Client Service Administrator

1 week ago

Johannesburg, South Africa Aon Full time

**Job Summary**:
This position complies with our Employment Equity policies

**Key Responsibilities**:
Responsible for loading proposal forms onto the relevant systems.

Responsible for raising invoices on the systems following receipt of the completed proposal form.

Invoices are sent to internal clients electronically or otherwise.

Assists with the issuing of new business policies.

Responsible for credit control.

Outstanding accounts, 90 days or older are followed up with Client Manager/SAM and relevant systems are updated accordingly.

Responsible for updating policies on the relevant system.

Adheres to the Best Operating Practices (BOP).

Ad hoc administration duties.

**Minimum Requirements**:
**Qualifications**:
Grade 12 (matric).

A post-matric qualification is preferred.

Must have RE for Representatives.

**Knowledge**:
Individual with knowledge of the principles and practices within a technical/professional field.

Computer literacy with advanced experience in MS Word and Excel.

Very good knowledge of policy wordings.

**Skills and Attributes**:
Possesses advanced analytical, technical and problem-solving skills and abilities.

Be computer literate with advanced experience in MS Word & Excel.

Ability to communicate effectively.

Good interpersonal skills.

**Experience**:
Commercial experience is a requirement.

Have a minimum of 1 - 2 years’ experience in a similar or related role.

SKI experience preferred.

**FAIS Compliance**:
Comply with the applicable Fit and Proper provisions as set out in the Board Notice 106 of 2008 issued by the Financial Services Conduct Authority governing Financial Advisory and Intermediary services Act, 2002 - Determination of Fit and Proper requirements for Financial Service Providers, 2008. Have knowledge and understanding of the applicable provisions set out in the General Code of Conduct for Authorized Financial Services Providers and Representatives (as governed by the Financial Services Board, Board Notice 80 of 2003). Have knowledge and understanding of the applicable provisions set out in the Short Term Insurance Act No 53 of 1998 and supporting regulations. Have an understanding of the provisions of the Financial Intelligence Centre Act (FICA), No 38 of 2001 and amendments thereof.

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