My role was to oversee all marketing, advertising and promotional activities for the Westcourt General and associated entities. One of my main goals was to develop and promote the Westcourt General brand within the Australian insurance industry.

Brisbane-based virtual assistant offering services to the small business & insurance broking industry.

Responsibilities and Skills Developed• Assisted Client Executive with administrative and broking tasks as required.• Generated new business quotations on Winbeat using Sunrise as required• Imported Sunrise renewals on Winbeat• Uploaded manual quotations received from Insurers on Winbeat• Updated Salesforce with new business opportunities as they progressed through the stages from first contact through to policy acceptance.• Used Winbeat and Salesforce to generate reports to track claims follow ups, debtors, renewals, new business opportunities• Created business letter and email templates to enable more streamlined documentation• Created proposal forms and claim forms with the company logo• Designed a professional email signature incorporating the company logo• Audited electronic client files to ensure they met industry standards• Used the internet to book flights, accommodation and hire cars on the Client Executives behalf for business trips• Used Xero Accounting software to submit Client Executive’s receipts for reimbursement• Organised Client Executive’s corporate parking space – from researching online for the best price and location, through to coordinating the completion of the appropriate documents and payment. • Updating Winbeat when invoice payment received via cheque - included generating deposit slips using Winbeat, depositing the cheque at the bank branch and obtaining a bank receipt for our records.

Responsibilities and Skills Developed• Assisting Principal and Senior employees within Financial Lines department• Managing book of accounts – reviewing proposal forms, quote slips, negotiating with underwriters, quote letters/renewal reports, placing slips, invoicing, checking policy documents. • Reading, monitoring and responding to the principal's email• Preparing correspondence on the principal's behalf• Booking meetings through the electronic booking system• Preparing presentation slides• Develop and maintain meaningful working relationships with insurers through regular contact and liaison• Training administrative staff• Delegating work to administrative staff through clear and effective communication

Insurance Broking firm specialising in the healthcare industry.Achievements• Effectively and efficiently ‘care taking’ various roles within the organization over while staff went on leave on top of carrying out my existing duties. These roles included Account Manager, Assistant to Director and Administration Assistant.Skills and Abilities Developed• Effective verbal and written communication to a variety of stakeholders – clients, insurers, co-workers and management.• Learning how a small broking company works from the ground up – from administration to broking to office management.• Multi tasking skills – in any one day I carry out my own responsibilities as well as carrying out tasks for up to four other employees as well as answering general phone queries.• Training new and existing employees through sharing of knowledge• Work both independently and as a successful team member • Interpersonal skills - established positive relationships with colleagues & clients• Excellent organisational and time management skills• Developing sales skills through cold calling affinity groups.• Assisted with in marketing campaigns• Newsletter writing skills• Creating business plans and weekly activity reports

In the newly created role as assistant to the Charter Operations Manager I helped manage the charter department in the fixed wing area of the company. This involved quoting and booking charter flights using industry specific software. I liaised with clients, pilots and remote bases to ensure the various flights ran smoothly.Achievements• Learning about the various stakeholders of the Aviation industry. This was an industry of which I had previously no knowledge and had to learn about the organisation from the ground up.• After successfully completing my probation period, I was given extra responsibilities to include monitoring when maintenance of aircraft was due and assisting the Reservations Department.• Being trusted to carry out relief management responsibilities while my supervisor went on leave for a period of three weeks.

Main role was to assist Directors and Account Managers with their general administration duties and renewal of marine insurance accounts. Achievements• Completed my Diploma of Financial Services (Insurance Broking)• Assisted other employees with their transition into the OAMPS office after Gault Armstrong was purchased by the larger company.• Earning the title of ‘unofficial IT guru’ from my co-workers for assisting them with any technical difficulties with their computers and office equipment.Responsibilities• Personal assistant to Director and brokers• Preparation and creation of insurance documents• Creation and updating of reports• Following up insurers and clients for documentation• Invoicing• Photocopying• General word processing• General administration duties

Responsibilities and Skills Developed• Personal assistant to Principal and senior brokers• Preparation and creation of insurance documents• Communication with clients and underwriters• Creation and issuing of invoices• General administrative duties• Relief Reception duties (switchboard)