Personal Lines Specialist

**** Before you apply, candidates must reside in San Jose, Costa Rica. ***

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.

Position Overview

We are looking for an experienced Personal Lines Specialist to support day-to-day insurance operations, including policy administration, customer service, renewals, cancellations, payments, Certificates of Insurance (COIs), and insurance quoting.

The ideal candidate is highly organized, detail-oriented, comfortable with administrative tasks, and experienced working across multiple insurance carrier platforms.

Work Schedule: Monday to Friday, 7:00 AM to 4:00 PM PST

Key Responsibilities

• Handle day-to-day personal lines administrative and back-end tasks.
• Process payments, policy changes, renewals, cancellations, and other policy-related requests.
• Answer and manage incoming phone calls professionally and efficiently.
• Prepare and process Certificates of Insurance (COIs).
• Maintain accurate and organized client and policy records.
• Support policy servicing activities and ensure documentation is completed accurately and on time.
• Prepare insurance quotes and compare coverage options across multiple carrier platforms.
• Communicate professionally with clients, carriers, and internal teams.
• Follow established procedures and maintain accuracy when handling sensitive policy and customer information.

Carrier Platform Experience

Hands-on experience quoting across multiple insurance carrier platforms is strongly preferred, including:

• Liberty
• Safeco
• Nationwide
• Granwest

Requirements

• Needs to live in San Jose
• Previous experience in Personal Lines Insurance.
• Experience with insurance quoting and policy administration.
• Comfortable handling back-end administrative work and repetitive, detail-oriented tasks.
• Experience processing renewals, cancellations, payments, and COIs.
• Strong phone and customer service skills.
• Excellent attention to detail and organizational skills.
• Ability to work independently in a remote environment.
• Comfortable working Monday to Friday, 7:00 AM to 4:00 PM PST.
• Strong computer skills and ability to navigate multiple systems and carrier platforms.

Ideal Candidate

The ideal candidate is someone who understands the personal lines insurance lifecycle, can confidently navigate carrier portals, and can balance administrative responsibilities with professional customer communication. They should be reliable, organized, and comfortable managing multiple tasks while maintaining a high level of accuracy.

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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