Trilingual Insurance Coordinator

Edge; Lima Metropolitana; Remote; PEN 69,000 - 124,000; Full time

Job summary

Edge is seeking a Trilingual Insurance Coordinator to support day-to-day insurance servicing, client communications, and administrative operations in a remote setup.

This role interacts with clients, carriers, and internal teams in Portuguese, Spanish, and English to handle policy changes, generate quotes, and ensure accurate, audit-ready records. You will coordinate with carriers and manage timelines to ensure smooth submissions.

Qualifications

• Must be based in San Jose, Costa Rica with a reliable work-from-home setup.
• Fluency in Portuguese, Spanish, and English (verbal and written).
• Prior US insurance experience (Personal or Commercial Lines).
• Familiarity with ACORD forms, policy servicing workflows, and carrier quoting portals.

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 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.

Skills

Portuguese fluency

Spanish fluency

English fluency

US insurance experience

ACORD familiarity

Job description

**** Before you apply, please read the job description and carefully answer the qualifying questions.. ****

**** Candidates must be based in Miraflores, Lim. ****

**** Candidates must be fully trilingual (Fluent in Portuguese, Spanish, and English). ****

**** Prior experience with US Personal or Commercial Lines insurance preferred. ***

Trilingual Insurance Coordinator / Customer Service Representative

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 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

• Must be located in San Jose, Costa Rica with a reliable work-from-home setup (power backup/stable ISP required).
• Fluency in Portuguese, 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.

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.