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Hire the best Insurance Agency Operations specialists

Check out Insurance Agency Operations specialists with the skills you need for your next job.
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  2. Admin & Customer Support Talent
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  4. (Current) Insurance Agency Operations Specialists
  • $15 hourly

    • 4.8/5
    • (10 jobs)
    Hi, I'm Dave, a top-rated insurance specialist for personal and commercial lines. I assist insurance agents and producers across multiple states, including Washington, Wisconsin, California, and more, in achieving their goals and streamlining their operations by reducing insurance administrative tasks. With my expertise and knowledge in the insurance industry, I provide unparalleled service to ensure smoother and more efficient business operations. What I can offer: INSURANCE ADMIN/CSR/SPECIALIST/UNDERWRITER: -Quoting Commercial & Personal insurance(IBQ Rater,ITC Turbo Rater & EZLynx) -Accord- Creating Binder,Cancellations and Insurance Application -Issuing endorsements -Sending auto ID cards or proof of insurance -Task organizing/workflow implementation -Managing renewal checklists -Insurance Admin and verification -Mortgagee change and Communicate with Mortgagee -Cross-selling policies to customers -Policy Renewal -Remarketing accounts -Policy Analysis -Policy binding -Policy documentation -Deal with carriers and mortgagees -Policy change -Policy Downloads -Policy Cancellation -Client communication Carriers Used: Safeco State Auto Metlife Progressive Stillwater Travelers Allstate Nationwide American Modern Berkshire Guard CatCoverage Hippo Foremost CRM/AGENCY MANAGEMENT SYSTEM: Hubspot Nowcerts Insuredmine Guidewire Vero Hawksoft RATER: Ezlynx IBQ Rater ITC Turbo Rater INSURANCE CLAIM MANAGEMENT (HOME & AUTO) -Manage claim until finalization -liaised with vendors(repairer, carriers, third-party carriers& mortgage) -Settle payment to vendors, third party and insured -Manage claim acceptance and denial -Review policy coverage -Provide customer service to insured/customer phone and email -File document OTHERS: -Customer support/service -Data Entry -Multitasking Please feel free to send me a message, and I'll be sure to get back to you as soon as possible. I'm excited about the opportunity to work with you and look forward to hearing from you soon. Let's collaborate and achieve great things together!
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Email Support
    Liability Insurance
    Customer Support Plugin
    WordPress
    Insurance Consulting
    Customer Service
    Insurance Policy Analysis
    Data Entry
  • $20 hourly

    • 4.6/5
    • (29 jobs)
    Greetings and welcome to my profile! My passion lies in interacting with clients, and I have extensive experience in utilizing social media for lead generation. If you require assistance in generating high-quality leads that translate into sales, then I am the ideal candidate for your company. I offer the following services: 1. Social media outreach on platforms such as Instagram, Facebook, LinkedIn, Email, and more. 2. Scriptwriting tailored to your product or business needs. 3. Appointment setting and lead generation. 4. Product Listing 5. Amazon FBA I am eager to explore how I can contribute to your business journey. Please do not hesitate to contact me if you have any questions or wish to learn more. Thank you for your consideration.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    LinkedIn Sales Navigator
    B2C Marketing
    Email Marketing
    Appointment Setting
    Social Media Management
    Lead Generation
    Podcast Production
    Client Management
    Customer Retention Strategy
    Business Development
    Customer Service
    Business Activity Monitoring Software
    Sales & Marketing
    Administrative Support
  • $15 hourly

    • 4.0/5
    • (7 jobs)
    Thank you checking out my profile! I am a Virtual Assistant to Licensed Agents, Brokers and Insurance Brokerage Owners. ✓ Applications & Submissions - Creating ACORD Forms - Preparing Supplemental Applications - Requesting Loss Runs ✓ Rating / Quoting - Quoting directly with Carriers - Submitting to Brokers - Creating proposals for Licensed Agent presentation ✓ Binding - Fulfilling binding subjectivities - Creating and issuing invoices ✓ Policy Issuance & Servicing - Sending policy documents to insureds - Running MVR - Processing policy changes and endorsements - Issuing Certificates of Insurance - 90D, 60D, 30D Renewal Solicitations ✓ Agency Management System - EzLynx - NowCerts - Applied Epic - Agency Zoom ✓ Insurance Carriers - SIS - The Hartford - Travelers - Liberty Mutual - PIE Insurance - Progressive - Employers - ICW - State Auto - Mercury Insurance - Roamly ✓ Payment Systems and Financing - SimplyEasier - EPay - Bill.com - Ascend - IPFS: Insurance Premium Financing Solutions - Stetson Insurance Funding ✓ Document Processing - AdobeSign - DocuSign - Microsoft Word & Google Docs - Microsoft Excel and Google Sheets ✓ Email Management - Outlook - Gmail ✓ Messaging & Communication - Teams - Slack - Skype - Zoom - RingCentral - Trillian - WhatsApp - Telegram If my skills are fit for you, please feel free to contact me. Happy to be of assistance! Best, Patricia G. Your Insurance VA
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Liability Insurance
    Insurance Document Production
    Vehicle Insurance
    Customer Service
    Data Management
  • $20 hourly

