Description

BE UNSTOPPABLE AND JOIN OUR UNSTOPPABLE TEAM

• This individual will be accessing Funeral Claims, checking on documents are in order, making sure there are no Reflags
• All the client premiums are up to-date.
• Prepare insurance claim forms or related documents and review them for completeness. Enter claims information into database systems. Pay small claims.
• Calculate amount of claim. Post or attach information to claim file. Transmit claims for further investigation. Contact insured or other involved persons to obtain missing information.
• Review insurance policy to determine coverage. Organize or work with detailed office records, using computers to enter, access, search or retrieve data.
• Ensure that the correct banking details are received and captured and that the correct amount in terms of an accepted claim is paid to the appropriate parties. Contact first beneficiary and confirm if claim should be paid to third party.
• Must be able to manage complexity
• Plans and prioritizes work to meet commitments aligned with organizational goals.
• Consistently achieves results, even under tough circumstances.
• Handles conflict situations effectively, with a minimum of noise. For example, disagrees with others in a respectful and tactful manner; handles conflicts and differences of opinion in a calm, composed manner; rebounds from conflicts without animosity.
• Communicates effectively Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed.
• Ensures accountability Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Requirements

General Experience

• 1-2 years funeral claims assessing experience in the funeral insurance industry (Essential);
• Grade 12/ SAQA Accredited Equivalent (Essential);
• Regulatory exam 5 (Essential); Wealth Management Qualification
• (Advantageous); Class of Business Certification (Advantageous