Renewal & Services Coordinator

MCS Puerto Rico; San Juan (PR); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading company in the insurance industry is seeking a Renewal & Services Coordinator to support the group renewal process. The role involves coordinating data, managing renewals, and ensuring compliance with regulations. Ideal candidates will have an Associate's Degree and relevant experience in healthcare insurance, along with proficiency in Excel and basic bilingual skills.

Qualifications

• 1-2 years of relevant experience, preferably in Healthcare Insurance.

Responsibilities

• Coordinates and maintains group renewal information.
• Manages insurance license renewal processes.
• Prepares reports and ensures compliance with regulations.

Skills

Intermediate knowledge of Excel

Basic conversational skills in Spanish

Basic conversational skills in English

Education

Associate's Degree or 60-64 college credits

Job description

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GENERAL DESCRIPTION:

Coordinates, collects, and maintains group renewal information to facilitate, accelerate, and support the group renewal process. Monitors the list of employees needing an insurance license and follows up to ensure timely completion.

ESSENTIAL FUNCTIONS:

• Collects, updates, organizes, maintains, and reports data on commercial groups, including renewals, premiums, and history.
• Sends updated client lists to departments and keeps management informed of renewal statuses.
• Coordinates with Underwriting and Account Executives on renewal proposals, status updates, and pending documents.
• Manages insurance license renewal processes with the Office of the Commissioner of Insurance.
• Submits renewal confirmations and incentive payments to the Finance department.
• Enters and audits data in CRM and assigns groups to Account Executives.
• Prepares reports and participates in departmental strategies.
• Ensures compliance with company policies, laws, and industry regulations.
• Performs other duties as assigned.

MINIMUM QUALIFICATIONS:

Education and Experience: Associate's Degree or 60-64 college credits, with 1-2 years of relevant experience, preferably in Healthcare Insurance.

Certifications / Licenses: N/A

Other: Intermediate knowledge of Excel.

Languages: Basic conversational skills in Spanish and English.

Additional Information:

• Seniority level: Entry level
• Employment type: Full-time
• Industry: Insurance