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USA commercial trucking insurance operation and I need a full-time professional who can look after day-to-day management while keeping an eye on the bigger picture. Your focus will span three core pillars: 1. Claims Administration • Claim processing and settlement from first notice through final payment • Fraud investigation, documenting findings and escalating when warranted • Negotiating and mediating disputed claims to achieve fair outcomes 2. Team & Task Oversight You will coordinate workloads, set daily priorities, and ensure each file moves on schedule. Although I did not tick specific HR items, expect to guide staff performance informally and mentor newer adjusters as you keep the queue flowing. 3. Insurance Accounting • Accounts payable and receivable: allocate premiums, chase aged debt, and reconcile carrier statements • Financial reporting: produce monthly P&L snapshots and loss-ratio metrics the brokerage can act upon • Budgeting and forecasting: help model revenue, commission, and expected loss development so we can plan headcount and cash flow confidently I rely on standard market tools—Excel/Google Sheets, carrier portals, and typical accounting packages—so you should move comfortably between them and be willing to suggest process improvements. Success for this role means files are closed promptly, loss ratios stay visible, ledgers balance to the cent, and the team feels supported rather than swamped. If that sounds like a challenge you can own, tell me about the claims systems, accounting suites, or investigative methods that make you effective, and let’s talk.
Project ID: 40651572
24 proposals
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Active 6 hours ago
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24 freelancers are bidding on average $416 USD for this job

With my extensive background in accounting and finance, including experience in budgeting, forecasting, and financial reporting, I am confident in my ability to tackle the multi-faceted tasks of a Commercial Insurance Operations Manager. I can seamlessly navigate through the claims processes while leveraging effective accounting suites to allocate premiums, reconcile carrier statements, and produce monthly P&L snapshots of high quality. My attention to detail ensures all records are accurate and compliant and that your ledgers will balance down to the cent. Moreover, my interpersonal skills have allowed me to effectively lead teams and mentor others - an asset I pledge to bring to this position. My approach is focused on not just meeting targets but supporting my team. Your staff would never feel swamped under my guidance as I thoughtfully coordinate workloads, set daily priorities, and ensure files are closed promptly. Finally, my Excel proficiency allows me to process claims, analyze data efficiently including calculating precise loss ratios on any insurance portion you want. I am a dedicated professional who values client satisfaction and thrives when challenges like yours arise. By choosing me for this role, you'll be assured of proactivity in finding better ways to do things and dependable support for your day-to-day operations, as well as future planning regarding revenue modeling and expected loss development.
$750 USD in 7 days
9.0
9.0

Hello, I am a full‑time commercial trucking insurance professional with experience in claims administration (processing, fraud investigation, negotiation), team coordination, and insurance accounting (A/P, A/R, reconciliations, P&L reporting, budgeting). I am comfortable with Excel/Sheets, carrier portals, and accounting packages. I will ensure prompt claim closures, visible loss ratios, balanced ledgers, and a supported team. I can start immediately. Please share your claims systems and current processes. I am available full‑time. Thank you. Regards, Zafar
$250 USD in 1 day
6.2
6.2

With extensive experience in commercial insurance operations, I understand your need for a professional to manage day-to-day tasks while focusing on strategic growth. I have successfully handled claims administration and insurance accounting, utilizing Excel and carrier portals efficiently. My question for you is: How do you envision integrating new technologies to streamline processes and enhance efficiency within the team? Regards, CA. Swati Jain, CPA
$300 USD in 1 day
4.6
4.6

Drawing from my extensive experience in bookkeeping and accounting, I am well-equipped to excel in the role of Commercial Insurance Operations Manager for your USA trucking insurance operation. I offer a comprehensive range of services adept for the job, such as data entry, bank reconciliation, financial reporting, budgeting and forecasting, and dealing with accounts payable and receivable. As an efficiency enthusiast with a strong attention to detail, I appreciate the need for punctuality that exists in the insurance industry. My process-oriented approach ensures not only timely processing of claims but also precise accounting records that will facilitate effective decision making for your brokerage. Lastly, I have garnered a reputation for being a collaborative partner who tailors her services to meet the individual needs of clients. Given that each business requires a unique solution-based approach when it comes to finance management, this flexible nature allows me to provide services focused on meeting your specific needs as an organization. Confidentiality is one of my core values; rest assured that your important financial information would always remain secure with me. Allow me to simplify your financial journey while ensuring regulatory compliance, and let's start achieving your desired financial outlook together!
$450 USD in 7 days
4.6
4.6

