Account Executive Assistant

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:

• 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

What you will need for success

• 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

What will help you stand out!

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

We are proud to offer…

• Health \& Dental Insurance
• 401K
• Life Insurance
• Birthday Date
• Summer Fridays
• Wellness Fridays
• Development opportunities

Job Details

• Hybrid modality

EEO employer

HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Department Account Management \& Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity 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.

E-Verify Program

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