Affluent Claims Consultant (m/f)

Duties

• The successful candidate will be required to efficiently and effectively process all claims submitted. Effective record keeping of submitted, accepted, repudiated and declined claims. Providing timely and professional feedback to distribution or within the department
• Main Duties and Responsibilities:
• Verification of system data versus documentation submitted
• Process claims on Thought express and Legacy for all products
• Identify and request any outstanding requirements from intermediaries, internal staff and clients
• Scanning and uploading of requirements and all claims supporting documentation
• Detecting and communication of any fraudulent activities
• Prepare letters and memorandums as required
• Effective client service to stakeholders
• Accurate and timely investigations and feedback to intermediary and stakeholder enquiries
• Effective administration of baskets, google doc's and requirements
• Sending of tax certificates as required
• Administration of requirements for all claims
• Preparation of Memorandums to the board and Sanlam doctors
• Identify system errors that need to be logged
• Risk identification in all processes of claims and amendments on policies
• Identification of problems and logging thereof to the systems support team internal/external that they are not able to fiz
• Identify any process gaps or where it can be improved
• Identify and request any outstanding FIA source documentation for entities
• Screening of all parties of an entity during onboarding of new business and alterations (when required)
• Report any discrepancies picked up to management and the compliance department

Requisites

• Grade 12
• Diploma in Business Administration will be an added advantage
• Minimum of 3 years working experience in the insurance industry and new business environment
• Good Sanlam product knowledge will be an added advantage

Notes

• Only shortlisted applicants will be contacted