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Inspections Process & Automation Specialist

LaTeam Partners

Inspections Process & Automation Specialist About the Company Our client is a growing organization operating within the insurance and InsurTech space , focused on delivering efficient, technology-driven solutions that empower clients to streamline operations and access high-quality services. Through a combination of advanced digital tools, data-driven processes, and a strong operational backbone , we enable fast, scalable, and reliable workflows across the full lifecycle of our services. Our approach emphasizes efficiency, innovation, and continuous improvement , allowing teams to optimize performance, reduce friction, and deliver consistent results in a dynamic, fast-paced environment. About the Role Many of the policies we place need an inspection. Inspections often turn up issues, such as an old roof, an outdated electrical panel or improperly stored propane, that the business owner has to fix to keep their coverage in good standing. Today we are good at ordering inspections and sending out the findings. What we don't have is a reliable way to make sure those issues actually get fixed and closed. Hundreds of requirements sit open, sometimes until the policy comes up for renewal. You'll own fixing that. You'll start by running the day-to-day inspection workflow yourself, learning it by doing it. Your real job is to make most of that routine work disappear through automation and AI, and to build the process for closing out compliance requirements that we don't have today. No inspections or insurance background is required. We'll teach you the insurance side. What we can't teach is how you think. A note on how you'll work You will get very little day-to-day direction. We expect you to find the problems, decide what to fix first, and come back with results, not questions about what to do next. If you do your best work with a clearly defined role and frequent check-ins, this probably isn't the right fit, and that's okay. What you´ll do Run the daily inspections workflow Work the inspections ticket queue in Zoho Desk and keep inspection records in Zoho CRM accurate and up to date. Check policy and property details, order inspections through our inspection vendor, and follow up when they're delayed. Review inspection reports, identify what the business owner needs to fix, and send compliance reports to agents, underwriters and carriers. Close out compliance requirements Track every open requirement to a clear end: fixed, given a documented extension, or escalated to underwriting. Work with insurance carriers that inspect properties themselves and send us lists of items the business owner must complete. Propose standard timeframes for how long business owners have to fix each type of issue, based on how serious it is and what each carrier requires. Qualifications What we are looking for: You use AI tools every day and can show us something you built or automated with them: a workflow, a template system, a script or an automation. You've improved how work gets done in a past role, for example by fixing a broken process, building a tracker or cutting out an unnecessary step. You work well without supervision and are comfortable setting your own priorities. You're organized and detail-minded. You can keep hundreds of open items moving without dropping any. You can disagree respectfully. You'll work with experienced colleagues who hold high standards, and you'll need to align with them, not work around them. You write clear, professional English (C1 level or above). You'll write to agents, carriers and underwriters every day. 2+ years in an operations, administrative or coordination role. Nice to have Insurance experience, especially commercial property inspections or underwriting support. Experience with Zoho or another CRM or ticketing system. Familiarity with Lean or a similar improvement approach (not required). #J-18808-Ljbffr LaTeam Partners

Vacancy posted 4 days ago
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