THE BUSINESS BIT

“In my role as an Assistant Account Executive I care deeply about making sure clients have their insurance renewals and paperwork out on time, so they have that same continuity of service year after year.”

Lita supports the team by processing renewals and new business for Senior Adviser Peter, actioning policy cancellations and endorsements, sourcing quotes through online platforms, and keeping key administrative details up to date -including spreadsheets, commissions and refunds. As GI Team Leader, she also helps keep the wider team moving by sharing industry news and ensuring everyone remains informed about current processes and procedures.

Insurance has taught Lita that the devil is in the details and that strong risk management, coupled with regular property maintenance, can save clients in the long run.

LET’S GET PERSONAL

Travel Style Preference  “Love a good Road trip, sightseeing and waking up to no alarm – FREEDOM!!!!”

Guilty Pleasure – “A little sweetie treaty, no plans on the weekend and devouring a good book with zero interruptions!”

Let’s Outsource That  “The ENTIRE cleaning of the house. Less cleaning, more book reading.”

I’ll Talk All Day About  “Books – because I am book obsessed!!!!”

Historical Time Travel: “Take me back to Ancient Roman Times – specifically moments in time of Marcus Aurelius and Julius Caesars reign.”

My Own Insurance Policy: “Supercharged Income Protection. Like, the ENTIRE value, not just a percentage please and thank you. If I ever need it, I don’t want to have to re-budget to suit!”