Client Executive Assistant, Commercial Lines

5HJ HUB International Puerto Rico; 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

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. 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 700+ offices and proudly ranked 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 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 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

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
• Wellness Fridays
• Development opportunities

Job Details

Hybrid modality

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information. HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.