Client Executive, Specialty Lines

HUB International; San Juan (PR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health & Dental Insurance

401K

Life Insurance

Cancer Insurance

Development opportunities

Hybrid work flexibility

Department Account Management &Service

Job summary

HUB International Limited in Puerto Rico seeks a Client Executive to manage renewals and client service in the Specialty Lines team. You will coordinate with carriers, review policies, and keep clients informed throughout the renewal process.

Ideal candidates have 5–7 years in insurance, a Bachelor's degree, and EPIC familiarity. This hybrid role includes benefits, a 401K, and career growth opportunities.

Qualifications

• Bachelor’s degree required.
• 5–7 years in the insurance industry.
• Preferred EPIC experience.
• Customer-service oriented with urgency and problem solving.
• Proficient in Office 365, especially Excel.

Responsibilities

• Manage renewals from start to finish with accuracy.
• Maintain communications with insurance carriers.
• Coordinate with internal departments as needed.
• Review policies and request corrections if needed.
• Forward endorsements to clients promptly.
• Ensure policy delivery docs are complete.
• Ensure invoices reach clients for timely billing.
• Monitor payments and key renewal milestones.
• Handle renewal communications and updated info.
• Meet with underwriters to negotiate renewal terms.
• Prepare submissions and proposals.
• Confirm renewal instructions and binding orders.

Skills

Customer service

Office 365

Teamwork

Bilingual EN/ES

Problem-solving

Attention to detail

Education

Bachelor's degree

Tools

EPIC

Job description

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. In HUB Puerto Rico, we are the top broker on the island with more than 128 employees. 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 and employee benefits 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! At HUB PR, our Client Executive in the Specialty Lines team plays a key role in delivering outstanding service and support to our clients. Working closely with the Assistant Vice President and the broader team, the Client Executive takes responsibility for managing assigned account renewals from start to finish while maintaining effective communication with insurance carriers. This role requires a high level of attention to detail, urgency, and a strong customer service orientation to meet our service standards.

A Day in the Life

• Maintain, organize, and file client records on a daily basis, including policies, endorsements, insurance certificates, correspondence, and other relevant documents.
• Keep the Summary of Coverage up to date throughout the policy year as changes occur.
• Facilitate internal communications between departments such as Bonds, Construction, Benefits, Financial Lines, Personal Lines, Accounting, and Claims to route client requests appropriately.
• Review policies to ensure they are issued as quoted, identify discrepancies, and request corrections when necessary.
• Verify and forward requested endorsements to clients in a timely manner.
• Coordinate and revise with Client Executive Assistant folders and/or emails for policy delivery, ensuring they include all relevant documents such as the Summary of Coverages, invoices (including dummy invoices if applicable), certificates, and any additional client-required documentation.
• Ensure clients receive invoices in a timely manner to support accurate billing and month-end closing, when applicable.
• Coordinate the request for premium financing contract quotes from the Accounting Department and forward them to clients.
• Monitor payments and maintain a record of key account milestones, including renewals, payments, deliveries, and reviews, while developing a plan to manage the renewal process effectively.
• Handle client communications for renewals, including requests for updated information such as financial statements, by-laws, and renewal applications.
• Meet with underwriters to negotiate renewal terms in favor of our clients.
• Prepare submissions and proposals.
• Confirm renewal instructions for clients and proving binding order.

What you will need for success

• Bachelor’s degree
• 5 to 7 years in the insurance industry
• Preferred experience with EPIC
• Customer service oriented, sense of urgency and problem-solving skills.
• Demonstrated proficiency with Office 365 including but not limited to Microsoft Office (Excel specific).
• Ability to work in a team environment.
• Ability to meet deadlines.
• Fully bilingual both English and Spanish

We are proud to offer

• Health & Dental Insurance
• 401K
• Life Insurance
• Cancer Insurance Birthday Date
• Development opportunities
• Hybrid work flexibility
• Department Account Management & Service
• Required Experience: 5-7 years of relevant experience
• Required Travel: No Travel Required
• Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of this website or need assistance completing the application process, please contact the recruiting team [e-mail]. 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.