Finance Claims & Payments Specialist

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

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.