Bilingual Insurance Client Executive Assistant (Hybrid)

Hub International; San Juan (PR); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health & Dental Insurance

401K

Life Insurance

Birthday Date

Wellness Fridays

Development opportunities

Job summary

HUB International Puerto Rico in San Juan seeks a Client Executive Assistant to support the Account Executive in delivering top-tier service for Commercial Lines clients. You will coordinate with carriers, manage renewals, and ensure timely responses while maintaining a client-centric focus.

The role requires an Associate or Bachelor’s degree and at least 2 years in insurance, with strong English/Spanish communication and proficiency in Microsoft Office; EPIC experience is a plus.

Qualifications

• Associate or Bachelor's degree required.
• At least 2 years 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.

Responsibilities

• 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 resolved.
• Handling correspondence and documentation of interactions.
• Assisting clients with certificates of insurance and vouchers.
• Liaising between HUB PR departments and clients to address requests.
• Support on special projects.

Skills

Bilingual English/Spanish

Strong written and verbal comms

Customer service mindset

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office Suite

EPIC software

Job description

HUB International Puerto Rico in San Juan seeks a Client Executive Assistant to support the Account Executive in delivering top-tier service for Commercial Lines clients. You will coordinate with carriers, manage renewals, and ensure timely responses while maintaining a client-centric focus.

The role requires an Associate or Bachelor’s degree and at least 2 years in insurance, with strong English/Spanish communication and proficiency in Microsoft Office; EPIC experience is a plus.