Hire the Best Insurance Consultants

Clients rate our Insurance Consultants
Rating is 4.8 out of 5.
4.8/5
Based on 170 client reviews
Ashish V.

Overland Park, Kansas

$80/hr
5.0
4 jobs

THE BACKSTORY I didn't start as a tech consultant. I started in the trenches of the insurance industry, working through every operational role you can imagine. By the time I became COO of a startup commercial insurance agency, I had seen every broken process, every manual workflow, every spreadsheet held together with prayers. The mission: build from zero to substantial premium volume in an impossibly competitive market. Without unlimited budget or massive headcount. Traditional scaling wasn't an option. Hiring more people for manual processes would destroy margins. So I did what most operators don't: I learned to build. Not just dabble. I architected full automation ecosystems using AI, APIs, no-code platforms, and custom integrations. THE RESULT Within 32 months, we went from $0 to $8 million in written premium. With a lean team processing 500+ monthly submissions while most agencies our size had triple the staff. AI voice agents qualifying leads at 80% automation rates. Smart document generation cutting 2-hour COI requests down to 2 minutes. Automated quoting workflows integrated directly with carrier APIs. Real-time dashboards that turned guesswork into decisions. Customer acquisition costs dropped from $120 to $30. Conversion rates jumped from 8% to 15%. Service team capacity tripled without adding headcount. The technology didn't just save time. It changed what was possible. WHAT I DO NOW I run Tensor Garden, an AI consulting firm specializing in operational automation for service businesses. We work across insurance agencies, law firms, healthcare practices, accounting firms, contractors, MSPs, staffing companies, and other service-based businesses. The problems we solve show up in a lot of different ways. 1,000 emails a day across 28 mailboxes with no system to triage them. CRM integrations that break every time a field changes. Intake workflows that lose leads because nobody followed up fast enough. Credentialing processes that eat three people's time because nothing is automated. Manual data entry that slows down billing, quoting, reporting, and everything else. We've built AI triage systems that read, classify, and act on inbound email with structured confidence scoring and human review queues for edge cases. CRM integration workflows across Salesforce, HubSpot, Lead Docket, Litify, Zoho, and others. HIPAA-compliant automation for healthcare and legal. AI voice agents that qualify leads around the clock. Document processing pipelines that handle OCR, field extraction, PDF signing, and return submission without human involvement. Custom reporting dashboards that replace manual spreadsheet work entirely. And we don't just build automations. When the project calls for it, we can architect and deliver full production applications. THE TEAM Our team is structured deliberately. Three senior leads based in the US handle client relationships, solution architecture, and project oversight. They're backed by a European engineering unit based in the Netherlands, five senior specialists with up to 15 years of experience across AI/ML, full-stack development, data engineering, frontend, and QA. These are not junior contractors. The European team includes a CTO-level software architect who has built mission-critical platforms for government infrastructure, a master's-level AI engineer specializing in LLMs and intelligent data platforms, and specialists who have delivered production systems in regulated, compliance-sensitive environments. The combination works because the US side knows your industry and owns the relationship, and the European side brings the kind of engineering depth that most boutique consultancies can't access. Every engagement is scoped and led from the US. The technical execution matches whatever the project actually requires. WHAT MAKES THIS DIFFERENT Most AI consultants come from tech backgrounds and learn industries on the fly. I'm the opposite. 20+ years of deep operational experience. Certified Insurance Counselor (CIC). Transportation Risk Specialist (TRS). I've sat in the COO seat, managed the workflows, dealt with the carriers, and felt the exact pain points our clients come to us with. I understand your business model, your compliance requirements, and your growth constraints. Then I solve them with technology most people in your industry don't know exists. We also work under HIPAA compliance requirements regularly. Audit trails, structured logging, access controls. Not an afterthought on the projects that need it. LET'S TALK If you want a team that's actually operated the kind of business you're running, knows where the real bottlenecks are, and can build the solution from initial scoping through production deployment, let's talk. No generic advice. No cookie-cutter solutions. Just proven systems built by people who've been in your seat.

  • Insurance Consulting
  • Insurance
  • Artificial Intelligence
  • Automation
  • Business Operations
  • Insurance Software
  • n8n
  • Zapier
  • Insurance Agency Operations
  • Customer Service Chatbot
  • Software Development
  • Software Integration
  • API
  • Document AI
  • Document Automation
Shakeel A.

