Client Executive Assistant - Commercial Lines

About HUB International :

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What we are proud to offer :

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :

• Competitive salaries and benefits offerings
• Health & Dental Insurance
• 401K
• Life Insurance
• Birthday Date
• Summer Fridays
• Wellness Fridays
• Development opportunities
• Great work / life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events.
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

The opportunity... Summary :

Join us today as a Client Executive Assistant! HUB PR’s Client Executive Assistant works closely with the Account Executive to ensure top of the line service. CEA will partner with the Account Executive to manage and provide service to clients and actively interact with insurance companies. Sense of urgency, attention to detail and to be customer oriented is essential to comply with our service standards.

A Day in the Life… Essential Duties and 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, "Vouchers", Letters of Certification of Payment, Distribution of Premium requested by the insured once the Issuance Order is provided.

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, Payment Letters 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., Statement of Securities, Sales Information), draft Specifications and Proposal.

Responsible for handling assigned renewals.

What you will need for success... Requirements :

What will help you stand out!

Job Details :

Department Account Management & ServiceRequired Experience : 2-5 years of relevant experienceRequired Travel : No Travel RequiredRequired Education :

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at.

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