Client Service Specialist, Personal Lines

Hi,we’reHUB!

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.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 withHUB International,you’reat 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 aClient Service Specialist! HUB PR’sClient Service Specialistworks closelywith ourclientsto ensure top-tier service.Will manage and service clients’ insurance needs while actively engaging with insurance companies to ensure efficient solutions.A senseof urgency, attention to detail and to becustomer-orientedare essential tocomply withour service standards.

A day in the life…

As a ClientService Specialist in Personal Linesthat 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 whereyou'lladminister a personal insurance bookofbusiness.

• Timely addressing clients’ inquiries

• Keeping record of communications within HUB PR’s Epic program

• Responsible for the monthlyrenewalprocessand 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

• Assistingthe 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.

What you will need for success

• Associate or bachelor'sdegreerequired

• At least2yearsof relevant professional experiencein the insurance industry

• Proficiencyin 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.