Insurance broker list jobs

...with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension/Investment Statements, Insurance Reports, etc, and can be provided in PDF, Word, Excel, and scanned documents. b. Once they have collected all the information, and have clarified the client's goals and objectives they will then construct a broad outline of their (The Financial Planners) recommendations. c. They will then recommend specific products to complement the strategies they have recommended. d. ...

I ...individual with experience in compiling email lists to help me create a targeted list of small businesses in Australia for my email marketing campaigns. I will provide the business types I'm interested in: retail stores, restaurants, and service providers. Key Responsibilities: - Research and compile a comprehensive email list of small businesses across Australia, specifically in the retail, restaurant and service provider sectors. - Ensure the list is accurate, up-to-date, and segmented according to the provided business types. Ideal Candidate: - Experience in creating targeted email lists, particularly for small businesses. - Familiarity with Australian small business landscape. - Attention to detail to ensure list accuracy. Please include your r...

I'm looking for a freelancer to help me with email scraping to build a targeted email list in the education sector. Specifically, I'm interested in parents who are seeking tuition services for their children. Key Responsibilities: - Conducting research online to identify and extract email addresses of parents seeking tuition services for their children - Organizing the list in an easily accessible format that I can utilize for email marketing campaigns Skills and Experience: - Proficiency in email scraping and list-building - Prior experience in targeting the education sector is desirable - Understanding of lead generation and email marketing best practices

I am in need of a paralegal with specific expertise in preparing and researching state law pertaining documents. Key tasks will include: - Preparatio...jargon is essential. Attention to detail and the ability to research thoroughly are also important skills for this job. Research documents and share prices and see the correlation a well researched draft statement of claim that can filed in appropriate jurisdiction ie supreme court documents for discovery 4. Identify the appropriate course of action what insurance the directors and company holds The case is centred around derivatives and directors duties I would like to determine if the case has merits and explore stock prices with asx announcements and if the directors breached their fiduciary duties

I need assistance with extracting specific data from a voter list that comes in PDF format from the election commission. Here’s what I need: - Extract Name, FathersName, Age, Gender, VoterID, and SerialNumber from the PDF voter list. - Placement in a standard Excel format is acceptable, no need for any specific formatting. - Not just a one-time service, I also need a software or script that can perform this PDF-to-Excel conversion automatically in the future. Ideal candidates for this project have advanced skills in data extraction, familiarity with handling election data and proficiency in developing an automated system for convenient PDF to Excel conversion.

I'm looking to create an extensive database of rice mills in India that includes essential information like Name, Address, Contact, Email and GST details. This data will be used for sales outreach, so each entry needs to be thorough and accurate. Key deliverables: - Compilation of data in a spreadsheet format. - Each entry must include the rice mill's Name, Address, Contact, Email, and GST details. Ideal Skills and Experience: - Proficiency in data collection and organization. - Strong attention to detail and accuracy. - Prior experience in market research, data mining or similar projects. - Knowledge of the agricultural industry in India would be a plus, but not required.

...nts/ - Minimum 1) Get Holdings/ Positions (stocks, bonds, mutual funds, options, ETFs, etc.). We will pass institute name, account # or login/password, 2) Get Transactions (Dividend Paid, Bough, Interest Charged, Fees, Sold, Bought positions etc.) for a given account/ institute. We will publish two things: 1) In order to work with us as a broker/ investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ broker...

I'm in need of a Medical Billing Assistant for my existing business. Ide...a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we nee...

I'm looking for someone to help me create a list of 2000 industry specific business contacts, particularly names, company names, position, location information and email addresses. I would like this list to be compiled through online research only. Key responsibilities: - Researching and compiling a list of business contacts - Ensuring all email addresses are verified and duplicates removed. Note: The focus should be on getting accurate, up-to-date information.

My project revolves around setting appointments through cold calling within Insurance and Investments realm. Key Tasks: - Initiate calls towards potential clients. - Craft compelling scripts that pique interest in our Life insurance, Health insurance, and Retirement planning offerings. - Schedule meetings with potential purchasers. Ideal freelancer: - Proven cold-calling experience and success. - Familiar with insurance and investments industry. - Excellent communicator with a flexible schedule.

I am seeking a knowledgeable writer to compile an informative guide to self-funded insurance, geared towards aiding Human Resources. The guide should cover the following: - Understanding self-funding: detailing the what, why, and how of self-funding. A clear explanation for beginners is desired. - Implementing and administrating a self-funded plan: step-by-step instructions on getting and managing such a plan in an organization. The information should be presented through clear, accessible written content, as well as visually engaging infographics and real-life case studies. An ideal candidate would have experience in the insurance industry, particularly with self-funded plans, and in creating easy-to-understand guides or materials. Strong research, writing, and graphic desig...

