Hire the Best Breeze Specialists

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Christian Carl C.

Davao, Philippines

$5/hr
5.0
2 jobs

Detail-oriented Lead Reviewer with proven expertise in evaluating auto and home insurance calls, lead verification, and ensuring campaign compliance. Experienced in reviewing 80+ calls daily and providing actionable feedback to improve agent performance and lead quality. Proficient in Zoiper, Vicidial, and Google Sheets, with a strong foundation in telemarketing and data accuracy. AREAS OF EXPERTISE Call Quality Evaluation Customer Engagement & Qualification Lead Verification & Validation Performance Monitoring & Reporting Insurance Campaign Compliance Agent Coaching & Feedback KEY ACHIEVEMENTS - Reviewed 80+ auto and home insurance calls daily to assess quality, compliance, and lead validity. - Identified and flagged bad leads, improving the overall quality of transferred leads. - Collaborated with management to refine compliance guidelines and call scripts.

  • Data Entry
  • Lead Qualification
  • Vehicle Insurance
  • Property Insurance
  • Insurance
  • Insurance Verification
  • Compliance
  • Lead Management
  • Virtual Assistance
  • General Transcription
Michael P.

Davao, Philippines

$8/hr
5.0
1 jobs

Are you looking for a dependable Virtual Assistant who can keep your operations organized, your insurance documentation accurate, and your clients well-supported? I'm here to help. I have several years of experience providing administrative support, customer service, technical support, and real estate insurance assistance for U.S.-based businesses. My expertise lies in managing insurance documentation, policy administration, client communication, and back-office operations that keep your business running efficiently. Here's how I can help: ✔ Insurance Quotes & Policy Processing ✔ Builders Risk, Flood, Fire & New Construction Insurance Support ✔ Policy Renewals, Endorsements & Documentation ✔ Client & Policy Management in EZLynx ✔ Insurance Carrier Portal Management (OBIE, OSC, ReInsurePro) ✔ CRM Management & Data Entry ✔ Email & Calendar Management ✔ Document Preparation & Organization ✔ Administrative Support ✔ Customer Service & Client Communication ✔ Microsoft Office & Google Workspace I take pride in being detail-oriented, organized, and proactive. Whether it's preparing insurance documents, maintaining accurate records, coordinating with clients and carriers, or handling administrative tasks, I focus on delivering reliable work with minimal supervision. If you're looking for someone who communicates well, learns quickly, and genuinely cares about helping your business succeed, I'd love to work with you. Let's discuss how I can support your team and make your day-to-day operations easier.

  • Real Estate
  • Real Estate Virtual Assistance
  • Insurance & Risk Management
  • Insurance Appraisal
  • Insurance Agency Operations
  • Audio Transcription
  • Video Transcription
  • Technical Report
  • Photo Editing
  • Customer Service
Nirav R.

Vadodara, India

$10/hr
4.8
10 jobs

I am a certified Quickbooks proadvisor results-driven accounting professional with over a decade of hands-on experience delivering accurate, efficient, and timely bookkeeping and financial management services for businesses across the US. Software Proficiency: • Quickbooks Online (QBO) • Yardi Voyager • Yardi Breeze • Netsuite • Xero • MRI • Quicken Simplifi • APPFOLIO • BUILDIUM etc I specialize in: Accounts Payable & Accounts Receivable management Bank & Balance Sheet Reconciliation Month-End, Quarter-End & Year-End Closing Packages Financial Statements & Analysis General Ledger (GL) Coding & Review Advanced Excel Reporting (Pivot Tables, MIS, Revenue Reports) Platform Expertise: Yardi Voyager – Entering invoices (payables & utilities), vendor statement processing, month-end/quarter-end/year-end financials, Beal Bank reporting, reconciliation, and direct collaboration with CFOs for financial packages. Yardi Breeze - Entering invoices (payables & utilities), Accounts Receivables entries, Bank Reconciliation, Month end reporting, etc. QuickBooks (Online & Desktop) – Invoice recording, transaction categorization, journal entries, financial reporting, data cleanup, and reconciliation. Rentvine Accounting – Invoicing, categorization, journal entries, and financial reporting. Why work with me? ✔ 10+ years of proven accounting experience ✔ Fast learner with excellent software grasp ✔ Detail-oriented with strong problem-solving skills ✔ Clear, professional communication ✔ Commitment to accuracy and confidentiality Whether you need help managing your day-to-day bookkeeping, preparing financial reports, or streamlining your accounting processes, I can provide reliable, precise, and efficient support tailored to your business needs.

