Client Executive Assistant, Commercial Lines
Core
Partner with Commercial Lines Account Executives to manage and service clients' insurance needs, ensuring efficient solutions and top-tier service.
Role type
Client Executive Assistant (Commercial Lines)
Builds
Insurance policies, certificates of insurance, vouchers, and client service solutions
Domain
Insurance brokerage (Commercial Lines)
Deliverable
client delivery
Required skills
Client inquiry management, communication record keeping, renewal process support, insurance company liaison, correspondence handling, policy accuracy verification, petition assistance, internal department liaison
Preferred skills
EPIC software proficiency, CISR designation, CIC designation
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint), EPIC
Responsibilities
Timely addressing clients' inquiries, keeping record of communications within HUB PR's Epic program, assisting account executive in the renewal process, following up with insurance companies to ensure pending matters are successfully resolved, handling correspondence, checking issued policies for accuracy, assisting the clients with petitions (including certificates of insurance and vouchers), acting as liaison between HUB PR's internal departments and the clients to address client requests, Support on special projects
Seniority
Mid-level, individual contributor