Seeking assistant... Job Duties: Gather Contact Info Email & Phone Number for the following U.S States: 1. Utah ( Primary Home State) 2. Nevada 3. Idaho 4. Wyoming 5. Arizona 6. New Mexico 7. Colorado -Locate all Roofing companies by state and compile a list for me to email & offer property claim insurance services. - Locate all Restoration & Mitigation Companies by state to offer insurance property claim services. Contact Emails for HR preferred/ management. Email & Phone compiled into a spreadsheet or what you see best fit for a email list to send out. I am based in Utah so starting homebase and spreading out to surrounding states after. would like to have 100+ roofing companies by state. 100+ mitigation companies ...

I'm looking for a freelancer who can assist me with an unspecified test project.

I need a skilled designer to reformat a 14-page document. The current layout looks too much like a contract and not like a brochure. It's important to retain all the information, but make it visually appealing and easy to read. Key tasks: - Adjust font styles and sizes: The document currently uses a s...documents, that would be a big plus. Please provide a rough estimate of the time you'd need to complete this project, along with your bid. I will provide our current marketing brochure files for reference and to help with keeping with our branding. I will provide a sample from a competitor for reference as well. This will not be used as a brochure but will be sent to customers who sign up for our insurance/warranty plan so it does not need to be salesy just easy to read...

Quote for evaluating the list with potential departments

I need an expert to gather a list of 10k email addresses from Shopify users residing in the U.S. within the last 12 months. Your primary task will be to ensure the emails are from users who would be interested in receiving marketing information regarding Shopify or e-commerce in general. Key requirements: - 10,000 valid email addresses - Shopify users - Based in the U.S - Data from last 1-12 months - Segmented by industry sector Ideal Skills and Experience: - Proficiency in data mining and data collection - Strong understanding of email marketing and segmenting - Experience in curating U.S. based email lists - Past success in creating lists for ecommerce or Shopify users a plus. Please respond with your approach to this task and any previous experience that is relevant to this p...

Project Guidelines for Lead Generation Campaign: Nurse Yard Overview: Nurse Yard, a leading compression sock manufacturer, and e-commerce company is seeking to expand its market by targeting hospital gift shops and independent pharmacies across North America. We are seeking a consultant to generate a comprehensive list of potential leads. This list will be used primarily for email and calling campaigns to promote and sell Nurse Yard's compression socks. Target Details: Independent Pharmacies 1. Type of Pharmacies: • Privately owned pharmacies that operate independently. • Small chains or groups of pharmacies under a single ownership. 2. Location Criteria: • Urban and suburban areas with high foot traffic. • Pharmacies located near medical centers or...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

Hi, i am looking for graphic designer to create advertisement to post on social media to hire owner operator drivers for car hauling company. Here is the text: Your To...media to hire owner operator drivers for car hauling company. Here is the text: Your Toy Transportation looking for owner operators in enclosed trailers for car hauling. We provide exceptional services in: --Dispatch 24/7 (Our dispatchers are experienced and has their own brokers and clientele with great rates!) --MC/DOT --24/7 ELD Support --Clean and transparent Accounting --Factoring --Good insurance rates If you are ready to join to the team and want to make from $7000 to $10000 grosses per week call us at 818-818-3833 347-845-0974 I attached few pictures as samples but i want our ad be better and very ey...

I'm looking for someone to help me create a list of 2000 industry specific business contacts, particularly names, company names, position, location information and email addresses. I would like this list to be compiled through online research only. Key responsibilities: - Researching and compiling a list of business contacts - Ensuring all email addresses are verified and duplicates removed. Note: The focus should be on getting accurate, up-to-date information.

...platform, BestAgent, in the AWS Marketplace. BestAgent is an advanced modular integrative predictive Ai data analytics platform that lessen legacy losses given default during repossesion, mortgagee-in-possession and foreclosure sale of residential real estate. BestAgent reduces claims, improves and optimizes residential real estate sales transactions for: Lenders Mortgage Insurance Providers (Australia) Private Mortgage Insurance Providers (North America, UK and Europe) Banks and their Arrears, Recovery, Collections and Hardship departments Your tasks will revolve around: - Managing and optimizing the Product Listings of our platform. - Initial customer inquiries regarding our platform. - Partner Central ACE Program reporting. Ideal candidates will have a strong ba...

