Provision of administrative support in accordance with agreed Lockton procedures. • Obtain claims information forms from insurers/claims. • Prepare renewal questionnaire. • Collect data/statistics for inclusion in market presentations. • Preparation of marketing documentation for new business, renewals, and mid-term amendments. • Working on premium allocations where required. • Preparation and issuance of invoices, mid-term amendments and closings. • Create and update relevant systems. • Liaise with insurers and clients as required. • Prompt and accurate resolution of accounts queries. • Provide support in the overall servicing of the client's insurance programme and retention of the business. • Monitor and respond to management information reports.

Assist underwriters with underwriting admin, credit control queries and aging reports investigations, complete credit extension applications as and when required. • Sending out renewal reminders • Preparing booking sheet for renewals • Submission of new business • Communication with brokers, follow up on outstanding subjectivities on bound accounts after the time limit has expired • Provide policy schedules, wording, invoices to brokers • Underwriting D&O liability with company’s turnover of less than R130 000 000

• Plans and prioritises work independently• Processing of Scheme Installations / Renewals and Terminations.• Membership maintenance for underwriting purposes• Processing of scheme commission payments• Allocation of premiums to Funds.• Updating and maintaining scheme premiums reconciliations• Issuing of Credit Control letters• Ensure accuracy and completeness of all tasks performed within service level agreement• Regular client interaction on a professional and effective manner on both verbal and written communication• Perform additional ad-hoc tasks as and when required across the client service centre to meet commitments made to clients• Maintain expected performance standards each month, ensuring and adhering to the required monthly timekeeping and attendance standards of CAL Group Risk area• Recommendations & resolution to complex problems encounteredParticipate in all projects assigned