Shahjahan A.
P&C Insurance Operations Specialist | CRM Automation & VA
I work as a P&C Insurance Operations Specialist supporting U.S. insurance agencies with daily operations and CRM management. I have hands-on experience handling the complete policy lifecycle, including new business, renewals, endorsements, rewrites, cancellations, billing support, and issuing certificates of insurance. I currently work with InsuredMine CRM, where I manage workflows, set up automations, and provide client training. I also have experience using Zapier, preparing reports, and working extensively with Excel, backed by an Advanced Excel certification. I’ve completed courses in Personal Productivity, Time Management and Prioritization, and Active Listening: Enhancing Communication Skills, which help me stay organized, communicate clearly, and deliver reliable support to clients.
Earnings and projects
Last 6 months ÷ 4.7 months active (since Jun 2026)
Last 6 months: $8.6k
Billed in all: $9,251$9.3k
$4.3k in the last 6 months
Across 3 contracts
Across 3 contracts
Earnings, last 30 days
Skill rankings: Top 4% in Data Entry
Ranked by MRR among everyone on Upwork with the skill.
- #12Liability Insurance86 freelancers · 🇮🇳 #1Top 14%🇮🇳#1 of 11
- #20Insurance Agency Operations166 freelancers · 🇮🇳 #4Top 12%🇮🇳#4 of 16
- #25Insurance Policy Analysis232 freelancers · 🇮🇳 #1Top 11%🇮🇳#1 of 15
- #82Quality Control1,307 freelancers · 🇮🇳 #6Top 6%🇮🇳#6 of 71
- #117Data Annotation2,301 freelancers · 🇮🇳 #16Top 5%🇮🇳#16 of 184
- #143Training & Development1,511 freelancers · 🇮🇳 #6Top 9%🇮🇳#6 of 56
- #222Email Management4,968 freelancers · 🇮🇳 #2Top 4%🇮🇳#2 of 73
- #235Client Management2,926 freelancers · 🇮🇳 #10Top 8%🇮🇳#10 of 137