Client Executive, Specialty Lines — Renewal & Service Leader

HUB International; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401K

Life Insurance

Cancer Insurance

Birthday Date

Summer Fridays

Wellness Fridays

Development opportunities

Job summary

HUB International in Puerto Rico is seeking a Client Executive in Specialty Lines to manage renewals and service delivery for assigned client groups, coordinating closely with the AVP and broader team.

You will maintain client records, update coverage summaries, and liaise with multiple departments to ensure accurate policy issuance and timely communications, while supporting renewal negotiations. Fluency in English and Spanish is required.

Qualifications

• Bachelor’s degree required.
• 5-7 years in the insurance industry.
• Preferred experience with EPIC.
• Fully bilingual English and Spanish.
• Proficient with Office 365 including Excel.

Responsibilities

• Maintain, organize, and file client records and policy documents.
• Keep the Summary of Coverage up to date throughout the policy year.
• Coordinate communications between departments to route client requests.
• Review policies for quotes accuracy and discrepancies; request corrections.
• Prepare submissions and renewal instructions for clients; meet with underwriters.

Skills

Customer service

Communication

Bilingual English/Spanish

Attention to detail

Team collaboration

Renewals management

Education

Bachelor's degree

Tools

EPIC

Microsoft Office 365

Excel

Job description

HUB International in Puerto Rico is seeking a Client Executive in Specialty Lines to manage renewals and service delivery for assigned client groups, coordinating closely with the AVP and broader team.

You will maintain client records, update coverage summaries, and liaise with multiple departments to ensure accurate policy issuance and timely communications, while supporting renewal negotiations. Fluency in English and Spanish is required.