Insurance Processing Assistant

AppleOne Employment Services; San Juan (PR); On-site; USD 42,000 - 54,000; Full time

Job summary

AppleOne Employment Services is seeking an Insurance Processing Assistant for a contract/temporary opportunity in Puerto Rico. The role supports an insurance operations department by processing policy-related documents, payment communications, cancellations, refunds, inspections, and customer inquiries.

This position suits a detail-oriented administrative professional with insurance knowledge in a team-oriented setting.

Qualifications

• Bachelor's degree in Business Administration.
• Experience working in the insurance industry.
• Two or more years of related administrative, customer service, insurance, or policy processing experience.
• Proficiency with Microsoft Office applications.
• Strong verbal and written communication skills.
• Ability to prioritize tasks, manage follow-up items, and work effectively under pressure.
• Strong interpersonal skills with the ability to collaborate in a team environment.
• Customer service mindset with attention to accuracy, documentation, and timely response.

Responsibilities

• Prepare and send payment letters, insurance coverage certificates, cancellation notices, and related correspondence to customers and banks.
• Process policy cancellations, refund requests, endorsements, SROs, and return of unearned premium requests.
• Update payment methods in internal systems and perform collection follow-up for declined or returned payments by phone and email.
• Handle incoming calls through the telephone switchboard while following established customer service protocols.
• Collect and organize vehicle inspection reports for new business accounts and route claims-related inquiries to the appropriate department.
• Record claims information for policy renewals and complete additional administrative duties as assigned.

Skills

Microsoft Office

Communication

Time management

Team collaboration

Customer service

Education

Bachelor's degree in Business Administration

Job description

Job Summary

We are seeking an Insurance Processing Assistant for a contract/temporary opportunity. This role supports an insurance operations department by helping process policy-related documents, payment communications, cancellations, refunds, inspections, and customer inquiries. This is a strong opportunity for a detail-oriented administrative professional with insurance industry knowledge who enjoys working in a structured, team-oriented environment. The role offers exposure to policy servicing, customer communications, payment follow-up, and claims support coordination while working with experienced insurance professionals and supportive leadership.

Key Responsibilities

• Prepare and send payment letters, insurance coverage certificates, cancellation notices, and related correspondence to customers and banks.
• Process policy cancellations, refund requests, endorsements, SROs, and return of unearned premium requests.
• Update payment methods in internal systems and perform collection follow-up for declined or returned payments by phone and email.
• Handle incoming calls through the telephone switchboard while following established customer service protocols.
• Collect and organize vehicle inspection reports for new business accounts and route claims-related inquiries to the appropriate department.
• Record claims information for policy renewals and complete additional administrative duties as assigned.

Required Qualifications and Skills

• Bachelor's degree in Business Administration.
• Experience working in the insurance industry
• Two or more years of related administrative, customer service, insurance, or policy processing experience.
• Proficiency with Microsoft Office applications.
• Strong verbal and written communication skills.
• Ability to prioritize tasks, manage follow-up items, and work effectively under pressure.
• Strong interpersonal skills with the ability to collaborate in a team environment.
• Customer service mindset with attention to accuracy, documentation, and timely response.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

• For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law.

Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance.

For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.