Broker Support Agent Claims

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading financial services provider in Durban seeks an individual experienced in managing and processing insurance claims. The role involves guiding brokers and policyholders, ensuring compliance with regulations, and supporting continuous improvement practices. Ideal candidates will have a Grade 12 qualification plus FAIS and RE5 certifications, along with 1-3 years' experience in the financial services industry.

Qualifications

• Essential experience of 1-3 years in the Financial Services industry.
• Short-term insurance product knowledge is advantageous.
• ROC experience is advantageous.

Responsibilities

• Manage and process claims by guiding brokers and policyholders.
• Conduct initial reviews of claims documentation.
• Maintain files containing correspondence and records.
• Support stakeholder engagement activities.
• Ensure compliance with service level agreements and quality standards.

Skills

Team collaboration

Customer service

Data management

Compliance knowledge

Education

Grade 12/ SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product knowledge

Job description

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Manage and process claims by working together as a team to guide the broker / policyholder along the claims process, investigate the claim for legitimacy and the extent of the damage, and eventually approve or deny a claim based on the insured's claim filing paperwork, their coverage, and other factors.

Responsibilities

Insurance Claims Administration

Carry out a range of information gathering and data processing activities to support the administration of insurance claims, including an initial review of claims documentation to identify further information needed and/or to allocate cases to the appropriate claims specialists/investigators.

Document Management

Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.

Administration

Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work of more senior colleagues.

Intermediary / Customer Service Management

Carry out standard intermediary / customer service activities and handle simple customer enquiries.

Stakeholder Engagement

Support stakeholder engagement by arranging actions, meetings, and events.

Compliance

Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.

Personal Capability Building

Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Continuous Improvement

Contribute to optimising work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's.

Data Management

Support others by working on a variety of data management tasks.

Performance Management

Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.

External Communications

Create positive experiences for clients by interacting courteously with them.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous); ROC experience (Advantageous).

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.