Sue Howard

Office Manager @GUARDIAN KANSAS CITY AGENCY

Overland Park, KS, US

Office Manager for the agency. Oversee day to day operations, including book keeping utilizing AX for the agency. Assistant to the general agent for the agency. Administrative work consisting of finalizing month end and year end data, expenses tracking, monthly newsletter, filing, calendar, agency events.Process all contracting paperwork including confirming that all licenses are current. Input Broker and Financial Representative information into Smart Office. Run illustrations for disability. Provide proper applications to Brokers & Financial Representative. Review submitted applications for completeness and submit applications to Home Office. Order Exams, labs, inspection reports, telemeds, medical records as needed. Follow the cases through underwriting and obtaining outstanding requirements. Provide status correspondence to Agents, Brokers and Supervisors. Forward policies to Agents with delivery instructions. Follow up on outstanding delivery requirements and notifying Agents of requirements still outstanding. Process delivery requirements and sending to Home Office.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

American Institute of Business

Associate of Arts

Loras College

Bachelor's of Science