Bernadette Milinovic Email and Phone Number

- Prepare, Distribute and Maintain Monthly Expiration lists for OBE-NY Team- Prepare Accounts for non Renewal or Conditional Notifications. Prepare instructions for Operations Staff.- Maintain and manage the Automatic Renewal Process for the OBE- NY Office. This includes: a. Obtaining updated applications as warranted for the file b. Review Loss History c. Obtain reports for CAT Exposed locations - Tier 1 Wind, Flood and Earthquake d. Order MVR's and complete MVR analysis reports e. Prepare referrals to UW's as needed on accounts f. Update files for status of account via data entry-Cast Medicals - Point person to review all Cast Medicals that are in the OBE NY office. Responsibilities include: a. Completing cast log for the accounts b. Review the medical for discrepancies c. Contact physician as needed to review medical conditions, medications, etc. d. Research the Cast Member via IMdB, websites for pertinent information e. Review finding with UW for additional directives- Accounting Issues - Review and handle requests from Premium Finance Company as well as in house Accounting Department for cancellation and reinstatement. Contact brokers as warranted- Handle endorsement request as assigned by underwriter. Maintain files with requests.- TULIP Accounts - oversee and manage the renewals for quoting, binding and processing of the quarterly reports.- Baby Bands program - Review all baby band submissions as directed by Underwriter. Research band, complete quote and communicate with broker until coverage is bound.- Prepare Quotes and issue policies and send out to the brokers

Insurance Overload Staffing (Temp Agency) 800-221-5430;- Input new business into Duck Creek-Run monthly expiration report - Input NYFTZ reports - Send broker cancellation and reinstament notices- Cast Medicals – print out each email read to make sure all forms are signed. Research on the cast & crew if there are medical problems speak with the Doctors and the Underwriter and respond to the broker to keep them updated.- Binders sent to the accounting dept. - New business and Renewal input into a log which is month to month- Look up endorsements and make sure they are input into Image Now

- Receptionist and Data Entry responsibilities- Accounting - Processed billing of policies- Reviewed, rated and quoted personal lines insurance policies - Homeowners, Automobile, Floaters and Excess Liability policies- Provided monthly reports to managers on new business, cancellation and renewals- Customized and matched products and service to fit specific needs of the clients- Provided MVR and CLUE's reports on prospects to troubleshoot and problem solve- Claim reporting to various insurance carriers and follow through to resolutions- File documentation for all activities and update on clients' record, and modified policies

- Receptionist- Interfaced with numerous Insurance companies for Homeowners, Automobile, Floaters & Excess- Provide MVR & Clue's reports, Utilized Windows, MSWord, AMS software- File Maintenance on accounts - obtain updated applications, documents as needed- Clerical - Faxing, Photocopy and general clerical duties

- Prepared and processed all documentation for executive staff- Assisted with special projects- Purchased office, computer, maintenance and shipping supplies- Tracked employees hours, calculated employees time for payroll, and maintained employee personnel files- Interfaced closing, opening and transferring clients' accounts