Trainee Claims Assessor

Old Mutual South Africa; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking a claims assessor in the life insurance domain. You will use specialist medical knowledge to evaluate and approve or decline claims within set business rules, while learning as part of a dedicated claims assessment team.

The role requires shifting hours and overtime where necessary to meet service commitments. The ideal candidate holds a medical or allied degree or a related three-year diploma, with strong attention to detail and excellent communication skills

Qualifications

• Matric with Biology, Mathematics, or Accounting is essential.
• Medical or allied degree (e.g., Nursing, Occupational Therapy, Physiotherapy) or a related diploma is advantageous.
• Claims assessing experience is an added advantage.

Responsibilities

• Assess claims in the individual life benefit range using specialist knowledge.
• Evaluate contracts and determine liability on claims.
• Manage risk and make decisions within standardised practice.

Skills

Attention to detail

Time management

Verbal and written communication

Team player

Problem solving

Presentation skills

Interpersonal skills

Education

Matric with Biology/Mathematics/Accounting

Medical/allied degree (NQF Level 7) or related diploma

Three-year related diploma

NQF Level 7 - Degree/Advance Diploma/Postgrad Certificate

Tools

MS Office

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role uses specialist technical knowledge to assess claims in the individual life benefit range for the business and/or specific products.

This role is for a dynamic individual with a willingness to learn and be part of a specialised claims assessing team

Role Description & Key Result Areas

• Personal Effectiveness
  • Accountable for managing own time effectively to meet service delivery needs.
  • Prioritise tasks and ensure high-quality output.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others and can work independntly.
  • Accepts and lives the company values.
• Risk Management
  • Uses specialist technical knowledge to evaluate and manage the validity of contracts and; determine and manage the liability of claims.
  • Determines, selects, and accepts risk and/or liability on behalf of the organisation.
  • Evaluates financial and medical evidence against business rules and practices.
  • Exercises discretion in decision-making within standardised practice.

Role Requirements

• Matric with Biology, Mathematics, or Accounting essential
• Completed medical / medically aligned degree, e.g. Nursing; Occupational Therapy; Physiotherapy, or a three (3) year related diploma would be a distinct advantage.
• Claims assessing experience would be an added advantage.
• Specialised medical knowledge through learning or experience is essential.
• Experience in the Financial Service Industry would be advantageous.
• PC proficiency in MS Office i.e. Word, Excel, etc.
• Well-developed interpersonal skills.
• Strong verbal and written communication skills particularly the ability to have difficult conversations.
• Attention to detail.
• Well-developed problem-solving skills.
• Excellent time management skills
• Good presentation skills.
• Must be a team player.
• Must be willing to work shifts and overtime where necessary.

Competencies

• Decision Making
• Ownership
• Thinking Skills
• Tenacity
• Continuous Renewal

na

Skills

Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management

Competencies

• Action Oriented
• Collaborates
• Drives Results
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

15 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!