Hire the Best Insurance And Risk Management Professionals

Clients rate our Insurance And Risk Management Professionals
Rating is 4.8 out of 5.
4.8/5
Based on 183 client reviews
Gyorgy T.

Dallas, Texas

$95/hr
5.0
16 jobs

Insurance recovery is not guesswork. It is documentation, strategy, scope control, pricing accuracy, policy alignment, and disciplined claim-file execution. I work with policyholders, business owners, contractors, attorneys evaluate insurance claim risk, identify underpayment exposure, rebuild incomplete claim files, and prepare stronger recovery documentation for residential, commercial, rental, mixed-use, and select auto-related disputes. Most underpaid claims are not lost because the damage was minor. They are lost because the file was incomplete, the scope was too narrow, the pricing was suppressed, the support was weak, or the carrier's estimate became the default version of the claim. My role is to correct that imbalance. I am the founder of White Rock Public Adjusting LLC and a licensed insurance claim professional with 10+ years of property claims experience and 5+ years on the carrier side, including SIU. I represent policyholders, not insurance carriers, and I use my carrier-side background to understand how claims are evaluated, reduced, delayed, defended, and underpaid. My work is technical, organized, and recovery-focused. I review the claim file, identify what is missing, reconstruct the documentation, and help position the file for supplement review, reinspection, negotiation, appraisal, umpire review, or attorney evaluation. Core Services Insurance Risk & Claim Recovery Review * Full claim file analysis * Underpaid, delayed, or denied claim review * Carrier estimate and correspondence evaluation * Policy declaration and coverage issue identification * Recovery potential assessment Residential & Commercial Property Claim Support * Residential, commercial, rental, and mixed-use losses * Retail, office, restaurant, warehouse, and small business claims * Roof, exterior, interior, and structural damage * Mitigation, restoration, documentation Estimate, Scope & Supplement Review * Carrier estimate comparison * Line-item scope reconstruction * Missing item identification * Pricing and labor rate review * Trade sequencing analysis * Supplement preparation and claim presentation support Common Claim Problems I Identify * Missing damage scope * Omitted line items * Suppressed or outdated pricing * Incomplete repair methodology * Improper trade sequencing * Weak photo documentation * Poor file organization * Missing code upgrade / ordinance & law issues * Improper depreciation handling * Inconsistent carrier estimate logic * Misapplied policy language Loss Types include hail, wind, storm, fire, smoke, freeze, water, impact, roof, exterior, interior, structural, residential, commercial, rental, mixed-use, mitigation, restoration, repair-versus-replace, underpaid, delayed, and denied property claims. Appraisal / Umpire / Pre-Litigation File Support I organize claim files so the documentation is easier to understand, defend, and present. This includes appraisal-ready organization, umpire-ready packets, damage summaries, estimate/scope comparisons, photo/document organization, contractor scope alignment, and pre-litigation support. Contractor and Attorney Support I turn contractor field observations, photos, bids, repair scopes, and change orders into carrier-ready documentation that supports a stronger supplement or reinspection. I also prepare claim files for attorney review, appraisal, and pre-litigation evaluation by organizing technical claim issues in a structured, estimate-driven format. Select Auto Claim Expertise My carrier-side background includes auto claims and SIU experience. I assist with diminished value review, total loss dispute analysis, repair-versus-replace issues, OEM/calibration omissions, labor rate disputes, and carrier estimate inconsistency review. What You Receive * Comprehensive claim file review * Estimate and scope analysis * Missed damage and omitted line-item identification * Recovery-focused documentation plan * Reinspection-ready claim presentation * Appraisal-ready file organization * Written next-step recommendations Why Clients Hire Me Your carrier has trained claim professionals reviewing the file from its side. You should have a trained claim professional reviewing the file from yours. I know how estimates are reduced, how documentation gaps are used, and how scope gets narrowed. I use that experience to help policyholders, contractors, and attorneys build stronger recovery files. How to Get Started Send the carrier estimate, insurance correspondence, photos/videos, contractor bids, policy declarations if available, prior supplements, denial letters, and appraisal or inspection documents. I will review the file, identify the major gaps, assess recovery potential, and provide a clear next-step plan. Important Notice: I am not an attorney and do not provide legal advice. My services are limited to insurance claim documentation, estimate analysis, scope review, supplement support, claim strategy, appraisal support, and recovery preparation.

