Go High Level Expert | CSR - Insurance | Project Manager

Overview

Looking for full-time work (9 hours/day)

at $16.55/hour ($3,600.00/month)

Bachelors degree

Last Active

July 9th, 2026 (8 days ago)

Member Since

September 28th, 2023

Profile Description

• CRM Expert - Go High Level and Follow Up Boss

-
Automation, and Workflow optimization.

- Building and managing pipelines, set up email and SMS marketing campaigns

- Integrations to improve operations and client engagement

• Project Manager Expert

- Scheduling project meetings

- Sending meeting invitations and updating schedules when priorities change

- Blocking time for important project activities

- Sending reminders for critical meetings and deliverables

• Customer Service Representative - Commercial Insurance

- Assist clients with policy inquiries, coverage explanations, billing questions, and account updates.

- Process policy changes, endorsements, renewals, cancellations, and reinstatements accurately and efficiently.

- Review insurance documents for accuracy and ensure client information is up to date.

- Coordinate with insurance carriers, underwriters, and brokers to resolve policy and coverage issues.

- Prepare certificates of insurance (COIs), evidence of insurance, and other policy-related documentation.

- Monitor policy expiration dates and proactively contact clients regarding renewals.

- Handle customer requests via phone, email, and online platforms while maintaining excellent service standards.

- Respond to client concerns and complaints, providing timely resolutions or escalating complex issues when necessary.

- Build and maintain strong relationships with clients by delivering exceptional customer service and follow-up.

If you're looking for someone reliable, detail-oriented, and capable of handling multiple aspects of your business, I’m here to help you stay organized, efficient, and ahead of your goals.