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Insurance Case Administration Specialist

Company

PeopleLift

Location

San Juan, San Juan

Type

Full-time

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 excep...

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