Executive Assistant to Chairman, President, Senior Leadership Team and Compliance Assistant to AVP of Legal & Regulatory Compliance. I assist in the research of the legal and regulatory environment to ensure state and countrywide compliance. I also file State Filings in SERFF and the maintenance of the Forms, Filing, and Exception Page in our databases. I also have training in Sircon. I coordinate licensing activities and maintain company Certificates of Authority. In addition, I am also a SOX Tester/Reviewer to ensure our company internally is compliant. I provide Executive/Company support by preparing various reports and PowerPoints as needed such as the Weekly Report, Qtrly Report, Annual Operation Plan, etc. I Prepare travel arrangements for the Chairman, President, Senior Leadership Team, and for Super Producer Attendees as needed using Egencia. I Arrange and confirm Meetings for the Chairman, President and Senior Leadership team on and off-premise. I also arrange and coordinate our Company Holiday Party, Christmas Charity event, The Angel Tree Program and Holiday gifts for our Brokers. Resolve any issues or concerns with Building management or to schedule the conference center or obtain parking permits and key fobs. Contact vendors, such as plumber, painter, cable, florist, furniture, for various issues. Coordinate the Company Car Scheduling and maintain car maintenance. Also, I have additional training for Everbridge and WR BE Ready and currently, update each database as needed and WR BE Ready on a monthly bases for our disaster recovery plan. Process and approve bills in perceptive. I order and maintain our promo/marketing stock. Assisted with various projects such as the company rebranding and Innovation Projects. Work with BDM & IT to give clients access to our portal.

Processed insurance certificates for general liability, excess/umbrella liability, workers compensation, etc. with additional insures and endorsementsCreated certificate holder lists, renew annual insurance certificatesFinance agreements, finance contract add-ons Assist with processing direct and broker audits, direct billingFundraiser/ charity eventsCreated reports and spreadsheetsBack up for Receptionist, Bookkeeper, and Certificate Dept. SupervisorPhone, letter, memos, filling, DocScanning, mail, diaries/log

Scheduled and coordinate appointments, meetings, travel itinerariesCreated reports and spreadsheetsTyped letters and prepare presentationsMaintained contracts, coordinated deliveries with clientsProcessed purchase orders, created invoices Handled e-mail correspondences, screened phone calls, faxing, scanning, filing, mail

Executive Assistant to CEO, Founder, President, and Vice PresidentPlanned and coordinated appointments, meetings, travel itineraries, car service, company limo driver for executives and their family membersScreen phone calls, faxing, scanning, filing, mail, daily cateringHandled sensitive information requiring a high degree of discretion and confidentialityPrepared Power Point presentations, created & maintained Excel spreadsheets Created new purchase order procedure, ordered office supplies and kept inventory, prepared price comparison reports and negotiated rates with vendorsPlanned and coordinated corporate events, including annual company holiday party, annual employee and partner giftsAssisted HR with new hires and medical enrollment, updated and maintained employee handbook, and created new standard operating proceduresGatekeeper for contracts and insurance certificates for each franchise locationSupported outside sales representativesObtained permits, ordered building materials, and coordinated contractors in construction of CEO’s new homeResearched property and assisted with Real Estate venturesRedesigned new corporate offices and coordinated contractorsClaims Division Manager and liaison for all company insurance claims, lawsuits, and customer care issuesNegotiated policies and procedures for insurance claims and lawsuits with Home Depot Corporate and Sedgwick Worked with Lawyers, Insurance adjusters, Customers, and General Managers in the process of resolving insurance claims and lawsuitsCreated reports and analysis on insurance claims, lawsuits, and customer care Handled all inbound customer care calls, emails and letters