FinanceOps
Website:
financeops.ai
Job details:
FinanceOps — Client Services Associate, Insurance Verification
Company overview
FinanceOps builds AI-driven tools for collections and back-office financial operations. Founded in 2023 in Austin, Texas and backed by venture investors, FinanceOps applies machine learning to assess collectibility, verify borrower claims, and automate routine financial tasks. The company operates a digital-first model focused on efficiency, compliance, and measurable results for CFOs and risk teams.Role summary
Client Services Associate — Insurance Verification is a frontline, data-focused role responsible for verifying and updating client insurance information, Account Balance, Claim Information in real time. The role requires high accuracy, professional phone-based communication with US insurance providers and related service vendors, strict adherence to compliance, and care when handling sensitive financial and personal data. This is a remote position that follows US shift hours.
Key responsibilities
- Place outbound calls via our software to insurance providers and affiliated services to verify and update insurance details, verify account balance and claim information.
- Handle inbound queries professionally and work toward accurate, timely resolutions.
- Record and maintain complete, auditable client records in the system.
- Escalate discrepancies, incomplete information, or compliance concerns to the appropriate internal teams.
- Follow company policies and regulatory requirements when accessing, storing, or transmitting sensitive data.
- Provide consistent, professional customer experience on every contact.
- Coordinate with internal teams (operations, compliance, collections) to resolve data gaps and process bottlenecks.
Required qualifications and remote setup
- Fluent English communication skills, both spoken and written, with a clear professional tone.
- Strong attention to detail and demonstrated ability to handle confidential information responsibly.
- Reliable remote workspace with minimal background noise and privacy for phone conversations.
- Personal laptop capable of running web applications and telephony tools.
- Stable broadband internet connection suitable for voice calls and remote access.
- Willingness and ability to work US shift hours and follow defined processes.
Preferred experience
- Prior experience in call center operations, insurance verification, customer service, collections support, or financial operations.
- Comfortable working in a remote, digital-first environment and adapting to evolving processes.
- Familiarity with data entry standards, CRM or case management systems, and basic compliance requirements is an advantage.
Schedule, compensation, and performance
- Compensation: INR 18,000 per month.
- Shift: 7:00 PM to 4:00 AM IST, Monday to Friday; includes one hour break.
- Performance incentives available for above-average performance; incentive structure and targets will be shared during offer/onboarding.
- This role requires reliable availability during the stated US-aligned hours.
What to expect working here
- Fast-paced fintech environment focused on process automation and measurable outcomes.
- Opportunity to work with AI-driven systems and contribute to improving back-office accuracy and efficiency.
- Collaborative team culture with emphasis on compliance, data quality, and client service.
Click on Apply to know more.