Hi, Your operation needs someone who can keep the daily workload moving while maintaining tight control over financial records and team performance. My background combines customer operations, team leadership, and accounting support, which aligns well with those priorities. I have over 5 years of customer service experience, including 2 years as a Team Lead where I managed workloads, monitored performance, coached representatives, and handled escalated cases. I also have accounting experience covering accounts receivable, reconciliation, invoicing, and financial record management, supported by my bachelor’s degree in Accountancy. I'm proficient with Excel/Google Sheets and have worked with QuickBooks Online and Zoho Invoice for reconciliation, invoicing, and account tracking. While I haven't worked specifically with U.S. commercial trucking claims systems, I'm comfortable learning new platforms and following established claims procedures accurately. I can bring strong organisation, financial attention to detail, and hands-on team oversight to help keep files progressing, accounts reconciled, and priorities under control. I'm available full-time and would welcome the opportunity to discuss your current workflow. Thanks, Harold
$500 USD in 5 days
3.4
3.4

Hi, I can support your commercial trucking insurance operations by managing claims workflow, team/task tracking, insurance accounting, reporting, and process improvements. My approach will be to first review your current claims queue, carrier portals, accounting process, aged receivables, settlement workflow, reporting templates, and team responsibilities. Then I’ll organize daily priorities, track claim status, reconcile premiums/carrier statements, and prepare clear loss-ratio and P&L snapshots. I’m comfortable with claims administration support, trucking insurance operations, Excel/Google Sheets, accounting workflows, AP/AR tracking, carrier statement reconciliation, fraud red-flag documentation, disputed-claim tracking, budgeting, forecasting, and performance dashboards. Deliverables: * Claims file tracking * FNOL-to-closure status updates * Settlement/dispute documentation * Fraud red-flag notes * Daily task queue management * AP/AR tracking * Carrier statement reconciliation * Aged debt follow-up * Monthly P&L snapshots * Loss-ratio reporting * Budget/forecast support * Process improvement notes I’ll work within your compliance/licensed approval process, escalate sensitive claims when required, and focus on accurate records, balanced ledgers, faster file movement, and clear management visibility. Best regards Ankit
$250 USD in 4 days
3.0
3.0

I invite you to experience my imprint on your commercial trucking insurance operations. My expertise in international trade and supply chain management will be a game-changer for your business. With over two decades of navigating complex regulatory environments, I've developed a meticulous eye for detail that converges perfectly with your need for claims administration and financial reporting. My foreign language proficiency, particularly in German and Russian, ensures effective communication with an increasingly diverse client base. This extends to a specialist capacity like fraud investigation, which demands clear understanding and documentation. Additionally, my proven success in structuring cross-border payments translates brilliantly into accounts payable and receivable tasks. Moreover, the timeless skills of budgeting and forecasting have always rested firmly in my wheelhouse, guaranteeing your brokerage efficient cash flow planning and headcount management. I cherish continuous process improvements, making refining existing systems in Excel/Google Sheets or leveraging standard accounting packages like second nature to me. Successful team coordination is one of the hallmarks of my professional journey, and as your team & task overseer, I promise to maintain a delicate balance between mentorship and performance guidance without disruptive micromanagement.
$400 USD in 7 days
2.2
2.2

Hi, I can support your commercial trucking insurance operation with reliable day-to-day claims administration, team coordination, and insurance accounting. I’m comfortable working with Excel/Google Sheets, carrier portals, and accounting systems, and can help track claims, maintain accurate records, monitor receivables/payables, reconcile statements, and prepare clear financial and loss-ratio reports. I’m detail-oriented, organized, and proactive about improving workflows, keeping files moving, and ensuring financial data is accurate. I’m available full-time and ready to take ownership of the daily operations while keeping the bigger picture in focus. Best regards, Sadaf
$500 USD in 7 days
1.7
1.7