Peshawar, Pakistan

$8/hr
4.8
55 jobs

Why should you trust me over a generic billing agency? Most billing companies just "submit claims" and hope for the best. They hand your account to a junior staffer who doesn't understand the nuances of dental coding. When you hire me, you get a Revenue Cycle Strategist who treats your practice’s cash flow like his own. In my recent consultations with dental practices, I’ve noticed three recurring "leakages" that I specialize in fixing: [[ The Strategy That Sets Me Apart ]] Forensic Gap Analysis I don’t just work on new claims. I start by analyzing the insurance payers' latest denial patterns and close the "Narrative Gap" in your clinical notes before submission. This ensures your revenue isn't trapped in a "Request for Info" loop. Priority-Based AR Recovery I don’t follow a random list. I categorize your aging AR into "High-Value" and "Time-Sensitive" buckets. This systematic approach ensures that the most critical revenue hits your bank account first, typically showing a measurable impact within 30 to 90 days. Direct Accountability You aren't getting a "black box" service. You get Shakeel Ahmad directly. I log in, I clear the mess, and I provide daily transparency. If a claim hits the 90+ day bucket, I consider it a personal failure. |||| My Elite Performance Metrics |||| ✓✓✓ 98% Clean Claims Rate: I catch errors before they leave your office. ✓✓✓ Zero-Tolerance for 90+ Day AR: Aggressive follow-ups that turn "Unpaid" into "Deposited." ✓✓✓ Zero Training Required: Mastery in Dentrix (Ascend/Enterprise), Open Dental, Eaglesoft, Curve Hero, and Dental Click EHR and More. === MY SPECIALIZED SERVICES === Lightning-Fast Verifications: Full breakdowns in 10–45 minutes. Forensic AR Recovery: I thrive on "messy" books that others gave up on. Precision Payment Posting: 100% line-item accuracy for EOBs and EFTs. Denial-Proof Documentation: Aligning clinical notes with complex payer rules. "Your clinical excellence deserves financial precision." I work in your time zone (EST, CST, or PST) under strict HIPAA compliance. READY TO RESET YOUR AR? Don't let 2025's unpaid claims haunt your 2026 growth. Send me a message today for a quick AR report review—I’ll show you exactly where your money is trapped and how fast I will recover it. Best regards, Shakeel Ahmad Independent Revenue Cycle Specialist

  • Payment Processing
  • Electronic Medical Record
  • Insurance Verification
  • Insurance Claim Submission
  • HIPAA
  • EMR Data Entry
  • Medical Billing & Coding
  • Electronic Health Record
  • Revenue Cycle Management
  • Google Docs
  • Medical Billing
  • Accounts Receivable Management
  • Accounts Receivable
  • Administrative Support
  • Office Administration
Grace A.

