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. In HUB Puerto Rico, we are the top broker on the island with more than 128 employees. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with us, you’re at the center of a vast network of risk, insurance and employee benefits 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 in Specialty Lines works closely with the Assistant Vice President and team to ensure top of the line service. CEA will partner to manage and provide services to clients and actively interact with insurance companies. A sense of urgency, attention to detail and to be customer oriented is essential to comply with our service standards.   

 

A day in the life…  

Responsible for maintaining, organizing, documenting, and filing daily the physical and digital records of the client including policies, endorsements, insurance certificates, general correspondence among other documents.   

Accountable for keeping the Summary of Coverage updated with the changes that take place during the policy year.  

Support communications between Departments (Bonds, Construction, Benefits, Financial Lines, Personal Lines, Accounting and Claims) to channel customer requests.  

Request and follow up on the Insurance Certificates, policy issuance and corrections. 

Follow up and verify the requested endorsements and send them to the client.  

Prepare the Folders and / or Email for the delivery of the Policies together with the Summary of Coverages, Invoices (Dummies Invoices if applicable), Insurance Certificates, and / or any other documentation required by the Insured.  

Responsible for sending invoices to the client for the due process of billing and closing of the month, if applicable.  

Responsible for requesting the quotes of Premium Financing Contract to the Accounting Department and sending the document to the client.    

Follow up on the payment and keep track, preparing and maintaining a list of accounts to have a reference of when it was renewed, paid, delivered, reviewed, etc.  

Responsible for confirming evidence of payment made by check, ACH or credit card and requesting evidence of processed payment to send to customer.  

Prepare a draft email to the client with renewal information to update (i.e., financial statements, by-laws, and renewal applications among others), draft submissions and proposal.  

Follow up on pending subjectivities and renewal material from client.  

Responsible for handling assigned renewals.  

What you will need for success  

Bachelor’s or associate degree  

At least one year in the insurance industry 

Preferred experience with EPIC  

Customer service oriented, sense of urgency and problem-solving skills.  

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office (Excel specific) and automated agency management systems.  

Ability to work in a team environment.  

Fully bilingual both English and Spanish   

What will help you stand out!  

CISR 

We are proud to offer…  

Health & Dental Insurance  

401K  

Life Insurance  

Birthday Date   

Summer Fridays  

Wellness Fridays  

Development opportunities  

Job Details  

Hybrid modality  

 

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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