Client Support Associate

hace 1 mes


San Juan, San Juan, Puerto Rico 5HJ Carrion Laffitte & Casellas Inc. A tiempo completo

About Us:

5HJ Carrion Laffitte & Casellas Inc. is a leading insurance and employee benefits broker that provides a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

What We Offer:

  • Competitive salaries and benefits
  • Health and dental insurance
  • 401K plan
  • Life insurance
  • Birthday and summer Fridays
  • Wellness Fridays
  • Development opportunities
  • Great work-life balance
  • Employee engagement events
  • A motivated and winning team
  • Growth potential
  • A rewarding career
  • Strong community support

Job Summary:

The Client Executive Assistant will work closely with the Account Executive to provide top-notch service to clients. The CEA will partner with the Account Executive to manage and serve clients, and will interact with insurance companies to ensure seamless service.

Key Responsibilities:

  • Maintaining and organizing client records, including policies, endorsements, and correspondence
  • Supporting communications between departments to channel customer requests
  • Requesting and following up on insurance certificates, vouchers, and letters of certification
  • Preparing folders and emails for policy delivery
  • Managing client invoices and payment tracking

Requirements:

  • Bachelor's or associate degree
  • Minimum of one year of experience
  • Preferred experience with EPIC
  • Fluent in English and Spanish

Preferred Qualifications:

  • CISR certification
  • CIC certification


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