Ikeja, Nigeria

$5/hr
5.0
3 jobs

Registered Nurse & Medical Virtual Assistant for Healthcare Providers | Insurance Verification · Prior Authorization · Patient Scheduling · EHR/EMR Support | Supporting Medical Practices & Telehealth Teams Front desk overload, delayed authorizations, and disorganized patient records don’t just slow things down, they affect your time, revenue, and patient experience. I’m a Registered Nurse working as a Medical Virtual Assistant, supporting private practices, telehealth teams, mental health clinics, and home care agencies with their daily clinical and administrative workload. I bring structure, accuracy, and dependable support to insurance workflows, appointment scheduling, and electronic health record management by handling tasks independently so nothing is missed and everything runs as expected. My communications are always professional, my customer service approach is warm and patient-focused, and my customer support is consistent and reliable across every interaction. What I Take Off Your Plate: ◇ Insurance Verification & Preauthorization: Accurate insurance verification and preauthorization management to prevent delays and protect your revenue cycle. ➜ Eligibility & Benefits Verification ➜ Copay & Deductible Confirmation ➜ Prior Authorization Submissions ➜ Approval Tracking & Insurer Follow-ups ➜ Denial Prevention & Payer Communication ➜ Authorization Documentation & Records ◇ Appointment Scheduling & Calendar Coordination: Efficient appointment scheduling and calendar management to reduce no-shows and keep your practice fully optimized. ➜ Appointment Scheduling & Confirmations ➜ Cancellation & Rescheduling Management ➜ Calendar Organization & Optimization ➜ New Patient Intake Coordination ➜ Reminder Systems & Follow-up Calls ➜ Telehealth Visit Coordination ◇ Electronic Health Record & Medical Records Management: Accurate electronic health record data entry and records management to keep your charts organized and audit-ready. ➜ Patient Chart Updates ➜ Document Uploads & Fax Management ➜ Medical Records Requests ➜ Intake Forms & Demographics Verification ➜ Consent Form Collection & Filing ➜ Missing Data Flagging & Cleanup ◇ Patient Communication & Medical Phone Handling: Professional patient communication and phone handling so your practice stays responsive and organized. ➜ Inbound & Outbound Call Management ➜ Voicemail Response & Follow-ups ➜ Patient Inquiry Management ➜ Email Inbox Organization & Routing ➜ New & Existing Patient Assistance ➜ Client Communication Tracking ◇ Medical Billing Support & Revenue Cycle Assistance: Reliable medical billing support and insurance communication to keep your revenue cycle running smoothly. ➜ Claim Follow-ups & Status Tracking ➜ Insurance Communication Support ➜ Billing Documentation Assistance ➜ Denial & Delay Follow-ups Tools & Platforms I Work With: • eClinicalWorks · OpenEMR · DrChrono · SimplePractice · Optimantra • Athenahealth · AdvancedMD · Tebra • Calendly · Google Docs · Microsoft Office · Google Meet · DocuSign • Slack · Google Workspace · Zoom • HubSpot · Freshdesk · Intercom • Asana · Trello · Monday · ClickUp Results I Have Achieved: ✔ Coordinated 30+ appointment scheduling requests daily, minimizing scheduling conflicts ✔ Conducted insurance verification and preauthorization, reducing claim denials by 30% ✔ Maintained electronic health record and medical records with 99% documentation accuracy ✔ Contributed to $50K+ in recovered revenue through medical billing and denial management ✔ Achieved 95%+ customer satisfaction through consistent customer service and customer support ✔ Supported HIPAA-compliant administrative support across telehealth and in-person practices ✔ Managed data entry, scheduling, and communications across multiple healthcare platforms including eClinicalWorks I Support: ▸Private Medical Practices ▸Telehealth Teams ▸Mental Health Clinics ▸Home Care Agencies ▸Specialty Centers ▸Healthcare Consultants & Solo Practitioners If you need someone who can manage your insurance workflows, appointment scheduling, medical records, and electronic health record tasks reliably with professional communications and dependable administrative support, send a message or invite me to your job.

  • Administrative Support
  • Data Entry
  • Customer Service
  • Email Communication
  • Virtual Assistance
  • Insurance Verification
  • Medical Records
  • Scheduling
  • Communications
  • Medical Billing
  • Executive Support
  • Customer Support
  • eClinicalWorks
  • Mental Health
  • Appointment Scheduling
  • Microsoft Office
  • Preauthorization
  • Electronic Health Record
  • Document Management System
  • HIPAA
Emdad H.

Dhaka, Bangladesh

$5/hr
4.9
44 jobs

I’m a dedicated full-time freelancer with over 5 years of proven experience in cold calling, telemarketing, and appointment setting. I've successfully managed and executed many campaigns, helping clients across various industries connect with their target audience and close high-value deals. 🔹 What I Bring to the Table: Deep expertise in cold calling with a personalized, conversation-driven approach Strong track record in booking qualified appointments that convert Exceptional communication skills to build rapport quickly and effectively Ability to understand your business goals and align the script & pitch accordingly 🔹 My Tech Proficiency: CRM Systems: GoHighLevel, HubSpot, Salesforce, Zoho, Insightly, Instantly and many more. Dialers: RingCentral, VICIdial, Mojo Dialer, Line2, Vortex, Nuacom and many more. Campaign Management: End-to-end execution – from lead sourcing to follow-up and appointment scheduling. Whether you're a startup looking to build your customer base or an established business aiming to boost sales and client base, I’m here to deliver top-notch calling services tailored to your needs. ✅ 100% Commitment ✅ Proven Results ✅ Seamless Communication ✅ Sales-Driven Strategy 📞 Let’s talk about how we can drive real growth for your business. I’m ready to start today!

  • Cold Calling
  • Telemarketing
  • Appointment Setting
  • Customer Support
  • Virtual Assistance
  • Sales Leads
  • Real Estate Lead Generation
  • Lead Generation
  • Appointment Scheduling
  • Sales & Marketing
  • Lead Nurturing
  • Lead Management
Nasirat A.

