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I’m expanding our transportation insurance desk and need a seasoned specialist who already understands the moving parts of a trucking portfolio. Day to day you’ll take full ownership of three core functions: processing new and ongoing claims, keeping every policy touch-point current, and recording the related accounting entries so our books match the carrier statements down to the penny. Because our agency runs on Vertafore, you must be comfortable navigating that platform for submissions, endorsements, loss runs, and financial reconciliations. If you can show previous results inside Vertafore—whether through screenshots, reports, or references—that will fast-track your application. Familiarity with additional systems is welcome, but Vertafore fluency is non-negotiable. The role is fully remote yet limited to professionals based in the United States so you can work comfortably with domestic carrier guidelines, DOT requirements, and time zones. Expect steady weekly volume, a collaborative Slack channel for quick questions, and clear procedures for authority levels and escalation. If you’ve already juggled claims, policies, and accounting for trucking fleets and can jump straight into Vertafore without hand-holding, I’d love to hear how you can streamline our workflow.
Project ID: 40658179
15 proposals
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Active 6 days ago
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15 freelancers are bidding on average $412 USD for this job

I'd love to work on your project. I can deliver a clean, high-quality solution with fast communication and on-time delivery. Let's discuss the details!
$500 USD in 7 days
8.5
8.5

Hi, I understand the need for precision in managing your transportation insurance desk, especially in processing claims, updating policies, and ensuring that accounting entries align with carrier statements. As a Chartered Accountant (ACCA) with 7 years of experience in accounting and a solid grasp of Vertafore for submissions and reconciliations, I can efficiently manage these core functions. I have a proven track record of delivering reliable results using Vertafore, which will facilitate a smooth transition and prompt handling of all tasks. I am committed to meeting deadlines and maintaining clear communication through your preferred channels, including Slack. I look forward to streamlining your workflow and contributing to your team. Could you share any specific pain points you currently face with your processes?
$500 USD in 7 days
5.3
5.3

With extensive experience managing claims, policies, and accounting for trucking fleets, I understand the critical need for efficiency and accuracy in processing insurance desk tasks. I have successfully navigated Vertafore for submissions and financial reconciliations, ensuring precise matching with carrier statements. Could you share more about the specific volume and complexity of claims to handle daily, to help me gauge the level of expertise required? Thank you. Regards, CA. Swati Jain, CPA
$300 USD in 5 days
4.6
4.6

Hello, I’m interested in the Transportation Insurance Specialist position. I have experience with claims processing, policy administration, data management, reconciliations, and insurance-related administrative workflows, and I’m comfortable handling detailed records where accuracy is critical. I understand the importance of keeping claims, policy information, endorsements, loss runs, and accounting records properly updated and ensuring financial entries reconcile with carrier statements. I’m also comfortable learning and navigating specialized insurance platforms and following established procedures for documentation, authority levels, and escalation. I’m highly detail-oriented and organized, particularly when managing multiple files and deadlines simultaneously. I can communicate effectively through Slack and work independently in a remote environment while maintaining consistent weekly output. I’m happy to provide relevant examples of my previous insurance/claims work and discuss how my experience could transfer to your Vertafore workflow. Thank you for considering my application.
$399 USD in 30 days
3.6
3.6

Hi My name is Param Ramanan form Rockfort Global based out of Adelaide. Our team has experience supporting insurance operations involving policy administration, claims processing, endorsements, reconciliations, and accounting entries. We understand the importance of maintaining accurate policy records, matching carrier statements, and ensuring every financial transaction is properly recorded. We can work collaboratively with your team, follow established procedures, maintain clear documentation, and escalate exceptions promptly. Our approach focuses on accuracy, compliance, and efficient processing across steady weekly volumes. We are also comfortable working with insurance management platforms and can adapt quickly to Vertafore workflows, including submissions, endorsements, loss runs, and reconciliations. We would be happy to discuss our relevant experience and workflow during an interview. Please google the name of our company or my name for more information. I request you to please connect with on the freelancer chat so we can discuss your needs further. Kind Regards Param Ramanan
$500 USD in 4 days
1.5
1.5

Hi there! I can start immediately. Accurate reconciliation between carrier statements and policy accounting is critical to maintaining financial integrity in trucking insurance portfolios. I’ll build a streamlined process within Vertafore to manage claims, endorsements, and accounting entries with clear documentation and consistent updates for reliable record keeping. I’ve worked with Vertafore, Excel, Slack, and insurance claims processing systems relevant to transportation portfolios. Looking forward to discussing with you. Best regards, Oleksandr
$250 USD in 7 days
0.0
0.0

Hello there! Are you currently using Vertafore AMS360, Sagitta, or another Vertafore platform, and which part of the trucking insurance workflow is creating the most administrative pressure for your team? I can take ownership of the day-to-day insurance administration across trucking portfolios by maintaining accurate claims records, keeping policy transactions and endorsements current, and reconciling the related accounting entries against carrier statements so your records remain accurate and up to date. My approach will be process-driven and detail-focused, with each claim, policy change, loss run, submission, financial transaction, and reconciliation handled systematically according to your established procedures, authority levels, and escalation requirements. I’ll work within your Vertafore environment to maintain clean documentation and consistent records, identify discrepancies before they become larger accounting or servicing issues, and establish a reliable workflow for recurring weekly volume while communicating efficiently through your Slack channel. I’m also comfortable working with U.S. insurance workflows and coordinating information across carriers, insureds, and internal teams, with particular attention to the documentation and accuracy required for commercial trucking accounts. Best regards, Damien Bartlett.
$250 USD in 7 days
0.0
0.0

THIS IS A GREAT MATCH. I have just handled a similar trucking insurance portfolio using Vertafore, navigating claims and accounting with ease. You need a specialist who keeps policies updated while ensuring accurate financial records. I noticed the importance of timely communication and precise accounting entries, which are often overlooked. The process will be straightforward and clear, allowing you to focus on growth without the usual headaches. REACH OUT, LET'S SEE IF WE ARE A GOOD FIT. ? Regards, Stefan.
$400 USD in 14 days
0.0
0.0

I recently helped a transportation agency optimize their insurance processes, leading to faster claim resolutions and improved accuracy. I can help streamline your workflow by ensuring your claims and policies are managed efficiently and accurately. Let's set up a free consultation to discuss how we can get started quickly. I understand the importance of keeping policy touch-points current and ensuring financial records align perfectly. With extensive experience in Vertafore, I can begin immediately and provide a detailed action plan to enhance your operations. What specific outcomes are you hoping to achieve with this role? Regards, quinlannh.
$400 USD in 7 days
0.0
0.0

Fresno, United States
Member since Jul 28, 2026
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