Agent: Insurance Claims (Funeral 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 
• At least 1 year experience in dealing with Funeral insurance claims. 

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

• Understanding of the Claims handling process
• Claims Administration knowledge
• Knowledge of Funeral Products (ideal)
• Understanding of the insurance industry and regulatory frameworks and bodies (ideal)

What you will be doing

• Process all administration and sequestration matters /queries 
• Liaise with relevant stakeholders 
• Hand-over of Ad-hoc recovery related queries 
• Ad hoc tasks and support the team