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I’m an independent insurance agent and the administrative work is piling up faster than I can service clients. I need a reliable virtual assistant who can take scanned documents and pull the relevant client information into my Less Annoying CRM on an ongoing, part-time basis. Accuracy is critical because these records drive follow-ups, renewals, and compliance. Once the data is in the system I’d like you to shift gears and book discovery or review calls from the fresh entries. I’ll supply the call script, my calendar link, and clear criteria for who should be scheduled. Most contacts respond well to a quick phone call, but if you prefer email or text first I’m flexible as long as the end result is a confirmed appointment in my calendar. Typical workflow • I drop new policy paperwork or lead sheets into a shared folder. • You extract the client’s name, phone, email, address, and basic policy notes, then enter each record in Less Annoying CRM within 24 hours. • You tag and note any follow-ups, then reach out to set the first appointment. • At week’s end you send me a brief recap: number of contacts entered, appointments booked, and any issues that need my attention. Experience working with a CRM is essential, but I’ll train you on my exact fields and tags. A calm phone manner, strong written English, and a habit of double-checking your work will make this partnership smooth. If you’re looking for steady, flexible hours and can commit to fast turnaround during the workweek, I’d love to hear how you handle similar tasks and how soon you could start.
Projektin tunnus (ID): 40207253
104 ehdotukset
Etäprojekti
Aktiivinen 7 päivää sitten
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Rekisteröinti ja töihin tarjoaminen on ilmaista
104 freelancerit tarjoavat keskimäärin $6 USD/tunti tätä projektia

With my extensive experience as a Full Stack Developer for over seven years with top companies like Metlife GOSC, DXC technologies, and Elite Services, I possess the technical skills to pull off the data entry and appointment setting job seamlessly. My knowledge of Excel, VBA, Macros, verbatim data management, web scraping, and coding will enable me to handle your Less Annoying CRM adeptly. I guarantee work with unwavering speed and accuracy while maintaining an employer-oriented approach. Rest assured, your project will receive 100% of my efforts. In addition to my technical expertise, my approach to building long-term relationships aligns well with your requirement. I am clear about my client's expectations and always ensure that every penny you invest is worth it. This means you have nothing to lose by partnering with me since you only pay if fully satisfied! Moreover, my availability from 8 AM to 12 PM EST, fast turnaround time, quick problem-solving abilities along with excellent communication skills will surely make our workflow smooth. I am eager to leverage my data analysis and virtual assistance skills to unburden your administrative work. Let's connect soon!
$10 USD 40 päivässä
8,5
8,5

Hello sir i am ready now for this task and give you good result so pls give me one chance then i am start work right now
$5 USD 40 päivässä
7,1
7,1

Hi there, I’d be a strong fit for this role because it combines two things I do extremely well: accurate CRM data entry and appointment setting with clear follow-up discipline. I’m comfortable extracting key details from scanned documents and entering them cleanly into CRMs, with a habit of double-checking records so nothing slips through—especially important for renewals, compliance, and follow-ups. I’ve worked with structured tagging systems and understand how clean data directly impacts sales and service workflows. Once records are entered, I’m confident shifting into outreach mode. Whether by phone, email, or text, I follow scripts closely, stay calm and professional on calls, and focus on one outcome: confirmed appointments on your calendar. I’m also reliable with weekly summaries, so you always know what’s been entered, booked, and flagged. I can commit to fast weekday turnaround, adapt quickly to your Less Annoying CRM setup, and start immediately. Looking forward to helping you clear the admin backlog so you can focus on clients. Best regards, Jethro
$5 USD 40 päivässä
6,2
6,2

Hi I am an experienced virtual assistant and can start right away I have 5 years of experience as a virtual assistant, providing comprehensive administrative support and can start right away You can check my reviews for that your project will be done accurately and on time Hope you will consider my application Looking forward to working with you
$5 USD 40 päivässä
6,0
6,0

