Fund Operations, Underwriting Support Specialist

🕒 September 23

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 25%

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Logo of Outsource Access Careers

Outsource Access Careers

201 - 500 employees

Founded 2019

📣 Marketing

⚖️ Legal

📦 Logistics

Marketing • Legal • Logistics

<Outsource Access Careers> Outsource Access Careers is a fully managed outsourcing and virtual services firm that connects U. S. -based clients with remote virtual staff located primarily in the Philippines. The company recruits, vets, trains, and matches virtual assistants and specialists across functions such as social media, admin/executive support, accounting, sales, HR, graphic design, marketing, and legal support, and operates a remote-first model with structured benefits, training, and employee support programs. It emphasizes long-term career growth for remote workers, compliance with local employment benefits, and tailored client staffing solutions.

📋 Description

• Analyze insurance contracts and medical records to support underwriting decisions • Organize documentation for complex insurance cases • Own policy onboarding and premium payment processing • Track policy and operational updates for longevity funds • Conduct quality control checks • Maintain financial spreadsheets, valuation files, and investor reports • Identify discrepancies and suggest workflow improvements • Proactively communicate important findings and context

🎯 Requirements

• Meticulous accuracy and attention to detail • Resourceful problem-solving ability • Ability to consult SOPs and independently review extensive training materials • Proactive insights and solution-oriented approach • Commitment to care, growth, and professionalism • Excel proficiency • Comfort learning specialized industry systems such as LexServ, ProtectFlow, or Lyric • Dedicated, quiet, distraction-free home workspace • Highly reliable internet connection • Ability to collaborate in real time during US Mountain Time hours

🏖️ Benefits

• Comprehensive HMO coverage with a top provider • Group Life Insurance • Paid leave credits • Government-mandated benefits • Performance incentives • Overtime Pay • Night Differential • 13th Month Pay

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