Hire the Best Insurance And Risk Management Professionals
Dallas, Texas
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claim presentation support Common Claim Problems I Identify * Missing damage scope * Omitted line items * Suppressed or outdated pricing * Incomplete repair methodology * Improper trade sequencing * Weak photo documentation * Poor file organization * Missing code upgrade / ordinance &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
Lagos, Nigeria
โ๐๐ฒ๐ ๐ฌ๐ผ๐๐ฟ ๐ง๐ถ๐บ๐ฒ ๐๐ฎ๐ฐ๐ธ! ๐ง๐ต๐ฟ๐ถ๐๐ฒ ๐๐ถ๐๐ต ๐ก๐ผ๐๐ถ๐ผ๐ป & ๐๐ ๐ฎ๐๐๐ผ๐บ๐ฎ๐๐ฒ๐ฑ ๐๐๐๐๐ฒ๐บ๐โ โI know what I want to buildโฆ but I feel like Iโm constantly trying to hold everything together.โ โญโญ๐๐๐ค๐จ๐ ๐ฌ๐๐ง๐ ๐ฉ๐๐ ๐๐ญ๐๐๐ฉ ๐ฌ๐ค๐ง๐๐จ ๐ค๐ ๐ข๐ฎ ๐๐ก๐๐๐ฃ๐ฉ.โญโญ 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. ๐ง๐ตat ๐น๐ฒ๐๐ฒ๐น ๐ผ๐ณ ๐ณ๐ฟ๐๐๐๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ฟ๐ถ๐ด๐ต๐! 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 inโฆ but thereโs no structured way to track or follow up. Tasks get doneโฆ but thereโs no clear process to repeat them. Important steps are skippedโฆ 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 inโฆ itโs already broken. or you have not standardize vital roles or processes in your business using SOPs. ๐ฬถ๐กฬถ๐ฬถ๐ญฬถ ฬถ๐งฬถ๐ฬถ๐ฬถ๐ฬถ๐ฌฬถ ฬถ๐ญฬถ๐จฬถ ฬถ๐ฬถ๐ฬถ๐ฬถ๐ฬถ!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. ๐๐ฒ ๐๐๐ฒ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ: 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 ๐๐ก๐ฒ ๐๐จ๐ซ๐ค ๐๐ข๐ญ๐ก ๐๐: โข No More Chaos: Turn scattered tools and manual tasks into one seamless, automated system โข Scalable Systems: My workflows are built to grow with your business, handling higher volume โข Automation First: Reduce busywork and human error by automating key processes freeing your time for what matters โข Claude code Integrate AI โข Ongoing Support ๐๐ก๐จ ๐ ๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก ๐๐๐ฌ๐ญ: 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
Windhoek, Namibia
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. Hereโs how I can support your business: โข Insurance claims processing and follow-ups โข Policy administration and documentation โข Customer support (email, chat, and client communication) โข Data entry, verification, and record management โข Calendar management and executive assistance โข Report writing and administrative coordination I have over 4 years of experience in administrative support, financial services, and customer-facing roles. Iโve worked with high volumes of client requests, handled sensitive data, and ensured smooth day-to-day operations. What you can expect from me: โ Industry-specific experience (not a general VA) โ Fast response time (under 5 minutes during working hours) โ Strong attention to detail and accuracy โ Strict confidentiality and professionalism โ Reliable, organized, and deadline-driven work Services I offer: ๐งโ๐ผ Virtual Administrative Support Managed 3+ executive calendars and scheduled 50+ monthly meetings across time zones โข Handled 100+ emails weekly with 24-hour response turnaround โข Maintained CRM and data systems with 99% accuracy โข Prepared reports, presentations, and documents, improving workflow efficiency by 30% โข Schedule appointments, meetings, and events. Coordinate availability among team members. Set reminders and alerts for upcoming deadlines โข Input and update information in databases, spreadsheets, and CRM systems. โข Ensure accuracy and integrity of data. Create and maintain organized filing systems. โข Draft and format documents, reports, and presentations. Proofread and edit content for grammar, punctuation, and clarity. โข Ensure adherence to company formatting and style guidelines ๐ 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. ๐ฏ LinkedIn Lead Generation & B2B Prospecting I help businesses scale through targeted, verified lead generation. โข LinkedIn prospect research โข B2B SaaS lead generation โข Verified email sourcing & validation โข CRM-ready contact lists โข Outreach support If youโre looking for someone who understands both administration and the insurance environment, Iโm 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
Bucharest, Romania
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. ๐๐ฟ๐ฒ๐ฎ๐ ๐ผ๐ณ ๐ฒ๐ ๐ฝ๐ฒ๐ฟ๐๐ถ๐๐ฒ 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. ๐ง๐๐ฝ๐ถ๐ฐ๐ฎ๐น ๐ฒ๐ป๐ด๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐๐ 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. ๐๐น๐ถ๐ฒ๐ป๐ ๐๐ฒ๐ฒ๐ฑ๐ฏ๐ฎ๐ฐ๐ธ: ๐จ๏ธ โExceptional 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 ๐๐๐ธ๐ฒ ๐๐ฒ๐ฎ๐๐ ๐จ๏ธ โGabriel 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 ๐๐ป๐ฑ๐ ๐๐ท๐ฎ๐๐ถ ๐จ๏ธ โI 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 ๐๐ถ๐ ๐ถ๐ฒ ๐๐ถ๐ฐ๐ธ๐บ๐ฎ๐ป
- 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
Bhopal, India
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
Virginia Beach, Virginia
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 mostโyour 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 nationโs 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, Iโm a bit of a researcher at heartโI even approach online shopping like a project, digging into reviews and comparisons before making a decision. Itโs the same mindset I bring to helping clients find the right insurance coverage. Looking forward to working together! โบ๏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
How it works
Post a job for free Post a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
โUpwork provides an umbrella-level of security. I can see a talentโs work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.โ
Kim Darling
Emerald Tiger
โUpwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.โ
David Merry
Kinetic Investments
โOur very specific requirements can be a challengeโWith Upwork, weโre able to access a bigger community to ensure the success of our projects.โ
Katja Krohn
Summa Linguae
How do I hire a Insurance And Risk Management Freelancer on Upwork?
You can hire a Insurance And Risk Management Freelancer on Upwork in four simple steps:
- Create a job post tailored to your Insurance And Risk Management Freelancer project scope. Weโll walk you through the process step by step.
- Browse top Insurance And Risk Management Freelancer talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Insurance And Risk Management Freelancer profiles and interview.
- Hire the right Insurance And Risk Management Freelancer for your project from Upwork, the worldโs largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Insurance And Risk Management Freelancer?
Rates charged by Insurance And Risk Management Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Insurance And Risk Management Freelancer on Upwork?
As the worldโs work marketplace, we connect highly-skilled freelance Insurance And Risk Management Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Insurance And Risk Management Freelancer team you need to succeed.
Can I hire a Insurance And Risk Management Freelancer within 24 hours on Upwork?
Depending on availability and the quality of your job post, itโs entirely possible to sign up for Upwork and receive Insurance And Risk Management Freelancer proposals within 24 hours of posting a job description.