Agent: Insurance Claims (Funeral Claims)

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Date: 9 May 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:

  • 1-2 years’ experience in a banking, insurance, client service environment 
  • At least 1 year experience in dealing with Funeral insurance claims. 

Ideal:

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

Qualifications (Minimum)

  • Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

  • National Diploma

Knowledge

  • Understanding of the Claims handling process
  • Claims Administration knowledge
  • Knowledge of Funeral Products (ideal)
  • Understanding of the insurance industry and regulatory frameworks and bodies (ideal)

What you will be doing

  • Process all administration and sequestration matters /queries 

  • Liaise with relevant stakeholders 

  • Hand-over of Ad-hoc recovery related queries 

  • Ad hoc tasks and support the team 

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.