Upwork home
Sign up
Project Catalog
DesignDesign
Video & AudioVideo & Audio
Development & ITDevelopment & IT
MarketingMarketing
Writing & TranslationWriting & Translation
MoreMore

You will get Insurance consulting for trucking, property and casualty

Muneeb U.Status: Offline
Muneeb U. Muneeb U.
5.0
Top Rated
Play video
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Muneeb, priced and ready to go.
Muneeb U.Status: Offline
Muneeb U. Muneeb U.
5.0
Top Rated
Play video
Preview image

Let a pro handle the details

Buy Other Admin & Customer Support services from Muneeb, priced and ready to go.

Project details

With over 6 years of experience in personal and commercial insurance consulting, I provide end-to-end support for individuals, businesses, and insurance agencies. My expertise covers Trucking, Property & Casualty, Compliance, and Carrier Appointments—ensuring your insurance needs are handled from A to Z.

What I offer:

Policy quoting, binding, renewals & endorsements

COIs for Amazon, freight brokers, franchises & city permits

Compliance consulting, audits & risk management

Claims handling & billing support

Carrier appointment consulting for agencies

CRM expertise (NowCerts, QQ Catalyst, AMS360, Applied Epic, GHL, Salesforce)

Whether you are an owner-operator, small business, or agency, I streamline the entire insurance process to save you time, reduce errors, and ensure compliance.
Project Type
Customer Support
What's included
Service Tiers Starter
$75
Standard
$200
Advanced
$400
Delivery Time 1 day 2 days 3 days
Number of Revisions
123
5.0
4 reviews
100% Complete
(4)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

MB

MC B.
5.00
Oct 30, 2025
Commercial insurance application Muneed was outstanding. I admire his handwork, due diligence and prompt response. His knowledge regarding commercial insurance was very impressive. He was able to complete the project in a short time period and make any changes i deemed necessary very fast. I will definitely
utilize his skills again if needed. Thank you Muneeb.

FS

Fabien S.
4.85
Jan 22, 2025
VA for Real Estate Investment & Wholesaling in Florida Muneeb has giving more help than the tasks at hand, suggesting marketing tactics and handling our cold calls.

SA

Sandeep A.
5.00
Dec 21, 2024
Marketing and Content Creation Specialist Delivered high-quality results ahead of schedule, exceeding expectations. Professional, responsive, and I'd happily collaborate again.

SA

Sandeep A.
5.00
Dec 21, 2024
Commercial Auto Insurance Leads Delivered high-quality results ahead of schedule, exceeding expectations. Professional, responsive, and I'd happily collaborate again.
Muneeb U.Status: Offline

About Muneeb

Muneeb U.Status: Offline
Insurance Consultant | Xactimate | AI & CRM Automation | Ops Manager
100% Job Success
5.0  (4 reviews)
Dera Ismail Khan, Pakistan - 2:33 am local time
Hi, I'm Muneeb Ullah, an Insurance Operations Manager, Civil Engineer, Xactimate Estimator, and Automation Specialist with extensive experience supporting U.S. insurance agencies, brokers, restoration companies, contractors, and business owners.

I specialize in Commercial Lines, Personal Lines, Property Claims, Agency Operations, Data Analytics, and AI-powered workflow automation. My unique combination of insurance, engineering, claims, and business operations experience allows me to solve complex problems, improve efficiency, and deliver measurable results.

Over the years, I have successfully supported insurance agencies with:

• Commercial Auto Insurance
• Trucking Insurance
• General Liability Insurance
• Workers Compensation
• Commercial Property Insurance
• Homeowners & Landlord Policies
• Umbrella & Excess Liability
• Inland Marine Coverage
• Policy Servicing & Renewals
• Carrier & MGA Marketing
• Underwriting Support
• Claims Coordination

My expertise includes:

âś… Commercial & Personal Lines Quoting

âś… Policy Servicing, Endorsements & Renewals

âś… ACORD Forms & Insurance Documentation

âś… Certificates of Insurance (COIs)

âś… Loss Run Analysis

âś… Claims Management & Support

âś… Agency Management Systems (EZLynx, QQ Catalyst, AMS360, NowCerts)

âś… Data Analysis & Reporting

âś… CRM & Workflow Automation

âś… AI-Powered Business Solutions

As a Civil Engineer, I bring a strong understanding of construction methods, structural systems, project management, property valuation, and risk assessment. This background has proven especially valuable when working with property insurance, contractors, restoration companies, and claims-related projects.

I also have hands-on experience with Xactimate and property claims support, including:

âś… Scope Review

âś… Estimate Review

âś… Property Damage Documentation

âś… Water, Fire, Wind & Storm Claims

âś… Repair Cost Analysis

âś… Construction & Restoration Coordination

In addition to insurance and engineering, I help businesses streamline operations through AI Automation, CRM Optimization, Process Improvement, Data Analytics, Excel, Power BI, and Business Intelligence Reporting.

Whether you need an experienced insurance professional, a claims support specialist, an operations manager, or a process automation expert, I bring the technical knowledge, industry experience, and problem-solving mindset needed to help your business grow efficiently.

Let's connect and discuss how I can add value to your organization.

Steps for completing your project

After purchasing the project, send requirements so Muneeb can start the project.

Delivery time starts when Muneeb receives requirements from you.

Muneeb works on your project following the steps below.

Revisions may occur after the delivery date.

Review Requirements

I review your details, policies, COIs, or compliance needs to understand your exact requirements.

Consultation & Solutions

I provide consultation on quoting, renewals, compliance, carrier appointments, and risk management, with actionable recommendations.

Review the work, release payment, and leave feedback to Muneeb.