Caller for Insurance Audits—Outbound Calls/Emails to Obtain Documentation at ReSource Pro

Come Join ReSource Pro!Your role:ReSource Pro is looking for a meticulous and detail-oriented Caller to join our team. In this role, you will be responsible initiate outbound phone calls and emails to the insured to obtain required documentation for audit. You will ensure our customers receive excellent service and communication as you assist those working on their audit (business owners, agents, bookkeepers, etc.) with any questions or concerns they may have, resolve issues, assist in extending audit due dates, and various other needs of our customers. You will also respond to customer inquiries via email and work efficiently within a collaborative, remote setting.In this role you will:Actively listening to and communicating clearly with those who call inMaintain a calm demeanor and ease in handling complaints and conflictsBe quick to identify problems and develop solutionsEnsure that information is accurate and completeRespond promptly to customer inquiriesMaintain accurate and organized records of all documents, ensuring proper storage and archiving.Collaborate with other team members to ensure timely document processing and attachment.Stay updated on company policies and legal regulations regarding document handling and confidentiality.Respond to customer questions via email or phone with clarity and professionalism.What you need to be successful:Strong attention to detail and accuracy.Proficiency in using computer software, such as email systems and Adobe.Excellent organizational and time management skills.Ability to handle sensitive information with discretion and integrity.Strong communication skills, both verbal and written. Bilingual Spanish is a plus!Ability to work independently and manage time effectively.High school student or equivalent educational background.Your Benefits & Perks:Flexible remote work with the ability to apply from any time zone.Paid training and development opportunities.About ReSource Pro:Focused exclusively on the insurance industry, ReSource Pro is a trusted strategic operations partner to insurance organizations seeking to increase their productivity and profitability. With a global team of more than 10,000 employees, ReSource Pro operates at the critical intersection of people, process, technology, and data to serve more than 1,800 clients across the carrier, broker, and MGA segments – consistently earning a +96% client retention rate for over a decade. It offers expert advisory services, proven business process management optimization and transformative data and technology solutions. For the 15th time since 2009, it was recognized in 2024 by Inc. 5000 as one of the fastest growing companies in the US. Equal Employment Opportunity PolicyReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex,

Caller for Insurance Audits—Outbound Calls/Emails to Obtain Documentation

Emma

Responsibilities

Skills wanted:

Language(s) required:

About ReSource Pro:

mission:

Job benefits for full-time members:

www.resourcepro.com/

Admin access needed