Rachel Root

Administrative Assistant

Rachel Root plays a vital role in ensuring the seamless flow of operations. With meticulous attention to detail and a commitment to excellence, Rachel handles the critical behind-the-scenes processes that keep the business running smoothly. Her responsibilities include scrubbing applications for accuracy, expediting transfers, tracking and speeding up business issuance, and following up with carriers to ensure funds are processed efficiently. From processing withdrawals to managing paperwork, Rachel’s expertise ensures that every step of the process is handled with precision and care. Her dedication to streamlining operations allows the team to focus on delivering exceptional client service.