    • 4.9/5
    • (23 jobs)
    If you're looking for someone who can assist you in your task in time with quality work you found the right person. System CRM Familiarize/Knowledgeable: ✅AMS360 ✅AGENCY MATRIX ✅APPLIED EPIC ✅QUOMATION ✅CANVA ✅SALESFORCE, SELECTIVE, CAT, SUPERIOR ✅Facebook, Instagram, Shopify Product Upload ✅Google sheets, Google docs, Excel, Powerpoint ✅Emailing System: Microsoft Outlook, Microsoft Teams, Zoom, Meeting, Discord, Telegram Experiences and Specialization : ✅Making certificates, reading contracts, processing endorsements ✅Commercial Vehicle Insurance Underwriter ✅Commercial / Construction Insurance Underwriter ✅ Flood Insurance Processor ✅Submitting Applications to different flood insurance sites (flood insurance using a CAT, SUPERIOR, SELECTIVE sites) ✅Admin ✅Social Media Marketing ✅Quality Assurance ✅Researcher / Date Entry Analyst ✅Home Inspection Admin A. APPLICATIONS ✅Filling out Application Forms ✅Enter account details in our CRM (AMS,QUOMATION, FAST FIELD, CAT, SUPERIOR,SELECTIVE, SALESFORCE or agency management systems) B. QUOTING and SUBMISSION ✅Quote with direct insurance carriers (workers comp policy but willing to learn more) ✅Submit accounts to agencies for quotes (GL, Auto, DO, CUMB, CYBER, ACC, WC, PROP, PL, ISC, etc,.) ✅Sending quote proposals to your insureds ((GL, Auto, DO, CUMB, CYBER, ACC, WC, PROP, PL, ISC, etc,.) C. BINDING ✅Put together binding documents ✅Bind quotes with our direct carriers ✅Bind checking ✅Submit binds to agents ✅Adding new business and doing invoices and certificates D. POLICY ISSUANCE ✅Send policy to insureds ✅End to end binding process new businesses ✅File policy info in our CRM and attach documents E. SERVICING ✅Endorsements, Cancellation, Process, Reinstatements, Invoices, Payments, Certificates, Driver Changes, Unit Changes, Renewals, Audit, Certificates, Loss runs, Submissions ✅Socisl Media Management/E-commerce - Social Media Posting - Facebook Posting - Facebook Boosting - Calendar Management - Photo Editing - Uploading/Date entry on Shopify Store - Shopify product Listing Other Skills: ✅Proficient in managing all aspects of Underwriting and Claims of various Insurance carriers and platforms. ✅Onboarding and Renewals of Insurance Policies ✅Analyzing Quotes & MVRs Former Companies I worked outwide Upwork: ✅Globe Telecom ✅Van Law Firm ✅Floodnerd ✅C2C Inspection ✅Golden Capital Insurance Services My skills have been developed and shared with my clients with 100% satisfaction and beyond expectation. My core competency lies in client services and was also exposed to different activities that will enhance client relationship management, operations, and training program for quality assurance. If my skills are fit, don't hesitate to message me! I am always available.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Insurance
    Policy Analysis
    Insurance Document Production
    Internal Auditing
    Customer Service
    Adobe Photoshop
    Price & Quote Negotiation
    Vehicle Insurance
    Liability Insurance
    Property Insurance
  • $15 hourly

    • 5.0/5
    • (2 jobs)
    An insurance professional with an IT background skilled in team & stakeholder management, general insurance, risk management, and administrative support. A highly adaptable individual with strong attention to detail and with solid technical knowledge. I am proficient in Microsoft Office applications and Google suite savvy to help you create reports, write up content, or create desktop processes. I am looking to expand my skills in the insurance and/or IT industry.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    CSS
    Database Management
    HTML
    Insurance Document Production
    Insurance Policy Analysis
    Property Insurance
    Administrative Support
    Technical Editing
    Customer Service
    Contract Management
    Microsoft Office
    Data Entry
  • $15 hourly

    • 5.0/5
    • (4 jobs)
    I have 10 years of experience working in Customer Service. I'm an expert in providing excellent Customer Service to all English- Spanish speaking clients via phone calls, emails, and chat. My skills are but not limited to: - Customer support via phone calls, email, and chat - Handling escalations - Issuing refunds and replacements - Quality assurance on tickets, emails and calls - Managing a team - Streamlining customer service processes for businesses - Booking services - Insurance Types of businesses I have worked with: - Call center - Cellphone service provider - Insurance agencies - Cleaning Company - Rebates Company. My Super-VA Qualities: 1. Soft spoken, disciplined, diligent, result oriented, fast learner and patient. 2. Efficient in sorting out all kinds of service and products related complaints of customers instantly. 3. An excellent listener and communicator who knows how to express myself well both verbally and in writing. 4. Shows talent in identifying, improving, and simplifying complicated work processes through logical thinking. 5. Computer-literate covering the basic software skills and knows a range of applications. 6. Flexible team player who do well in environments in need of time management skills. 7. Possess research skills and takes initiative to learn something new that is related to the job.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Scheduling
    Technical Support
    Vehicle Insurance
    Communications
    Insurance Policy Analysis
    Email Support
    Customer Service Training
    Phone Communication
    Customer Service
    Spanish to English Translation
    Insurance Consulting
    English to Spanish Translation
    Phone Support
    Virtual Assistance
    Email Communication
  • $10 hourly

