Insurance Management Back-Office Assistant

Budget: $30 - $250 / ⭐ (0)

Automation, CRM, Data Entry, Excel, Google Sheets, Invoicing, PHP, Slack, Word, Zapier

I need day-to-day help keeping our brokerage’s insurance files perfectly organised and compliant. Your core focus will be insurance management, specifically: • Policy tracking – enter new policies, record renewals, flag upcoming expirations and endorsements... (Budget: $30 - $250 USD, Jobs: Automation, CRM, Data Entry, Excel, Google Sheets, Invoicing, PHP, Slack, Word, Zapier)

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