Tarren Wilson

I have been working for a short term insurance broker since 1 October 2015. I am a Administrative assistant(Personal lines). My duties/responsibilities include but are not limited to :  Obtain quotes for clients  Delete and add items from clients policy schedules at clients requests  Compare schedules to renewal schedules, if I am happy with the renewal schedule I send it to the insured , if not I send it to the retentions /underwriting department for review, discount etc.  Check clients policy schedules to make sure that everything is correct  Amendments and maintenance of clients details  Liaison with Insurance companies  Liaison with clients  Obtaining commission statements on a monthly basis from various insurance companies.  Review insurance policy to determine coverage  Receive claims form from insured review them for completeness.  Attach information on claim form.  Transmit claims for payment or further investigation.  Contact insured or other involved persons to obtain missing info.  Obtain information from insured or designated persons for purpose of settling claim with insurance company.  Follow up with Panel Beaters on the progress of clients vehicles  Follow up with the insurance company’s regarding the payment of clients.