You will get Insurance Policy Review & Documentation Support (US & EU)
Project details
I provide professional insurance policy review and documentation support for insurance agencies, brokers, insurtech startups, and businesses that need accurate and reliable insurance back-office assistance.
This service is ideal if you need a second set of expert eyes to review insurance documents and ensure everything is accurate, complete, and compliant.
What’s included:
• Review of insurance policies and endorsements
• Verification of coverage details, limits, deductibles, and dates
• Certificates of Insurance (COI) review and validation
• Identification of missing or inconsistent information
• Clear summary report with findings and recommendations
Best for:
• Insurance agencies & brokers
• Insurtech startups
• Small & mid-sized businesses
• Back-office insurance teams
I work with a strong understanding of US & EU insurance processes, ensuring structured, detail-oriented, and professional results.
This service is ideal if you need a second set of expert eyes to review insurance documents and ensure everything is accurate, complete, and compliant.
What’s included:
• Review of insurance policies and endorsements
• Verification of coverage details, limits, deductibles, and dates
• Certificates of Insurance (COI) review and validation
• Identification of missing or inconsistent information
• Clear summary report with findings and recommendations
Best for:
• Insurance agencies & brokers
• Insurtech startups
• Small & mid-sized businesses
• Back-office insurance teams
I work with a strong understanding of US & EU insurance processes, ensuring structured, detail-oriented, and professional results.
What's included $150
These options are included with the project scope.
$150
- Delivery Time 3 days
- Number of Revisions 0
About Petar
Insurance Specialist | Policy Analysis & Insurance Operations Support
Bitola, North Macedonia - 2:00 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.
Initial Review & Confirmation
I review all provided information, confirm the scope, and clarify any open questions.
Document & Data Analysis
I carefully analyze insurance documents, financial data, or administrative records for accuracy and compliance.