Abuja, Nigeria

$5/hr
5.0
7 jobs

Most brands are posting every single day and still getting completely ignored. You're consistent. You've tried the Reels, the carousels, maybe even the ads. But your engagement is flat, your followers aren't buying, and your ad spend feels like it's disappearing into a black hole. Here's the brutal truth: You don't have a content problem. You have a strategy problem. And that's exactly what I fix. I'm a Social Media Manager and Content Strategist specializing in organic growth, full social media management, and performance-driven Facebook & Instagram advertising. I don't just post content, I build end-to-end social media systems that increase your visibility, grow a loyal audience, and turn followers into paying customers. Every client gets a custom strategy built around their business, their audience, and their goals because what works for an eCommerce brand is completely different from what works for a coach or a B2B company. I learn your business before a single post goes live. 🚀 WHAT I BUILD FOR YOU: 📱 FULL SOCIAL MEDIA MANAGEMENT Complete day-to-day management across Instagram, Facebook, TikTok, LinkedIn, YouTube Shorts & Pinterest, so you never have to think about what to post again. ✔ Account setup, profile optimization & social media audit ✔ Monthly content calendar with 30+ planned, branded posts ✔ Daily posting, scheduling & multi-platform content distribution ✔ Consistent brand voice, tone & visual identity across every platform 🎬 CONTENT STRATEGY & CREATION BUILT TO STOP THE SCROLL Every piece I create is engineered to hook, engage, and drive action in the first second. • Data-driven content strategy planned using platform algorithms, not guesswork • Instagram Reels, TikTok videos & YouTube Shorts • Branded carousels, infographics & story templates via Canva • Scroll-stopping hooks, captions & CTAs that drive action, not just likes • Short-form video editing with clean text overlays & transitions • UGC-style content, testimonials, promos & product demos 💰 FACEBOOK & INSTAGRAM ADS MANAGEMENT Organic growth is powerful but paired with smart paid ads, it becomes a revenue engine. • Full ad setup, launch, management & daily optimization • Audience targeting, segmentation & retargeting strategies • High-converting ad creatives with tested hooks & angles • A/B testing for copy, visuals & calls to action • Daily campaign monitoring, not set-and-forget • Meta Pixel setup & conversion tracking • Clear reporting: ROAS, CPL, CTR & conversions 📊 STRATEGY, ANALYTICS & REPORTING ✔ Monthly social media marketing strategy & content plan ✔ Hashtag research, trend tracking & competitor analysis ✔ Weekly performance reports: reach, engagement & follower growth ✔ Ongoing optimization; I scale what works and cut what doesn't 💬 COMMUNITY MANAGEMENT Daily DM management, comment replies & audience engagement that builds real relationships — and real revenue. 📈 RESULTS YOU CAN EXPECT: ✅ Increased reach, engagement & follower growth ✅ High-converting short-form content that sells ✅ More website clicks & revenue, within 30 days ✅ Lower cost-per-lead & improved ROAS ✅ A consistent, credible brand presence across all platforms ✅ A clear weekly roadmap: what to scale, what to stop, what to double down on 🎯 WHO I WORK WITH: ✔ eCommerce & Shopify brands wanting organic + paid growth ✔ Coaches, consultants & personal brands building authority ✔ Local businesses & service providers needing consistent visibility ✔ Startups & founders who want hands-off, done-for-you management ✔ Agencies needing a reliable white-label social media partner ✔ B2B brands focused on LinkedIn authority & lead generation 🛠️ TOOLS I USE: Canva · CapCut · Adobe Premiere Pro · Meta Ads Manager · Meta Business Suite · Meta Pixel · Google Analytics · Buffer · Hootsuite · Metricool · Notion · ClickUp · ChatGPT · SEMrush 📩 READY TO TURN YOUR SOCIAL MEDIA INTO A GROWTH ENGINE? Send me a message with: → Your niche & platforms → Your biggest social media challenge right now → Your monthly ad budget (if you're running paid ads) I'll come back with a clear, honest, conversion-focused plan — no fluff, no guesswork. ⚡ I'm currently open to 2 new long-term partnerships this month. Let's build something that actually works. SOCIAL MEDIA MANAGER | SOCIAL MEDIA MANAGEMENT | SOCIAL MEDIA MARKETING | SOCIAL MEDIA STRATEGY | CONTENT STRATEGY | CONTENT CREATION | CONTENT CALENDAR | CONTENT SCHEDULING | ORGANIC GROWTH | ORGANIC SOCIAL MEDIA | INSTAGRAM MARKETING | INSTAGRAM REELS | INSTAGRAM MANAGEMENT | FACEBOOK MARKETING | FACEBOOK ADS | FACEBOOK ADS MANAGER | INSTAGRAM ADS | META ADS | META ADVERTISING | PAID SOCIAL MEDIA | PAID ADS | AD CREATIVES | A/B TESTING | AUDIENCE TARGETING | AUDIENCE SEGMENTATION | RETARGETING | ROAS | CPL | CTR | CONVERSION TRACKING | LEAD GENERATION | COMMUNITY MANAGEMENT | SOCIAL MEDIA ANALYTICS | SOCIAL MEDIA AUDIT | PROFILE OPTIMIZATION | HASHTAG RESEARCH | COMPETITOR ANALYSIS

