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My book of property-insurance business has expanded faster than I can personally nurture every policyholder, so I need a representative who can step in and manage those client relationships day-to-day. You will become the primary touchpoint for homeowners, landlords and building owners once their policies are active, keeping satisfaction high and retention strong. Your focus will be client relationship management only—no sales quotas or claims handling—so expect to: • Answer coverage questions promptly by phone, email or chat • Proactively schedule renewal reviews and spotlight potential coverage gaps • Record every interaction inside our cloud-based CRM so I can see real-time status • Escalate complex underwriting or claims matters back to me when they arise Deliverables each week: 1. Process any follow-ups required. 2. CRM notes that are clear enough for any team member to pick up the thread. Success for me looks like clients feeling heard within 24 hours, clean documentation in the system, and renewal retention above 90 %. If you have prior experience managing property insurance portfolios and can communicate confidently with both individuals and commercial property owners, let’s talk.
Project ID: 40621598
13 proposals
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Active 6 days ago
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Experienced Customer Service Representative with strong communication skills, committed to providing excellent support and delivering outstanding service to Farmers Insurance clients.
$5 USD in 40 days
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13 freelancers are bidding on average $5 USD/hour for this job

Computer Engineer and Project Management Specialist with extensive experience as a Virtual Assistant, focusing on administrative support, calendar management, and health insurance sales. I excel in customer loyalty and technical troubleshooting, leveraging tools like CRM, SAP, and Google Workspace to optimize remote operations. My background includes international telemarketing and IT consulting, where I mastered cold calling and multi-channel communication via Slack and WhatsApp. I am a bilingual professional (Spanish/English) with a proven ability to lead technical teams and provide academic consultancy in database systems. Driven by results, I combine high-level multitasking with expert negotiation skills to meet deadlines and exceed organizational goals
$6 USD in 40 days
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Hello, I understand that you are looking for a bilingual (Spanish-English) Insurance Client Liaison to manage client relationships for your expanding property-insurance business. My expertise in CRM, Customer Service, and Phone Support will allow me to effectively handle client communication and ensure high satisfaction and retention rates. I will promptly address coverage questions via phone, email, or chat, proactively schedule renewal reviews, and document all interactions in your cloud-based CRM system for real-time visibility. I will escalate any complex underwriting or claims issues to you as needed, ensuring smooth client management. My commitment to delivering clear CRM notes and timely follow-ups aligns with your weekly deliverables. I am available during United States timezone hours to cater to your client base effectively. Do you have specific CRM software preferences or protocols in place for managing client interactions? Best regards, Saddam
$5 USD in 40 days
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Having spent over a decade in customer service, I bring a level of dedication and attention to detail that is suitable for your project. I understand the significance of maintaining client satisfaction, especially in the intricate realm of property insurance. My vast experience across various sectors like logistics, technical support, telecommunications, and billing has granted me unmatched communication skills. In previous positions, I have always demonstrated a knack for delivering CRM notes that are crystal clear and easy to pick up. This makes it simpler for teammates to step in if necessary and ensures important client information is never lost. My diligent commitment to documentation will undeniably meet your requirement for clean records on your cloud-based CRM platform. With my strong language proficiency in Spanish and English (and having handled numerous bilingual client accounts successfully), I can cater to a wider spectrum or workload. And most importantly, I am committed to maintaining a steady renewal retention rate above 90% while ensuring every client feels heard within 24 hours. May we discuss further how our skills align and how I could add value to your team?
