Disability Claims Assessor

Old Mutual South Africa; Cape Town; On-site; ZAR 260,000 - 380,000; Full time

Job summary

A leading financial services company in Cape Town is looking for a Disability Claims Assessor. In this role, you will assess disability claims and ensure compliance with guidelines, while managing client portfolios and providing training on claims trends. The ideal candidate has a health-related degree and experience in disability claims assessment. Strong interpersonal and communication skills are a must, along with the ability to work under pressure. This full-time position offers a great opportunity to grow within a dynamic environment.

Qualifications

• Minimum 2 years clinical experience.
• Experience in the Financial Service Industry is advantageous.
• Disability Claims assessment experience is highly advantageous.
• Experience in the Financial Service Industry is advantageous.
• Disability Claims assessment experience in a Group Assurance or Risk environment and GAP product knowledge is highly advantageous.
• Well developed interpersonal skills.
• Strong verbal and written communication skills.
• Excellent attention to detail.
• Good presentation skills.
• Ability to work under pressure to meet deadlines.
• Computer literate and proficient in MS Office programmes e.g. Word, powerpoint & Excel.
• Have sound analytical and problem solving abilities.
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals.
• Enjoy working in a progressive environment.

Responsibilities

• Assess disability claims according to product and contractual guidelines.
• Manage income protection portfolio of claims, including reviews and case management.
• Provide training and education on claims trends to clients.
• Collaborate effectively to achieve team goals.
• Investigate compliance issues and take corrective actions.
• Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues.
• Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Analytical Reasoning

Clinical Practice

Communication

Problem Solving

Professional Presentation

Regulatory Compliance

Written Communication

Education

Grade 12/Matric

Completed medical/allied health Degree (Nursing, Occupational Therapy, Physiotherapy)

Bachelor of Commerce (BCom): Physical Therapy (Required)

Matriculation Certificate (Matric) (Required)

Tools

MS Office (Word, PowerPoint, Excel)

Job description

Job Title

Disability Claims Assessor

Company

Old Mutual South Africa

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Job Description

The role involves assessing and managing disability claims in line with product and contractual guidelines, ensuring holistic evaluations based on medical, occupational, and other relevant information. The successful candidate will oversee a portfolio of clients, providing training, education, and insights on claims trends, while maintaining strong relationships through proactive support. Additionally, responsibilities include optimizing processes, collaborating with corporate teams, managing organizational risks, ensuring regulatory and operational compliance, and fostering personal capability development through continuous learning and industry engagement.

Key Result Areas

• Assess disability claims according to product and contractual guidelines
• Optimal and timeous management of income protection portfolio of claims in payment, which encompasses reviews, return to work planning, case management and termination of benefits
• Manage a portfolio of clients by providing training, education, and presentations on claims trends
• Ongoing process optimisation & improvements within the team with a focus on implementing best practice and keeping up with industry changes and trends
• Collaborates effectively with others to achieve team goals
• Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues
• Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching

Skills, Qualifications and Experience

• Grade 12/Matric
• Completed medical / allied health Degree, e.g. Nursing, Occupational Therapy, Physiotherapy
• Minimum 2 years clinical experience
• Experience in the Financial Service Industry is advantageous
• Disability Claims assessment experience in a Group Assurance or Risk environment and GAP product knowledge is highly advantageous
• Well developed interpersonal skills
• Strong verbal and written communication skills
• Excellent attention to detail
• Good presentation skills
• Ability to work under pressure to meet deadlines
• Computer literate and proficient in MS Office programmes e.g. Word, powerpoint & Excel
• Have sound analytical and problem solving abilities
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment

Skills

Analytical Reasoning, Clinical Practice, Communication, Problem Solving, Professional Presentation, Regulatory Compliance, Written Communication

Competencies

Action Oriented, Business Insight, Collaborates, Communicates Effectively, Decision Quality, Ensures Accountability, Financial Acumen, Instills Trust

Education

Bachelor of Commerce (BCom): Nursing (Required), Bachelor of Commerce (BCom): Occupational Therapy (Required), Bachelor of Commerce (BCom): Physical Therapy (Required), Matriculation Certificate (Matric) (Required)

Closing Date

08 January 2026 , 23:59

Legal Note

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!