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Stephanie E.

Stephanie E.

Insurance VA | Insurance Operations | Renewals | Processor

Need a 𝙧𝙚𝙡𝙞𝙖𝙗𝙡𝙚 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙑𝘼 who can keep your agency running smoothly? 📂✨ 🔥🧑‍💻 Insurance Support Pro — accurate, organized, and dependable under pressure 📞🤝 Client, Lender & Carrier Follow-Up Expert — keeping requests moving without delays 🕒🔒Time-Sensitive Task Specialist — helping agencies stay on top of deadlines and servicing needs 💡 I help insurance agents, brokers, lenders, and agency owners stay organized, compliant, and on track by handling time-sensitive policy servicing, client requests, renewals, lender updates, and back-office operations with speed and accuracy. 🏆 5 years of experience supporting personal lines insurance for US-based clients and teams. ✅ Why clients trust me with their insurance operations: 👇👇👇 💪 Insurance Operations Secret Weapon — the “go-to” support for busy agencies, brokers, and mortgage-related insurance teams! 💼 🚀 𝙋𝙤𝙡𝙞𝙘𝙮 𝙎𝙚𝙧𝙫𝙞𝙘𝙞𝙣𝙜 & 𝘽𝙖𝙘𝙠-𝙊𝙛𝙛𝙞𝙘𝙚 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 I handle day-to-day insurance support tasks that keep your agency efficient, responsive, and organized behind the scenes. 🚀 𝙍𝙚𝙣𝙚𝙬𝙖𝙡𝙨, 𝙀𝙣𝙙𝙤𝙧𝙨𝙚𝙢𝙚𝙣𝙩𝙨 & 𝙋𝙤𝙡𝙞𝙘𝙮 𝘾𝙝𝙖𝙣𝙜𝙚𝙨 🚀 👉 From renewals to policy updates, cancellations, reinstatements, and mortgagee changes, I help keep everything accurate, timely, and on track. 🚀 𝙇𝙚𝙣𝙙𝙚𝙧, 𝘾𝙖𝙧𝙧𝙞𝙚𝙧 & 𝘾𝙡𝙞𝙚𝙣𝙩 𝘾𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣 🚀 👉 I manage follow-ups, inbound requests, email communication, lender calls, and carrier coordination, so nothing slips through the cracks. 🚀 𝘿𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝘿𝙖𝙩𝙖 𝙀𝙣𝙩𝙧𝙮 & 𝘼𝙙𝙢𝙞𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 I keep records clean, documents organized, systems updated, and servicing requests properly tracked from start to finish. 🚀 𝙋𝙚𝙧𝙨𝙤𝙣𝙖𝙡 𝙇𝙞𝙣𝙚𝙨 𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 Experienced in supporting: Home Auto Life Health Flood 🚀 𝙏𝙤𝙤𝙡𝙨 & 𝙋𝙡𝙖𝙩𝙛𝙤𝙧𝙢𝙨 𝙄 𝙐𝙨𝙚 🚀 👉 HawkSoft, QuoteRush, EZLynx, Microsoft 365, Outlook, Excel, Word, Formstack, 8x8 Work VoIP, Lightspeed Voice, GoHighLevel, Google Workspace, Google Sheets, Adobe Acrobat, DocuSign, Zoom, Slack, Trello, carrier portals, and more. 🚀 𝙍𝙚𝙨𝙪𝙡𝙩𝙨-𝘿𝙧𝙞𝙫𝙚𝙣 𝙎𝙪𝙥𝙥𝙤𝙧𝙩 🚀 👉 Here’s the kind of value I bring to the table: ► Handled 50+ client requests per week ► Helped reduce turnaround times ► Kept renewals organized and on schedule ► Supported multiple agents at once ► Improved response times through consistent follow-up and accurate processing 𝙄𝙣 𝙨𝙝𝙤𝙧𝙩: I’m your Insurance Agency VA for the tasks that need to be done right and on time—proactive, detail-oriented, efficient, and committed to helping your agency run smoothly. If you need dependable insurance support behind the scenes, let’s connect. 💬 Ready to make your agency more organized, responsive, and efficient? 𝙅𝙪𝙨𝙩 𝙨𝙚𝙣𝙙 𝙢𝙚 𝙖 𝙢𝙚𝙨𝙨𝙖𝙜𝙚 𝙖𝙣𝙙 𝙡𝙚𝙩’𝙨 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙. 🚀

🇵🇭Davao, Philippines$10/hr100% JSS1.00 (1)Since Jan 2020

Earnings and projects

MRR
$535

Last 6 months ÷ 4.7 months active (since Jun 2026)

World#75,154 / 412k
🇵🇭Country#14,825 / 56.3k
Revenue, last 30 days
$672

Last 6 months: $2.5k

World#54,892 / 412k
🇵🇭Country#11,908 / 56.3k
Total earnings
$2.6k

Billed in all: $2.7k

World#312,051 / 412k
🇵🇭Country#46,614 / 56.3k
Per project
$1.3k

$1.3k in the last 6 months

World#105,786 / 412k
🇵🇭Country#20,286 / 56.3k
Projects, last 6 months
2
0% fixed100% hourly
World#88,918 / 412k
🇵🇭Country#8,168 / 56.3k
Projects in all
2
0% fixed100% hourly
World#328,886 / 412k
🇵🇭Country#36,738 / 56.3k

Earnings, last 30 days

$2.7k+$672 earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$2.0k$2.5k$3.0kOct 8Oct 23Nov 7

Skill rankings: Top 17% in Mortgage Agreement

Ranked by MRR among everyone on Upwork with the skill.

  1. #8Mortgage Agreement47 freelancers · 🇵🇭 #6Top 17%
  2. #9Formstack49 freelancers · 🇵🇭 #2Top 18%
  3. #11Lightspeed Retail41 freelancers · 🇵🇭 #7Top 27%
  4. #34Insurance Document Production83 freelancers · 🇵🇭 #23Top 41%
  5. #42Life Insurance139 freelancers · 🇵🇭 #22Top 30%
  6. #50Vehicle Insurance144 freelancers · 🇵🇭 #36Top 35%
  7. #51Property Insurance186 freelancers · 🇵🇭 #32Top 27%
  8. #64Insurance Agency Operations166 freelancers · 🇵🇭 #34Top 39%