Insurance Case Administration Specialist

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 stall...