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Team Leader: Insurance Claims

Capitec Bank

Bellville

On-site

ZAR 300,000 - 550,000

Full time

3 days ago
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Job summary

Capitec Bank seeks a Team Leader to drive operational success within a dynamic banking environment. The role involves managing a team to achieve set objectives, ensuring compliance with policies, and maintaining high levels of client service. Candidates should have significant leadership experience in banking or finance, along with a strong commitment to customer satisfaction.

Qualifications

  • Minimum of 3-5 years’ experience in a leadership role in banking or finance.
  • Grade 12 National Certificate or equivalent is mandatory.
  • Tertiary qualification is preferred.

Responsibilities

  • Manage and lead a team to meet operational objectives and ensure compliance.
  • Ensure exceptional client experience following bank policies.
  • Act as a representative of Capitec Bank.

Skills

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

Education

Grade 12 National Certificate / Vocational
A relevant tertiary qualification

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, pleaseclick here!

2. 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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