Finance Claims Administrator

Persona Staff; Wes-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Persona Staff is seeking a detail-oriented administrator to manage claims, financial processing, and supplier payments for a portfolio of clients in the Wes-Kaap region. You will review and process claims, verify documentation, and ensure timely submissions to Finance for payment.

The role requires strong numeracy, high accuracy, and experience with databases or financial systems, plus excellent Excel skills. This position offers stable work within the South African market.

Qualifications

• Experience in claims, finance, insurance, accounts administration, or similar roles.
• Strong numeracy and administrative abilities.
• Excellent attention to detail and accuracy.
• Experience with databases or financial software.
• Proficient in Microsoft Office, especially Excel.

Responsibilities

• Review and process insurance claims submitted through the company’s database.
• Verify claim information against insurer documentation before processing.
• Ensure claims are prepared and submitted to Finance for payment.
• Manage daily processing of claims for an assigned portfolio of clients.
• Monitor outstanding claims and follow up with insurers for delays or overdue payments.
• Reconcile claim payments and ensure correct allocation to accounts.
• Investigate discrepancies and escalate unresolved matters as needed.
• Monitor bank accounts linked to client portfolios and ensure funds are allocated.
• Review client accounts after daily payment processing.
• Maintain accurate financial records and ensure transactions stay within contractual limits.
• Conduct daily and monthly checks on portfolio activity.
• Address irregularities or transactions outside agreed limits.
• Process supplier quotations and payment requests; review supporting docs.

Skills

Numerical skills

Administrative skills

Attention to detail

Excel proficiency

Tools

Microsoft Excel

Database systems

Job description

Key Responsibilities

Claims Administration

• Review and process insurance claims submitted through the company’s database.
• Verify claim information against supporting insurer documentation before processing.
• Ensure claims are accurately prepared and submitted to the Finance Department for payment.
• Manage the daily processing of claims for an assigned portfolio of clients.
• Monitor outstanding claims and follow up with insurers where payments are delayed or overdue.
• Reconcile claim payments and ensure that payments are correctly allocated to the relevant accounts.
• Investigate discrepancies and Investigate discrepancies and Escalate unresolved matters where necessary.

Financial & Account Administration

• Monitor the bank accounts linked to the allocated client portfolio.
• Ensure incoming funds are transferred and correctly allocated against relevant claims.
• Review client accounts following daily payment processing.
• Maintain accurate financial records and ensure transactions are processed within agreed contractual limits.
• Conduct ongoing daily and monthly checks on portfolio activity.
• Identify and address irregularities or transactions that fall outside agreed limits.

Supplier & Parts Administration

• Process supplier quotations and payment requests submitted through the database.
• Review supporting documentation and confirm that all relevant requirements have been met.
• Prepare and issue authorisations to parts suppliers to facilitate the delivery of parts to panel beaters.
• Process daily supplier authorisations and submit them for payment.
• Provide suppliers with proof of payment where partial or completed payments have been made.
• Respond to supplier queries and follow up on outstanding matters relating to the allocated client portfolio.
• Escalate more complex supplier or payment-related issues to senior team members when required.

Requirements

• Previous experience in claims administration, finance administration, insurance administration, accounts administration, or a similar role.
• Strong numerical and administrative skills.
• Excellent attention to detail and accuracy.
• Experience working with databases or financial administration systems.
• Proficiency in Microsoft Office, particularly Excel.