[Hiring] Fund Operations & Underwriting Support Specialist @Outsource Access

Role Description

This is a remote position.

At Outsource Access, we help top-tier investment and longevity funds operate with absolute precision. We don't just process policies and update spreadsheets; we make sure every underwriting decision and financial report is backed by flawless data, keeping our clients' operations secure and thriving.

How You’ll Make a Difference

• Empowering Smart Underwriting: You won’t just organize files; you’ll meticulously analyze insurance contracts and medical records, ensuring that decision-makers have exactly the right documentation to evaluate complex cases confidently.
• Driving Seamless Fund Operations: By taking full ownership of policy onboarding, premium payment processing, and tracking updates, you keep the engine of the longevity fund running smoothly and without interruption day in and day out.
• Safeguarding Data Integrity: Accuracy is your superpower. You’ll conduct rigorous quality control checks and maintain vital financial spreadsheets, guaranteeing that every valuation file and investor report is pristine before it reaches stakeholders.
• Elevating the Process: We don’t just want task executors; we want thinkers. You will actively identify discrepancies, suggest workflow improvements, and proactively communicate crucial findings and context rather than just checking boxes on a to-do list.

Qualifications

• Meticulously Accurate: You understand that in the financial and insurance worlds, precision beats speed every time. You take immense pride in double-checking your work and catching the tiny details that others might miss.
• A Resourceful Problem-Solver: You don't need hand-holding to succeed. You prefer to consult SOPs, read through extensive training materials independently, and come to the table with solutions and proactive insights rather than repeated questions.
• A Committed Professional: You embody our core values of care, growth, and professionalism. You are looking for a reliable, long-term career home where your dedication directly contributes to building trust and overcoming past turnover challenges.
• Tech-Savvy: You navigate data-heavy platforms and spreadsheets with ease. Your Excel skills are sharp, and you are entirely comfortable learning specialized industry systems (like LexServ, ProtectFlow, or Lyric) to elevate your daily operations.
• Your Home Office: You have a dedicated, quiet, and distraction-free workspace with a highly reliable internet connection, allowing you to collaborate seamlessly with the team in real-time during US Mountain Time hours.

Benefits

Why You’ll Love Being Part of the OAmazing Team:

• Your Wellness & Security:
• Health & Wellness — Covered: You get comprehensive HMO coverage with a top provider so you can focus on work without worrying about medical bills.
• Security for the “What Ifs”: Our Group Life Insurance benefit gives you added protection, because your future (and your family’s) deserves a safety net.
• Time to Recharge — Guilt-Free: We support your well-being with paid leave credits that allow you to rest, reset, and show up as your best self, at work and at home.
• Support You Can Count On: We take care of all government-mandated benefits, so everything is handled properly and on time.
• Your Financial Rewards:
• Performance Incentives: Bring results, and you’ll see it rewarded. Simple as that.
• Premium Pay: When you put in the time, we honor it. You receive Overtime Pay for extra miles and Night Differential for supporting the team during late hours.
• 13th Month Pay: A well-earned bonus to celebrate the results of your year’s effort.