Anna Glab
Anna joined Phelan Caswell Insurance in February 2024, bringing a wealth of diverse experience from her previous roles outside the insurance industry. Her background allows her to offer fresh perspectives and innovative approaches to the company's financial operations. In her role, Anna manages a wide range of day-to-day accounting functions, ensuring smooth financial processes and accurate reporting. Her responsibilities include handling Client Cash Receipts, performing bank reconciliations, and managing journal postings for management accounts. Anna’s meticulous attention to detail and strong analytical skills ensure that the company's financial operations run efficiently and compliantly, contributing to the overall financial health of the business. With her broad expertise and commitment to excellence, Anna is a key asset to the Phelan Caswell Insurance team.