Pre Call Specialist positions focus on delivering results in their domain. This page aggregates open Pre Call Specialist roles and what employers typically expect.
At EX Squared LATAM, we are a digital transformation company focused on building innovative, high-impact technology solutions that drive real business value. We partner with top-tier clients across global, regional, and local markets, fostering a collaborative, inclusive, and innovation-driven culture where your ideas truly matter. Role Overview 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. Location Fully remote position in Colombia. Contract Duration Long-term Contract. Language Requirement Fluent English (C1-C2). Role Title PreCaller Specialist What you'll do - 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. What you'll bring - 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. What will make you stand out - 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. Key Competencies - Professional Communication - Attention to Detail - Information Gathering - Critical Thinking - Customer Focus - Time Management - Problem Solving - Accountability - Adaptability Work Environment - Fully remote position. - Flexible schedule aligned with designated calling windows. - Performance measured through qual…