Insurance Adjuster Virtual Assistant
Budget: $2 – $8 USD
I’m a public insurance adjuster who wants to hand off the day-to-day admin work so I can stay in the field. You’ll jump straight into my existing workflow, which lives almost entirely inside Google Sheets, Google Docs, Google Drive and the Gmail add-ons that tie everything together. A working knowledge of IQ Cloud (or the curiosity to learn it quickly) will make your first week much easier.
Here’s what you’ll actually do: keep policy and claim data accurate in our shared spreadsheets, draft and send follow-up emails, keep the flow of work with the team updates and follow through. Because the back-and-forth with insurers and stakeholders can be technical, I need someone who already understands industry terms and timelines at a moderate level—you won’t have to argue coverage, but you should know the language well enough to spot missing documents or inconsistent loss dates.
I’m experimenting with AI tools to speed up documentation, so if you’re comfortable prompting ChatGPT and creating task specific Agents, tell me about it. Strong written and spoken English is essential; your emails often represent my firm’s voice.
I will not respond to AI responses: Please be specific as to your experience.
Here’s what you’ll actually do: keep policy and claim data accurate in our shared spreadsheets, draft and send follow-up emails, keep the flow of work with the team updates and follow through. Because the back-and-forth with insurers and stakeholders can be technical, I need someone who already understands industry terms and timelines at a moderate level—you won’t have to argue coverage, but you should know the language well enough to spot missing documents or inconsistent loss dates.
I’m experimenting with AI tools to speed up documentation, so if you’re comfortable prompting ChatGPT and creating task specific Agents, tell me about it. Strong written and spoken English is essential; your emails often represent my firm’s voice.
I will not respond to AI responses: Please be specific as to your experience.