
201 - 500 employees
Founded 2020
🏥 Healthcare
🛡️ Insurance
📣 Marketing
Healthcare • Insurance • Marketing
Extend Your Team is a staffing and managed-services firm that builds experienced virtual assistant and remote operations teams for high-growth companies. They use a proprietary vetting system to place full-time, autonomous professionals (executive assistants, customer support reps, bookkeepers, accountants) who integrate with client workflows to drive execution, reduce overhead, and scale operations quickly. Extend Your Team serves VC-backed startups, mid-market firms and enterprises across industries such as fintech, insurance, mortgage, and financial services, emphasizing measurable ROI and rapid, strategic hiring.
🕒 September 3
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201 - 500 employees
Founded 2020
🏥 Healthcare
🛡️ Insurance
📣 Marketing
Healthcare • Insurance • Marketing
Extend Your Team is a staffing and managed-services firm that builds experienced virtual assistant and remote operations teams for high-growth companies. They use a proprietary vetting system to place full-time, autonomous professionals (executive assistants, customer support reps, bookkeepers, accountants) who integrate with client workflows to drive execution, reduce overhead, and scale operations quickly. Extend Your Team serves VC-backed startups, mid-market firms and enterprises across industries such as fintech, insurance, mortgage, and financial services, emphasizing measurable ROI and rapid, strategic hiring.
• Handle inbound and outbound HIL customer interactions through phone, Zendesk, SMS, Calendly, and other approved support channels. • Complete HIL Welcome Calls with newly approved customers and ensure required verification, disclosures, and customer understanding are completed. • Assist customers with application, approval status, account terms, payments, AutoPay, available credit, account status, and other HIL-related questions. • Support contractors and HIL partners with application-status questions, customer follow-ups, documentation needs, and operational requests. • Monitor assigned partner-support channels and respond within service-level expectations. • Investigate customer and partner concerns using internal systems and tools before escalating. • Coordinate with Fraud, Cardholder Support, Complaints, Liens/Contingencies, Operations, and other internal teams. • Determine whether concerns should be resolved directly, referred to the contractor, escalated to L2, or transferred to another Operations team. • Perform outbound follow-ups for incomplete Welcome Calls, remediation cases, payment/AutoPay assistance, documentation requests, and assigned HIL queues. • Maintain accurate case documentation across Zendesk, Asana, internal trackers, Concierge Desk, and other operational systems. • Monitor assigned queues throughout the shift. • Assist with account closure, remediation, complaint, fraud, and dispute-related workflows. • Escalate unusual cases, customer-impact issues, process gaps, and recurring partner concerns. • Drive cases toward end-to-end resolution while minimizing unnecessary transfers.
• At least 2 years of experience in customer service, financial services, lending, mortgage, fintech, banking, or a similar operations environment. • Strong experience handling customers through phone, email, chat, or ticketing systems. • Experience working with external partners, merchants, contractors, vendors, or other third parties is highly preferred. • Experience supporting US-based customers is strongly preferred. • Comfortable performing both frontline customer support and backend operational work. • Strong investigative and problem-solving skills; able to gather information from multiple systems before deciding on the appropriate next step. • Excellent English communication skills, both verbal and written. • Excellent organization and time-management skills with the ability to manage multiple queues and priorities. • High attention to detail and accuracy in documenting customer interactions and operational decisions. • Experience with tools such as Zendesk, Amazon Connect or similar contact-center platforms, Asana, Slack, Google Workspace, CRM systems, and internal operations tools is preferred. • Ability to recognize potential fraud, complaint, privacy, or customer-harm concerns and escalate appropriately. • Bachelor's degree or comparable professional experience in financial services or operations. • Must be able to work scheduled US business hours and weekends when required. • Must reside in the Philippines.
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