Insurance Case Administration Specialist

PeopleLift•San Juan, PR

4d•$14•Onsite

About The Position

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.

Requirements

1–3 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 — you'll handle sensitive client information daily
Strong written communication in Spanish; functional English (reading/writing) is a plus

Nice To Haves

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

Responsibilities

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