Claims Relationship Manager at AON

Aon South Africa is recruiting a Claims Relationship Manager, based in the Claims department at our offices in Sandton. This is a hybrid role.

The role of the CRM is to maintain the relationship between the Aon claims department, the clients and the isurers. 

What the day will look like
Portfolio Management

• Articulate the claims capabilities and operational proposition to clients and identify improvement opportunities
• Management of client portfolio - this includes all policies across different business solution lines (one view of portfolio)
• Outstanding Claims - Do weekly outstanding claims monitoring to ensure claims are up to date and progress is made. Escalate matters that are dormant or not progressing

Reports

• Report mapping - ensure that all Client mapping in the Data Warehouse is correct to include all claims across different client portfolios on different systems
• Report set ups - agree type of reports as well as frequency of reports with the Client and ensure that scheduling is done correctly from the Data Warehouse

Aggregates

• Aggregate management - monitor aggregate fund balances to ensure that the aggregates do not burn
• Aggregate arrangements - agree specific aggregate processes with the client and implement accordingly (e.g. excess payments / claims within excess etc.)
• Aggregate audits - notify Insurers when an aggregate reaches 80% to arrange for audits to be conducted. The sign-off of these audits must be done as quickly as possible to avoid any delays on claims that falls outside the Aggregate after it is depleted.
• Claims Management Agreements - collect information and prepare the Claims Management Agreement via the Docusign Process

Fund Management

• Ensure that funds are requested by Client Manager, deposited and that there are enough funds in the bank accounts for payments
• Closing Bank Accounts

Client Support

• Set up and attend client meetings as per the client's required frequency
• Build client relationships through regular interaction with clients
• Identify specific process needs and ensure implementation

New Business and Renewal

• Assists with new business presentations (Powerpoint / Mock up Dashboards / Solutions etc.)
• Attend new business presentations and present the Claims capabilities to the prospective clients
• Assists with renewal presentations (Powerpoint / Dashboards / Solutions etc.)

Claims Advocacy

Assist with disputes and advise regarding:

• Rejections
• Complaints
• Large and contentious losses

Skills and experience that will lead to success

Qualifications

• Grade 12. (Matric)
• A relevant bachelor’s degree or;
• A relevant tertiary insurance related qualification.
• Registration with the FSCA in terms of the FAIS ACT.
• Registration as an associate with the IISA.

Knowledge

• Technical/Professional knowledge of insurance principles practices and fields.
• Have a solid understanding of risk analysis methodologies.
• Have a good understanding of the applicable legislative environment governing the insurance industry

Skills and Attributes

• Well-developed team leadership skills.
• Developed team functioning skills.
• Good interpersonal relationships.
• Sophisticated analytical technical and problem-solving skills.

Experience

• A minimum of 5 – 10 years’ experience in a similar or related role.
• Extensive Insurance experience