Trilingual Insurance Coordinator / Customer Service Representative
Who We Are
EDGE is building a bridge between Top Integral Talent and the US Healthcare & Insurance Industry. We are on a mission to create a borderless network of exceptional talent with people at the center of everything we do. Learn more about us at onedge.co.
About the Role
We are looking for a Trilingual Insurance Coordinator to support day-to-day insurance servicing, client communications, and administrative operations. This role delivers responsive, high-quality support to policyholders while managing insurance requests, coordinating with carriers, and maintaining precise account records in a remote environment.
This position interacts directly with clients, carrier representatives, and internal agency teams in Portuguese, Spanish, and English to handle policy changes, generate quotes, and ensure seamless operational efficiency.
Key Responsibilities
- Handle inbound calls, emails, and service requests professionally across Portuguese, Spanish, and English.
- Process policy endorsements, reinstatements,
cancellations, and renewals; issue ACORD forms and Certificates of Insurance (COIs).
- Prepare new business and renewal quotes using carrier portals, rating tools, and agency management systems (AMS/CRM).
- Compile, format, and organize client proposals for internal review, verifying exposure data, limits, and classifications.
- Communicate directly with carriers to resolve underwriting questions, obtain missing information, and follow up on submissions.
- Maintain accurate, audit-ready client records, tracking renewal deadlines and workflow timelines.
- Escalate complex billing, claims, coverage, or underwriting matters to appropriate team leaders.
Requirements
- Candidates must be based in Miraflores, Lima.
- Prior experience with US Personal or Commercial Lines insurance preferred.
- Must be located in San Jose, Costa Rica with a reliable work-from-home setup (power backup/stable ISP required).
📌 Trilingual Insurance Coordinator (Lima)
🏢 Edge
📍 Lima