The Role
Manage and track insurance cases from submission through issuance and funding across multiple carrier portals. Maintain centralized Excel tracking, update HubSpot CRM, follow up on outstanding requirements within 48 hours, coordinate with agents, manage DocuSign policy delivery, and ensure timely case milestones and client confirmations.
Summary Generated by Built In
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 YOU'LL 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
- 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
- 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.
Skills Required
- 1-3 years of experience in case management, administrative operations, customer service, or insurance
- Proficient in Microsoft Excel (filters, data tables, sorting, daily updates)
- Comfortable navigating multiple digital portals and systems simultaneously
- Experience with professional email management (Outlook and/or Gmail)
- Highly organized, proactive, able to manage multiple open cases
- Discreet and professional handling of sensitive client information
- Strong written communication in Spanish (functional English 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
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The Company
What We Do
PeopleLift is a staffing and recruiting agency that provides end-to-end talent solutions, including executive search, contingent staffing, and RPO. They leverage AI-enabled technology and industry expertise to help businesses hire, retain, and engage talent across various sectors, including manufacturing, technology, and professional services. Their mission focuses on building high-quality talent pipelines and fostering work-life harmony within their own organization.