$5 USD in 40 days
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Hi there, I read your job post and understand your main challenge: your property insurance business is expanding quickly, and you need a reliable, part-time client liaison to nurture policyholders, maintain clean CRM records, and keep renewal retention above 90%. Since your focus is strictly relationship management with no sales quotas or claims processing, I can fully dedicate my part-time hours to delivering high-touch support to your homeowners, landlords, and commercial property owners. Here is how I will support your operations: 24-hour response standard: Promptly address coverage questions via phone, email, or chat so clients always feel heard. Proactive renewal reviews: Reach out before policy renewals to highlight coverage gaps and drive account retention. Clean CRM documentation: Maintain real-time notes and complete weekly follow-ups so any team member can easily pick up the thread. Smooth escalations: Efficiently gather details on complex underwriting or claims issues before handing them off to you. I am available for 15–20 hours per week and can align my schedule with your peak communication hours. Let’s connect for a quick chat to discuss how I can take day-to-day policyholder care off your plate! Best regards, Olorunfemi
$7 USD in 40 days
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Are you looking for a dependable client relationship manager who can keep your policyholders informed, supported, and loyal while you focus on growing your insurance business? I am a Journalism and Mass Communication graduate with experience in customer support, CRM management, lead generation, and professional client communication. I excel at building long-term relationships by responding promptly to client inquiries via phone, email, and chat, scheduling renewal reviews, identifying potential coverage gaps, and maintaining accurate, detailed CRM records. I understand the importance of clear communication, timely follow-ups, and knowing when to escalate underwriting or claims-related matters to the appropriate person. My strong organizational skills, attention to detail, and customer-first approach will help ensure every client feels valued within 24 hours while supporting your goal of maintaining high retention rates. I am available to work consistently, adapt quickly to your CRM and processes, and become a reliable extension of your team.
$4 USD in 40 days
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Hello, I am Mohammed From Tampa, FL. I understand the critical importance of client relationship management in your growing property insurance business. With experience directly supporting homeowners and commercial property owners, I excel at ensuring high satisfaction and retention rates. I can promptly answer coverage questions through various channels, keeping your clients informed and engaged. My familiarity with CRM systems allows me to log every interaction clearly, making it easy for your team to stay updated. I’m diligent about scheduling renewal reviews and identifying potential coverage gaps, ensuring that clients feel valued and prioritized. My strong communication skills empower me to handle clients with confidence, escalating complex matters when necessary without any delay. I am committed to helping you achieve above 90% renewal retention and maintaining clean documentation in your system. Let’s maximize client satisfaction together. Thank you.
$5 USD in 40 days
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I match your exact need for an active, empathetic primary touchpoint who ensures clients feel heard within 24 hours, driving your renewal retention above 90%.
$5 USD in 40 days
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I am interested in your Insurance Client Liaison position. I have experience in finance and administrative support, and I am comfortable handling data, documentation, email communication, and client coordination. I am a quick learner, organized, and committed to providing professional service with accuracy and timely communication. I am available to start immediately and would appreciate the opportunity to contribute to your team. Thank you for considering my application.
$5 USD in 40 days
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INTRO We recently helped a property insurance firm enhance their client relationships, leading to improved satisfaction and retention rates. I can assist you in managing your growing book of property-insurance business, ensuring your clients feel valued and well-informed. MIDDLE I understand your need for a representative who can answer coverage questions promptly and maintain clean documentation in your CRM. This focus on clear communication and proactive relationship management is crucial for high client satisfaction. We offer expertise in client relationship management, with a strong emphasis on user-friendly processes. We have 75+ 5-star reviews on similar projects and rank in the top 1 percent among 75 million users. OUTRO I'm eager to help you achieve your goals and ensure your clients feel heard and valued. Regards, MORNE.
$2 USD in 7 days
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My name is TOYEEB OLAWALE, a Virtual Assistant with vast experience in managing client relationships and using CRM systems effectively. Your project seeks someone to be the primary touchpoint for your clients; that is precisely what I have been doing for years! I understand and appreciate the value of maintaining strong contact with clients, and it is a responsibility I do not take lightly. My previous experience in property-insurance allows me to empathize with homeowners, landlords, and building owners - an invaluable skill when dealing with people's investments. From answering coverage-related questions promptly to proactively scheduling renewal reviews, I have a profound understanding of the line of communication needed to keep clients happy. My focus on providing clean documentation also aligns with your vision of having clear records with every interaction. Lastly, my technical skills in AppScript automation and working with ERP/CRM systems like yours ensure that not only do I preserve comprehensive records within your cloud-based CRM but I also process tasks efficiently. If you're looking for someone who shares your goal of exceeding customer expectations while seamlessly managing insurance client portfolios, look no further. Together, we can strengthen existing relationships and cultivate new ones, thus increasing retention rates and bolstering business growth.
$3 USD in 40 days
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Norwalk, United States
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