    • 4.9/5
    • (8 jobs)
    Quoting New Business and Renewals: • Personal Lines (Auto, Home) • Commercial Lines (Auto, General Liability, Workers Compensation, Professional Liability, etc.) Endorsements: Creating & Writing Accord Forms 25,125,126,130,137,140 Quote direct within carrier portal. Put together client facing proposal Servicing Accounts: • Payments • Cancellations • Sending out COI’s • Cold Calling/Appointment Setting
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Relationship Management
    Sales Management
    Customer Relationship Management
    Cold Calling
    Data Entry
    Data Mining
    Lead Generation
  • $75 hourly

    • 4.9/5
    • (283 jobs)
    Hello, my name is Maurice Draine I have a 4-Year Bachelor's Degree in Journalism, with a professional writing track, and I’m a former licensed P&C insurance agent since 2008. Writing is what I do for a living now. I even have a niche website that's specifically geared toward Insurance & Business Copywriting and Blogging. I currently write for dozens of U.S. and Canadian Insurance agencies and ones from India, Australia, Venezuela, Israel, and Ukraine. I'd love to speak with you more on writing original SEO blogs and SEO web pages for your website. Let Mastermind Insurance Copywriting be your home for affordable SEO articles and SEO web pages and more! I ALSO DO NON-INSURANCE BASED COPYWRITING AS WELL. I have experience writing articles and other forms of writing on topics such as: INSURANCE TOPICS • Auto • Home • Life • GL • E&O • D&O • C. Auto • Cyber • WC • Umbrella • Excess • EPLI • Medical Malpractice • Disability Insurance • Healthcare Insurance • Dental Insurance • Medical topics -- Blog & Webpage Creation Pricing: - ========================== 500-800 Words $92.00 1,000 Words $124.00 1,250 Words $140.00 1,500 Words $156.00 2,000 Words $224.00 2,500 Words $256.00 3,000 Words $324.00 3,500 Words $356.00 Please let me know if I can take a little stress off your workload. Information on your website is your bread and butter. I wouldn't trust just anyone to handle this vital information for you just to save a few dollars. Trust a professional like me. Thanks, and I look forward to hearing from you soon. Maurice Draine Mastermind Insurance Copywriting MastermindInsuranceCopywriting.com
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Business with 1-9 Employees
    Insurance Document Production
    Article Writing
    Insurance Consulting
  • $15 hourly

    • 5.0/5
    • (1 job)
    Currently working as a Retention Specialist for a Florida based Insurance Agency handling mostly the monthly Personal Lines Retention. I work on renewals, quoting, rewrites, handling post binds and other service related assigned by my manager. In the past, I have worked as a service specialist with several years of experience in Handling Insurance Backend Services (Applied EPIC / AMS360 Vertafore) for Personal lines and Commercial lines Insurance for clients in the USA. My time working for the clients had been spent productively in assisting the Account Managers by Policy Checking, Policy On-boarding, Processing Renewals, Issuing Evidence of Property, Issuing Certificate of Insurance, Processing Endorsements on web portals, Loss Runs Handling and handling other required tasks assigned by the Account Managers accurately and expeditiously. Efficiently handled the Insurance company insolvencies in the past. I take pride in my accuracy and speed. I am used to working with various types of Insurance data and I also am very experienced with multitasking for other office duties as needed. I thrive in a fast-paced environment.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Insurance Document Production
    Insurance Verification
    Liability Insurance
    Insurance Software
  • $20 hourly

    • 4.5/5
    • (3 jobs)
    Ecommerce specialist, Customer Service, and general virtual assistant who provides great quality assistance with a friendly atmosphere to my customers and builds a relationship with honesty and loyalty with my client. I handle different accounts under Insurance, Billing, Sales, Technical, Retention, Complaints, Online chat, Order support, and proficient in Administrative tasks. These experiences helped me to be equally effective in working independently and in cooperation with others, I'm a critical thinker, flexible, and always willing to take new challenges. As an organized professional, I take pride in completing assignments on time and with accuracy and I would love to apply these skills to work and help my future client. Here's the list of my expertise: • Chat, Phone, and Online support • Creating online contents on Canva • Order processing for eCommerce Amazon • Able to use Intercom, Live Person, Slacks, Trello, Asana, Eyebeam, Amazon Seller Central, Vici dial, Zendesk, HubSpot • Sales, Billing, Retention, Complaint and Technical support • Data Entry in Word, Excel or Google Docs, Sheets • Email management/ Filtering • Making reports (creating a basic report for weekly task, deliverables, and sales) I would be delighted to apply these skills and used my experiences to assist you through your business success!
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Email Support
    English
    Online Chat Support
    Product Analytics
    eCommerce
    Customer Support
    Email Communication
    Customer Service
    Order Fulfillment
    Customer Retention
    Data Entry
    Product Listings
  • $40 hourly

