Optimum capability statement profile


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(http://optimuminsurance.com.au/) - Optimum Insurance Services are Insurance Advisers and Brokers based in Australia currently servicing clients in Asia Pacific Markets.

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Optimum capability statement profile

  1. 1. Company Profile & Capability Statement
  2. 2. About Us Optimum Insurance Services are Insurance Advisers and Brokers based in Australia currently servicing clients in Asia Pacific Markets. As a corporate authorised representative of Insurance Advisernet, we provide a wide range of general insurance products and services. Our experience, knowledge and access to insurance markets and other resources enable us to provide a diverse range of insurance and risk management services to businesses, associations and individuals.
  3. 3. Vision and Mission We continually strive to be recognised for our ability to deliver high quality products and services as well as personal and professional service and advice. Our vision is to become an integral business partner for our clients. Our mission is to provide complete general insurance solutions for our clients, from quote to claim.
  4. 4. Amanda Smith – Founder Since starting her career in the 90s, Amanda has worked in a number of broking firms in senior management positions, before founding Optimum Insurance Services in 2005. Amanda is a recipient of the National Insurance Brokers Associations highest recognition for outstanding performance, The Warren Tickle Award (2004). This national award aptly acknowledges Amanda’s ongoing commitment to the profession and her clients. Her vision is to build the Optimum brand and business by developing leading edge technology to deliver dedicated online solutions to targeted industry sectors.
  5. 5. What Does an Insurance Broker Do? We advise business owners and managers on the best ways to ‘transfer’ the inevitable risks they carry as part of doing business. In turn, this enables businesses to plan ahead with certainty, knowing they have financial protection against loss, injury or threat to the wellbeing of their business. We provide invaluable help in the event of a claim. We know and understand the system and can simplify a process that is often timeconsuming and technically difficult. Our role is to serve our clients’ interests with integrity at all times. As members of the National Insurance Brokers Association, we are governed by the Insurance Brokers Code of Practice. We are also regulated and monitored by ASIC under the Financial Services Reform Act 2003 and the Corporations Act 2001 to ensure you receive the most accurate, appropriate advice for your needs.
  6. 6. As Your Insurance Broker We conduct a risk/needs analysis and then recommend the appropriate cover required to protect the individual or business assets and liabilities. As your insurance broker we will:  Save you time, energy and money by managing your insurance needs  Recommend the appropriate insurer to match the risk and eliminate the need for you to conduct price and product comparison shopping  Respond promptly to all requests to ensure that our clients are adequately informed of issues that may affect their individual / business needs  Provide Claims Support when you need it most!
  7. 7. Why Choose Optimum Insurance Services? We offer you: • • • • A TAILORED policy that is… SIMPLE for you And gives you PEACE OF MIND knowing you will be protected and backed by… Great CUSTOMER SERVICE, from quote to claim. We work in partnership with our clients to get to know their business and to develop a long standing professional relationship. We pride ourselves on our ability to offer quality insurance products and services and we only use financially stable companies that provide excellent service.
  8. 8. Risks of Not Obtaining Professional Advice When arranging insurance without dedicated professional advice, many people fail to understand the policies they are purchasing. Dealing direct with insurance companies may save you money but without entirely understanding the terms, conditions and exclusions of your insurance policy, you may not receive the right cover and the policy may not cover you in the event of a claim. It could be an extremely expensive exercise. If you do not have expertise in insurance and don’t fully understand the terms, conditions and exclusions of the insurance product(s) that you have or are intending to purchase, advice from a professional adviser is strongly recommended to ensure that in the event of a claim, your policy coverage meets your expectations.
  9. 9. Our Customers Our customers come from many industries, including: Professional services – such as accountants, architects, real estate agents, mortgage, first aid providers, financial advisers, OH&S consultants, marketing consultants, medical services, recruitment consultants, IT consultants. Commercial – such as retailers, importers, exporters, wholesalers, manufacturing, engineering, agricultural and mining. Trades – plumbers, painters, electricians, builders, carpenters, and mechanical services, earthmoving services and crane operators. Associations, franchisors and industry groups – specialise in developing innovative insurance solutions for associations, franchisors and industry groups .
  10. 10. Insurance Products and Services At Optimum Insurance Services we offer a wide range of insurance products and services including the following: Commercial - Industrial Special Risks Insurance, Business Insurance, Public and Products Liability Insurance, Farming, Annual / Single Marine Cargo Insurance, Business / Commercial Motor Vehicle Insurance, Corporate Travel Insurance and Trade Credit Insurance. Professional Services - Professional Indemnity Insurance, Directors and Officers Liability Insurance, Management Liability Insurance, Employment Practices Liability Insurance, Fidelity Insurance, Malpractice Liability, Information Technology (IT) Liability Insurance Insurance and Association Liability Insurance. Construction Industry - Construction and Liability Insurance, General Property Insurance and Goods in Transit Insurance.
  11. 11. Insurance Products and Services Transport Industry - Prime Movers, Trucks & Trailer Insurance, Transport Depot Business Insurance, Transport Industry Liability Insurance and Carriers Liability Insurance Workers Compensation - Workers Compensation Insurance Machinery /Crane/Earthmoving Industry - Earthmoving and Machinery Insurance, Liability and Hook Liability Insurance Personal Insurance - Motor Vehicle Insurance, Home and Contents Insurance, Boat / Pleasurecraft Insurance and Travel Insurance. Insurance Premium Finance- Monthly Payment Options We work with you to develop insurance solutions to suit your specific needs, and will give you the most competitive and comprehensive option for the cover you require.
  12. 12. Connect With Us on Social Media http://www.facebook.com/OptimumInsurance http://www.linkedin.com/company/optimum-insurance http://www.youtube.com/user/OptimumInsurance https://twitter.com/#!/Optimum_Online http://www.optimuminsurance.com.au/Blog.aspx https://plus.google.com/u/0/100198722059770097421/about#1 00198722059770097421/about
  13. 13. Contact Us Phone +61 1300 739 861 Fax +61 1300 732 225 Hours 9.00am to 5.00pm (EST) Monday – Friday Email service@optimuminsurance.com.au Website www.optimuminsurance.com.au Presentation Disclaimer –– “This material contains general information only and may not suit your particular circumstances. To decide if a policy is right for you please carefully read the relevant Product Disclosure Statement (PDS) and/or Policy wording. A copy of the PDS or policy wording is available by contacting our office on 1300 739 861;” Disclosure Statement – “Optimum Insurance Services Pty Ltd is a Corporate Authorised Representative of Insurance Advisernet Australia Pty Ltd (Car No. 291220), Australian Financial Services Licence No 240549, ABN 15 003 886 687.”