Pre-Call Specialist

Jobtailor; Deutschland; Remote; EUR 31.000 - 47.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a remote interview and information-gathering specialist to support commercial insurance inspections. You will conduct outbound calls to business owners, gather operational details, and document findings for underwriting.

You will follow scripts, maintain accurate records in CRM, and communicate with clients and internal stakeholders, ensuring accuracy, completeness, and timely follow-up while meeting quality standards.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

English proficiency

Verbal communication

Attention to detail

Organization skills

Time management

Remote work

Independent work

CRM familiarity

Call center experience

Insurance knowledge

Interviewing

Documentation

Risk assessment

Data analysis

Rapport building

Tools

CRM platforms

Call logging systems

Operational reporting tools

Jobbeschreibung

• 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.

Core Competencies

Demonstrates advanced English proficiency and strong verbal communication skills to effectively conduct interviews and gather information for commercial insurance inspections. Exhibits attention to detail and organizational abilities to manage multiple assignments while ensuring accuracy and completeness in documentation.

Highest-signal resume keywords

• Advanced English Proficiency
• Verbal Communication Skills
• Attention to Detail
• Customer Service Experience
• Insurance Industry Knowledge

ATS Optimization Keywords

Hard Skills

• Interviewing
• Documentation
• Information Verification
• Risk Assessment
• Data Analysis

Soft Skills

• Active Listening
• Organizational Skills
• Time Management
• Rapport Building
• Accountability

Industry Keywords

• Commercial Insurance
• Underwriting
• Inspections
• Risk Evaluation
• Business Development

Tools & Technologies

• CRM Platforms
• Call Logging Systems
• Operational Reporting Tools