Insurance operations - UNDERWRITING SPECIALIST

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: TYPE OF WORK

Full Time

: SALARY

TBD

: HOURS PER WEEK

40

: DATE UPDATED

Jul 24, 2026

JOB OVERVIEW

OutsourceOp is a U.S. based operations agency that runs daily insurance brokerage operations for our clients such as renewals, underwriting, carrier management, and policyholder communication for a Texas insurance brokerage.
We're hiring an Insurance Operator/Underwriting Specialist to own underwriting cases end to end: cancellation notices, non payment notices, missing document requests, inspection findings, compliance requirements, mortgagee changes, etc.
Core processes are documented in SOPs, but many edge cases are not yet. Part of your job is documenting, as you work cases, you'll turn what you learn into SOPs so the process gets stronger every time.

We are looking for a long term working relationship. We're not hiring for a project, we're hiring someone who wants to grow with the company for years.

Soft Skills Required:
- Self starter
- Fast learner
- Detail oriented
- Problem solver
- Great communicator
- Team worker

Basic Skills
- Google Workspace (Sheets, Docs, Drive, Gmail)
- Comfortable learning new web-based platforms quickly
- Organized file and inbox management
- Required Technical Skills and Experience
- Excellent written and spoken English — you'll email, text, and call U.S. policyholders and mortgage companies
- Confident making outbound phone calls (at least one call attempt is mandatory on every case)
- Experience following written SOPs precisely and documenting every action taken
- Able to write clear process documentation — you'll be creating SOPs, not just following them
- Availability overlapping U.S. Central Time
- Reliable internet and a quiet environment for calls
- Desired Technical Skills and Experience (training provided — these are not required)
- U.S. insurance experience (personal lines, underwriting, or agency operations)
- Experience with carrier portals, CRM/AMS systems, or e-signature platforms
- Prior VA experience with a U.S. company

Detailed Responsibilities
- Monitor inboxes for carrier notices: cancellations, non-payments, underwriting requirements, inspection findings
- Triage every case correctly
- Contact policyholders and mortgage companies by phone, text, and email following our 3-contact rule
- Process mortgagee changes and amendments to policy information with carriers
- Submit required documents to carriers: signed applications, certificates, photos, exclusion forms
- Track all open cases in the UW spreadsheet and work them by cancellation deadline
- Document every call, email, text, and submission in the system of record in real time
- Document each new case type or edge case as an SOP as you resolve it
- Pull weekly non-renewal and pending cancellation lists from carrier portals
- Prepare the end-of-month UW report
- Escalate blockers to your supervisor in writing before deadlines
- Videocall meetings with team

Underwriting is the main job, but as a growing operations company, you may be asked to support other related work as needed.

How to Apply:

If you're excited about this opportunity, please email your CV and a cover letter explaining why you're the perfect fit for this role to: ----------

Use the subject line "Application for Underwriting Specialist Role - [Your Name]."
Also, at the end of your email, please include the phrase 'Operations Specialist' and share with us a brief story about how you got into working remotely.

SKILL REQUIREMENT

Insurance Admin Data Processing Underwriting

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Insurance operations - UNDERWRITING SPECIALIST

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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