Annette Usher Email & Phone Number

Houston, Tx, Us

Houston Tx

Houston, Texas Area

Houston, Texas Area

Houston, Texas Area

Houston, Texas Area

Responsible for ordering loss runs from insurance carriers for renewals on over 1,000 accounts written in the agency as well as WC Test Modification Reports, Stewardship Reports and accounts that need them on a quarterly basisPrepare loss release letters and Broker of Record Letters for new submissionsElectronically file loss runs once receivedSet quarterly and annual tasks to pull loss runsAssist in the Bond and Administration departments when needed. Started helping in bonds in 2007.Administration

Assist the President and Chairman of the Board with all correspondence and meeting agendas Ordered new furniture as well as resolve problems with existing furniture Organize, coordinate and order moving serviceOrganize work lunches and business lunchesBackup administration team Transcribe dictation Coordinate and mail greeting cards Take all phone calls and sort mail for Chairman Of The Board and President COB expense reports, FSA and scripts by mail Client Service Schedule Reminders for PresidentMaintain American Express card expensesSchedule travel arrangements for any employees attending classes or eventsMaintain frequent flyer miles and membership reward accounts for car rental and hotels Coordinate inner office monthly, annual and weekly meetingsCoordinate Producer and Operations/Board Planning Sessions (twice a year)

of Agency Operations with all correspondence, meeting agendas, scheduling business meetings, annual planning process, drafting and revising Employment Agreements and AddendumsCompleted carrier surveys and prepare information necessary to obtain and maintain company contractsReview contracts for language, terms and conditions and work with Senior Vice President of Agency Operations to address any issues with the carriersMaintain and update Corporate Business PlanOrdered new furniture as well as resolve problems with existing furniture Organize, coordinate and order moving serviceNotify media when changes occur in Marketing, Key EmployeesOrganize work lunches and business lunches Backup to the administration team and executive assistant Assist in maintaining all corporate records, minutes, etc.

Assisted in administering the ongoing prospecting, profiling, x-dating and follow up program for Producer staff of 13Researched and obtained additional information on suspects,Assist in campaigns developed by Sales Coach/Staff; Assist in tracking prospects being worked in the Marketing Department; Create and distribute New Business ReportsAdministration

Provide customer service to clients; Discuss serious problems with consultant and decide appropriate course of action; Work with consultant to set service schedules Document service issues and meetings/phone calls with clientDocument conversations and follow-up on problems with clientsResearch questions regarding claims on behalf of clientsMaintain client system information, profiling documents to client in appropriate areas of SagittaProof booklets and contracts for accuracyReport inaccuracies to the insurance carriers for correction Invoice all commissions for Life/Employee Benefits Department

Processed all incoming and outgoing mail for a staff of 80 Distributed faxesCoordinated agency mail outs Other duties as requiredLICENSE &