Insurance Case Administration Specialist
Job Location:
San Juan, TX - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
ABOUT THE ROLE
Our client is a well-established retirement planning and insurance firm in Puerto Rico looking for a detail-driven Case Administration Specialist to manage and track insurance cases from submission through issuance and payment. This is a critical operations role that directly impacts the speed at which business closes and clients receive their policies.
If you thrive in structured environments love keeping things organized and take pride in making sure nothing falls through the cracks this role is for you.
WHAT YOULL DO
- Monitor and update insurance cases daily across multiple carrier portals (Lincoln Financial ANICO F&G Protective Corebridge and others)
- Maintain a centralized Excel case tracking table with current status pending requirements and next steps for every active case
- Identify and follow up on outstanding requirements no case goes untouched for more than 48 hours
- Coordinate with agents to flag stalled cases and escalate when needed
- Update the CRM (HubSpot) with issue dates and case milestones to trigger automated follow-up workflows
- Manage policy delivery processes including DocuSign coordination and client confirmation
- Track cases through all stages: Submitted Underwriting Issued Funded
- 13 years of experience in case management administrative operations customer service or insurance
- Proficient in Microsoft Excel filters data tables sorting and daily data updates
- Comfortable navigating multiple digital portals and systems simultaneously
- Experience with professional email management (Outlook and/or Gmail)
- Highly organized proactive and able to manage multiple open cases at once
- Discreet and professional youll handle sensitive client information daily
- Strong written communication in Spanish; functional English (reading/writing) is a plus
- Prior experience in the insurance or financial services industry
- Experience with CRM platforms especially HubSpot
- Familiarity with DocuSign or similar e-signature tools
- Track record of managing end-to-end processes through to completion
- Hourly rate:$13.50 / hr
- Vacation leave:15 days/year
- Sick leave:12 days/year
- Medical plan: Included
- Christmas bonus:As required by PR law
Ready to apply Submit your résumé through this posting. Candidates who demonstrate strong organizational skills and a background in operations or insurance will be prioritized. We look forward to meeting you.
PeopleLift on behalf of our client is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability veteran status or any other characteristic protected by federal state or local law. We are committed to building an inclusive workplace where all individuals are valued and respected.
Our client is an EEOC Employer and encourages all minority groups to apply.
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Required Experience:
Manager
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