  • Social Media Management
  • Social Media Marketing
  • Social Media Content
  • Social Media Content Creation
  • Social Media Marketing Strategy
  • Content Creation
  • Virtual Assistance
  • Facebook Marketing
  • TikTok Marketing
  • Instagram Marketing
  • Content Writing
  • Brand Strategy
  • Canva
  • Social Media Optimization
  • Facebook
  • Instagram
  • LinkedIn
  • LinkedIn Marketing
  • Community Management
  • Organic Traffic Growth
Abdullah M.

Lahore, Pakistan

$8/hr
5.0
46 jobs

Top Rated Plus Cold Calling & Telemarketing expert with 7+ years of experience, helping businesses turn leads into real appointments and revenue — without the need for micromanagement. 🟢 Open for new clients — turning your leads into sales. I Help Businesses Book More Appointments, Close More Deals & Increase revenue - Fluent English Sales Expert If you have a great product or service but need more qualified leads, booked appointments, or consistent sales, you’re in the right place. 📈 PROVEN RESULTS (WHAT CLIENTS CARE ABOUT) ✔ 7+ years in Cold Calling, Telemarketing & Lead Generation ✔ Worked with US, UK, Canada, UAE, Australia & EU markets ✔ Fluent, neutral English accent ✔ Experience with Allstate Insurance, Dojo Card Machines, and many growing businesses 💼 WHAT I DO BEST • Cold Calling (B2B & B2C) • Appointment Setting (High-Quality & Decision-Makers Only) • Lead Generation & Lead qualification • Telemarketing & Outbound Sales • Sales Development & Business Development (SDR/BDR) • Customer Services and Nurturing. I don’t just dial numbers — I convert conversations into booked meetings and sales opportunities. 🛠 TOOLS & CRM EXPERIENCE HubSpot | Go High Level | Zoho | Apollo | CAMS | Custom CRMs Call Tools | Dialers | Google Sheets | Zoom 🏭 INDUSTRIES I’VE WORKED WITH Real Estate Insurance Home Improvement (Solar, Roofing, Lawn Care) Law Firms Trucking & Logistics Merchant Services Dental Clinics Marketing Agencies (SMMA, SAAS) AI & FinTech Hospice & Healthcare Auto Sales Restaurants Coaches & Consultants Check my intro video & reviews to see real client feedback. If you want consistent sales results, send me a message or invite me to your job. I’m quick to reply. 🎯 Let’s jump on a discovery call today.

  • Appointment Setting
  • Appointment Scheduling
  • Phone Communication
  • Telemarketing
  • BPO Call Center
  • Business Development
  • Cold Calling
  • Sales & Marketing
  • Lead Generation
  • Telesales
  • Sales Development
  • Sales
  • Scheduling
  • Outbound Sales
  • Customer Service

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

How do I hire a Insurance Consultant on Upwork?

You can hire a Insurance Consultant on Upwork in four simple steps:

  • Create a job post tailored to your Insurance Consultant project scope. We’ll walk you through the process step by step.
  • Browse top Insurance Consultant talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Insurance Consultant profiles and interview.
  • Hire the right Insurance Consultant for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Insurance Consultant?

Rates charged by Insurance Consultants 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 Consultant on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Insurance Consultants and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Insurance Consultant team you need to succeed.

Can I hire a Insurance Consultant within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Insurance Consultant proposals within 24 hours of posting a job description.