  • Breeze
  • Bank Reconciliation
  • Microsoft Excel
  • Accounts Payable
  • General Ledger
  • Accounts Receivable
  • Balance Sheet
  • Data Entry
  • Bookkeeping
  • Financial Accounting
  • QuickBooks Online
  • Tally.ERP
  • Yardi Software
  • MRI Software
  • AppFolio
Christine Joyce S.

Imus, Philippines

$10/hr
5.0
2 jobs

Dedicated and results-driven property manager with a passion for delivering exceptional support and ensuring the smooth operation of short-term rental properties. I specialize in guest communication, property management, booking coordination, and day-to-day operational support, helping hosts provide outstanding guest experiences while maximizing efficiency. With strong organizational skills, exceptional attention to detail, and the ability to manage multiple tasks in fast-paced environments, I consistently deliver reliable, high-quality results. I take pride in my professionalism, proactive communication, problem-solving abilities, and commitment to exceeding expectations. My goal is to help hosts and property managers streamline their operations, increase guest satisfaction, and achieve long-term success. MY SPECIALIZATIONS: •Guest Communication: Deliver exceptional, proactive, and personalized communication to ensure every guest enjoys a seamless, comfortable, and five-star experience. •CCTV Monitoring & Review: Proactively monitor security footage to maintain property safety, identify potential issues, and respond promptly to incidents. •File Claims & Dispute Reviews: Submit and manage claims while professionally disputing unfair reviews to maintain your property's standing. •Scheduling and Coordination: Organize and oversee cleaners and contractors to maintain property standards. •Order STR Supplies: Ensure properties are well-stocked with essential supplies. •Filing Transient Occupancy Taxes: Manage tax filings accurately and timely. •Guest Reviews: Provide honest and insightful feedback on guests. •Virtual Turnover Inspections: Conduct virtual inspections of turnover pictures to ensure property readiness. •Listing Creation and Optimization: Create, integrate, and optimize listings on Airbnb, VRBO, and Booking(dot)com for maximum visibility. •Automated Messaging: Develop and implement automated messages for streamlined communication. •Basic Bookkeeping: Manage basic financial records to keep accounts in order. PROFICIENCIES: •Microsoft Word •Microsoft Excel •Gmail •Outlook •Dropbox •Google Drive •Slack •Pumble •Airbnb •VRBO •Booking(dot)com •Rankbreeze •Airdna •Monday(dot)com •Ooma Office •Spokephone •Ring Central •Turno •Hospitable •Hostaway •IGMS •Enso connect •ClickUp •Mirage ID •Zoho •Asana •Remote Lock •Quickbooks Online.

  • English
  • Communications
  • Writing
  • Customer Service
  • Virtual Assistance
  • Communication Etiquette
  • Sales
  • Administrative Support
  • Email Support
Caselyn Mae A.

