[Hiring] Pre-Call Specialist @EX Squared

Role Description

The Customer Support Representative (PreCaller Specialist) plays a critical role in supporting commercial insurance underwriting processes by conducting structured pre-inspection and risk information interviews with business owners and property representatives. This position is responsible for gathering, verifying, and documenting operational and exposure-related information to help ensure accurate risk assessments and underwriting decisions.

The ideal candidate is a strong communicator with excellent attention to detail, capable of conducting professional conversations, identifying missing information, and documenting findings accurately in a fast-paced remote environment.

Qualifications

• 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.

Requirements

• 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.

Benefits

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

Work Environment

• Fully remote position.
• Flexible schedule aligned with designated calling windows.
• Performance measured through quality, accuracy, responsiveness, and productivity metrics.
• Opportunity for growth within operations, client services, and insurance-related functions.