Client Service Specialist, Personal Lines

HUB International•Río Piedras, PR

1d•Hybrid

About The Position

HUB PR’s Client Service Specialist works closely with our clients to ensure top-tier service. Will 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. As a Client Service Specialist in Personal Lines that thrives in a fast-paced environment, that is self-motivated, inquisitive, well-organized, honest, and adaptable, key responsibilities include: Prepare for a fast-paced environment where you'll administer a personal insurance book of business.

Requirements

Associate or bachelor's degree required
At least 2 years 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
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
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.