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.