Client Insurance Specialist, Construction and Surety

HUB International•Río Piedras, PR

2d•Hybrid

About The Position

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 Insurance Specialist! HUB PR’s Client Insurance Specialist works closely with the Account Executive to ensure top-tier service. Will partner with the Client Executives, Account Executives, and the Senior Vice President to manage and service clients’ insurance needs while actively engaging with insurance companies to ensure efficient solutions. A sense of urgency, attention to detail and to be customer oriented are essential to comply with our service standards.

Requirements

Associate or Bachelor's degree required
Active P&C license
At least 5 years of relevant professional experience in the insurance industry, particularly in Surety and Bonds
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong written and verbal communication skills
Bilingual fluency in English and Spanish

Nice To Haves

Experience with EPIC software is a plus
CISR Certified Insurance Service Representative) designation
CIC (Certified Insurance Counselor) designation

Responsibilities

Handle assigned renewals efficiently and process cancellations, reinstatements, endorsements, and new bond applications.
Acquires understanding of existing and new clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
Make appropriate recommendations to clients in response to those changes independent of manager approval.
Timely addressing clients’ inquiries
Keeping record of communications within HUB PR’s Epic program
Responsible for the monthly renewal process and provide policy and coverage information as changes occur upon inquiry.
Following up with insurance companies to ensure pending matters are successfully resolved as well as with guarantors and clients to ensure timely responses.
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
Handle financing contracts and ensure proper documentation.
Monitor policy and contract deadlines.
Maintain client and contract records up to date.
Support on special projects
Develop new business opportunities by securing renewals and cross selling new products.