I enjoy helping businesses, entrepreneurs, and professionals turn ideas into polished digital products, branded content, and client-ready resources while also bringing a strong background in life insurance, customer support, and client communication.
My favorite work is creating digital products and visual content that are clear, useful, and professional. I enjoy developing guides, workbooks, branded documents, Canva graphics, social media visuals, digital downloads, avatar-based content, and practical resources that help people explain their message, organize their ideas, and present their business with confidence.
Along with my creative work, I am a fully licensed Life & Health Insurance Agent with experience supporting clients through insurance, benefits, healthcare, onboarding, and sensitive personal information. I understand the importance of accuracy, trust, clear communication, and professionalism, especially when working with clients who need guidance and reassurance.
I also bring years of customer service, customer success, virtual operations, and administrative support experience. I’m known for being calm, reliable, organized, and easy to work with. I communicate clearly, follow through, pay attention to details, and help create smoother workflows for busy teams and clients.
Whether you need help creating digital products, formatting an ebook or workbook, designing branded content, supporting insurance-related processes, organizing client communication, or keeping operations running smoothly, my goal is simple: to make your project easier, clearer, and more professional.
Key Skills & Areas of Support
✔ Digital Product Creation & Content Support
Digital Guides, Workbooks & PDFs
Canva Graphics & Branded Assets
AI Tools & Prompting
AI-Assisted Digital Product Creation
AI Image Generation & Avatar Creation
eBook & Document Formatting
Digital Downloads & Resource Creation
Social Media Graphics & Banners
Avatar-Based Visual Content
Brand Messaging & Visual Presentation
✔ Life Insurance & Healthcare Support
Licensed Life & Health Insurance Professional
Insurance & Benefits Assistance
Client Education & Communication
Eligibility & Verification Support
Healthcare Customer Support
Patient & Member Communications
Insurance Onboarding Support
Sensitive Information Handling
✔ Customer Support & Operations
Customer Support & Client Communication
Customer Success & Retention Support
Virtual Assistance & Administrative Support
Email & Calendar Management
CRM Management & Documentation
Appointment Scheduling & Follow-Up
Data Entry, Accuracy & File Organization
Process Improvement & Workflow Support
✔ Tools & Systems
Canva
Google Workspace: Docs, Sheets, Drive
Microsoft Office: Word, Excel, Outlook
CRM Systems: Salesforce, HubSpot, Zoho
Ticketing & Support Systems
Remote Tools: Zoom, Teams, Slack, ClickUp
✔ Professional Strengths
Clear Communication
Attention to Detail
Empathy & Professionalism
Calm Problem-Solving
Time Management & Reliability
Conflict De-escalation
Consistent Follow-Through
Creative Thinking
I am a fully licensed Life & Health Insurance Agent with multiple non-resident state licenses. Credential details are available upon request.
If you’re looking for someone who can create polished digital products, support clients professionally, and bring calm organization to your project, I’d be happy to discuss how I can help.
Social Media Marketing
Email Marketing
Internet Marketing
Organizational Behavior
Life Insurance
Phone Support
Customer Support
Recruiting
Data Entry
Lead Generation
Market Research
Chelsea N.
Jacksonville, Florida
$60/hr
5.0
17 jobs
I help businesses create stunning websites, impactful social media strategies, and intentional graphic design—all tailored to meet your unique goals.
With a decade of experience in the digital marketing world, I've worn a lot of hats and learned a lot along the way. Whether you’re looking to revamp your website, launch a landing page, or kickstart your social media strategy, I’m here to help position your business for long-term success.
Services I offer:
- Web Design - Figma, WordPress, Shopify
- Social Media Management - Linkedin, Instagram, Facebook, X
- Graphic Design - Branding, Social, Print, Ads
Social Media Management
Social Media Content Creation
Social Media Content
LeSS Framework
Adobe Photoshop
HTML5
WordPress
CSS 3
HTML
CSS
Web Design
Graphic Design
Instagram
Elementor
Figma
Donavan R.
Jacksonville, Florida
$20/hr
5.0
2 jobs
Hello there! My name is Donavan and I am a graduate of University of North Florida, with a Bachelors degree in Communication and concentration in Digital Video Production. I have experience in video production and have worked on various video projects, such as editing for a news show in College, producing videos for an internship, and making a news intro for my group in high school. I would love to showcase those skills further by working for you!
Social Media Management
Video Production
Adobe Premiere Pro
Electronics
Video Editing & Production
Video Editing
Sri T.
Jacksonville, Florida
$20/hr
5.0
2 jobs
Welcome to my page!
I’m Sri, a freelance graphic designer specializing in logo design, branding, digital marketing, illustration, and more! I love creating thoughtful, impactful designs that help businesses stand out. Whether you need a fresh logo, a cohesive brand identity, or digital assets that connect with your audience! Proficient in Adobe Illustrator, Photoshop, Indesign, and Procreate, let me turn your ideas into reality! My creativity is your gateway for success in whichever endeavor you’re pursuing!