...the email lists that have ever subscribed to my website's newsletter. Here's a brief overview of what I'm looking for: - **Data Extraction**: I'm looking for a full database extraction - including names, email addresses, subscription dates and any engagement metrics, if available. - **Data Compilation**: I would prefer to receive the compiled list in a Google Sheets document. **Ideal Skills and Experience:** - Proficiency in WordPress and email list management. - Previous experience in data extraction and compilation. - Strong attention to detail and ability to ensure data accuracy. - Excellent communication skills to keep me updated on the progress. Please note that I'm not looking to apply any specific filters or criteria to the data at this...

I'm seeking a freelancer to generate a comprehensive list of interior design companies in a particular city. Below are the specific requirements: - Contact Details: For each company, I require their phone number, email address, and website URL. It's crucial that these details are up-to-date and accurate. - Organization: The list should be arranged by the companies' years of experience. This is a primary factor for my research. - Photos & Videos: Should also collate few photos and videos of the projects/designs the company has completed - Verification: While I do need the list organized by experience, I do not require formal verification of the companies' years of experience. However, I need the freelancer to ensure that the companies are legiti...

I'm in need of an individual with significant expertise in multinational broking quality assurance and internal control setup. The job entails designing an internal control framework for my organization, which operates across more than 5 locations around the globe. Key Responsibilities: - Design of an internal control framework addressing risks arising from multi-location operations. - Focus on Financial Reporting, Operational Processes, Compliance and Legal aspects. Ideal Skills and Expertise: - Extensive experience in multinational broking quality assurance. - Proficiency in designing and implementing internal control frameworks for international organizations. - Strong understanding of financial reporting, operational processes, compliance and legal requirements. - Excellent co...

I will be developing and integrating the required form till Thursday and fully functional till Friday. But I will try my best to complete the work as soon as possible.

...- combining both electronic and paper-based record-keeping. - There is also a requirement for this system to seamlessly integrate with external systems, specifically insurance company systems, other healthcare facilities, and laboratory information systems. Ideal candidates for this project should have an extensive experience in the development of Healthcare Management Systems, with expertise in the following areas: - Automation of various hospital departments - Centralized system architecture - Patient records management, particularly in a hybrid environment - Integration with external systems, especially insurance and other healthcare facilities - Experience with laboratory information systems would be a plus. I need a comprehensive proposal first indicating...

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and bette...will help us keep accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

We need someone to collect Insurance Data Discovery

...how to be discreet and get every client from another client's referral. We do not advertise or speak about what we do or who we do it for. That is part of what they pay for. If you want to work for us and do this job then there are some requirements to do so. You must have a valid state driver's license. You must have a newer model vehicle with three or more doors You must have full coverage insurance. You must be flexible with different times of day or night that may be requested by these clients and be willing to travel out of town on overnight trips occasionally but hotel rooms will be provided. All of our drivers are paid very well. They get paid from $1.10 to $3 per mile they drive, they also get paid anywhere from $15 to $40 an hour starting from their arrival...

We are seeking a skilled freelancer to develop an OIDC (OpenID Connect) server capable of delegating authentication to a CAS (Central Authentication Service) server. The OIDC implementation will be based on IdentityServer4. The primary objective is to establish a secure and efficient authentication mechanism within our system, leveraging the capabilities of both OIDC and CAS protocols. The ideal candidate should possess expertise in IdentityServer4 and have experience in integrating it with external authentication providers such as CAS. Additionally, familiarity with authentication protocols and best practices in web security is highly desirable.

Seeking a professional construction paralegal with expertise in reviewing construction contracts and subcontractor agreements. Your primary role will be: - Reviewing contracts to ensure compliance with local regulations - Pay explicit attention to insurance and liability clauses - Scrutinize payment terms and dispute resolution clauses Your background MUST involve significant experience in construction law. You need comprehensive understanding of compliance issues, insurance obligations, and dispute resolutions specific to construction projects. Your keen attention to detail and strong document inspection skills are essential for this project.

I need someone to create a merge file for my mailing list. The mailing list is currently in a text file format. I want to use this merge file for both address labels and personalized letters. Key requirements: - Convert text file mailing list into a merge file for mailer - Incorporate both address labels and personalized letters in the final product - Implement company branding on the design Ideal skills and experience include: - Expertise in mail merge applications - Graphic design experience for company branding integration - Proficiency in data management and conversion from text formats I want the addresses to be printed directly on the envelopes, not on labels to be applied to the envelopes.

