Claims Consultant

4 months ago


Saint Francis, South Africa PSG Wealth Financial Planning Full time

**Responsibilities**:

- Client face to face meetings
- Liaising and providing feedback to clients of claim progress
- Handling client queries
- Claims Management: the daily claims process from capturing received claims to processing and closing claim.
- Registering claims
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention
- Basic underwriting knowledge and understanding
- Understanding policy wording and various products on the commercial side

**Minimum Requirements**:

- Grade 12/Matric
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Full qualification (Short term insurance)
- Regulatory examination RE5 successfully completed
- 2 - 3 years relevant experience in commercial claims (including fleets, inventory, assets, etc.)

**Skills set required**:

- Strong communication skills
- Professional and strong work ethic
- Organising and planning
- Client service orientation
- Attention to detail
- Proactive and able to work independently

Ability to commute/relocate:

- Saint Francis, Eastern Cape: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

License/Certification:

- RE5 (required)
- NQF 4 in Short Term Insurance (required)



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