Ramisha I.
US Insurance Agency Specialist
I help US insurance agencies stay organized, responsive, and profitable by handling day-to-day servicing, agency operations, and bookkeeping tasks. Over the past 5 years, I've worked directly with US insurance agencies supporting policy servicing, endorsements, renewals, certificates of insurance, client communications, agency bookkeeping, and administrative operations. I understand that agency owners need someone who can work independently, communicate professionally with clients, and keep things moving without constant supervision. My experience includes: • Policy servicing and endorsements • Certificates of Insurance (COIs) • Renewals and account management support • Client follow-ups and email management • Applied Epic, EZLynx, and Momentum AMS • QuickBooks bookkeeping and financial tracking • Insurance document processing and organization • Administrative support for agency operations I have a Bachelor's degree in Accounting & Finance from LUMS and combine strong financial knowledge with hands-on insurance experience. If you're looking for a reliable team member who understands how US insurance agencies operate, I'd be happy to discuss how I can support your business.
Earnings and projects
Last 6 months ÷ 4.1 months active (since Jul 2026)
Last 6 months: $6.7k
Billed in all: $7,480$7.5k
$6.7k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 7% in Finance & Accounting
Ranked by MRR among everyone on Upwork with the skill.
- #17Insurance & Risk Management150 freelancers · 🇵🇰 #4Top 11%🇵🇰#4 of 22
- #23Insurance Agency Operations166 freelancers · 🇵🇰 #3Top 14%🇵🇰#3 of 20
- #115Finance & Accounting1,535 freelancers · 🇵🇰 #16Top 7%🇵🇰#16 of 229
- #487QuickBooks Online4,703 freelancers · 🇵🇰 #116Top 10%🇵🇰#116 of 1,091
- #519Intuit QuickBooks5,208 freelancers · 🇵🇰 #118Top 10%🇵🇰#118 of 1,053
- #835Bookkeeping9,317 freelancers · 🇵🇰 #162Top 9%🇵🇰#162 of 1,634