Agent: Insurance Claims (Funeral Claims)

Capitec Bank; Bellville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading bank is seeking energetic individuals to manage insurance claims and provide exceptional client service. The role involves processing claims, liaising with stakeholders, and supporting the team. Ideal candidates have experience in banking and insurance, and a strong understanding of claims handling.

Qualifications

• 1-2 years’ experience in banking, insurance, or client service.
• At least 1 year experience in Funeral insurance claims.

Responsibilities

• Process all administration and sequestration matters/queries.
• Liaise with relevant stakeholders.
• Support the team with ad hoc tasks.

Skills

Communication Skills

Reporting Skills

Administration Skills

Attention to Detail

Computer Literacy

Education

Grade 12 National Certificate / Vocational

National Diploma

Job description

Apply by:

We're on the lookout for energetic, self-motivated individuals who share our passion for service in the banking industry. To be part of the journey, follow the steps below:

1. To see what life at Capitec is all about and complete a short assessment, please click here!
2. Once you have completed the above, finalize your application by clicking apply below.

Purpose Statement

• To administer and handle all administration on insurance claims, matters and queries to ensure efficient processing and client service.

Experience

Minimum:

• 1-2 years’ experience in a banking, insurance, or client service environment.
• At least 1 year experience in dealing with Funeral insurance claims.

Ideal:

• Treating Customers Fairly (TCF)
• Financial Intelligence Centre Act (FICA)
• Protection of Personal Information Act (POPI)
• Financial Advisory and Intermediary Services (FAIS)

Qualifications

(Minimum):

• Grade 12 National Certificate / Vocational

(Ideal or Preferred):

• National Diploma

Knowledge

• Understanding of the Claims handling process
• Claims Administration knowledge
• Knowledge of Funeral Products (ideal)
• Understanding of the insurance industry and regulatory frameworks and bodies (ideal)

What you will be doing

• Process all administration and sequestration matters/queries
• Liaise with relevant stakeholders
• Hand-over of ad-hoc recovery-related queries
• Support the team with ad hoc tasks

Skills

• Communication Skills
• Reporting Skills
• Administration Skills
• Attention to Detail
• Computer Literacy (MS Word, MS Excel, MS Outlook)

Conditions of Employment

• Clear criminal and credit record

Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.