Ellie has been a part of the team since 2018, when she started as an Administrative Specialist. She eventually became the Sales Assistant before taking on her current role as the Legal Assistant. Every day is pretty busy for Ellie. She assists our Corporate Counsel with filing, cases, and research; stays up to date on state-specific figures; and manages the day-to-day workload of our non-compliant annuity valuation service. Ellie also helps the Administration team with phone coverage, data entry, and application processing. In addition to her daily duties, Ellie helps find solutions for annuities that do not coincide with Medicaid guidelines and makes the process of selling these annuities as streamlined as possible. She is available to answer questions from teammates, including inquiries related to insurance charts, sales reports, and internal planning tools.
Ellie attended St. Norbert College where she earned a bachelor’s degree in Biology. She has prior experience working in customer service, fast-paced roles, and solving and analyzing problems. This experience has prepared her to take on all of her roles with our company, especially when it comes to updating state figures and conducting legal research.
Ellie is always looking for opportunities to learn more and improve upon her skillset. She excels when it comes to organization, customer service, attention to detail, and efficiency in her work, and she values working together with the team to achieve success. Ellie is passionate about helping clients find solutions for their crisis Medicaid planning cases and helping to clear up any confusion that arises along the way. Her family values drive her to help other families who are dealing with stressful situations. She appreciates the opportunities she’s been given throughout her professional life, including earning the respect and trust to be promoted to her current role.
In her free time, Ellie enjoys spending time outdoors with her fiancé, camping, and writing music. She also loves to cook, bake, and try new recipes.