Ashleigh Willison Cale

• Reconcile bank and credit card statements, and manage full-cycle A/P and A/R.
• Process invoices and track receipts using QuickBooks and cloud-based tools.
• Maintain detailed records, and support client communication regarding billing.

• Deliver excellence in all foundational EA tasks: calendar management, email management, travel, expenses, and administration.
• Participate in meetings, take notes, lead action items, and run virtual events.
• Run with little direction, and make decisions based on data and experience. Managing conflicting priorities and prioritizing demands.
• Compiled data from various sources into spreadsheets for analysis purposes.
• Created processes to streamline operations of the executive office.

• Client services

- Achieved sales targets through effective client presentations and follow-up.

- Collecting, verifying, and tracking documentation to enable timely and complete submissions, meeting strict deadlines.

• Directing

- Overseeing retention requirements and performance coaching to ensure consistent service delivery.

- Strengthened traceability by developing organizational systems for keeping records, reports, and agendas.

• Collaboration and Managing

Communicating with underwriters, agents, and documentation teams to resolve complex cases efficiently, while maintaining sensitive client and policyholder information, contributes to risk mitigation and audit readiness. Continuing policyholder relationships post-sale to ensure continued coverage follow-up, effectively handling difficult calls, and diffusing high-frustration scenarios.