Policy Processing Specialist

Edge; Lima Metropolitana; Presencial; PEN 33.000 - 61.000; Jornada completa

Descripción de la vacante

Edge is seeking a Policy Processing Specialist to support day-to-day insurance servicing, client communications, and administrative operations in a remote setup. The role handles policy changes, quotes, and file maintenance, interacting with clients, carriers, and internal teams in Portuguese, Spanish, and English.

The position requires Lima, Peru residency with a reliable home office and experience with ACORD forms and carrier portals.

Formación

• Located in Lima, Peru with a reliable work-from-home setup.
• Fluency in Spanish, and English (verbal and written).
• Prior experience in US insurance (Personal or Commercial Lines) and customer-facing service required.
• Familiarity with ACORD forms, policy servicing workflows, and carrier quoting portals.
• Strong problem-solving, time management, and attention to detail.

Responsabilidades

• Handle inbound calls, emails, and service requests professionally across Spanish and English.
• Process policy endorsements, reinstatements, cancellations, and renewals; issue ACORD forms and COIs.
• Prepare new business and renewal quotes using carrier portals, rating tools, and 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.

Conocimientos

Spanish language

English language

Customer service

Communication

Herramientas

ACORD forms

Carrier portals

AMS/CRM systems

Descripción del empleo

********If you live in a province outside of Lima, you must be willing and able to travel to Miraflores, Lima to collect your work equipment in person before your start date.********

Personal Lines Specialist

Who We Are

EDGE is building a bridge between Top Global 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 an Policy Processing Specialist 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 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

• Must be located in Lima, Peru with a reliable work-from-home setup (power backup/stable ISP required).
• Fluency in Spanish, and English (verbal and written).
• Prior experience in US insurance (Personal or Commercial Lines) and customer-facing service required.
• Familiarity with ACORD forms, policy servicing workflows, and carrier quoting portals.
• Strong problem-solving, time management, and attention to detail.

Our Hiring Process

• Edge Interview: You'll be invited to connect with a representative from Edge to present a detailed and tailored fit to your profile.
• Client Interviews: Successful candidates finish an onboarding & training phase and are placed in client interviews to showcase their skills and align with specific client needs.
• Final Selection: Once a good match is made, you’ll join the Edge Global Talent Community, ready to make an impact in the world of healthcare.

Talent Boilerplate

• At Edge, we’re on a mission to create a world where geographic borders are no longer a barrier for people to obtain full-time employment and fair wages. That’s why we’ve created a global hiring network that seamlessly connects exceptional talent from all over the world with businesses in North America that most need to fill positions. The Edge Talent Network is a community of like-minded professionals through which you can unlock your potential, showcase your skills, and earn what you’re worth.

Equal Opportunity Employer Statement

• Edge is proud to be an equal-opportunity employer. We are committed to fostering a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, veteran status, or any other legally protected basis.