    • 5.0/5
    • (5 jobs)
    👀Accountant with 15 years' experience specializing in analytics, reporting and the technologies that drive the data. An interdisciplinary perspective shaped by practical experience that continuously evolves through rigorous professional development. 🏭 With day to day experience in contract manufacturing, industrial wholesale, independent sales representative, and online marketplaces. I tackle the challenges that require not just technical chops but the perspective of a finance professional to deliver well-rounded solutions fit for decision making. 🏫I hold a master's in business but formal schooling is only where lifelong learning begins. Professional development is a part of my daily routine. I enjoy listing to podcasts, spending countless hours on YouTube, taking online courses, and diving into hobby projects. My patient attitude and pedagogical awareness lend well to being a good coach and mentor to help develop those I work with. 🧮My finance and operational skills have been honed from the ground up with day to day experience at all levels from clerical to controller. Even when operating at higher levels I always enjoyed the opportunities to roll up my sleeves and stay connected to the processes I was measuring. 💻Working for small businesses I often played a large role in managing the technology infrastructure. Kind of a natural fit when you consider the technology needed for accounting systems and the level trust and access afforded to both finance and IT. Along the way I developed practical experience in troubleshooting, system administration, Office 365, Linux, and software migrations. 📊 Analytic skills have their roots in Excel but are now reinforced by SQL, Python and Power BI. However, even with advanced tools at my disposal I often find that Excel is still the right size approach to many problems. I consider a variety of factors when proposing a solution, among them; additional infrastructure to maintain, labor costs to maintain, and resiliency to changes in the business environment. There are usually tradeoffs in different technologies but I will work with you to find the solution that works now and into the future. 🧮 ➕ 💻 ➕ 📊 = 😁 Each skill foundations have their own merits but combined these disciplines create an approach that is practical, insightful and strategic. ¿WHY CHOOSE ME OVER OTHER FREELANCERS? 💵 Value: Having years of experience being the client in outsourced partnerships I always worked on developing relationships maximizing value. Now on the other side of the table I hold myself to the same stringent standards used when I was the one writing the check. ❓ Asking the why's: Understanding the problem and understanding the client are necessary ingredients to let my experience shine. Asking the right questions improves the relationship and the results. 🤏 "Right size" approach: For any solution to be durable it has to be a good fit for the environment it will be deployed in. Every solution has a cost beyond the development. When purchasing a vehicle it's called total cost of ownership. I work with clients to find the right balance of impact, technology and labor to maximize the long term ROI. 📋 Over Document: Documentation is a cornerstone to business resiliency. It becomes the training tool when solutions are delegated and the beacon when something gets fouled up. It allows the work to transcend the people that created it and become a part of the organization. Creating it can be cumbersome and value may not be apparent at first but I am a firm believer that a solution is never complete without the proper documentation to support it. 🕥 Patience: The patience to listen, understand and coach. Moderating the feedback loop as solutions develop and being open to any new problems that are unearthed in the journey. I can adapt to your pace and stay with you when you need help. 🚀 Going Beyond: Because I can't help it, it is what sets me apart. I have high standards and I cannot expect a client to be satisfied if I am not satisfied myself. I seek to maximize value by finding the complete solution before the diminishing returns of perfection. 👓 Perspective: Not just fluent in the tools and methods to generate analytics but the experience to read them like your CFO. The ability to understand your goals and evaluate if results meet the objectives. 📞📧💬 I am excited to start learning about you and all the ways I can help. I deliver high quality work that is reliable and I am friendly and easy to do business with. Please reach out so we can start the conversation on how to design solutions that work for you, your company and the bottom line.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Policies & Procedures
    SQL
    Python Pandas
    Cost Accounting
    Automation
    API Integration
    Microsoft Power BI
    Power Query
    Spreadsheet Software
    Microsoft Excel
  • $15 hourly

