CareerPlan

Match and Research Specialist

Irving, TX, USFull-time2026-10-16 → 2026-11-10

Core

Handling outbound business calls to insurance companies to retrieve documentation or validate information for mortgage insurance processing.

Role type

Operations specialist (mortgage insurance documentation)

Builds

Insurance documentation and data validation for mortgage clients

Domain

Insurance / Mortgage

Required skills

Outbound calling, document retrieval, data entry, Excel, Windows environment, reading comprehension, typing (32 WPM)

Preferred skills

P&C Insurance, Mortgage, Forced Placed Insurance experience

Responsibilities

Completing outbound telephone calls to insurance companies, working within a call queue, performing research and document retrieval from online insurance sites, maintaining productivity and quality standards

Seniority

Entry-level / Individual Contributor