Client Executive Assistant - Property & CasualtyHato Rey, PR
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 5thamong the world’s largest insurance brokers with offices in USA, Canada, and Puerto Rico. 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, 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.
Join us today as a Client Executive Assistant! HUB PR’s Client Executive Assistant works closely with the Account Executive to ensure top of the line service. CEA will partner with the Account Executive to manage and provide service to clients and actively interact with insurance companies. 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, "Vouchers", Letters of Certification of Payment, Distribution of Premium requested by the insured once the Issuance Order is provided.
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, Payment Letters 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., Statement of Securities, Sales Information), draft Specifications and Proposal.
Responsible for handling assigned renewals.
What you will need for success
Bachelor’s or associate degree
Minimum of one year of experience
Preferred experience with EPIC
What will help you stand out !
We are proud to offer …
Health & Dental Insurance
- Hybrid modality
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: 2-5 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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.