Samantha joined Insure Invest Financial Services in 2008 from a background in general insurance within Aon Risk Services. Samantha also previously worked in legal and general administration and is a proud Bathurst local.
Samantha will be your first point of contact when you telephone or visit our office in George Street Bathurst. She is responsible for the day to day administration of our office, client files and will assist you in regards to your initial and ongoing inquiries. She will assist you to book a meeting or telephone consultation with the Adviser, Simon Little in our Bathurst, Orange or Dubbo offices or at your home or workplace.
Samantha is well respected for her claims administration experience in assisting our clients from time that you notify us, through to the final settlement.
Samantha will be your personal claims officer who will look after your claim, liaise with insurers on your behalf to ensure a quick decision and assist you with any paperwork that may be required.
Samantha will also be the person to contact should you require Certificates of Currency for yourself or contractors or details of the premiums you have paid for your accountant or tax agent.
Samantha deals directly with fund managers and Insurance providers to ensure that products and services are administered appropriately on behalf of all clients.