Client Executive Assistant, Commercial Lines

HUB International•Río Piedras, PR

1d•Hybrid

About The Position

Hi, we’re HUB! We are a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services. Throughout our network we have more than 530+ offices and proudly ranked 5th among the world’s largest insurance brokers with offices in USA, Canada, and Puerto Rico. HUB Puerto Rico, based in San Juan, is home to a team of over 130 dedicated professionals delivering tailored risk management solutions across Commercial Lines, Employee Benefits, Personal Lines, and more. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with HUB International, you’re at the center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. The Opportunity Join us today as a Client Executive Assistant! HUB PR’s Client Executive Assistant works closely with the Account Executive to ensure top-tier service. CEA will partner with the Commercial Lines Account Executive to manage and service clients’ insurance needs while actively engaging with insurance companies to ensure efficient solutions. Sense of urgency, attention to detail and to be customer oriented are essential to comply with our service standards. A day in the life… As a Client Executive Assistant that thrives in a fast-paced environment, that is self-motivated, inquisitive, well-organized, honest, and adaptable, key responsibilities include:

Requirements

Associate or Bachelor's degree required
At least 1 year of relevant professional experience in the insurance industry
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong written and verbal communication skills
Bilingual fluency in English and Spanish
Experience with EPIC software is a plus

Nice To Haves

CISR Certified Insurance Service Representative) designation
CIC (Certified Insurance Counselor) designation

Responsibilities

Timely addressing clients’ inquiries
Keeping record of communications within HUB PR’s Epic program
Assisting account executive in the renewal process
Following up with insurance companies to ensure pending matters are successfully resolved
Handling correspondence
Checking issued policies for accuracy
Assisting the clients with petitions (including certificates of insurance and vouchers)
Acting as liaison between HUB PR’s internal departments and the clients to address client requests
Support on special projects