Ellice came on board as my Personal Assistant in May 2018. I had a growing book of approx. 180 insurance clients and needed help with maintaining existing clients and following up with potential new clients. During this period Ellice was responsible for:
* Uploading files and information into our CRM system (Xplan)
* Re-organising, systemising and maintaining the administration of my business
* Completing claim forms
* Communicating with insurers about client policies
* Handling queries from clients about their policy details
* Liaising with IT providers and resolving issues
* Creating word documents and Xplan documents
* Tracking anniversaries and flagging exclusion and loading reviews
* Attended Xplan training: Practice management, New User, Risk Researcher
In a very short space of time, Ellice was on top of all aspects of my client base and has had everything running smoothly and efficiently ever since. Ellice’s communication and organisational skills are excellent, at no time have I felt that there was any situation which she couldn’t deal with. Consequently, she has become an important part of my business. I had the confidence to go overseas for a month last year, knowing that Ellice was taking care of everything in my absence.
Above all her business skills, I believe Ellice’s greatest asset to be her nature and personality. She is a very genuine, kind and honest person who is a pleasure to have around.
In February 2019 I sold my client base. As part of this process, Ellice has helped me to communicate details of this with my clients and ensure a smooth hand-over to their new adviser.
I would have no hesitation in recommending Ellice for any role and will continue to employ her skills where possible in my new role.
Terri Maguire – Insurance Broker
What a great asset Ellice is to have on the team. Reliable and always willing to help. The best thing is she is a problem solver and takes initiative to get on with tasks in hand. Can’t recommend enough.
Contracting Ellice has been great. There when you need help and not when not so busy. Weekly billing for hours is convenient and easy to track. No more PAYE returns and holidays to keep track of. Worth every penny.
Never thought have an assistant could be this easy. Ellice works remotely and just gets on with the job. Completely trust work is done efficiently and done professionally. Ellice has contact with clients and this has all been done with a very high standard. Well recommended.
Don’t hesitate. Ellice will be an asset to any organization. Works remotely which is great if you don’t have space and is only a text phone call or in my case, a video meeting away if need to discuss any issues that need to be clarified. You will not regret your decision.
Phil Sowman – Accord Insurance Brokers
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