Team Leader: Insurance Claims

Capitec Client Care; Bellville; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading bank is seeking a Team Leader in Bellville to enhance client experience and manage a dedicated team. The ideal candidate will have a strong leadership background in banking services, focusing on achieving departmental objectives while ensuring compliance with policies. This role involves oversight of client interactions and the implementation of operational processes.

Qualifications

• Minimum 3-5 years' experience in a banking or client service leadership role.
• Knowledge of Banking policies and Client relationship principles is essential.
• Experience with Credit Life and Funeral Insurance preferred.

Responsibilities

• Manage and lead a team to deliver exceptional client experiences.
• Ensure compliance with policies and operational processes.
• Act as a bank representative for operational objectives.

Skills

Communications Skills

Computer Literacy

Attention to Detail

Numerical Reasoning

Negotiation skills

Education

Grade 12 National Certificate / Vocational

A relevant tertiary qualification

Tools

Microsoft Office

Job description

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Date: 11 Jun 2025

Location: Bellville, Western Cape, ZA

Company: Capitec Bank Ltd

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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:

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

Purpose Statement

• To manage and lead a team to optimally deliver on set organisational, departmental, and operational objectives, ensuring that an exceptional client experience is achieved and that all set policies, regulatory requirements, and operational processes are implemented, followed, and adhered to
• The Team Leader is also a Representative (REP) appointed by the bank.
  
  

Experience

Minimum:

• Minimum of 3 -5 years’ experience in a banking, retail, finance, client service environment in a leadership role.
  
  

Ideal:

• Credit Life and Funeral Insurance experience (role specific)
  
  

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational
  
  

Qualifications (Ideal Or Preferred)

• A relevant tertiary qualification
  
  

Knowledge

Minimum

• General Microsoft Office systems
• Leadership Principles
• Client Service
• Credit Life and Funeral Cover Insurance claims, but may include additional products in the future as the bank expand its product range
• Credit life cover includes the full claims assessment process for retrenchment, unemployment, temporary loss of income, death and permanent or temporary disability. It may from time to time include other ex gratia payments as confirmed by the Policy owners.
• Funeral cover includes assistance gathering the minimum required documents and communication with clients relating to their claim status
  
  

Ideal:

• Capitec Bank policies, including:
• Disciplinary code and procedures
• KPA procedures and policies
• Adherence policies
• Capitec banking system
• Client relationship principles and environment
• Liaising with 3rd party providers, insurers and re-insurers
• Working knowledge of Capitec Bank's integrated systems, structure and infrastructure
  
  

Skills

• Communications Skills
• Computer Literacy (MS Word, MS Excel, MS Outlook)
• Attention to Detail
• Numerical Reasoning skills
• Negotiation skills
  
  

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.

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