Quezon City, Philippines

$10/hr
5.0
1 jobs

I am Caselyn Alde, a dedicated professional with experience in customer service and property management. I previously worked as a Customer Service Representative for HomeAway and VRBO and later as a Case Manager at Airbnb, where I resolved issues for both hosts and guests. During my time as a customer service representative and a property manager, I handled a range of tasks, including: *Managing multiple listings across different platforms using vacation rental software. *Processing payments, refunds, and reimbursements efficiently. *Ensuring that all listing details were accurately synced and updated across platforms. *Addressing and resolving issues before, during, and after guests' stay. *Handling inbound and outbound calls, as well as email and SMS communication. *Verifying that incoming guests met the specific booking criteria for each unit. *Mediating with Airbnb to have inappropriate reviews removed. In addition to my work in the vacation rental industry, I have also worked as a Leasing Representative, where I gained valuable experience in: *Processing rental applications, move-outs, renewals, and updating Lease Agreements for tenants and applicants. *Collecting payments, creating and following up on work orders, and conducting rental analysis. *Assisting in processing Section 8 applications. These experiences have allowed me to develop a broad skill set, including customer service, property management, and conflict resolution. I am eager to continue honing my skills and staying current with industry best practices to ensure top-tier performance and service.

  • Virtual Assistance
  • Project Management
  • Microsoft Excel
  • Streamline
  • Intuit QuickBooks
  • Maintenance Management Software
  • Rental Agreement
  • Property Management Software
  • Property Management
  • Lease
  • Notion
  • Customer Experience Management Software
  • Customer Service
Maritz C.

Trece Martires City, Philippines

$4/hr
5.0
1 jobs

Client-Focused Support | Fire Industry (AU), Insurance & Hotel Data Entry Expert Hi! I’m a dedicated and detail-oriented Customer Experience and Admin Support professional with over 10 years of experience supporting clients across industries—including the Australian Fire Industry, Insurance, and Hotel Bookings. I’ve worked directly with Registered Training Organizations (RTOs) like Adair Training Solutions and Fire Industry Academy, where I handled training compliance, client coordination, and portal/document management using tools such as Simpro, Zoho, and Axcelerate. 🧩 My Core Expertise: Fire Industry Support (AU): Compliance documentation, training notifications, Simpro, Axcelerate, and Zoho CRM. Data Entry for Hotel Bookings: Room/rate updates, regional coverage (APAC & Middle East), accuracy and quality-focused. Insurance & Customer Care: Experience with BDO Insurance and Shopee Philippines—email/chat support, claims, quality checks. Admin Tools: Zendesk, Salesforce, Jira, MyCRM, TiTo, in-house systems. I’m known for being: ✔️ Organized and dependable ✔️ Client- and detail-focused ✔️ Proactive in communication ✔️ Committed to long-term success Let me help you stay compliant, serve your customers better, and keep operations smooth. Let’s work together to get things done - accurately and efficiently. PS: I’d be happy to share my resume or work samples upon request.

  • Data Entry
  • Microsoft Excel
  • Typing
  • Visual Communication
  • Administrative Support
  • Data Management
  • Phone Communication
  • Customer Service

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Don't just take our word for it

What does a Breeze specialist do?

A Breeze specialist manages administrative workflows and digital operations to keep client projects organized and moving forward. This role combines virtual assistance with technical support for content management systems and customer relationship platforms. The specialist handles data entry, tracks project milestones, and maintains accurate records across multiple software tools. They also execute routine website maintenance tasks to ensure online assets remain current and functional.

  • Coordinate daily tasks and track project progress by updating status reports in tools like Airtable or HubSpot. The specialist monitors deadlines, sends follow-up reminders to team members, and compiles weekly progress summaries for the client. This ensures all stakeholders stay aligned on current priorities and upcoming deliverables without manual chasing.
  • Maintain and update customer relationship management databases by entering new lead information and cleaning existing records. The specialist organizes contact lists in platforms such as GoHighLevel or HubSpot to support sales and marketing efforts. They also manage document repositories, ensuring onboarding materials and client files are correctly labeled and easily accessible for future reference.
  • Support WordPress website maintenance by performing plugin and theme updates to preserve security and functionality. The specialist creates new pages, formats blog posts, and troubleshoots basic display issues to keep the site running smoothly. They may also connect different software applications using automation tools like Zapier or Make.com to reduce manual data transfer between systems.