    • 4.9/5
    • (12 jobs)
    I'm a seasoned sales pro with extensive outbound sales and cold call experience ready for a new opportunity with incredible growth potential. I thrive in a competitive organization and as someone with perseverance, exceptional communication skills, and a goal-driven work ethic, I am ready to significantly impact your organization as your Sales Development Representative.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Sales
    Presentations
    Time Management
    Lead Generation
    Phone Communication
    Customer Support
    Outbound Sales
    Telemarketing
    Email Communication
    B2B Marketing
    Administrative Support
    Troubleshooting
    Scheduling
    Product Onboarding
    Email Support
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    CLAIMS PROFESSIONAL Efficient and detail-oriented senior level claims professional with 10+ years of experience in processing auto property damage and casualty claims, commercial auto and cargo claims as well as marine cargo claims. Abilities include thorough claim investigations, claims auditing, internal/external customer service, training/mentoring, Medicaid/Medicare knowledge and effective claims negotiation and resolution., CORE COMPETENCIES: Expert claim handling and auditing Strong customer service background Property/Casualty/Homeowners Knowledge Effective time management Marine Claims knowledge Excellent communication/presentation skills Property & Casualty adjuster licenses in 15 states Certified Claims Professional (CCP) Training/mentoring/Coaching Excellent negotiation skills Proficient in Microsoft Office Senior Claim Law Associate designation (SCLA)
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Litigation
    Documentation
    Customer Service
    Presentations
    Complaint Management
    Coaching
    Microsoft Office
  • $200 hourly

    • 4.9/5
    • (215 jobs)
    A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Tax Law
    Employment Law
    Legal Research
    Mergers & Acquisitions
    Legal Consulting
    Legal
    Intellectual Property Law
    Contract Law
  • $40 hourly

    • 5.0/5
    • (9 jobs)
    I'm an Industrial Engineer! I describe myself as a woman with initiative, high capacity for leadership and responsibility. I work under pressure, focused on achieving goals and objectives. I am passionate about new challenges, I love finding new answers and all the topics related to entrepreneurship, marketing, and innovation through design thinking and human center strategies. I'm a woman driven to the details, I look to go beyond what it's expected, and delight with my results. I have been creating, designing, fixing, and editing Excel Documents over 10 years. I believe a well-designed document will not only look a lot nicer but will be much easier to understand and operate, I have a good eye for design and can, if required, make the document look like a program in its own right, not just an Excel spreadsheet. As an Operations Manager, my main goal is to help out people realize their worth by motivating them to move from where they are at to where they are supposed to be. I want every team member to be successful on what they do so they feel fulfilled. I want everything as organized as possible. Furthermore, I create work flows, list task and create a cycle that my team can follow and duplicate, so the flow of work will be fluid and within timeline always. I have supported clients on most of their needs – customer service, sales, recruitment, quality assurance, resource management and process improvement. My current software skills include (but are not limited to): — Dashboards, Scorecards, and Executive Summaries — MS Office / Google Docs API / Open Office — MS Excel / Google Spreadsheets expert — MS PowerPoint / Google Slides expert — Excel / Google Sheets Macros — Excel VBA / Google Apps Script — MS Power BI / Google Data Studio — MS PowerPoint Animations and Design — Excel PowerQuery / PowerPivot — Excel/Google Sheets Modeling, Advanced/Custom/User-Defined Formulas 📞 Happy to discuss your project.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Administrative Support
    Business Operations
    Project Plans
    Business Management
    Project Timelines
    Microsoft Office
    Project Management
    Scheduling
    Bookkeeping
  • $13 hourly

    • 4.7/5
    • (5 jobs)
    Experienced Technical support and customer service for almost 12 years. Worked in an outbound call center (appointment setting-Timeshare account) for 3 years and a half additionally, I have experience working as an Online English teacher for almost 5 years as well as in a Travel agency as an Operation Associate also was part of a Sales team for a device insurance company and telemarketer for a job seeker application. Excel in customer relations. Strong experience in both inbound and outbound calls. Admin Support-email/calls. Research. Data entry. Knowledgeable in MS Office. Keen on details. With a combination of experiences, the right attitude, and knowledge when handling or assisting customers/clients, troubleshooting, and dealing with different situations, I strongly believe that I will be a great contributor and asset to your company. I am efficient, trainable also goal-oriented, extremely hard-working and I am a good team player and I do my very best to finish the task that was given to me on time and with exemplary results.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    B2B Marketing
    Virtual Assistance
    Sales
    Interpersonal Skills
    File Management
    Salesforce
    Email Handling
    Call Handling
    Email Marketing
    Customer Relationship Management
    Customer Support
    Task Coordination
    Customer Satisfaction
    Microsoft Excel
    Typing
  • $10 hourly

    • 4.9/5
    • (182 jobs)
    I have been working as an Upwork freelancer for ELEVEN years now, I can strongly say that I'm skilled at data entry and research work. I do my task in a systematic and organize way to make sure that all possible sources of needed data are checked to ensure quality and validity of output. Each time I work with a client I make it a point that I leave them a blissful soul letting them feel that they can always count on me with other upcoming projects. SKILLED IN (Tools I have been using to provide excellent output): ✔ Rapportive ✔Getemail.io ✔Email Hunter ✔LinkedIN ✔Mailtester.com ✔ausregistry.com.au/whois INSURANCE MARKETING ASSISTANT ✔Quoting Home & Auto Insurance ✔Issuing Insurance Estimate ✔Task organizing/workflow implementation ✔Policy documentation Carriers Used: ✔Safeco ✔State Auto ✔Metlife ✔Progressive ✔Berkshire Hathaway Guard ✔Allstate ✔Nationwide ✔American Modern ✔Bristol West ✔Foremost ✔Openly
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Google Workspace
    Company Research
    Insurance Consulting
    LinkedIn Development
    Google Spreadsheets
    Social Media Marketing
    Web Scraper
    Dropbox API
    Microsoft Word
    Nursing
    Internet Research
    Data Entry
    Customer Service
  • $10 hourly

