基金运营与承销支持专员
Fund Operations & Underwriting Support Specialist
这是一个远程职位。
我们所做的
在Outsource Access，我们帮助顶级投资和长寿基金以绝对精准的方式运营。我们不只是处理政策和更新电子表格，我们确保每项承保决策和财务报告都有完美的数据支持，使客户的运营安全并持续发展。
你将如何产生影响
· 赋能智能承保：你不会只是整理文件；你会仔细分析保险合同和医疗记录，确保决策者拥有准确的文件来自信地评估复杂案例。
- 推动顺畅的基金运营：通过全面负责政策入职、保费支付处理和更新跟踪，你确保长寿基金的引擎每天平稳运行，不间断。
- 保障数据完整性：准确性是你的超能力。你会进行严格的品质控制检查，并维护关键的财务电子表格，确保每个估值文件和投资者报告在到达利益相关者之前都保持完美。
- 提升流程：我们不只是想要任务执行者；我们想要思考者。你将主动识别差异，提出流程改进建议，并积极沟通重要的发现和背景信息，而不是仅仅在待办事项清单上打勾。
要求
这是否是你？
· 极其精确：你明白在金融和保险领域，精准胜过速度。你为反复检查自己的工作并捕捉他人可能忽略的细节而感到自豪。
- 善于解决问题：你不需要手把手指导就能成功。你更喜欢查阅标准操作程序，独立阅读大量培训材料，并带着解决方案和主动见解来到团队中，而不是不断提问。
- 有责任心的专业人士：你体现了我们关爱、成长和专业性的核心价值观。你正在寻找一个可靠、长期的职业归属，你的奉献直接有助于建立信任并克服过去的人员流动挑战。
- 熟悉技术：你能够轻松操作数据密集型平台和电子表格。你的Excel技能娴熟，并且完全适应学习专业的行业系统（如LexServ、ProtectFlow或Lyric）以提升日常操作。
- 你的家庭办公室：你有一个专用、安静、无干扰的工作空间，并且有高度可靠的互联网连接。
查看英文原文
This is a remote position.
What We Do
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.
Requirements
Is This You?
· 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 TeamYou’re not just taking a job, you’re stepping into a role where your growth, security, and peace of mind actually matter. Here is the total package we’ve built for you: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.
Originally posted on Himalayas