Broker Support Agent Claims

Telesure Investment Holdings (Pty) Ltd.; Durban; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial services provider in Durban is seeking a Broker Support Agent to manage and process claims effectively. The role involves guiding brokers through the claims process, handling documentation, and maintaining compliance with quality standards. Candidates must have a Grade 12 qualification and relevant financial services experience, ideally with short-term insurance product knowledge. Join our team to enhance your career while contributing to our mission of providing exceptional service.

Qualifications

• Grade 12 or equivalent qualification required.
• FAIS and RE5 qualifications essential for the position.
• Knowledge of relevant financial products is necessary.

Responsibilities

• Manage and process claims by guiding brokers and policyholders.
• Administer insurance claims with documentation review and case allocation.
• Support stakeholder engagement through arranging meetings and actions.
• Maintain compliance with service level agreements and quality standards.
• Contribute to continuous improvement and identify process optimizations.

Skills

Insurance Claims Administration

Document Management

Customer Service Management

Stakeholder Engagement

Data Management

Education

Grade 12 / SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product knowledge

Job description

Broker Support Agent Claims page is loaded## Broker Support Agent Claimslocations : Durban, Kwazulu Nataltime type : Full timeposted on : Posted Todaytime left to apply : End Date : November 26,

(5 days left to apply)job requisition id : JR

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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)

Our Work Experience is the combination of everything that's unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it's our people.

Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful.

They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.