Logo Design
Multimedia Design
Graphic Design
Brand Identity
Branding & Marketing
Branding
Logo
Digital Marketing
Menu
Cards & Flyers
Illustration
Packaging Design
Mockup
Digital Art
Art & Design
Brooke O.
Jacksonville, Florida
$135/hr
4.8
31 jobs
Most CRMs end up half-built, half-used, and fully ignored.
I build the kind that don't.
I'm Brooke — a CRM and operations strategist helping founders, agencies, and small teams move from scattered tools and reactive workflows to one streamlined system that runs the back end of their business. Not a template dump. Not a half-finished automation. A real system, designed around how you actually work.
Most clients come to me after one of three things:
→ They've tried to DIY a CRM and hit a wall
→ They've hired someone who left them with a half-built mess
→ They've outgrown the duct-taped systems they started with
What I do differently: I think strategically before I build.
Every engagement starts with a system audit and tech stack review — because the wrong platform sets you back six months, and the right one sets you up for years. Before we build anything, I make sure you're in the right place from day one.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHERE I SPECIALIZE
CRM Setup & Optimization
HoneyBook · Dubsado · Aisle Planner
→ Full account setup, branded client-facing materials, lead forms, scheduler integration, proposal/contract/payment automation, email templates, and workflow mapping.
These are my home base — the platforms I know inside and out, the work I do best, and the projects I get most excited about.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHERE THINGS EXPAND
A CRM is rarely the whole story. Most projects grow into broader operations work as we uncover what's actually breaking behind the scenes:
Project Management Systems
Asana (preferred) · Monday · ClickUp
→ Workspace architecture, SOPs, recurring task workflows, team onboarding, and integration with your CRM.
Automation & Integration
Zapier · Flodesk · Google Workspace
→ Connecting the tools you already use so your back end runs without you babysitting it.
Scheduling & Admin Infrastructure
Acuity · Calendly · Google Workspace (Gmail, Drive, Calendar)
→ The everyday tools that connect your CRM to your calendar, inbox, and file system — configured to work as one.
Operations Strategy & Process Design
→ Client journey mapping, workflow audits, and the strategic thinking that makes the build actually work.
Often the best work happens when we go deeper than the original scope. If your project starts as a CRM setup and grows from there, that's normal — and welcomed.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHO I WORK BEST WITH
Agencies and small teams are my favorite challenge — when multiple people need to use the same system, that's where strategic system design really pays off.
I also work with established solo founders who are scaling toward a team and need infrastructure that can grow with them.
Industries I know well:
→ Wedding & event professionals — venues, planners, photographers, florists, makeup artists, and event designers
→ Coaches & consultants
→ Creative service providers — social media manager, brand designers, web designers, copywriters, videographers, interior photographers
→ Online service businesses
→ Accountants, educators, and agency owners
If you've been running your business out of a mix of inboxes, spreadsheets, and "I'll fix it later" — let's fix it now.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHAT YOU CAN EXPECT
→ A system audit and tech stack review before we build anything — so you're in the right place from day one
→ Real check-ins and full transparency on where we are in your project and what I need from you
→ A shared portal that keeps everything in one place — perfect for teams who need quick access to project status, deliverables, and resources
→ Magic-link access straight from your inbox (no passwords, no friction)
→ A system designed around your workflow, not someone else's
→ Team training and documentation included — so your team knows how to use what I build, and you're not the one stuck training them later
→ Ongoing support so you don't get stuck three weeks in
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
A FEW THINGS TO KNOW BEFORE YOU REACH OUT
→ I typically work hourly with manual time tracking
→ I require a 6-month scheduled rate increase clause
If your CRM is a mess — or your whole back end needs an overhaul — send me a message. Let's talk about what real systems could look like for you.
Dubsado
17hats
Gmail
Acuity Scheduling
Project Workflows
Automated Workflow
Microsoft Excel
Project Management
Business Operations
CRM Automation
CRM Software
Google Calendar
Events & Weddings
Jessica W.
Jacksonville, Florida
$20/hr
5.0
9 jobs
I have a diverse skill set that encompasses several key areas:
• Customer Service: I have extensive experience in providing excellent customer service, addressing customer inquiries, resolving issues efficiently, and ensuring a positive customer experience.
• Canva Design: Proficient in using Canva to create visually appealing designs for various purposes, including marketing materials, social media graphics, presentations, and more.
• Social Media Promotions: Experienced in developing and executing effective social media promotion strategies to enhance brand visibility, engage audiences, and drive traffic and sales.
• Fraud Analysis: Skilled in monitoring transactions, analyzing data, assessing risks, conducting investigations, and utilizing specialized tools to detect and prevent fraudulent activities.
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