  • Insurance & Risk Management
  • Insurance Appraisal
  • Insurance Claim Submission
  • Insurance Policy Analysis
  • Insurance Consulting
  • Insurance Document Production
  • Insurance Verification
  • Insurance Software
  • Accuracy Verification
  • Error Detection
  • Accounting
  • Vehicle Insurance
  • Content Writing
  • Property Insurance
  • Real Estate Appraisal
Eniola A.

Lagos, Nigeria

$10/hr
5.0
7 jobs

โ€œ๐—š๐—ฒ๐˜ ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ถ๐—บ๐—ฒ ๐—•๐—ฎ๐—ฐ๐—ธ! ๐—ง๐—ต๐—ฟ๐—ถ๐˜ƒ๐—ฒ ๐˜„๐—ถ๐˜๐—ต ๐—ก๐—ผ๐˜๐—ถ๐—ผ๐—ป & ๐—”๐—œ ๐—ฎ๐˜‚๐˜๐—ผ๐—บ๐—ฎ๐˜๐—ฒ๐—ฑ ๐˜€๐˜†๐˜€๐˜๐—ฒ๐—บ๐˜€โ€œ โ€œI know what I want to buildโ€ฆ but I feel like Iโ€™m constantly trying to hold everything together.โ€ โญโญ๐™๐™๐™ค๐™จ๐™š ๐™ฌ๐™š๐™ง๐™š ๐™ฉ๐™๐™š ๐™š๐™ญ๐™–๐™˜๐™ฉ ๐™ฌ๐™ค๐™ง๐™™๐™จ ๐™ค๐™› ๐™ข๐™ฎ ๐™˜๐™ก๐™ž๐™š๐™ฃ๐™ฉ.โญโญ She struggled tirelessly explaining the same processes to her team every single week. Relied on random sticky notes, voice notes, spreadsheets, and scattered messages just to keep things running. Her team kept asking the same questions. ๐—ง๐—ตat ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—น ๐—ผ๐—ณ ๐—ณ๐—ฟ๐˜‚๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฟ๐—ถ๐—ด๐—ต๐˜! Important processes lived only in her head and every day felt like she was just trying to keep things from falling apart. This is exactly what happens in many businesses without proper systems in place. Leads come inโ€ฆ but thereโ€™s no structured way to track or follow up. Tasks get doneโ€ฆ but thereโ€™s no clear process to repeat them. Important steps are skippedโ€ฆ because nothing is documented. Notion workspace helps you build systems that organize your business, track everything, and make your workflow easier. In fact, if your Notion workspace needs a tutorial every time someone logs inโ€ฆ itโ€™s already broken. or you have not standardize vital roles or processes in your business using SOPs. ๐“ฬถ๐กฬถ๐šฬถ๐ญฬถ ฬถ๐งฬถ๐žฬถ๐žฬถ๐ฬถ๐ฌฬถ ฬถ๐ญฬถ๐จฬถ ฬถ๐’ฬถ๐“ฬถ๐Žฬถ๐ฬถ!ฬถ Most setups are either overdesigned or overengineered and both kill productivity. What you need is a simple process to track any progress you are making. As a Notion consultant, I help business, startups and agencies break through that wall by architecting custom Notion systems and AI integrations that gives clarity Imagine a single Notion dashboard (CRM, project tracker, content hub) that automatically updates itself via n8n or Zapier so nothing slips through the cracks. Also I would analyze your existing processes, then design and build integrated automations (using Notion, Airtable, claude cowork) that capture every lead, sync data across platforms, and trigger notifications or follow ups. ๐Œ๐ฒ ๐Š๐ž๐ฒ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ: โ—‰ Notion Workspace Design: custom dashboards, CRM and content management systems, client portals, Template design & SOP libraries โ—‰ AI Automation: Automate reporting with n8n, Zapier, Make and Claude Cowork โ—‰ Client Management: lead capture & routing, contact sync between forms, email platforms and Notion/Airtable/Claude โ—‰ Dashboards & Reporting: Consulting tracking (meeting notes, follow ups, next step {Notion, Google Sheets) to make data driven decisions. โ—‰ System Audit & Optimization: Apply Formulas and rollups with the filters from instructions to suit individuals in team โ—‰ Create Step by Step SOP in Notion from Training Video (ERP Portal Process) โ—‰ AI Agents: autonomous agents using n8n, Make and OpenAI/Claude APIs that execute tasks and respond to triggers without human intervention โ—‰ Migration from an already existing setup to Notion. Combines properties from separate databases. โ—‰ Notion Workspace Design & Systems Architecture: custom Notion operating systems for project management, CRM, SOPs, content pipelines, dashboards, and Wikipedia โ—‰ CRM Automation & Lead Management: HubSpot, GoHighLevel GHL, and Airtable pipelines that capture, qualify, nurture, and convert leads automatically โ—‰ AI Integration & LLM Workflows: GPT 4o, Claude ai, and Gemini integrations that power smart email responses, content generation, data extraction, and decision-routing inside your existing tools โ—‰ Business Process Automation: end-to-end workflow optimization that eliminates bottlenecks, reduces human error, and gives you back hours every single week ๐–๐ก๐ฒ ๐–๐จ๐ซ๐ค ๐–๐ข๐ญ๐ก ๐Œ๐ž: โ€ข No More Chaos: Turn scattered tools and manual tasks into one seamless, automated system โ€ข Scalable Systems: My workflows are built to grow with your business, handling higher volume โ€ข Automation First: Reduce busywork and human error by automating key processes freeing your time for what matters โ€ข Claude code Integrate AI โ€ข Ongoing Support ๐–๐ก๐จ ๐ˆ ๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก ๐›๐ž๐ฌ๐ญ: 1. Consulting Firms & Founders 2. Fractional marketing agency 3. Sports medicine company & consumer health 4. Coaches tired of manually managing bookings, follow ups, and client communications. 5. Real estate Agencies looking to scale operations without scaling headcount. 6. Content creators like podcasters looking to have a centralized project management and content hub created in Notion. If your Notion workspace is a mess, I'll restructure it into a clean, intuitive, and productivity driven system Let's create something that runs itself keeping you focused Notion, Notion workspace setup, Notion dashboard, Notion CRM, Notion project management, Notion SOPs, Notion templates, Notion database, Notion workflow automation, AI automation, Claude code integration, Openclaw setup, Zapier, Make, Notion Architect, Notion + Slack integrations, Fireflies, Google Calendar, Claude AI, Claude Cowork, Knowledge manage

