Insurance Management Back-Office Assistant

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)