Claims Tracing Assistant at Sanlam Group

What will you do?

The main purpose of this job is rendering a support service to all Claims (e.g. Maturity, Instalments and Death Claims) related teams where Sanlam is holding unclaimed benefits. This role will assist with the administration to trace claimants and obtain outstanding information to assist the Claims teams to continue their claims assessments.

• Handling of items on Unclaimed benefits accounts for Death and Instalments
• Reporting and tabulations
• Tracing of clients
• Upload information to a third party tracing company 
• Verbal and written communication/correspondence 
• Settling client tracing enquiries 
• Identify and report system errors
• Keeping record of daily production 

What will make you successful in this role?

Experience, Knowledge & Skills:

• 2-3 years appropriate Money Movement experience / knowledge
• Computer literacy (Excel & Word)
• Understanding client needs
• Previous tracing experience 
• 2 – 3 years bank and Financial industry knowledge / experience 

Competencies:

• Building customer loyalty
• Building and maintaining relationships (CRM)
• Problem solving
• Communication
• Concern for accuracy

Qualification and Experience

• Grade 12 with 2 to 3 years related experience.

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently