Broker Support Agent Claims

Job Description:

Manage and process claims by working together as a team to guide the broker / policyholder along the claims process, investigate the claim for legitimacy and the extent of the damage, and eventually approve or deny a claim based on the insured’s claim filing paperwork, their coverage, and other factors.

Job Responsibilities:

• Produce, update and provide best practice support on a wide range of MS documents, databases and other departmental systems to support the work ofmore senior colleagues.
• Create, organize and maintain files containing the correspondence and records. Obtain all required information and documents to proceed with the claim.
• Carry out standard intermediary / customer service activities and handle simple customer enquiries.
• Support stakeholder engagement by arranging actions, meetings, and events.
• Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.

Job Requirements:

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential).
• General Experience 1 – 3 years Financial Services industry experience (Essential); Short-term insurance product knowledge / intermediary experience (Advantageous); ROC experience (Advantageous)