Client Executive Assistant

Full-time - Entry Level

Hato Rey, PR

Insurance Carriers and Related Activities

About the position

Join us today as a Client Executive Assistant! HUB PR's Client Executive Assistant in Specialty Lines works closely with the Assistant Vice President and team to ensure top of the line service. CEA will partner to manage and provide services to clients and actively interact with insurance companies. A sense of urgency, attention to detail and to be customer oriented is essential to comply with our service standards.

Responsibilities

• Responsible for maintaining, organizing, documenting, and filing daily the physical and digital records of the client including policies, endorsements, insurance certificates, general correspondence among other documents.
• Accountable for keeping the Summary of Coverage updated with the changes that take place during the policy year.
• Support communications between Departments (Bonds, Construction, Benefits, Financial Lines, Personal Lines, Accounting and Claims) to channel customer requests.
• Request and follow up on the Insurance Certificates, policy issuance and corrections.
• Follow up and verify the requested endorsements and send them to the client.
• Prepare the Folders and / or Email for the delivery of the Policies together with the Summary of Coverages, Invoices (Dummies Invoices if applicable), Insurance Certificates, and / or any other documentation required by the Insured.
• Responsible for sending invoices to the client for the due process of billing and closing of the month, if applicable.
• Responsible for requesting the quotes of Premium Financing Contract to the Accounting Department and sending the document to the client.
• Follow up on the payment and keep track, preparing and maintaining a list of accounts to have a reference of when it was renewed, paid, delivered, reviewed, etc.
• Responsible for confirming evidence of payment made by check, ACH or credit card and requesting evidence of processed payment to send to customer.
• Prepare a draft email to the client with renewal information to update (i.e., financial statements, by-laws, and renewal applications among others), draft submissions and proposal.
• Follow up on pending subjectivities and renewal material from client.
• Responsible for handling assigned renewals.

Requirements

• Bachelor's or associate degree
• At least one year in the insurance industry
• Preferred experience with EPIC
• Customer service oriented, sense of urgency and problem-solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office (Excel specific) and automated agency management systems.
• Ability to work in a team environment.
• Fully bilingual both English and Spanish

Nice-to-haves

• CISR

Benefits

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