Pre-Call Specialist

Job not on LinkedIn

đŸ”„ 12 hours ago

🇹🇮 Colombia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

đŸ‘» Ghost score 10%

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EX Squared

501 - 1000 employees

Founded 2000

đŸ’Œ Consulting

đŸ€– Artificial Intelligence

đŸ€ B2B

Consulting ‱ Artificial Intelligence ‱ B2B

EX Squared is a digital product and experience consultancy that helps enterprises move AI and digital initiatives from ambition into production. Since 2001 the firm has delivered strategy, UX/UI and multi-channel digital experiences plus engineering and IT infrastructure work, and specializes in GenAI, machine learning, computer vision, and NLP. EX Squared is a certified Optimizely and Sitecore partner and focuses on building enterprise-scale digital products and advanced AI-driven solutions for large B2B clients.

📋 Description

‱ 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 process questions. ‱ Conduct structured interviews covering operational, property, occupancy, liability, and exposure-related information. ‱ Gather business-operation details across retail, hospitality, restaurants, automotive operations, and specialty trades. ‱ Document interview findings and prepare detailed summaries for underwriting and risk evaluation. ‱ Follow interview guidelines while adapting questions to business operations and potential risk exposures. ‱ Review information for completeness, consistency, and accuracy. ‱ Identify missing information, discrepancies, or underwriting concerns requiring clarification or escalation. ‱ Communicate with clients, inspectors, agents, and internal stakeholders to verify information and resolve inconsistencies. ‱ Maintain accurate records in company systems and complete assigned contacts within service windows. ‱ Meet quality, productivity, and turnaround expectations while managing multiple assignments.

🎯 Requirements

‱ Fluent English (C1-C2). ‱ 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. ‱ Must currently reside in Latin America.

đŸ–ïž Benefits

‱ Access to learning platforms and professional development opportunities. ‱ Flexible work environment. ‱ Collaborative and multicultural teams. ‱ Opportunity for growth within operations, client services, and insurance-related functions. ‱ Flexible schedule aligned with designated calling windows.

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