You will get Insurance & Financial Back-Office Support (Monthly / Part-Time)
Project details
I provide reliable, accurate, and compliant insurance and financial back-office support for insurance agencies, brokers, and insurtech startups.
This service is perfect for clients who need ongoing part-time support for insurance operations, documentation management, financial reporting, and compliance.
My services include:
• Insurance policy review and verification (policies, endorsements, COIs)
• Financial and accounting support (bookkeeping-ready data, reconciliations, reports)
• Compliance documentation review and process support
• Data validation and internal control checks
• General back-office administrative support for insurance operations
With a degree in Accounting & Auditing and hands-on experience in insurance operations, I ensure your business stays accurate, compliant, and organized.
This service is perfect for clients who need ongoing part-time support for insurance operations, documentation management, financial reporting, and compliance.
My services include:
• Insurance policy review and verification (policies, endorsements, COIs)
• Financial and accounting support (bookkeeping-ready data, reconciliations, reports)
• Compliance documentation review and process support
• Data validation and internal control checks
• General back-office administrative support for insurance operations
With a degree in Accounting & Auditing and hands-on experience in insurance operations, I ensure your business stays accurate, compliant, and organized.
What's included $400
These options are included with the project scope.
$400
- Delivery Time 30 days
- Number of Revisions 0
About Petar
Insurance Specialist | Policy Analysis & Insurance Operations Support
Bitola, North Macedonia - 1:39 am local time
I help insurance agencies, brokers, insurtech startups, and financial services companies with accurate, reliable, and compliant back-office support so they can focus on growth and client relationships.
✅ What I help clients with:
• Insurance documentation review (Policies, Endorsements, Certificates of Insurance – COI)
• Insurance operations and administrative support
• Financial and accounting support (bookkeeping-ready data, reconciliations, and structured reports)
• Financial analysis and structured reporting
• Compliance-oriented documentation and process support
• Data validation, financial accuracy, and internal controls
🎓 Education & Financial Expertise:
• I hold a degree in Economics (Accounting & Auditing) with formal academic training in:
• Accounting & Financial Accounting
• Auditing & International Accounting Standards (IFRS)
• Financial Markets & Institutions
• Financial Management & Financial Theory
• International Finance
• Financial & Actuarial Mathematics
This combination allows me to understand both the numbers and the regulatory/business logic behind them, which is critical in insurance and financial services.
🌍 Why international clients choose me:
• Strong understanding of US & EU insurance and financial processes
• Detail-oriented, compliance-aware, and structured
• Clear communication and professional documentation
• Cost-effective compared to local hires, while maintaining professional quality standards
I am open to long-term remote collaboration, part-time roles, and fixed-price projects with professional clients who value accuracy, reliability, and domain expertise.
Steps for completing your project
After purchasing the project, send requirements so Petar can start the project.
Delivery time starts when Petar receives requirements from you.
Petar works on your project following the steps below.
Revisions may occur after the delivery date.
• Receive documents and instructions from the client
• Review and verify insurance policies, endorsements, and financial data