Data Entry Representative

Hub International Insurance•Hato Rey, PR

1d•Hybrid

About The Position

HUB International is a leading North American insurance brokerage offering employee benefits, business, and personal insurance products and services. With over 600 offices across the USA, Canada, and Puerto Rico, HUB Puerto Rico is the largest broker on the island specializing in Risk and Insurance and Employee Benefits. We provide a competitive, exciting, and friendly work environment designed for employee longevity and success. The Data Entry Representative role is within the Service Unit Department and works closely with the Client Executive Assistant to ensure documentation processes meet standards. This role requires a sharp eye for detail, a sense of urgency, a customer-first mindset, and a tech-savvy approach, with comfort in digital tools and an eagerness to adopt new technologies.

Requirements

Bachelor's or associate degree
Bilingual: English and Spanish
1-2 years of relevant experience

Nice To Haves

Preferred experience with EPIC
Preferred experience with the insurance industry
Preferred experience with Claude
CISR
CIC

Responsibilities

Entry and validation of documentation for commercial and personal lines accounts, including their policies.
Update policy information as needed.
Manage the scanning of policies and email them to Account Executives and Client Executive Assistants for Commercial Lines and Personal Lines.
Ensure the accuracy of information submitted in the EPIC system.
Participate in process improvement projects leveraging AI tools, including piloting solutions and documenting new ways of working.
Identify manual or repetitive workflow steps and propose AI-assisted improvements to increase team efficiency.