The Producers' Choice - A division of GBS Insurance and Financial Services, Inc. ( A subsidiary of Arthur J. Gallagher and Co., Inc.)
Licensing Coordinator / Commissions Analyst / Sr. Administrative Assistant / Illustrations and Marketing.
January 2001 — Present
Assisted all agents in obtaining and completing all paperwork needed to get contracted with a carrier; submit all paperwork and requirements to the carrier home offices for processing; work directly with the carriers to get contracting completed as prompt and efficiently as possible. Licensing duties include working with all states directly to assist agents in obtaining or renewing his or her license or continuing education for that state.
Also solely responsible for preparing monthly production Excel spreadsheets for the entire agency and a sub brokerage agency affiliation.
Also responsible for commissions for all agents; setting them on specific carrier schedules and also preparing "in-house" schedules for them. When commissions are received, I review them and if needed, prepare overrides for the agents.
Other duties include: Back-up for running illustrations and spreadsheets, mailers, spreadsheets, Power Point presentations.
Trained the last six Receptionists/Administrative Assistants in all of the main job duties.