    • 4.0/5
    • (1 job)
    Hi, my name is Rob and I currently work as data analyst/reporting analyst. I hold a bachelor's degree in Finance. I have more than 15 years working experience as a customer service representative in various line of business. I have worked with multi-national companies for sales campaigns, inbound/outbound customer service, retention, technical support, recruitment and data management. Before working as a data analyst, I was working as a claims officer managing claims from end-to-end process. My current passion in data analysis mostly focused on data visualization and interpretation.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Data Entry
    HubSpot
    Microsoft Power BI
    Customer Service
    Microsoft Excel
    SQL
    Excel Macros
    Visualization
  • $20 hourly

    • 5.0/5
    • (6 jobs)
    I have worked for different companies and clients as a freelancer. My specialty is in gambling casinos as formerly worked for Bovada, Bodog and Ignition Casino as project and account management. I have worked for clients in the US, Australia, and Canada. I'll take your business from scratch and apply strategies that will help you to grow in the world of outreach. Furthermore, I'm an expert in both inbound and outbound sales, regardless of the outreach method. I'm very articulate, and a team player built on determination, ambition, and integrity. -Human Resource -Project Management -Operation Management -Customer Service (Email, Phone, Live Chat) -Team Leader -Recruitment -Data Analytics -Administrative Support -Quality Assurance -Time Management -English and Spanish If you're looking for genuine professional talent, someone with a good setup for remote work and the innate capability to prove this assimilation with action, then my inbox is very open to hearing from you.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Data Mining
    Data Entry
    Microsoft Excel PowerPivot
    Spreadsheet Macros
    Office 365
    Microsoft Excel
    Data Visualization
    Google Sheets
    Dashboard
    Microsoft Power BI
    Data Analysis
  • $85 hourly

    • 4.6/5
    • (237 jobs)
    I have been a professional financial industry, insurance, and real estate journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., and I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits and personal finance-related content. Where possible, I leverage AI technology to help keep client costs down, especially on hourly projects. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using Chat GPT and related technologies. It doesn't work as well for current events or anything involving events since 2021 due to its programming. But I'm able to reduce costs substantially for many more general projects. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, Senior Market Advisor, the Annuity Selling Guide and MoneyGeek, among many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 21-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Orlando, Florida
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Insurance Consulting
    Financial Analysis
    Editor
    Public Relations
  • $12 hourly

    • 4.2/5
    • (6 jobs)
    I have 15 years work experience in the field of Customer Service. I have a diverse knowledge with order processing, accounting and invoicing. I am also a virtual assistant for several e-commerce industries and well-rounded contractor in administrative, management, sales and marketing fields.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Price & Quote Negotiation
    Email Communication
    Data Entry
    Procurement
    Administrative Support
    Customer Service
    Marketing Management
    Email Support
    Order Processing
    Online Chat Support
    Social Media Management
    Order Tracking
  • $80 hourly

    • 5.0/5
    • (8 jobs)
    I am a highly experienced freelance IT business analyst/project manager with over 20 years of successfully delivering projects. I can offer a holistic set of skills ranging from project initiation/planning through to requirements and user story definition, and supporting development and testing. Freelancing has enabled me to work for a diverse set of organisations from large corporates through to small businesses and start-ups. I love to provide a quality service and add real value through the work I deliver.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Data Modeling
    Agile Software Development
    User Stories
    System Analysis
    Business Analysis
    User Acceptance Testing
    Business Intelligence
    Product Requirements Document
    Requirements Specification
    Requirement Analysis
    Atlassian JIRA
    Atlassian Confluence
    Robotic Process Automation
    Business Process Reengineering
    Business Process Modeling
  • $100 hourly

    • 4.9/5
    • (349 jobs)
    Clear, concise writer who specializes in web content, marketing blogs, and articles for trade publications and sites. I have spent many years writing content for a wide variety of industries including AI and other technology companies, fintech businesses, property management groups, healthcare organizations, and others. I am interested in writing about homesteading, education, alternative medicine, parenting, and family topics as well as marketing, technology and general business topics.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Business Editing
    AP Style Writing
    Press Release
    Content Editing
    SEO Writing
    Article Writing
    Editorial Writing
    Newsletter Writing
  • $11 hourly

