Pre-Call Specialist

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EX Squared

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2000

💼 Consultoria

🤖 Inteligência Artificial

🤝 B2B

Consulting • Artificial Intelligence • B2B

A EX Squared é uma consultoria de produtos e experiências digitais que auxilia empresas a transformarem iniciativas de IA e digitais de ambição em produção. Desde 2001, a empresa tem oferecido estratégia, UX/UI e experiências digitais multicanal, além de trabalhos de engenharia e infraestrutura de TI, e é especializada em GenAI, aprendizado de máquina, visão computacional e PLN. A EX Squared é parceira certificada da Optimizely e Sitecore e foca na construção de produtos digitais em escala empresarial e soluções avançadas impulsionadas por IA para grandes clientes B2B.

Descrição

• Conduct outbound calls to business owners, property representatives, and insured contacts to gather and verify information related to commercial insurance inspections and underwriting processes. • Inform property owners about upcoming site visits, inspections, or photography appointments and answer basic questions regarding the process. • Conduct structured interviews to collect operational, property, occupancy, liability, and exposure-related information. • Gather details regarding business operations across a variety of industries, including retail, hospitality, restaurants, automotive operations, and specialty trades. • Document interview findings accurately and prepare detailed summaries for underwriting and risk evaluation purposes. • Follow established interview guidelines while adapting questions based on business operations and potential risk exposures. • Review collected information for completeness, consistency, and accuracy. • Identify missing information, discrepancies, or potential underwriting concerns that require clarification or escalation. • Communicate with clients, inspectors, agents, and internal stakeholders to verify information and resolve inconsistencies. • Maintain accurate records within company systems and ensure all assigned contacts are completed within established service windows. • Meet quality, productivity, and turnaround expectations while managing multiple assignments simultaneously.

🎯 Requisitos

• Advanced English proficiency (C1 level or higher) • Excellent verbal communication and active listening skills • Strong attention to detail and documentation skills • Ability to conduct professional conversations while building rapport quickly • Strong organizational and time management abilities • Ability to work independently in a remote environment • Comfortable following scripts, interview guides, and established procedures while adapting naturally to conversations • Strong sense of accountability and follow-through • Previous experience in customer service, call center operations, appointment setting, interviewing, or business development • Experience working within insurance, inspections, underwriting support, or risk assessment environments • Familiarity with CRM platforms, call logging systems, or operational reporting tools • Experience working in a production-driven environment with quality metrics and service-level expectations.

🏖️ Benefícios

• Competitive compensation in USD • Access to learning platforms and professional development opportunities • Flexible work environment • Collaborative and multicultural teams