Fund Operations & Underwriting Support Specialist
New
O
Outsource AccessFinancial Services
United States, US Mountain TimeFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisMicrosoft Excel
Requirements
- Demonstrated meticulous attention to detail and accuracy in financial and insurance documentation.
- Ability to work independently, consulting SOPs and training materials to solve problems.
- Professional demeanor aligned with values of care and growth.
- Advanced proficiency in Excel.
- Comfortable learning and navigating industry-specific systems like LexServ, ProtectFlow, or Lyric.
- Dedicated, quiet, and distraction-free workspace.
- Highly reliable internet connection.
- Ability to collaborate in real-time during US Mountain Time hours.
Responsibilities
- Analyze insurance contracts and medical records to support underwriting decisions.
- Manage policy onboarding and process premium payments.
- Track updates to ensure seamless fund operations.
- Conduct rigorous quality control checks on financial data.
- Maintain and update financial spreadsheets and valuation files.
- Identify discrepancies and suggest process workflow improvements.
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