Hello I can accurately extract client data from scanned documents into Less Annoying CRM, manage tags and follow-ups, and confidently book appointments using your script and calendar, ensuring fast turnaround, clean records, and clear weekly reporting. Regards Muhammad
$5 USD 40 päivässä
5,6
5,6

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Data Entry, Excel, Customer Support, Virtual Assistant, CRM, Customer Service, Administrative Support, Appointment Setting Lets connect in chat so that We discuss further. Thank You
$5 USD 40 päivässä
4,1
4,1

I can start with a short free trial period at no charge so you can verify my accuracy and communication style before committing. I’m a reliable VA with prior experience supporting clients in Dubai, Miami, and France, and I’m comfortable working with CRMs, structured fields, tags, and compliance-driven data entry where every detail matters. I can pull client info from scanned policy paperwork or lead sheets (name, phone, email, address, policy notes), enter everything into Less Annoying CRM within 24 hours, double-check for errors, tag follow-ups correctly, and then shift to appointment setting using your script and criteria, with a calm phone manner and clear written English; if you prefer email or text-first outreach, I can adapt as long as the result is confirmed meetings on your calendar. I’ll also send a concise weekly recap with contacts added, appointments booked, and any issues or missing data that need your attention, and I’m available for steady part-time hours with fast weekday turnaround.
$5 USD 40 päivässä
3,9
3,9

As an experienced and detail-oriented freelancer, I've honed my skills over time to perfect the art of efficient and accurate execution - both of which are crucial in your project. My extensive background in data entry and administrative tasks make me a natural fit for your data-driven commercial and appointment system. Furthermore, I'm well-versed in CRM management - a key requirement you seek in your ideal candidate. While I may not be specifically trained on Less Annoying CRM, I am enthusiastic about learning new systems and processes that will invariably enhance your work streamline. Drawing on my adaptability across industries, working with a Less Annoying CRM doesn't scare me off! Given the opportunity to work on this project, I am committed to speedily understanding all the ins and outs that concern your particular fields - such as tags and note-taking fundamentals. I have little doubt that this knowledge will then allow me to navigate alongside your workflow smoothly within 24 hours or less of you sharing each policy or lead sheet. I'm comfortable swiftly shifting gears to book discovery or review calls for you once the data is securely tucked away into the CRM. Not only will I ensure these communications happen - be it via phone call or email - but also confirm each appointment in your calendar. Does Thursday at 4 pm sound like our starting point? Hire me today; together we tackle
$5 USD 40 päivässä
3,9
3,9

★★★ TOP 1% IN FREE LANCER WORLD ★★★ ★★★ 20+ Year Experience in IBD being CMD★★★ ★★★ 200+ Country Satisfied Clientele ★★★ ★Linkedin★ ★Data Entry★ ★Business Plans★★★ ★★★ Operational Strategic planner Customer Support 24*7★★★ ★★★Excel/Word Operation★★★ ★★★Chat Support★★★ ★★★Calling Support★★★ ★★★Business Plans / Marketing Strategy ★★★ * Digital Marketing★★★ ★★★Social Media Marketing ★★★ ★★★Internet Marketing ★★★ ★★★Any type of Data Projects★★★ ★★★★★★ Regards, ★★★CMD★★★ ★★★PVSYS GROUP (INDIA)★★★ ★★★IF YOU THINK THEN I CAN★★★
$2 USD 40 päivässä
3,2
3,2

Hello, I’m an experienced and highly organized professional with expertise in typing, data entry, data scraping, and administrative support. I pride myself on accuracy, speed, and delivering high-quality results that exceed expectations. Core skills include: * Typing & Data Entry: Fast, accurate, and detail-oriented data input. * Data Scraping & Mining: Extracting valuable information from websites, directories, and databases to deliver clean and structured datasets. * Data Cleaning & Organization: Ensuring data is reliable, accessible, and ready for analysis. * Tools & Software Proficiency: * Microsoft Excel (advanced formulas, pivot tables, formatting) * Microsoft Word (document creation & formatting) * Google Sheets & Docs (collaboration & management) * Web scraping tools (manual & automated) * File Handling: Skilled in managing PDFs, Word, Excel, scanned docs, and converting them into usable formats. * Efficiency: Capable of handling large volumes of data quickly while maintaining quality and confidentiality. I am committed to reliable, timely, and accurate results with complete data integrity. Available to start immediately, I’d be glad to discuss how my skills can benefit your project. Best regards, Tooba S.
$2 USD 40 päivässä
2,8
2,8

