Keystone

Paraplanning, Administration, and Customer Service Support

About

I provide professional support to help you organise your business and free up your time.

Based in Norfolk and working remotely across England and Wales, I bring twenty years of experience in the insurance and healthcare sectors to your team. My background includes working as a patient adviser for major private healthcare companies and two decades as an insurance expert. I have worked across claims handling, complaint resolution, and paraplanning for life and protection.

Services

Paraplanning

Statements of Advice (SOAs)
Life and protection research
Compliance-focused support

Business Support

Appointment setting
Diary management
General PA services

Customer Relations

Inbound call handling
Complaint handling
Customer service expertise

Specialist Skills

Insurance claims support
Healthcare patient liaison
Process organisation

Why Work With Me?

Proven Experience: 20 years in insurance and private healthcare sectors.
Flexibility: No ongoing commitment required: use my services when you need extra capacity.
Broad Expertise: I understand the details of paraplanning and the importance of customer care.
Remote Efficiency: Professional remote support that is flexible and cost-effective.

Get in Touch

Email: keystone-paraplanning@protonmail.com

Location: Norfolk, UK (Supporting clients across England & Wales)