Insurance Case Administration Specialist

Job description:

About the opportunity

Our client is a well-established retirement planning and insurance firm in Puerto Rico, seeking a detail-oriented Insurance Case Administration Specialist to join its operations team. This role is central to how the business runs — you'll own the full lifecycle of every insurance case, from initial submission through issuance and policy delivery.

This is a great fit for someone who is highly organized, tech-comfortable, and takes personal ownership over their work. If you take pride in making sure nothing falls through the cracks, you'll thrive here.

What you'll do day-to-day

• Access and monitor carrier portals daily (Lincoln Financial, ANICO, F&G, Protective, Corebridge Financial, and others) to track case status and identify changes
• Maintain and update a centralized Excel case-tracking table with accurate status, pending requirements, and a defined next step for every case — without exception
• Follow up on outstanding requirements within 48 hours; coordinate with agents and escalate stalled cases when needed
• Move cases through all stages: Submitted Awaiting Requirements Underwriting Issued Funded
• Update HubSpot CRM with issue dates and case notes to trigger automated client follow-up workflows
• Coordinate policy delivery, including DocuSign e-signature workflows, client notifications, and physical kit coordination where applicable
• Prepare and send professional email communications to carriers, agents, and clients as needed

What we're looking for

• 1–3 years of experience in case management, insurance operations, administrative roles, or customer service
• Solid working knowledge of Microsoft Excel — filtering, sorting, maintaining data tables
• Comfortable navigating multiple digital portals and systems at the same time
• Experience managing professional email in Outlook and/or Gmail
• Highly organized with strong attention to detail and a sense of urgency
• Able to handle sensitive client information with discretion and professionalism
• Strong written and verbal communication in Spanish; functional English (reading/writing) is a plus for carrier portals and email
• Must be available to work fully on-site in Hato Rey

Nice to have

• Prior experience in the insurance, annuities, or financial services industry
• Experience with HubSpot or similar CRM platforms
• Familiarity with DocuSign or other e-signature tools
• Experience owning processes end-to-end through to closure/

Compensation & benefits

• Hourly rate $13.50 / hr
• Vacation leave 15 days/year
• Sick leave: 12 days/year
• Medical plan included
• Christmas bonus, per PR law

How to apply

Submit your résumé through this posting. We review applications on a rolling basis and will reach out to qualified candidates promptly. We look forward to learning more about you.

Equal Employment Opportunity

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.

Benefits:

• Health insurance
• Paid time off

Work Location: In person

Our client is an EEOC Employer and encourages all minority groups to apply.

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