Hire the Best Insurance Agency Operations Specialists
in the United States

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Richard V.

Milton, Vermont

$125/hr
5.0
46 jobs

Your agency is invisible to AI. Here's how to fix that. Right now, commercial P&C prospects are skipping Google entirely and asking ChatGPT, Perplexity, and Google AI Overviews to recommend the best broker for their specific risks. If your agency isn't showing up in those answers, you're losing business to competitors who are — and you may not even know it. I'm a licensed insurance professional (CPCU, ARM, AIS) with 20+ years of commercial P&C experience, now specializing in Generative Engine Optimization (GEO) exclusively for insurance agencies and carriers. I'm not a generic marketing consultant who learned insurance last week. I've worked in underwriting, claims, loss prevention, TPA management, and agency sales — which means I speak your language and understand your compliance constraints. What I do for you: Most agencies are sitting on a content graveyard — old webinars, dusty PDFs, outdated blog posts. That content isn't worthless. It's just unstructured. I run it through my Done-For-You GEO pipeline and transform it into the high-density, schema-marked-up assets that LLMs actually cite. Content Repurposing: Existing content rewritten into formats LLMs prioritize Entity & Schema Architecture: JSON-LD markup that signals your licenses, specialties, and local authority to AI engines AI Visibility Audits: Track your brand's presence across ChatGPT, Perplexity, and Gemini for your most valuable commercial keywords You don't learn new software. You don't write prompts. You hand me your old content — I hand you AI-optimized assets ready to publish. When a prospect asks AI who to call for their commercial insurance, your agency should be the answer. Let's make that happen.

  • Insurance Agency Operations
  • Insurance Consulting
  • Insurance Software
  • AI Consulting
  • AI Implementation
  • AI Writing Generator
  • AI Agent Development
  • AI Model Training
  • Insurance & Risk Management
  • Insurance Document Production
  • Governance, Risk Management & Compliance
  • AI Content Creation
  • AI Governance
  • SEO Writing
  • Blog Writing
  • AI Content Writing
  • AI Content Editing
  • AI Data Analytics
  • Generative AI Software
Anthony N.

Westminster, California

$28/hr
5.0
2 jobs

Bridging the gap between business strategy and AI implementation. As a Lovable Platinum Developer and Generative AI-certified Project Lead, I don't just build bots. I architect end-to-end AI systems that solve operational bottlenecks. Most AI projects fail because of poor planning. I combine Agile project management with rapid AI prototyping (Lovable, Claude, n8n) to ensure your automation isn't just "cool," but functional and scalable. I specialize in taking messy business processes and turning them into streamlined, AI-driven workflows. My background in sales and business administration allows me to speak "ROI" to stakeholders while speaking "API" to the tech. I manage the full lifecycle from initial workflow audit to deployment and team training.

  • Insurance Agency Operations
  • Customer Service
  • Tech & IT
  • Home Automation
  • Insurance Policy Analysis
  • Project Management
  • Proofreading
  • Grammar
  • Email Support
Sarah H.

Henrico, Virginia

$75/hr
4.8
136 jobs

I am a dedicated Top Rated Plus Professional with 28 years of senior-level experience in commercial insurance and risk management. Insurance companies are placing greater emphasis on policyholders demonstrating proactive risk-management measures and on documented policies designed to mitigate liability exposure. I have extensive experience in identifying and mitigating operational, safety, and organizational risks and helping clients reduce liability exposures that could lead to higher premiums and policy cancellations. With my extensive skill set and superior technical efficiency, I can consult on the following projects: *Safety Training Support *Liability Exposure Reviews *Insurance Reviews *Risk Allocation and Transfer Methods I have a bachelor's degree in legal studies and continued my education for 2 additional years to earn a Certified Claims Law Specialist Certification. To ensure the best outcome for my clients, I continually stay apprised of the latest insurance and risk management trends. Disclaimer: I am not an attorney and cannot provide legal opinions or representation on any matter. Additionally, I cannot accept projects that require me to work as an adjuster or insurance agent/broker.

  • Insurance
  • Document Analysis
  • Property Insurance
  • Liability Insurance
  • Insurance & Risk Management
  • Policy Analysis
  • Risk Management
  • Safety Assessment
Kiersten M.

Ramona, California

$25/hr
5.0
2 jobs

Helping Small Businesses Grow Without Hiring Another Employee Running a business means wearing a hundred different hats—but the paperwork, customer follow-up, networking, and organization often get pushed aside while you’re focused on serving customers. That’s where I come in. With over 10 years of experience in business operations, sales, account management, and customer retention, I help small businesses build the systems they need to grow. Whether you need someone to organize your CRM, follow up with leads, schedule appointments, strengthen customer relationships, or streamline day-to-day operations, I become an extension of your business without the cost of hiring a full-time employee. I specialize in helping service-based businesses such as contractors, HVAC companies, plumbers, electricians, landscapers, and other small businesses create repeatable processes that save time and increase revenue. Services include: • CRM setup and management • Lead follow-up and appointment scheduling • Customer retention programs • Review and referral campaigns • Workflow creation and process improvement • Business development support • Email and document creation • Administrative support • Client communication • Project coordination My background in sales and relationship management has taught me that businesses don’t grow because they’re the best at their trade—they grow because they consistently follow up, stay organized, and build strong relationships. If you’re looking for a dependable partner who can help your business become more organized, more efficient, and positioned for growth, I’d love to work with you.