  • Notion
  • Template Design
  • Project Management
  • Database Management
  • Business Process Automation
  • Process Improvement
  • Digital Project Management
  • Google Sheets Automation
  • Business Operations
  • Administrative Support
  • Claude
  • Zapier
  • Airtable
  • Automated Workflow
  • Asana
  • Database
  • Organizational Plan
  • Project Workflows
  • Virtual Assistance
  • Microsoft Excel
Joseph NM T.

Windhoek, Namibia

$10/hr
4.4
22 jobs

If your team is overwhelmed with claims, admin work, and client communication โ€” I can help you fix that. I specialize in supporting insurance companies and financial service providers with claims processing, policy administration, and customer support, ensuring faster turnaround times and smooth operations. With hands-on experience working with Old Mutual and Sanlam, I understand how critical accuracy, turnaround time, and confidentiality are in the insurance and financial sectors. Hereโ€™s how I can support your business: โ€ข Insurance claims processing and follow-ups โ€ข Policy administration and documentation โ€ข Customer support (email, chat, and client communication) โ€ข Data entry, verification, and record management โ€ข Calendar management and executive assistance โ€ข Report writing and administrative coordination I have over 4 years of experience in administrative support, financial services, and customer-facing roles. Iโ€™ve worked with high volumes of client requests, handled sensitive data, and ensured smooth day-to-day operations. What you can expect from me: โœ” Industry-specific experience (not a general VA) โœ” Fast response time (under 5 minutes during working hours) โœ” Strong attention to detail and accuracy โœ” Strict confidentiality and professionalism โœ” Reliable, organized, and deadline-driven work Services I offer: ๐Ÿง‘โ€๐Ÿ’ผ Virtual Administrative Support Managed 3+ executive calendars and scheduled 50+ monthly meetings across time zones โ€ข Handled 100+ emails weekly with 24-hour response turnaround โ€ข Maintained CRM and data systems with 99% accuracy โ€ข Prepared reports, presentations, and documents, improving workflow efficiency by 30% โ€ข Schedule appointments, meetings, and events. Coordinate availability among team members. Set reminders and alerts for upcoming deadlines โ€ข Input and update information in databases, spreadsheets, and CRM systems. โ€ข Ensure accuracy and integrity of data. Create and maintain organized filing systems. โ€ข Draft and format documents, reports, and presentations. Proofread and edit content for grammar, punctuation, and clarity. โ€ข Ensure adherence to company formatting and style guidelines ๐Ÿ“ž E-commerce and Insurance Customer & Sales Support I help businesses maintain strong client relationships and improve retention through client communication (email, chat, call, or SMS) & support; sales tracking & reporting; CRM updates & pipeline management; and relationship building. Your customers will feel supported and valued. I can also help reduce your response time through quality and timely customer service for your insurance company by expediting claims, queries, and problem resolution. ๐ŸŽฏ LinkedIn Lead Generation & B2B Prospecting I help businesses scale through targeted, verified lead generation. โ€ข LinkedIn prospect research โ€ข B2B SaaS lead generation โ€ข Verified email sourcing & validation โ€ข CRM-ready contact lists โ€ข Outreach support If youโ€™re looking for someone who understands both administration and the insurance environment, Iโ€™m ready to help streamline your operations and support your team. Let's connect to discuss how I can add value to your business!

