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Skills

  • CRM
  • CRM Data Entry
  • Data Entry
  • Data Management
  • Operations Management
  • Policy Development
  • Remoting

Services

  • COI & Accord 25 Support

    $7/hr Starting at $200 Ongoing

    Dedicated Resource

    I provide comprehensive COI (Certificate of Insurance) and Accord 25 support, handling insurance policy documentation, endorsements, renewals, and CRM data entry for US-based insurance agencies. With...

    CRMCRM Data EntryData EntryData ManagementOperations Management

About

Accurate Insurance Documentation & COI Processing | Remote Support

I am a highly organized and detail-oriented Insurance Back-Office Specialist with experience in handling COI (Certificate of Insurance), Accord 25 forms, policy servicing, and CRM management. I provide accurate and timely support to US-based insurance agencies, ensuring smooth operations and satisfied clients. With strong English communication skills and remote work experience, I can efficiently manage policy documentation, endorsements, renewals, and client follow-ups. I am committed to delivering high-quality work on time and helping your insurance business run seamlessly. Services I Offer: COI / Accord 25 preparation Policy endorsements & renewals Insurance CRM & data entry Email & client communication Back-office support for US insurance agencies

Work Terms

Work Type: Remote US-based insurance back-office support including COI / Accord 25 forms, policy servicing, and CRM data entry. Availability / Hours: Flexible schedule with availability to overlap US business hours as required. Can work full-time or part-time depending on project needs. Communication: I provide regular updates via Email, Zoom, Skype, or WhatsApp. I am responsive and maintain professional communication throughout the project. Payment Terms: Hourly rate or fixed milestone as agreed. All payments via Guru SafePay (escrow). Payment released upon task completion or milestone approval. Revisions / Edits: Minor revisions are included. Major changes will be discussed and agreed upon before additional work. Confidentiality: All client information and insurance data are strictly confidential and will not be shared outside the scope of work. Contract / Cancellation: Either party may cancel the contract with prior notice. Payments for completed work will always be honored.