  • Insurance Agency Operations
  • Relationship Management
  • Cross-Selling
  • Lead Generation
  • Customer Support
  • Data Entry
  • Insurance & Risk Management
  • Email Management
  • Sales & Marketing
  • Virtual Assistance
  • Appointment Setting
  • Research & Development
  • Problem Resolution
Brooke G.

Birmingham, Alabama

$45/hr
5.0
83 jobs

Dual-licensed P&C and L&H specialist with 7+ years in agency operations. Expert in quoting, benefits, compliance, and renewals. I bring accuracy, organization, and professionalism to every task. _________________________________________________ I’m a U.S.-based, dual-licensed Property and Casualty and Life and Health insurance professional with more than seven years of experience supporting independent agencies. I’ve worked across personal, commercial, and benefits lines, helping agency owners streamline operations, improve turnaround times, and strengthen client relationships. My expertise includes quoting, renewals, endorsements, COIs, compliance tracking, and carrier communication. I’m skilled with systems like EZLynx, NowCerts, AgencyZoom, and Ease, and I’m comfortable navigating carrier portals, billing platforms, and CRM tools to keep accounts accurate and up to date. I’m detail-oriented, reliable, and proactive in managing deadlines and follow-ups. Whether you need ongoing help with renewals, policy servicing, Life and Health enrollments, or back-office support, I bring a strong understanding of agency workflows and a commitment to getting things done right the first time. If you’re looking for a dependable licensed professional who can step in quickly and handle your insurance operations with accuracy and care, I’d love to connect.

  • Data Entry
  • Microsoft Office
  • Email Support
  • Property Insurance
  • Customer Service
  • Phone Support
  • Insurance Policy Analysis
  • Administrative Support
  • Virtual Assistance
  • Client Management
Amber B.

Erie, Pennsylvania

$150/hr
4.7
84 jobs

Hello, I'm Amber Benka, a freelancer and the driving force behind Seal Solutions. In my capacity as a freelancer and a licensed broker agent I have a robust six-year tenure in the insurance industry and freelancing involving various skills . My multifaceted background encompasses a broad spectrum of experiences outside of and within the insurance domain, showcasing my adaptability and proficiency in various key areas. Insurance Expertise: Worker's Compensation Customer Billing Management: Successfully spearheaded the intricate management of worker's compensation customer billing, demonstrating a keen understanding of the complexities involved in this crucial aspect of insurance operations. Growth in Property and Casualty Segment: Played a pivotal role in the expansion and growth of the property and casualty segment within an agency. This involved strategic planning, client engagement, and a proactive approach to capitalize on opportunities in the market. Policy Servicing and Sales: Executed pivotal roles in policy servicing and sales, contributing to the overall success of The Seal Agency. This included leveraging my industry knowledge to provide exemplary service to clients and actively driving sales initiatives. Diverse Skill Set: Website Content Creation: Beyond the realm of insurance, I have actively contributed to website content creation, infusing creativity and strategic messaging to enhance online presence and engagement. Freelance Writing: Engaged in freelance writing projects, demonstrating a flair for crafting compelling content, answering queries, developing interview questions, and creating study course materials. Insurance Course Development: Played a role in the development of insurance courses, combining my industry expertise with a pedagogical approach to create informative and engaging learning materials. Data Entry Projects: Executed data entry projects with precision, showcasing meticulous attention to detail and the ability to handle large volumes of information accurately. Proficiency in Customer Management Systems: My extensive proficiency in customer management systems includes mastery of Salesforce, IMS, Less Annoying CRM, Zoho, Hubspot, Agency Zoom, and Now Certs. This technological adeptness ensures seamless integration with various platforms and enhances overall operational efficiency. As a freelancer, I am poised and available for independent work. Please let me know how I can contribute to your specific needs, leveraging my wealth of experience and skills. I am excited about the prospect of discussing how my extensive background can bring value to your organization. About Seal Solutions: Paving the Way for Insurance Agency Success Specializing in a full spectrum of services, we embark on a comprehensive journey to launch and elevate insurance agencies. For new agencies, our collaborative efforts begin with foundational steps, from business name and FEIN filings to registrations and more. We ensure operational readiness by setting up essential office systems, including email accounts, phone, fax, management systems, and other vital software. Beyond these basics, we delve into creating a robust online presence through website development, social media strategy, and targeted marketing efforts. Our expertise also extends to crafting handbooks, manuals, and other critical resources. For existing agencies facing challenges, Seal Solutions brings a unique blend of expertise and problem-solving skills. Our dedicated experts work closely to identify core issues and devise actionable strategies for resolution. Whether revamping operational processes or redefining marketing strategies, we handle it all within our team, steering your agency back to the path of success. At Seal Solutions, we don't just offer services; we deliver success. I look forward to discussing how we can seal the success of your agency too. Feel free to reach out with any project you may have. Thank you, Amber Benka

  • Insurance Consulting
  • Communications
  • CRM Software
  • Information Security Awareness
  • Content Writing
  • Salesforce CRM
  • Zoho CRM
  • Clerical Skills
  • IP Multimedia Subsystem
  • Website Content
  • Copywriting

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