Clerk: IL Claims Processor at Assupol Life Company Location

Specification Duties & Responsibilities

• Processing of investment claims
• Check if the claimant is a correct claimant on the policy
• Check if the policy is due to be paid on the particular month
• Verify if all premiums where received
• Processing maturity, cash provider, cash back, school fund claims within 48hrs of receipt
• Prepare for claims approval process
• Liaise with Section Leader where necessary (disputed claims)
• Liaise and follow up with relevant stakeholders on outstanding claims
• Refer dispute claims to Section Leader
• Update the clients details on the system
• Update AIMS notes
• Assist walk-in clients
• Receive claims from walk-in clients (Funeral, Cash Backs, Cash Providers, School funds, Life covers, 4sure and Legacy policies)
• Assist walk-in clients with any claims submission, queries/complaints
• Submit claims to clerk administrator to register the claims
• Liaise with branch offices if they will be receiving outstanding documents from the clients who submitted claims at Head Office
• Follow up on outstanding investment claims
• Follow- up on outstanding claims documentation/investigation (All old and new claims received)
• Update AIMS notes and e-mail branches
• Do bi-weekly follow-ups on the correspondence
• Give inputs to Section Leader on the finalization of claims without the outstanding document or to defer a claim
• Reconcile information received, processed and finalised
• Compile monthly individual statistics
• Compile reports as requested by managers
• Compiling all branch registers month end (Death & Withdrawals), making sure all branches captures claims correctly, making follow ups on a weekly basis, confirming with all branch managers.
• Compiling all Head Office Registers (Withdrawals and Maturities).

Requirements

1. Formal Education

• Matric
• Technical/Legal Certification
• NQF 3 in Insurance (Advantage)
• Experience
• 1 years life insurance
• Knowledge
• Legislation
• Life Insurance Industry
• Long Term Insurance Claims
• Skills
• Computer Literacy
• Communication
• Analytical
• Problem Solving
• Interpersonal
• Attributes
• Assertiveness
• Team Player
• Attention to detail
• Planning & Organizing