Pre-Call Specialist

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Make outbound calls to business owners, property representatives, and insured individuals to collect and verify information pertinent to commercial insurance inspections and underwriting processes.

• Notify property owners about forthcoming site visits, inspections, or photography appointments and respond to basic process-related inquiries.

• Conduct structured interviews that cover operational, property, occupancy, liability, and exposure-related aspects.

• Collect details regarding business operations in sectors such as retail, hospitality, restaurants, automotive, and specialty trades.

• Document findings from interviews and create comprehensive summaries for underwriting and risk evaluation.

• Adhere to interview guidelines while modifying questions to fit the specific business operations and potential risk exposures.

• Review information to ensure completeness, consistency, and accuracy.

• Identify any missing information, discrepancies, or underwriting issues that may need clarification or escalation.

• Liaise with clients, inspectors, agents, and internal stakeholders to confirm information and rectify inconsistencies.

• Maintain precise records in company systems and complete assigned contacts within the specified service windows.

• Achieve quality, productivity, and turnaround objectives while handling multiple assignments.

⛳️ Requirements

• Proficient in English (C1-C2).

• Advanced English language skills (C1 level or higher).

• Exceptional verbal communication and active listening abilities.

• Keen attention to detail and strong documentation capabilities.

• Ability to engage in professional conversations and establish rapport quickly.

• Strong organizational and time management skills.

• Capacity to work independently in a remote setting.

• Comfortable adhering to scripts, interview guides, and established procedures while naturally adapting to conversations.

• Strong sense of accountability and commitment to follow-through.

• Previous experience in customer service, call center environments, appointment scheduling, interviewing, or business development.

• Background in insurance, inspections, underwriting support, or risk assessment settings.

• Familiarity with CRM platforms, call logging systems, or operational reporting tools.

• Experience in a production-driven environment with quality metrics and service-level expectations.

• Must currently reside in Latin America.

🏝️ Benefits

• Access to learning platforms and opportunities for professional growth.

• Flexible work environment.

• Collaborative and multicultural teams.

• Opportunities for advancement within operations, client services, and insurance-related areas.

• Flexible scheduling aligned with designated calling windows.