  • Insurance & Risk Management
  • Administrative Support
  • Executive Support
  • Customer Support
  • Salesforce CRM
  • Ecommerce Support
  • Virtual Assistance
  • Customer Relationship Management
  • Customer Retention
  • Sales Leads
  • Lead Generation
  • Lead-Nurturing Email
  • Insurance Claim Submission
  • Insurance Policy Analysis
  • Insurance Verification
  • Data Entry
  • Market Research
  • Customer Experience Research
  • HubSpot
  • Automated Workflow
Gabriel S.

Bucharest, Romania

$125/hr
4.9
166 jobs

I help founders, investors, and corporate teams make faster, better capital and strategy decisions through institutional-grade financial modeling, valuation, and strategic analysis. As a former Big 4 consultant at Deloitte and PwC, with an MBA and an Engineering degree, I bring a rare combination of finance, strategy, and technical rigor. I have supported engagements that helped clients raise over $500M in capital, delivering models and analyses used in real investment and board-level decisions. ๐—”๐—ฟ๐—ฒ๐—ฎ๐˜€ ๐—ผ๐—ณ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ Financial Modeling & Forecasting Integrated 3-statement models, budgeting, long-term planning, scenario and sensitivity analysis. Valuation & Transaction Analysis DCF, comparable companies, precedent transactions, LBO modeling, M&A support, and due diligence. Financial Planning & Performance FP&A, cash flow planning, performance tracking, and investor reporting. Fundraising & Investor Materials Pitch decks, investment memorandums, and financial narratives for capital raising. Strategy & Business Analysis Market research, business planning, competitive benchmarking, and growth strategy. Sector-Specific Modeling SaaS metrics (CAC, LTV, churn), energy and infrastructure, real estate models, and project finance. ๐—ง๐˜†๐—ฝ๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฒ๐—ป๐—ด๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€ Fundraising preparation, investor reporting, acquisition analysis, budgeting and long-term planning, business case development, and turnaround or restructuring situations. I design every deliverable for decision-making clarity, with clean, audit-ready models, transparent assumptions, and built-in flexibility for scenario and sensitivity analysis. My work is structured to be used directly by founders, investors, and senior management. Experience spans AI and SaaS, energy and infrastructure, real estate, fintech, manufacturing, retail, public markets, and Web3. Tools and technical stack include advanced Microsoft Excel, VBA automation, financial forecasting systems, and cap table modeling. Top Rated and Expert-Vetted on Upwork, with consistent client feedback highlighting analytical depth, speed, and reliability. ๐—–๐—น๐—ถ๐—ฒ๐—ป๐˜ ๐—™๐—ฒ๐—ฒ๐—ฑ๐—ฏ๐—ฎ๐—ฐ๐—ธ: ๐Ÿ—จ๏ธ โ€œExceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.โ€ ๐—Ÿ๐˜‚๐—ธ๐—ฒ ๐——๐—ฒ๐—ฎ๐˜€๐˜† ๐Ÿ—จ๏ธ โ€œGabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.โ€ ๐—”๐—ป๐—ฑ๐˜† ๐—”๐—ท๐—ฎ๐˜†๐—ถ ๐Ÿ—จ๏ธ โ€œI can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.โ€ ๐——๐—ถ๐˜…๐—ถ๐—ฒ ๐—›๐—ถ๐—ฐ๐—ธ๐—บ๐—ฎ๐—ป