How to hire a Breeze specialist on Upwork

Step 1: Post a job

Define your administrative and technical needs clearly to attract qualified candidates. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description. Describe your requirements in a few sentences, and Uma creates a tailored job post for the role. You can write a new post, update a saved draft, or reuse an existing post.

  • Specify tasks such as CRM data entry in HubSpot or GoHighLevel and WordPress plugin updates.
  • List required tools like Airtable, Zapier, or Make.com to filter for candidates with relevant automation experience.
  • Include deliverables such as compiled lead lists, organized documents, or completed website page creations.

Step 2: Evaluate candidates

Look for proof of organizational skills and technical competence in your shortlisted profiles. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to speed up this process. Focus on candidates who demonstrate accuracy in data management and familiarity with your tech stack.

  • Review work history for examples of managed onboarding materials or updated client workflows.
  • Check for verified experience with WordPress theme customization and routine site maintenance tasks.
  • Assess their ability to generate clear progress reports and handle follow-up communications effectively.

Step 3: Interview your top choices

Discuss specific workflows and communication preferences with your final candidates. Schedule and conduct interviews within Upwork Messages, which generates an immediate transcript and summary after each session. This ensures you capture key details about their approach to administrative support.

  • Ask how they verify data accuracy when updating records in CRMs like HubSpot or Airtable.
  • Discuss their process for handling WordPress updates without disrupting live site functionality.
  • Clarify their method for tracking project progress and reporting status to clients regularly.

Step 4: Agree on scope and begin work

Set clear milestones for deliverables like document organization or lead list compilation. Use Upwork Messages and the contract workroom for all communication and project management needs. Upwork verifies identity, offers hourly tracking, and holds project funds for security throughout the engagement.

  • Define specific outputs such as completed website pages or automated workflow setups in Zapier.
  • Establish a schedule for regular status updates and follow-up reports on ongoing tasks.
  • Confirm access permissions for necessary tools like GoHighLevel, Airtable, or your WordPress admin panel.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Breeze specialist cost?

$200-$600 per project is a typical range for focused Breeze specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

Data entry and record management

$200-$400/project

Entry-level
  • Updated lead and contact records in GoHighLevel or HubSpot
  • Compiled research data sets and organized lists
  • Organized client documents and onboarding materials

WordPress site maintenance

$400-$800/project

Entry-level to mid-level
  • Updated WordPress plugins and themes to current versions
  • Built new pages and formatted content per client specs
  • Checked site functionality and reported issues

Workflow automation setup

$800-$1,500/project

Mid-level
  • Connected apps and automated routine data transfers
  • Documented workflow steps and trigger conditions
  • Verified automation runs and corrected errors

Project coordination and reporting

$1,500-$2,500/project

Mid-level to senior-level
  • Compiled weekly progress updates and task tracking logs
  • Sent scheduled reminders and tracked client responses
  • Configured Airtable views for real-time project visibility

Full system integration and management

$2,500-$4,000/project

Senior-level
  • Integrated CRM, WordPress, and automation tools
  • Refined processes to reduce manual admin tasks
  • Authored instructions for ongoing system maintenance

Frequently asked questions

Is hiring a Breeze specialist worth it?

For most businesses, yes: hiring a Breeze specialist is worthwhile. This role consolidates administrative coordination, CRM maintenance, and basic WordPress updates into one position. You avoid hiring separate staff for data entry, project tracking, and site management.

How do I evaluate Breeze specialist candidates?

Review their experience with specific tools like GoHighLevel, HubSpot, or Airtable to confirm they can manage your data workflows. Ask for examples of how they have organized document systems or automated follow-up reporting in previous projects.

What tasks does a Breeze specialist handle?

A Breeze specialist coordinates project tasks, manages CRM records, and supports WordPress site updates including plugin maintenance. They also compile lead lists and organize onboarding documents for your team.

Which tools does a Breeze specialist use?

These specialists work with platforms such as GoHighLevel, HubSpot, Airtable, and WordPress. They often use Zapier or Make.com to connect these systems and automate basic workflows.