    • 4.3/5
    • (155 jobs)
    Let’s scale your business! 🛜 High-Speed Wired Fiber Internet 🧑🏻‍💻Experienced eCommerce Virtual Assistant 🍀 Positive Feedback from previous clients 🏆 Jack of most trades! 👇🏼CLICK/TAP MORE👇🏼 TO KNOW HOW I DID IT AND HOW I CAN HELP YOU TOO! 🔥eCOMMERCE VA I have extensive experience as an eCommerce Virtual Assistant with Shopify (Basic & Plus), Etsy, and Woo Commerce with the help of Chinese dropshipping companies such as CJDropshipping, and HyperSKU and some American dropshipping companies like TRJ Concepts and BHGoldDiggers. Please Google: Consumers Distributing (Canada), Vintgear, RyanNRiley, ThriveBlue, The Smart Bike Lights, and Infinite Rushmore as examples of the companies I helped through the years. As a start, they let me do some product upload and edit everything from product descriptions, photos, prices, tags, collections, etc. for all the items they want to sell from AliExpress, CJDropshipping or HyperSKU or the US companies I mentioned, to their Shopify/Etsy/WooCommerce stores. I also handled cancellations and refunds, edited shipping addresses and/or orders as requested, and customer service all done in WooCommerce, Shopify, and/or Etsy. I also handled their Social Media like Facebook Page messages comments, and emails for me to answer any questions, inquiries, post-sales, etc. I also post future content for both Facebook and Instagram Pages using the customer's photo, video, and stories, and using their own words as captions via Facebook Business Suite (with this we can simply boost these posts for future FB Ads). I also handled a team of Customer Service and helped them with their unresolved inquiries. I also talk directly to any suppliers be it from China, America, Europe, etc., and agents from dropshipping, wholesale or retail companies about their warehouse, inventory, and shipment. I am eager to learn more things even after all of these experiences. 🔥ADMIN VA I work as a full-time VA working with different CEOs, COOs, and other Executives (also with middle and lower management) from different parts of the world like the US, UK, London, France, Canada, Singapore, etc. helping them with any administrative and personal tasks. I have experience with any team management platform such as Airtable, Asana, ClickUp, Slack, etc., and utilize Google Office and Suites such as Google Drive, Workplace, etc. 🔥CUSTOMER SERVICE I am your Customer Support Specialist, Technical and Chat Support, and Cold Caller/Appointment Setter, via phone, auto-dialer, email, CRM, social media, etc. to perform the duties and responsibilities you mentioned and know of the platforms, software, programs, and apps that we can use. Helping customers, getting some leads, and making these customers/clients loyal to us is my priority. 🔥PERSONAL Outside freelancing, I am a computer technician who troubleshoots and fix broken computer and laptops (also remotely via TeamViewer) and also (physically) format and installs operating systems for Windows, Android, and iOS not to mention the programs you will need to install on each device such as anti-virus and Microsoft Office as the basic essential programs. 🔥SKILLS I have excellent English communication skills, attention to detail, clear thinker, fast learner, have good experience working with computers and mobile, have an excellent internet connection, great organizational skills, am detail-oriented, a self-starter "I can do it" attitude, willingness to learn and accomplish strict deadlines and has project management, customer service, and technical support experience. 🔥COMMS We can communicate every day via Google Apps, Slack, Asana, Teamwork, Trello, Viber, Skype, WhatsApp, or any means of communication that you prefer, and the Upwork app itself. 🔥FLEXIBLE I can work as much as 40 hrs a week full time or more but I sure can work at the minimum hours as you need to start with but I am open to part-time work as well. I can also work on weekends at any timezone if you require it. 🔥SETUP I have a dedicated quiet working space, a working noise-cancellation headset (if needed), a very reliable wired internet connection and speed (up to 100Mbps), and a decent working computer that I have been using since I worked as a full-time VA. 🔥NEGOTIABLE I am open to lowering my hourly rate, of course. And yes, Upwork suggested putting that rate since I was a Top Rated Plus for 4 consecutive years (2018-2022). Just so you know, being under that Top Rated Plus rank in the past means I was part of the top 3% of freelancers working here at Upwork and consistently being a Top Rated freelancer since. Feel free to check the Feedback section on my profile as proof of how I get to be part of the top 3% freelancers here in Upwork with a Top Rated Plus rank for 4 consecutive years!
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Appointment Setting
    WooCommerce
    Shopify
    Manage Etsy Site
    Communication Etiquette
    AliExpress
    Dropshipping
    Cold Calling
    Etsy Listing
    Technical Support
    Microsoft Office
    Customer Service
    Email Support
    Order Tracking
    Social Media Management
  • $10 hourly

    • 5.0/5
    • (18 jobs)
    I am an expert in Lead Generation, Cold Calling and Appointment Setting, Retention, Customer Service, and Email Support. I am flexible with my experience in outbound and inbound calls. I have client retention, billing and sales, order placing, and telemarketing experiences. I also handled email work. I can quickly adapt to a different environment to encourage others and build a strong work ethic. I am driven. I never complain and enjoy what I am doing. I am always open to criticism and new learning. I have solid experience in the following industries: Transportation and Logistics, Data Entry, Customer Support, Solar, Real Estate, Paralegal, and Telecommunications. The tools I have used are Limelight, Konnektive, Admin Panel, Phone Burner, VICIdial, Zendesk, Hipchat, Slack, Mightycall, Mojo, Zoho, Dialpad, ReadyMode, CallTools, Ring Central, LawPay, Connect First.
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Phone Communication
    Customer Support Plugin
    Communications
    Inbound Marketing
    Outbound Sales
    Telemarketing
    B2B Marketing
    Email Communication
    Data Entry
    Customer Service
    Lead Generation
    Cold Calling
  • $20 hourly