  • Financial Modeling
  • Valuation
  • Financial Analysis & Valuation
  • Financial Planning
  • Financial Analysis
  • Microsoft Excel
  • Business Planning & Strategy
  • Due Diligence
  • Financial Projection
  • Business Consulting
  • Business Plan
  • Business Analysis
  • Strategic Planning
  • Management Consulting
  • Real Estate Financial Modeling
  • Data Analysis
  • Budgeting & Forecasting Software
  • Project Finance
  • Accounting
  • Financial Plan
Varsha S.

Bhopal, India

$25/hr
5.0
8 jobs

Are you stuck with cliams? Don't worry I will help you to get your claim amount into your account in no time. I am very fast in processing, I assure 99% accuracy and more then 100% productivity. I help individuals/company to assist with reimbursement from Insurance company, I successfully completed 2 projects where the critical claims are solved with my support. Well versed in all type of insurance work of Commercial and Personal Lines. Like New submissions, Indexing, Quoting, Binding, Invoicing, Premium financing, Policy Issuance, Loss Runs, Endorsements, Cancellations and Renewals. I have great knowledge of all type of coverages like Auto Insurance, Workers comp, Property, Homeowners, Dwelling, Umbrella, General Liability, Builders Risk, Cyber Insurance, Events Policy. I can also work with Claims I worked with the Insurance companies like State Farm, Allstate, Nationwide, Travellers, Liberty Mutuals. I am an MBA and BFSI was my domain, so I have sound knowledge in Insurance Industry.

  • Insurance & Risk Management
  • Insurance
  • Property Insurance
  • Business Process Outsourcing
  • Insurance Consulting
  • Insurance Verification
  • Insurance Appraisal
  • Insurance Agency Operations
  • Insurance Document Production
  • Insurance Policy Analysis
  • Insurance Claim Submission
  • Liability Insurance
Yana M.

Virginia Beach, Virginia

$35/hr
5.0
8 jobs

I am the owner of a small, independent property and casualty insurance agency serving individuals, families, and businesses across Virginia. My agency offers a wide range of insurance products designed to protect what matters mostโ€”your home, your vehicles, and your livelihood. As an independent agency, I work with multiple carriers to provide tailored coverage options and competitive rates, always with a focus on personal service and long-term relationships. With more than ten years of experience in the fast-paced, deadline-driven accounting center of one of the nationโ€™s largest insurance brokers, I developed a deep understanding of the insurance industry and honed my technical expertise, particularly in Excel. During that time, I also discovered that effective management begins with leadership. As the department trainer for four years, I created training manuals, updated procedures, and tested new systems to improve efficiency and accuracy. Today, I bring that same commitment to leadership, problem-solving, and client service to my role as the owner of an independent property and casualty insurance agency in Virginia. Outside of work, Iโ€™m a bit of a researcher at heartโ€”I even approach online shopping like a project, digging into reviews and comparisons before making a decision. Itโ€™s the same mindset I bring to helping clients find the right insurance coverage. Looking forward to working together! โ˜บ๏ธ

  • Insurance
  • Data Analysis
  • Data Entry
  • Insurance Agency Operations
  • Accounts Receivable Management
  • Supervision
  • Microsoft Excel
  • Product Research
  • Amazon Product Research
  • Training & Development
  • Property Insurance
  • Vehicle Insurance
  • Liability Insurance

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