I need a comprehensive predictive modeling using regression models specifically tailored for industry-specific data. Key Requirements: -Expertise in industry-specific data handling and analysis -Precision in building and executing regression models -Sound understanding of predictive modeling techniques The ideal freelancer should have a solid portfolio in statistical modelin...-Precision in building and executing regression models -Sound understanding of predictive modeling techniques The ideal freelancer should have a solid portfolio in statistical modeling, particularly in regression and predictive analyses involving industry-specific data sets. Specifically they should should have an in depth knowledge of Generalised Linear Models used in evaluating risk in the Motor Insurance...

I need manual data lookup and entry of segment codes from Electronic Data Interchange (EDI) file formats specifically related to US medical insurance claim/billing transactions (HL7/X12). This detailed project does NOT involve transcription of EDI files however. So it's exacting but not difficult work. Ideal Skills: - Prior exposure to EDI files, particularly HL7/X12 - Data entry from different lists of codes with high level of accuracy - Excellent attention to detail so that nothing is missing or mistyped. - Familiar with JSON and GoogleDocs or GoogleSheets. See the attached document for the exact details.

I'm looking to hire a professional email marketer to help me grow my email list using Aweber. Key Responsibilities: - Devise and implement strategies to significantly increase the number of subscribers on my email list. - Develop engaging and appealing email campaigns that will help attract and retain subscribers. Ideal Candidate: - Proven experience in email marketing, specifically with Aweber. - Adept at crafting impactful and conversion-focused email campaigns. - Familiarity with strategies for enhancing subscriber growth. - Excellent communication and collaboration skills. Please include examples of previous successful campaigns and subscriber growth you've achieved in your proposal.

I aim to build a website for my health insurance agency that's keenly targeted at individuals seeking personal health insurance. The primary goal of this website is to increase leads and conversions. To achieve this, Key features to incorporate: - A keenly visible and easy-to-use contact form to capture customer information. - A live chat option to provide real-time assistance to site visitors. Preferred skills and experiences: - Proven experience in designing conversion-centric websites. - A good understanding of personal health insurance market and the ability to translate it into the web design. - Previous experience in integrating live chat software on a website. Ultimately, the new website should not only be visually appealing but should drive visitors to...

I'm looking for a freelancer who can download pictures from an excel list that will be provided (see 2 attachments). Following are the specific project requirements: We need those pictures in 2 separate folders (f.e. zip or rar file), one for each excel list. All pictures must be saved with Superaction excel file Pictures must be saved with their code. f.e. (code is in column A). If in Column F there are more than 1 pictures, then save 2nd, 3rd etc. pictures like: , adiddv0318_4.jpg... Always in Column F (URL's for download), pictures without _a, _b... are the main picture (therefore must be saved like ). Pictures with _a, b.. etc. must be save as 2nd, 3rd ... (, ). If in Column F there is no picture without _a

Seeking an experienced WordPress developer to build an all-inclusive financial platform. Key Features: - Facilitate trading in stocks, mutual funds, commodities, and forex. - Provide aggregate financial news covering stock market trends, mutual fund performance, commodity prices, forex exchange rates. - Showcase detailed insurance plans and coverage options encompassing life, car, and health insurance. Ideal freelancer will have: - Proficiency in WordPress development. - Knowledge of financial markets and their dynamics. - Experience in creating user-friendly, engaging, and informative web interfaces. - Past portfolio in financial services web development, similar to platforms like Groww, Upstox, Angel one, Policy Bazar, etc - Presentable Mobile App Looking forward to co...

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I'm currently in the process of managing general insurance claims, needing expertise in manual checking. Key Responsibilities: - Implement manual claims processing accurately and efficiently - Maintain a high level of precision and detail throughout the process Ideal Skills: - Solid understanding of general insurance claims - Bountiful experience in manual checking - Proven ability to handle sensitive data with care If you've got the perfect blend of these skills and have a knack for meticulous work, I'm looking forward to our collaboration.

More details: Are you looking for a service that can send faxes to millions of fax numbers and also clean your list of fax numbers? Yes, I need both services How do you want the cleaning of your fax number list to be handled? Remove duplicates, Remove inactive numbers, Verify each number individually What file format is your fax number list currently in? CSV (Comma-Separated Values)

Project Title: Appointment Setter Industry: Finance Target Audience: Yes, specific demographic/industry Primary Goal: This question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product...

I am seeking a skilled android app developer to create an Angel one Sub broker trading app with a focus on long-term investing. The developer should be versed in financial systems, specifically related to trading functionalities. Key Features Required: - Real-time stock quotes - Portfolio management - Trading alerts - Long-term investing support Experience with developing trading apps, or in the financial sector would be beneficial. Proficiency in creating intuitive and user-friendly interfaces for Android systems is crucial. The end product should be reliable, efficient, and effective for constant use in the long-term trading landscape.