Hi there, I can support this operation end to end with a strong focus on claims flow, team coordination, and insurance accounting discipline. I’m comfortable managing first notice through settlement, documenting fraud concerns, mediating disputes, and keeping files moving on schedule. I also work well across AP/AR, carrier statement reconciliation, monthly P&L snapshots, and loss-ratio reporting, with a practical approach to forecasting revenue, commissions, and loss development. I’m fluent with Excel/Google Sheets and familiar with carrier portals and standard accounting systems, so I can move quickly while improving the process. My style is hands-on, organized, and proactive: keeping priorities clear, supporting adjusters, and making sure the ledger stays accurate while operations stay calm. Best, Panagiotis
$555 USD in 4 days
0.0
0.0

I bring extensive experience managing USA commercial trucking insurance operations, covering end-to-end claims administration, team workflow oversight, and specialized insurance accounting. My background includes handling complex loss settlements, managing carrier receivables and payables, and tracking critical loss-ratio and P&L metrics using standard industry portals and Excel. I focus on keeping files moving on schedule while balancing ledgers to the cent and supporting staff performance. Which specific carrier portals and accounting packages are currently integrated into your daily workflow?
$250 USD in 1 day
0.0
0.0

I am bidding on your third pillar only, and I want to be direct about why I am leaving out the first. Investigating, negotiating and settling claims is licensed adjuster work in most US states, and trucking claims usually cross several. An unlicensed contractor doing that exposes your brokerage, not just the contractor. Anyone bidding all three pillars from offshore is either licensed and should say so, or has not checked. What I can run is the insurance accounting, and that half is genuinely underserved. Premium allocation, AR chasing, carrier statement reconciliation, monthly P&L and loss-ratio reporting, and the forecasting that tells you whether you can afford the next adjuster. The number that usually gets computed wrong is loss ratio. Paid losses over earned premium flatters you badly in trucking, because claims develop for years. Incurred losses including case reserves and IBNR is the honest version, and it is the one a carrier will quote back at you at renewal. One more thing worth saying: you describe a full-time role, and this budget is not a full-time salary. If you want a full-time person, the number has to change. If you want the accounting run properly on a monthly cycle, this bid is honest for that. Which accounting package are you on, and roughly how many open claim files at any time? That tells me whether reserves are tracked anywhere usable or only sitting in carrier portals.
$700 USD in 30 days
0.0
0.0

As an accountant with extensive experience using Excel for a wide range of financial tasks, I am well-suited to manage your insurance operations. My time spent at the NGO Bangladesh Womens' Health Qualition was instrumental in honing my accounting skills and my attention to detail. In my previous role, I successfully identified and rectified potential tax errors, saving a significant amount of money.I believe this level of thoroughness is critical when dealing with claims administration and insurance accounting – two vital pillars of your project. Moreover, my skills extend beyond just Excel. I am comfortable using various accounting suites and I'm not afraid to suggest process improvements that can streamline and optimize workflow. For your team and task oversight aspect, I thrived in coordinating workloads, setting priorities, and ensuring deadlines were consistently met - all key components to ensuring efficient management. Ultimately, my goal is to keep things running smoothly so that files are closed promptly, ledgers balance perfectly and the entire team feels supported. By selecting me for this role, you're choosing a professional who is not only diligent and detail-oriented but also adept at strategizing and planning for future contingencies.
$500 USD in 7 days
0.0
0.0

Before you hire anyone, give me 60 seconds to show you how I can make this project easier for you. I don’t believe in sending generic proposals or overcomplicating a job. My approach is simple: understand exactly what you need, recommend the best way to achieve it, and deliver a professional result you’ll be happy to use. With extensive experience in commercial insurance operations, I specialize in managing claims administration, team oversight, and insurance accounting. My expertise includes efficiently processing claims, investigating fraud, and negotiating settlements to ensure fair outcomes. I excel in coordinating team tasks, setting priorities, and mentoring staff to optimize performance. I am proficient with Excel, Google Sheets, and various accounting packages, allowing me to produce accurate financial reports and maintain meticulous records. My goal is to ensure timely file closures, balanced ledgers, and a supported team environment. Send me your project details, and I’ll outline my approach—no obligation. Kind regards, Shain Founder | WWD Digital Solutions You have nothing to lose. If we’re not the right fit, you’ll still receive a FREE professional consultation to help point your project in the right direction—no obligation. ?
$300 USD in 7 days
0.0
0.0

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