    • 4.9/5
    • (2 jobs)
    ✅Top rated ✅ 4+ years of experience as a Customer Support Specialist Hello, Thank you for taking the time to go through my profile; here is a brief summary of my talents and abilities. I am well-organized, self-motivated, and a natural leader. The secret to my success has been to learn quickly and then seek new responsibilities in order to raise my personal and professional standards. *I have worked as a Customer Support Specialist for more than 4 years for various countries all over the world. *Helped build the Support Center and Knowledge Base for many companies. *I oversaw many projects which needed extensive Excel skills, varying from 30k-300k rows of data. *Excelled in designing many brochures and landing pages for companies, which in result made them sign more contracts with partners. *Familiar with Slack, Zendesk, Gorgias, Gsuite, Freshdesk and many others *Extensive research skills for competitors using Keyword Analysis, SWOT, Semrush, etc. My goal has always been to exceed the expectations of both my employer as well as my customer. Looking forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Email
    Slack
    Gorgias
    Data Entry
    Customer Experience
    Customer Support
    Sales
    Communications
    Zendesk
    Email Support
    Online Chat Support
  • $147 hourly

    • 5.0/5
    • (794 jobs)
    Susan Wright, CLU, ChFC, RHU, REBC, ADPA, CITRMS, CIPA "Susan is an amazing writer, very fast, accurate, and reliable. She also knows the financial industry and its language, which is what we need. Thank you Susan!" "She is the insurance guru on Elance. You won't find anyone better..." "Susan exceeded all of my expectations! She is a professional and knows her subject matter. On time and on budget! I highly recommend her service to anyone looking for professional written material, especially in the financial / insurance field. I will use her again for my future projects." You are most likely here because you (or a client) is in need of training or marketing content - and writing for the insurance industry may not be your strong suit. That's ok - you're in the right place. While writing about life insurance, annuities, retirement income, and Medicare may not keep everyone awake at night (or maybe it does!), it's something that I've done rather well for nearly 30 years - and I'd be happy to discuss how I can deliver similar results for you and your business, too. As an insurance copywriter, my primary mission is to prompt your prospective clients and / or agents to take specific actions that will increase your business's bottom line. This begins by making you - and your message - stand out from the crowd. For helping you do that, I specialize in providing content for: - Training Manuals - Continuing Education (CE) Courses - Marketing Guides (agent and consumer) - Reports and Whitepapers - Presentation and Video scripts - Full-length Ghostwritten Books In addition to industry experience (both in the field, and as a trainer for financial and insurance advisors), I have also earned multiple professional designations, which have added to my in-depth understanding of insurance and finance concepts. These include: - CLU - Chartered Life Underwriter - ChFC - Chartered Financial Consultant - RHU - Registered Health Underwriter - REBC - Registered Employee Benefits Consultant - ADPA - Accredited Domestic Partnership Advisor - CLTC - Certified in Long-Term Care - CSA - Certified Senior Advisor - CSS - Certified Seniors Specialist in Real Estate - CCFC - Certified Cash Flow Consultant - CITRMS - Certified Identity Theft Risk Management Specialist - CIPA - Certified Identity Protection Advisor I have in-depth knowledge of how investments, insurance policies, and annuities work, and can explain the benefits of these tools and strategies in an easy-to-digest way for the reader (whether that pertains to consumers or insurance / financial professionals). With that in mind, by already understanding the insurance and financial services industry language, we can both save a tremendous amount of time and get right to the details of achieving your ultimate goals, whether that is to: - Attract or educate new agents - Reach out to new prospects - Strengthen existing client relationships - Become known as a recognized authority in your market - Bring customers to your door - rather than having to go out and chase them Today's businesses - and their ultimate profitability - are driven in large part by engaging and educational content. What are you saying to your target market? Or are you talking to them at all? Having good solid content will keep you and your business at the top of clients' and prospects' minds when they're ready to move forward...and working with an established industry expert can get you there. With more than 700 jobs successfully completed on Upwork, and a 100% job satisfaction rate, I'm consistently ranked in the Top 10 Insurance Copywriters for Hire. So, if your goal is to increase your expert status by publishing a book, or to grow your agency by ensuring that your agents are properly trained, let's talk!
    vsuc_fltilesrefresh_TrophyIcon Insurance Agency Operations
    Newsletter Writing
    Ghostwriting
    Copywriting
    Content Writing
    Book Writing
    Article Writing
    Academic Writing
    Technical Writing
    Report Writing
    Business Writing
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