Agent: Insurance Claims

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Date: 25 Oct 2024

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.

Key Performance Areas

  • Service Delivery
  • Compliance and SLA Adherence
  • Data Handling
  • Contribution to continuous process improvement and/or team efficiency
  • Risk and gap identification
  • Administration

Service Delivery

Assist internal and external clients and/or stakeholders in resolving inquiries/claims in such a way that client experience is enhanced and relationships are strengthened and maintained

Ensure that all escalated queries/claims are attended to and successfully closed

Drive and deliver a superior customer service experience to the benefit of all parties involved

Compliance and SLA Adherence

Adhere to all contracted SLAs and/or approved internal policies and procedures, as well as regulatory requirements

Data Handling

Accurately capture, update, and/or maintain department/role-specific information in line with set targets/SLAs

Ensure information is handled in accordance with Personal Protection of Information Act (POPIA)

Contribution to continuous process improvement and/or team efficiency

Identify opportunities for improvement and/or solutions to optimise efficiencies

Contribute to team efficiency and facilitate the team reaching its targets by supporting colleagues within the work function

Risk and gap identification

Contribute towards risk management by identifying anomalies, exceptions, and other risk issues (i.e., operational and reputational risks) and either resolve or escalate to line management immediately

Administration

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

Execute functions on behalf of fellow team members when appropriate and/or in case of absences

Experience

Minimum:

  • 1-2 years’ experience in a banking, insurance, client service environment 

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

Minimum:

  • Claims handling

Ideal:

  • Knowledge of Capitec products and systems
  • Understanding of the insurance industry and regulatory frameworks and bodies

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.