You will get Insurance Claims Assistant | HubSpot CRM | Customer Support
Project details
I will provide reliable administrative support throughout the insurance claims process by managing claim records in HubSpot CRM, verifying policy information, tracking claim progress, updating customer records, coordinating follow-ups, and ensuring accurate documentation. This project focuses on delivering efficient claims support, maintaining organized records, and providing excellent customer service to help streamline claims operations.
Purpose
BusinessIndustry
Financial ServicesLanguage
EnglishWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 10 days |
Number of Revisions | 3 | 4 | 3 |
Number of Hours of Work | 8 | 15 | 20 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | - | - | - |
Project Management Support | |||
Travel Planning | - | - | - |
About Precious Ogechukwu
Insurance Virtual Assistant | COI | Renewals | Policy Servicing | CRM
Enugu, Nigeria - 2:20 pm local time
I help agencies reduce administrative workload by ensuring policies are processed accurately, renewals are completed on time, client records stay organized, and communication with clients, underwriters, and carriers remains seamless.
Here's what I can do for you
• Certificate of Insurance (COI) processing
• Policy servicing (endorsements, cancellations, reinstatements, renewals)
• ACORD forms and application processing
• Underwriting support and submission preparation
• Carrier and client follow-ups
• Policy reviews and documentation
• Claims reporting support
• Customer support via phone ,email and chat
• Email, calendar, and administrative support
• CRM management and documentation
Tools I've used
• HubSpot CRM
• Zoho CRM
• Trello
• Zapier
• Google Workspace
• Microsoft Office
• Zendesk
• Acuity
I am detail-oriented, dependable, and highly organized, ensuring every task is completed accurately and on time. I take pride in providing exceptional client service while helping insurance agencies improve efficiency and maintain strong relationships with their clients.
Beyond insurance, I bring experience in executive support, project coordination, workflow management, customer support, and business operations, allowing me to contribute wherever additional support is needed.
If you're looking for an Insurance Virtual Assistant who can manage policy servicing, organize operations, support your team, and deliver a professional experience for your clients, I'd be happy to discuss how I can help your agency succeed.
Steps for completing your project
After purchasing the project, send requirements so Precious Ogechukwu can start the project.
Delivery time starts when Precious Ogechukwu receives requirements from you.
Precious Ogechukwu works on your project following the steps below.
Revisions may occur after the delivery date.
Receive project
Work on the project
Submit
Deliver project