Client Executive, Employee Benefits

HUB International; San Juan (PR); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health & Dental Insurance

401K

Life Insurance

Birthday Date

Summer Fridays

Wellness Fridays

Development opportunities

Job summary

A leading insurance brokerage in Puerto Rico is seeking a Client Executive for Employee Benefits to manage a book of business and ensure client satisfaction. The ideal candidate has at least 5 years in insurance account management and a Bachelor's degree. Responsibilities include working with producers on client service, negotiating with carriers, and developing new business. This role offers a hybrid work model and a supportive environment focused on professional growth.

Qualifications

• 5 years of experience in insurance account management, preferably in brokerage.
• High level of customer service and urgency.
• Ability to work in a team environment.

Responsibilities

• Manage a book of insurance business and retain clients.
• Coordinate with producers for client service and marketing.
• Negotiate with insurance carriers and resolve complex service issues.

Skills

Customer service

Oral communication

Written communication

Problem-solving

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office

Automated agency management systems

Job description

Client Executive, Employee Benefits

Join to apply for the Client Executive, Employee Benefits role at HUB International. 2 months ago. Be among the first 25 applicants.

Overview

HUB International is a leading North American insurance brokerage that provides employee benefits and business and personal insurance products and services. With over 530 offices worldwide, we are ranked 5th among the world’s largest insurance brokers. 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.

The Opportunity

Join us today as an Employee Benefits Client Executive! The Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision‑making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards.

Responsibilities

• Responsible for the assigned book of business and overall retention.
• Work closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing/communication for assigned accounts.
• Acquire understanding of clients’ insurance objectives, critically analyze and compare insurance plans to determine suitability and stay abreast of changes in the industry.
• Understand clients’ business to ensure insurance objectives are met, and recommendations are adequate to client needs.
• Develop and outline a renewal strategy plan to achieve a cost‑effective insurance program that suits the client’s needs.
• Act as liaison between clients and insurance carriers to resolve escalated complex service issues, negotiate with underwriters and carriers as needed.
• Develop new business from existing accounts and assigned leads, identifying and following up on cross‑selling opportunities.
• Manage, organize, and conduct client meetings when necessary.
• Document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy.

What You Will Need For Success

• Bachelor’s or associate degree.
• Five years of experience and proficiency in an insurance account management role in required lines; brokerage experience preferred.
• Excellent oral and written English communication skills.
• Superior customer service, sense of urgency, and problem‑solving skills.
• Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems.
• Ability to work in a team environment.

What will help you stand out

• Life and Disability License.

We are proud to offer

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

Job Details

• Hybrid modality.
• Full Time.

EEO Employer

HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type under the law.

Department: Account Management & Service
Required Experience: 5–7 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor’s degree (4‑year degree)

E-Verify Program.

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