Insurance Case Administration Specialist

PeopleLift•San Juan, PR

3d•$14•Onsite

About The Position

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.

Requirements

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 Haves

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

Responsibilities

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