required)

Your Phone:(Required)
Applying For:(Required)
Upload Your Resume(Required)
Max. file size: 50 MB.

Δ
Internal Sales Associate
In the role of Internal Sales Associate, you will be tasked with the responsibility of establishing, nurturing, and expanding relationships for Blackheath Partners insurance and annuity distribution within the United States and Puerto Rico. This will involve effectively communicating the intricacies of these products and facilitating sales by leveraging both internal and external resources associated with Blackheath Partners.

In this position you will work/report directly to the CEO and founder, to support the efforts in the implementation of these solutions for financial advisors and insurance agents. This candidate will be the internal support for the team in the field working alongside advisors and their clients. Training will be provided to ensure complete understanding of the required duties. This position is the first internal sales position with the opportunity to develop and grow within a new and exciting start up organization. The right candidate will be responsible for same day communications with advisors and providing a first-class concierge experience to those that partner with Blackheath.

Qualifications/requirements

College degree preferred.

Active life and health license.

Experienced in life insurance, annuities, DI, and LTC sales and distribution.

Ability to work independently as well as collaboratively within a team environment.

Proficiency in using technology for documentation and communication purposes.

Proficiency in CRM or case management systems ideal.

Fluent in both English and Spanish, verbally and in written communications.

Expected to obtain Chartered Life Underwriter (CLU) designation within 12-18 months of completion of life and health license pending work experience.

Travel could be necessary.

Potential to obtain securities license necessary for variable sales.

Key Responsibilities

Understanding of all insurance and annuity products available at Blackheath Partners available in both the United States and Puerto Rico.

Speak with advisors to explain the product and how they achieve planning needs.

Run and design illustrations/proposals utilizing BHP software.

Proactively support advisors and their business.

Monitor active sales pipeline.

Compensation:

Annual salary of $35,000 – $40,000 pending experience with annual discretionary bonus pending performance/yearly sales goals.
Benefits negotiable including health insurance and non-qualified deferred compensation.
Paid vacation time off.

Expected Hours:

8:00 AM – 5:00 PM Eastern Standard Time

Work Location:

Dorado, Puerto Rico – Remote

This position will be located in our Dorado, Puerto Rico office however there is potential for remote days (hybrid role) as office buildout continues.

Upload Your Resume

Your Name:(Required)
First Last
Your Email:(Required)

Your Phone:(Required)
Applying For:(Required)
Upload Your Resume(Required)
Max. file size: 50 MB.

Δ