...Infrastructure Security Testing, and Mobile Application Security Testing ----- A variety of Big Data services like ETL Testing, Big Data Migration Testing, Big Data Validation, BI Reports testing etc. - A strategic thinker with a keen eye for inbound and outbound marketing opportunities - Target a wide range of industries such as Healthcare, Finance, Retail, Technology, Start-up, Early Stage Start-up, Insurance, Mortgage, FinTech, Education, EdTech. - Excellent communication skills and the ability to establish and maintain client relationships Ultimately, I am looking for a partner who can help drive sales, enhance brand awareness, and grow the client base for my cyber security offerings. If you think you are the right person for this job, get in touch with us now! PS: Pot...

...Phishing Awareness Training & Assessment, Application Security Testing, Network / Infrastructure Security Testing, and Mobile Application Security Testing ----- A variety of Big Data services like ETL Testing, Big Data Migration Testing, Big Data Validation, BI Reports testing etc. - Target a wide range of industries such as Healthcare, Finance, Retail, Technology, Start-up, Early Stage Start-up, Insurance, Mortgage, FinTech, Education, EdTech. - A strategic thinker with a keen eye for inbound and outbound marketing opportunities - Excellent communication skills and the ability to establish and maintain client relationships Ultimately, I am looking for a partner who can help drive sales, enhance brand awareness, and grow the client base for my cyber security offerings. ...

I'm a small business loan broker and I'm looking for a strategic partner in the small business support services industry, particularly someone with a strong network within small businesses, experience in financial services, and innovative marketing strategies. - Our partnership would be specifically in the form of a referral partnership, where I will be paying for referrals. - The ideal candidate for this position should be adept in building relationships with small businesses, possess a wide range of financial services expertise, and be able to come up with creative and effective marketing methods. - The primary goal of this partnership is to mutually benefit from our collaboration. If you feel like you have the necessary skills and experience, I would love to start...

As someone deeply invested in the health and wellness sector, I am seeking capable freelancers to compile a comprehensive city-wide mailing list. Key Deliverables: - Locate all disability support businesses in the chosen city. - Capture specific details for each business: name, business email. - Record the information systematically on a spreadsheet for easy reference. Ideal Bidder: - Excellent research and data gathering abilities. - Proficient in Google sheets or Excel. - Attention to detail. - Experience in database creation or compiling mailing lists. Please note, I am working on a budget AUD $60 and require the task to be completed within 1-2 days. Thank you in advance for your consideration.

I'm looking for a proficient IoT expert who can connect a ShellyUNI wireless sensor to a Node-Red flow using Mosquitto MQTT broker. Notably, my Node-Red is already installed and functional on a Raspberry Pi4. Key Tasks: - Configure the ShellyUNI wireless sensor to accurately transmit 0 to 12 DC volts. - Set up a system that enables data transmission every minute from the sensor to the Node-Red. Skillset Required: - Excellent knowledge of IoT - Extensive experience with MQTT, specifically using Mosquitto broker - Familiarity and hands-on experience with Node-Red on Raspberry Pi - Previous work with ShellyUNI wireless sensors The ideal freelancer for this project should have hands-on knowledge of working with ShellyUNI sensors, MQTT brokers, and Node-Red flows. This...

I need an expert to help me gather a database of products from a select Aliexpress suppliers. I am only interested in suppliers with a short delivery time in Europe, up to a maximum of 7 days, so they must be suppliers who ship from Aliexpress warehouses in Europe, preferably from an Aliexpress warehouse located in Poland. I need to synchronize the product database of this supplier with my store, so I need the supplier's number, its products (SKU / GETIN), quantity and current price. API or xml synchronization. I will make wholesale purchases for my warehouse, but access may be via the Alliexpress dropshipping platform. Ideal Skills: - API/database creation and handling - Aliexpress XML / Scrapping - E-commerce experience The database should gather the following data fiel...

I'm in need of a C program that can communicate with a REST API and retrieve data in JSON format. I am a stock trader. Zerodha is my stock broker in India. I need a c program to communicate with api at zerodha so that I could get live stock price. Key Requirements: - The program should be able to establish a connection with the specified REST API and retrieve data in JSON format. Ideal Skills: - Proficiency in C programming language - Experience with REST APIs and JSON data format - Strong understanding of data retrieval techniques Please note that I'm only looking for a C program that can successfully retrieve data from a REST API in JSON format.