Agent: Insurance Claims (Credit Life, Non-Medical Claims)

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Date: 9 Apr 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:

1. To see what life at Capitec is all about and complete a short assessment, please click here!

2.  Once you have completed the above finalize your application by clicking apply below

Purpose Statement

  • To administer and handle all administration on insurance claims, matters and queries to ensure efficient processing and client service.

Experience

Minimum:

  • At least 1-year hands-on experience in assessing or administration of non-medical credit insurance claims, including verifying claim validity and determining settlement outcomes. 
  • Experience working within the legal and regulatory frameworks of the insurance industry

Qualifications (Minimum)

  • Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

  • National Diploma

Knowledge

Minimum:

  • Familiarity with financial risk analysis and understanding of credit policies.

Ideal:

  • Treating Customers fairly (TCF)
  • Financial Intelligence Centre Act (FICA) 
  • Protection of Personal Information Act (POPI)
  • Financial Advisory and Intermediary Services (FAIS)

Key responsibilities

  • Assess non-medical credit life claims (e.g., retrenchment and death claims) to ensure validity. 

  • Provide excellent customer service through accurate and timely claims processing, adhering to turnaround times. 

  • Manage daily workflow processes in accordance with the company’s established procedures. 

  • Execute any ad hoc requests/assignments that are in line with/relevant to the role, department, division, Capitec Bank business and/or development plan.  

Skills

  • Communications Skills
  • Reporting Skills
  • Administration Skills
  • Attention to Detail
  • Computer Literacy (MS Word, MS Excel, MS Outlook)

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.