Hire the Best Insurance Agency Operations Specialists in Texas

Is your small business buried in unpaid invoices, overdue payables, or disorganized financial records? I help you get it under control so you can focus on running your business. I bring 5+ years of hands-on experience in accounts payable, accounts receivable, and financial operations. I also hold an Intuit Bookkeeping Certification and currently support customers at Intuit, so I understand exactly what small businesses need to stay organized and audit-ready. Here is what I can do for your business: . Accounts payable and receivable management . Invoice processing, tracking, and follow-up . Vendor communication and payment coordination . Payroll support and financial documentation . Spreadsheet setup, cleanup, and reporting (Excel and Google Sheets) . Financial records organization in Google Workspace Your financial data will be handled with accuracy, confidentiality, and professionalism. Whether you need ongoing monthly support or a one-time cleanup, I am here to help. Let's connect and get your finances in order.

Your go-to for customer success, tech support, customer onboarding, and high-volume cold calling. Highly organized, Customer Success & Sales Specialist with 4 years of experience in SaaS, Sales, troubleshooting, and client support. Skilled in Zendesk ticket management, technical issue triaging, and conducting QA/UAT testing to ensure smooth product releases. Experienced in cold calling, lead qualification, and appointment setting, as well as onboarding and training clients for maximum platform adoption. Combines strong technical knowledge with excellent communication to resolve issues quickly, improve workflows, and keep customers engaged and satisfied.

Hello! I’m Raina, a highly organized operations and administrative professional with 15+ years of experience helping businesses bring structure, accuracy, and efficiency to complex systems. I specialize in behind-the-scenes support for healthcare professionals, insurance teams, and service-based businesses that need help staying organized, compliant, and operationally efficient. My strength is quickly learning new systems, identifying gaps, and turning messy workflows into clean, manageable processes. 🩺 Healthcare Administration & Credentialing Support: Assisting providers and clinics with credentialing organization, documentation tracking, provider data management, and administrative workflows that support compliance, onboarding, and ongoing maintenance. 🧾 Insurance Claims & Documentation Support: Supporting teams with organizing claims, reviewing documentation, tracking submissions, and maintaining clean, accurate records to help reduce delays and improve workflow efficiency. ⚙️Operational Support for Small Businesses & Service Providers: Helping small businesses streamline back-end operations through organized paperwork, documentation workflows, file management, scheduling, and administrative support. Experience across trucking startups, telehealth/telepsych services, beauty businesses + more. 🧩 Systems & Workflow Organization: Experienced in using platforms like Notion, Monday, HubSpot, Zendesk, and Salesforce to help businesses organize information, streamline internal processes, and improve day-to-day operational flow. 📁 Administrative & Back-Office Support (Asynchronous Work Only): Reliable, detail-focused support that can be completed independently. If your business has growing administrative demands, disorganized systems, or back-office tasks that are slowing your team down, I help bring order, clarity, and consistency so you can focus on higher-level priorities. Let’s work together 🤝🏽

I specialize in driving operational excellence in the insurance industry with over 7 years of in-depth experience. My expertise lies in managing client lifecycles and leading cross-functional teams of up to 70 professionals. I excel in consultative sales and am committed to enhancing performance through effective process improvement initiatives. My strong organizational skills, data-driven mindset, and focus on communication allow me to streamline workflows and achieve measurable results. Whether you need support in client engagement or team training, I bring a strategic approach to solving complex challenges and driving efficiency. Let's discuss how I can contribute to your project's success.

I am a retired insurance professional with over twenty years experience in the insurance business. I have worked for both companies and agencies. I am knowledgeable in all back office work. My aim is to provide superior service to my clients. I am experienced in personal lines, commercial lines, life and health. Acord forms, endorsements, policy changes, Certificates of Insurance, quoting, renewals, new business, customer service, account management and research. Knowledgeable in Insurance Verification

Detail-oriented Data entry specialist. With over 15 years of typing experience, I can take your document and make it whatever you need it to be. I am proficient in Excel, Word, PowerPoint, Outlook, Adobe, Access, and I am quick to learn. Stop stressing and let me help your business be the best it can be! I have outbound cold calling experience and I'm not afraid to pick up the phone and call. Great customer service skills and also read/write Spanish.