Pre-Call Specialist

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EX Squared

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💼 Consulting

🤖 Artificial Intelligence

🤝 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 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.

🎯 Requirements

• 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.

🏖️ Benefits

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