OutSure is an outsourcing company providing dedicated virtual assistants and backend support to insurance agencies in the USA. We help our clients streamline operations through accurate data, structured processes, and reliable research support.
Our work is closely aligned with the US insurance ecosystem, supporting agencies dealing with personal and commercial lines such as Auto, Home, General Liability, Workers Compensation, and more. We assist in policy lifecycle management, lead generation, underwriting support, and CRM data management.
Role Overview
We are looking for a Research Associate who can dive deep into the internet, extract meaningful information, and turn it into clean, structured data.
Your focus will be on research, data discovery, and accuracy, supporting insurance-related operations and business workflows.
Key Responsibilities
- Conduct detailed online research on individuals, businesses, and industry data
- Collect and organize information related to insurance leads, prospects, and companies
- Validate and verify data from multiple sources to ensure accuracy
- Build structured databases and maintain data quality
- Perform market and competitor research within the insurance industry
- Support internal teams with reliable research outputs for decision-making
What We Are Looking For
- Familiarity with the US insurance market, including basic understanding of Personal Lines (Auto, Home) and Commercial Lines (GL, WC, Property)
- Understanding of how insurance agencies, carriers, brokers, and MGAs operate in the US ecosystem
- Basic awareness of the insurance policy lifecycle, including quoting, underwriting, binding, endorsements, and renewals
- Ability to research and interpret insurance-related information such as coverage types, policy limits, deductibles, and risk classifications
- Exposure or willingness to learn industry tools such as Applied Epic, AMS360, EZLynx, and CRM platforms like Salesforce or HubSpot
- Understanding of data sources used in insurance research such as business registries, carrier websites, and public filings
- Strong research mindset and curiosity
- Logical thinking and ability to connect scattered data points
- High attention to detail and accuracy
- Good written communication skills
- Self-driven and comfortable working on repetitive but detail-heavy tasks
Basic Qualifications
- Bachelor's degree in any field
- Comfortable working with spreadsheets, online tools, and data systems
- Basic understanding of insurance terminology such as premium, policy period, insured, coverage, exclusions, and endorsements
- Ability to work with structured data inside ATS/CRM or agency management systems
Preferred (Not Mandatory)
- Prior exposure to US insurance processes or working with insurance agencies
- Experience handling data inside insurance agency management systems or CRMs
