Hire the Best Insurance And Risk Management Freelancers
in the United States

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.

Struggling with operational bottlenecks, compliance gaps, or chaotic workflows? I bring enterprise-grade clarity to complex data environments. As the Founder of Unboxed Processes Consulting LLC (a certified EDWOSB/WOSB), I partner with enterprise organizations and support prime contractors under NAICS codes focused on technical writing, business analysis, and data governance. Using direct, jargon-free documentation and rigorous governance protocols, I have helped clients across UBS, Fiserv, and the CDC improve compliance by 50% and slash audit cycles by 25%. ⚙️ CORE CAPABILITIES & REVENUE IMPACT: Data Governance & Integrity: Establishing high-level clarity, mitigating systemic risks, and building robust internal standards to protect enterprise assets. Process Optimization: Restructuring chaotic workflows to eliminate operational drag, maximize efficiency, and ensure rapid audit readiness. Technical Documentation: Translating intricate systems, architecture, and regulatory requirements into clear, human-centric SOPs and business guidelines. 🌟 PROVEN RESULTS: ❝Amanda delivered excellent work... I would definitely hire her for future projects.❞ – Andrea C., Hiring Manager ❝Very responsive and a great resource!❞ – Husher H., Project Manager ❝Best freelancer we've ever hired.❞ – Mariah R., Operations Director 🎖 KEY CERTIFICATIONS: U.S. Small Business Administration: Women-Owned Small Business (WOSB) & Economically Disadvantaged Women-Owned Small Business (EDWOSB) Microsoft Certified: Azure Fundamentals & Azure AI Fundamentals Microsoft Certified: Security, Compliance, and Identity Fundamentals OneTrust Certified: Tech Risk, Privacy, & Responsible AI ➤ LET’S STABILIZE YOUR PROCESSES Need stronger operational guardrails, cleaner workflows, or audit-ready documentation? Message me today to set up a brief consultation. Let's build a clear, black-and-white action plan for your business.

I am a Senior Risk Manager with over 13 years of experience in the insurance industry, specializing in effective risk solutions. My expertise lies in blending strong communication and technical skills to navigate complex challenges. I excel at collaborating cross-functionally, ensuring that I consistently meet tight deadlines while maintaining superior service across diverse client portfolios. I am adept in both the strategic and operational aspects of risk management, balancing client needs with organizational objectives to drive success. If you need a reliable partner who can enhance your risk strategies and protect your assets, let's connect and discuss how I can add value to your team.

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.

Hi - I'm Matt. 👋 I'm a freelancer automating processes to ⬆️ revenue and ⬇️ expenses and chaos. I helped a Fortune 50 company save $250,000+/year through process streamlining and automation. I was featured on the front page of The Wall Street Journal in an article exemplifying my attention to detail. I've worked with a variety of companies including Deloitte, Fannie Mae, and Freddie Mac. I'd love to learn more about the challenges your company is facing and how I can help you solve them. [🔻Click "more" to read more!] _ _ _ _ _ _ The three years I spent at Deloitte helped refine my client service skills, and I have presented key recommendations to Fortune 50 C-Suite executives. The business processes I've seen at a variety of companies during my two decades of experience provide me with a strong ability to help you enhance the processes at your company. ______ What I Bring to the Table ✅ Integration and Automation: Expertise in integrating multiple software tools to streamline business processes, automate repetitive tasks, and improve productivity and efficiency while streamlining customer interactions. ✅ Data Analytics and Reporting: Highly skilled in analyzing data, creating insightful dashboards, reporting KPIs, and using analytics to inform strategic decision-making. ✅ Training and Documentation: Adept at explaining complex concepts in a way that is simple to understand, at providing training on how to use automations, and at providing clear documentation for any systems I create. ✅ End-to-End Process Automation: From scoping out the right solution to building workflows that seamlessly integrate your apps and data sources. ✅ Deep Financial & Risk Expertise: My 17+ years at Freddie Mac leading teams and projects in Counterparty Credit Risk and Internal Audit give me a unique perspective on optimizing processes—especially in finance, insurance, and compliance-heavy environments. ✅ Data Integration & AI Insights: I can help you implement the best AI and automation platforms to keep you ahead of critical industry developments, support decision-making, and streamline repetitive tasks. ✅ Proven Track Record: My leadership approach has always focused on simplifying and automating core processes, documenting them thoroughly, training teams effectively, and continuously identifying new areas of improvement. ______ My Preferred Tool Stack 🔹 Automation: N8N and Make.com 🔹 Database: Airtable 🔹 CRM and Project Management: ClickUp, Monday.com, Trello, Asana 🔹 Communication: Slack, Telegram, WhatsApp 🔹 Forms: Fillout, Typeform, Jotform 🔹 Large Language Models (LLMs): ChatGPT, Claude, Gemini, and Perplexity 🔹 Scraping: Apify, PhantomBuster 🔹 Voice Automation: Voiceflow ______ Fun Facts About Me 🧳 I'm a CPA and a CFA Charterholder 🗞️ I was featured on the front page of the Wall Street Journal in an article that exemplified my attention to detail. 📚 I wrote and published a book on productivity before ChatGPT came out. 📜 I completed my undergraduate education in only three years while obtaining two degrees (Accounting & Finance) by taking up to 24 credits each semester. ✈️ I've been to all 7 continents and all 50 U.S. states. 🌎 I live in the Washington, DC area (Leesburg, VA) with my wife and our dog Bruno. 🐶🐾 ______ Next Steps If you want a trusted advisor to help transform your operations, let’s connect! I’m committed to building efficient systems that save you time, money, and stress—so you can focus on what matters most in your business. Are you looking to automate manual tasks, streamline your operations, and reclaim valuable time in your business? If so, feel free to reach out, and let’s discuss how I can eliminate the challenges your business is facing so you can get back to your primary job of serving your customers.

With over 10 years of experience in the insurance industry, I specialize in client servicing, from quoting and presenting to maintaining accounts. In my career, I have played a pivotal role in a startup, contributing to the development of a SaaS insurance offering. My expertise includes enhancing product usability, leading to improved customer satisfaction, and designing efficient operational processes. I have successfully managed large-scale projects, including the implementation of over 12,000 electronic insurance forms, and built high-performing teams, overseeing 67 members. Known for my strategic approach and commitment to excellence, I consistently meet project deadlines and adapt to evolving business needs, underscoring my value in fast-paced and dynamic environments.