Trilingual Insurance Coordinator

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

**** Candidates must be able to visit our Miraflores office to pick up their equipment. **** **** **** 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

• Application Review: Submit your application and resume. Our team carefully evaluates all candidates to ensure a good fit.
• 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.

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