AFFLUENT CLAIMS CONSULTANT – Sanlam Group 548 views

Purpose of position
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

Qualifications and Experience
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

Knowledge and Skills
Excellent English (verbal & written) language skills

One local Namibian language – will be a competitive advantage

Intermediate administration, record keeping and data management

Basic Mathematics calculations will be required

Knowledge of Microsoft products (MS Outlook, MS Excel and MS Word)

Attention to detail, accurate and organised

Work under pressure with a sense of urgency

Strong and very articulated communication skills

Administrative and routine oriented

Client Service focused

Confidentiality, work ethics and professionalism are essential qualities

Personal Attributes
Self-development – Contributing independently
Decision quality – Contributing independently
Plans and aligns – Contributing independently
Manages conflict – Contributing independently