I understand the core pressure: as an agent, when administrative tasks like data entry and appointment booking start to pile up, they directly compete with your ability to serve clients and grow your book of business. The real need is a systematic, accurate back-office workflow that turns incoming documents into organized CRM records and booked appointments without adding more to your plate. My approach is to build a reliable, two-step pipeline. First, I'll meticulously extract all key client details from your scanned documents and enter them into Less Annoying CRM within 24 hours, applying the correct tags and notes so your follow-up triggers are set. Second, using your script and criteria, I'll proactively reach out via phone or email to schedule discovery calls, managing the back-and-forth until the appointment is confirmed in your calendar. I'll cap each week with a clear summary so you have full visibility without the manual tracking. You'll regain control of your admin pipeline. The result is an organized, up-to-date CRM and a steady flow of client appointments, freeing you to focus on consultations and closing sales. To ensure the data entry is perfectly aligned with your process: could you share a sample (redacted) of a typical lead sheet or policy document so I can confirm the exact data points and format you need captured in the CRM?
$5 USD 40 päivässä
3,1
3,1

Dear Client, I am fully committed to working on your project with dedication and excellence, ensuring that I meet—and exceed—your expectations. You can rely on me to deliver high-quality results on time while putting in my best effort. Rest assured, I will not disappoint you. Please feel free to message me to discuss the project in detail. Best regards, Areez Nasir
$8 USD 40 päivässä
2,7
2,7

I’m exactly the kind of VA you’re looking for when accuracy, speed, and follow-through matter. I’ve supported client-facing professionals where clean CRM data isn’t “admin work” — it drives renewals, compliance, and revenue. I’m comfortable working from scanned documents and lead sheets, extracting key details, and entering them precisely into CRMs with zero guesswork. I double-check before submitting because I understand one wrong field can break follow-ups later. I haven’t used Less Annoying CRM specifically, but I’ve worked inside structured CRMs and adapt fast. Once you show me your fields, tags, and standards, I’ll follow them consistently. Your 24-hour turnaround window is realistic, and I’m available during the workweek to keep things moving. Beyond data entry, I’m confident handling outreach. I have a calm, professional phone manner and clear written English. With your script, scheduling criteria, and calendar link, my goal will be simple: confirmed appointments on your calendar — not “attempted contacts.” If email or text performs better for certain leads, I’ll adjust without losing momentum. You’ll get a short weekly recap with: • Records entered • Appointments booked • Flags or issues needing your input If you want a VA who treats your CRM like a revenue system, not a dumping ground, we’ll work well together. I can start immediately and commit to steady, part-time support. Let’s talk.
$2 USD 40 päivässä
0,6
0,6

Hi , I’ve carefully reviewed your job post and it’s clear you’re looking for someone with solid experience in Excel, Administrative Support, Appointment Setting, Virtual Assistant, Customer Support, Customer Service, CRM and Data Entry. This is exactly within my core expertise, and I’m confident I can deliver reliable, high-quality results. Rather than rushing into assumptions, I prefer to understand the project properly. I’d appreciate your clarification on a few points: Is the job description complete, or are there additional requirements or expectations? Do you already have any work completed, or will this be built entirely from scratch? Do you have a preferred timeline or deadline in mind? Why you can confidently work with me: Successfully completed 250+ major projects across different industries Maintained 100% positive feedback over the last 5–6 years Earned 100+ recent 5-star reviews, showing long-term client satisfaction I focus on clear communication, clean execution, and on-time delivery I work as a full-time freelancer and am available 9 AM – 9 PM (Eastern Time), ensuring fast responses and consistent progress. Due to client confidentiality, I share relevant work samples only in private chat. Let’s start a conversation so I can show you similar work and suggest the best approach for your project. Looking forward to working with you. Best regards, Arsalan Khan
$10 USD 28 päivässä
0,0
0,0

