Eduardo D.
Virtual Assistant | Compliance, Documentation & Admin Support
I help insurance agencies and financial companies keep their documents accurate, compliant, and on time. I currently work as an Insurance Desk Agent at Lendai, a financial institution, where I handle policy documentation, verify client information, and follow strict regulatory processes every day. Before that, I worked as an Insurance Compliance Agent, reviewing documents and making sure everything met requirements without errors. This experience taught me to be careful with details, follow procedures, and handle sensitive information in a professional way. How I can help you: Insurance document review and verification Compliance checks and regulatory documentation Policy and client file management Data entry and CRM updates Email, calendar, and general admin support I’m reliable, organized, and I communicate clearly. If you need someone who gets the details right the first time.
Earnings and projects
Last 6 months ÷ 3.5 months active (since Jul 2026)
Last 6 months: $3.9k
Billed in all: $3,977$4k
$2k in the last 6 months
Across 2 contracts
Earnings, last 30 days
Skill rankings: Top 10% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
- #47Insurance Policy Analysis232 freelancers · 🇸🇻 #1Top 20%🇸🇻#1 of 2
- #130Document Review937 freelancers · 🇸🇻 #1Top 14%🇸🇻#1 of 5
- #226Insurance Verification1,134 freelancers · 🇸🇻 #3Top 20%🇸🇻#3 of 6
- #595Email Management4,968 freelancers · 🇸🇻 #5Top 12%🇸🇻#5 of 15
- #3,388Microsoft Excel32,523 freelancers · 🇸🇻 #24Top 10%🇸🇻#24 of 120
- #3,649Administrative Support27,851 freelancers · 🇸🇻 #21Top 13%🇸🇻#21 of 115
- #5,671Data Entry53,630 freelancers · 🇸🇻 #38Top 11%🇸🇻#38 of 178
- #5,710Customer Service37,167 freelancers · 🇸🇻 #70Top 15%🇸🇻#70 of 311