Client Success Associate Jobs in California (NOW HIRING)

Hi,we'reHUB!

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 600+ 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 over 130 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 withHUB International,you'reat 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 Insurance Specialist! HUB Puerto Rico's Client Insurance Specialist works closely with the Account Executive to ensure top-tier service. Will partner with the Client Executives, Account Executives, and the Senior Vice President to manage and service clients' insurance needs while actively engaging with insurance companies to ensure efficient solutions. A sense of urgency, attention to detail, and a customer-oriented mindset are essential to comply with our service standards. A background in Property & Casualty and/or Commercial Lines is a plus, as the knowledge and client service skills gained in those areas translate well into this role.

A day in the life...

The ideal candidate is a self-motivated, inquisitive, well-organized, honest, and adaptable person who thrives in a fast-paced environment. Some of the key responsibilities include:

• Responsible for the monthlyrenewalprocessand provide policy and coverage information as changes occur upon inquiry.

• Acquireunderstanding ofexisting and newclients' insuranceobjectivesand critically analyzes and compares insurance plans todeterminesuitability.

• Stay abreast of changes in the insurance industry and other external conditions that mayimpact clients.

• Work independently and makeappropriate recommendationsto clients independent of manager approval.

• Maintain client and contract records within the Epic program and ensure accuracy on policies.

• Following up with insurance companies to ensure pending matters are successfully resolvedas well as withguarantors and clients to ensuretimelyresponses.

• Assist clients with requests (including certificates of insurance and vouchers).

• Acting as liaison between HUB Puerto Rico's internal departments and the clients to address any requests.

• Monitor policies and contract deadlines as well as other documentation as needed.

• Support on special projects

• Develop new business opportunities by securing renewals and cross selling new products.

What you will need for success

• Associate or bachelor'sdegreerequired

• Active P&C license

• At least5yearsof relevant professional experiencein the insuranceindustry, particularly in construction

• Proficiencyin 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!

• CISRCertified Insurance Service Representative) designation

• CIC (Certified Insurance Counselor) designation

We are proud to offer...

• Health & Dental Insurance

• 401K

• Life Insurance

• Birthday Date

• Summer Fridays

• Wellness Fridays

• Development opportunities

EEO employer

HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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

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