Drawing from my over a decade of experience in web and mobile app development, I am more than equipped to handle your data entry and appointment-setting needs. Throughout my career, I have always prioritized accuracy and efficiency, both of which are essential for your project. My strong background in data management, including skills working with CRMs, makes me the ideal candidate to extract client information from your scanned documents and enter it promptly into Less Annoying CRM. Beyond just data entry, my skills extend to setting appointments from fresh entries which aligns perfectly with the next phase of your project. Over the years, I have built up a calm phone manner and mastered written English- two qualities important for effective communication with clients as well as a deep understanding of different software through training programmes. I have worked with various project management platforms delivering products on time and within budget, which underscores my reliability and commitment to clients' success- qualities that'd be invaluable to your administrative tasks. If you're looking for someone who not only understands but also aligns professionally with the pressing needs of an insurance agent while delivering quality work, look no further; I am here to bring ease and efficiency into your operations.
$5 USD 70 päivässä
0,0
0,0

In today’s competitive digital marketing landscape, data-driven decision making has become fundamental. My solid background in data analytics and reporting, complemented by a mastery of tools like Google Analytics, has allowed me to make actionable decisions that optimized campaigns and delivered significant improvements. My expertise in Excel will come handy while swiftly sifting through piles of scanned documents to extract critical client information ensuring the fastest possible turnaround time - within 24 hours as requested. Moreover, I easily absorb new training methodologies and having your comfortable transition from my skill set to your CRM fields and tags will be seamless. Combining these skills with my proficiency in English, both written and verbal, I am confident in maintaining clear communication and setting appointments promptly per the criteria set. Additionally, my experience working on similar tasks using online customer management systems guarantees an understanding of the attention-to-detail needed while handling sensitive client data. To summarize, hiring me would mean leaving your data entry and appointment setting work to an experienced data-driven professional who knows how to meet deadlines with precision and would contribute greatly to the ongoing success of your business. I eagerly await the opportunity to discuss further how my skills can add value to your esteemed venture!
$5 USD 40 päivässä
0,0
0,0

Hello, I can do this work accurately and deliver on time. I have experience with similar tasks. Ready to start now. Thank you.
$5 USD 40 päivässä
0,0
0,0

Hi I have been working with similar tasks and will be best suited to perform this task. I can easily do that
$5 USD 40 päivässä
0,0
0,0

Hello, I would like to work on your project. I can do fast and accurate typing, copy-paste work, and simple data entry. I am honest, dedicated, and always submit work on time. I am looking for long-term work from home. Kindly consider my proposal. I am ready to start now. Thank you.
$5 USD 40 päivässä
0,0
0,0

With my extensive experience in administrative tasks, I can offer you the consistent and accurate data entry support you need as an independent insurance agent. My proficiency in handling CRM systems will ensure a smooth transition of your important records into Less Annoying CRM, guaranteeing all client information is entered properly. Setting up and conducting appointment calls is also part of my strong skill set, allowing me to effectively manage your scheduling needs. Alongside my data entry and customer service expertise, I’ve also worked with e-commerce portals like Shopify, Etsy & eBay, which demanded detailed attention and a high level of accuracy, much like your project. My familiarity with a variety of communication channels--phone, email, and text--means we can adapt to the preferences of each individual contact while maintaining your requirement of confirmed appointments in a timely manner. In terms of workflow, I understand the importance of fast turnaround and regular communication to maintain transparency. I appreciate your end-of-week recapsimes and realize how crucial they are for addressing any emerging issues promptly. Working as your virtual assistant would not only provide you with the dedicated support you need for your data entry and scheduling tasks but also give me the opportunity to thrive in a challenging yet rewarding role such as this.
$2 USD 40 päivässä
0,0
0,0

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