Motor Schedule (JG9) at Santam Insurance

ROLES AND RESPONSIBILITIES

• Needs to know the ability and competence of the assessor 
• