Client Executive Assistant, Commercial Lines

HUB International • Río Piedras, PR

1d • Hybrid

About The Position

HUB Puerto Rico’s Client Executive Assistant works closely with the Commercial Lines Account Executive to provide top-tier service and manage clients’ insurance needs. The role also involves engaging with insurance companies to help ensure efficient solutions. A sense of urgency, attention to detail, and customer orientation are essential to meeting service standards. The position is hybrid and based in HUB Puerto Rico’s San Juan operation.

Requirements

• Associate or bachelor’s degree.
• At least 2 years of relevant professional experience in the insurance industry.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Strong written and verbal communication skills.
• Bilingual fluency in English and Spanish.

Nice To Haves

• Experience with EPIC software.
• CISR (Certified Insurance Service Representative) designation.
• CIC (Certified Insurance Counselor) designation.

Responsibilities

• Timely address clients’ inquiries.
• Keep records of communications in HUB PR’s Epic program.
• Assist the Account Executive in the renewal process.
• Follow up with insurance companies to ensure pending matters are resolved.
• Handle correspondence.
• Check issued policies for accuracy.
• Assist clients with petitions, including certificates of insurance and vouchers.
• Act as a liaison between HUB PR’s internal departments and clients to address client requests.
• Support special projects.

Benefits

• Health insurance.
• Dental insurance.
• 401(k).
• Life insurance.
• Birthday date.
• Wellness Fridays.
• Development opportunities.
• Structured training and licensing support.
• Retirement savings matching.
• Company-paid disability plans.
• Paid time off.
• Paid parental leave.
• Wellbeing program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree