Agent: Insurance Claims at Capitec Bank

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 

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)