Aziz Ruaol Minnaar

· Prepare and Issue Policy Documents to clients.

· Policy Quotations to clients.

· Responsible for Credit Control.

· Update client policies.

· Client Liaison and solve queries when they arise.

· Filing.

· Premium notifications, TOBA & BA sent with new and renewal business capturing of client’s data, including proposals on G-Drive/ECM

· Preparing invoice register, Broking submissions, Presentations, Assisting Client Manager with their Administrative work, age analysis, etc

· Assisting with 90% client retention

· Following MOS with regards to client queries, client service promise

· 24 hours turnaround time with client queries

· Acquires and use knowledge of relevant technology and processes

· Monthly lost business reporting

· Monthly new business reporting

· Weekly credit control distribution

· Assist with new business request (approaching markets and preparing presentations)

· Assist with archiving 90% of the new business budget When required prepare market submissions, presentations, renewal proposals, obtain quotations for cover from the market.

· Do amendments on contracts, issue endorsements, prepare cover slips and cover notes / cover letters to Clients.

· Take ownership and initiative in resolving queries and problems efficiently.

· Lay off cover and contracts and documentation

· Liaise with internal teams to follow up on invoicing, premium payments, outstanding etc.

· Submit contract documentation directly to clients and make necessary follow ups on outstanding documentation including TOBA / CSA etc.

· Final check of documentation to ensure that it meets internal and Industry requirements and regulatory standards.

· Build strong relationships with clients and insurers.

Communicate with Insurers on any discounts, following request from clients.

· Understand and follow the Aon Leadership Model and take ownership of personal development.

· Raise invoice

• Performed administrative tasks, document management and report development for inter-departmental use.

· Debt Collecting for various retail companies

· Target driven environment.

· General Admin Duties

· Filing

· Liaising with Clients Telephonically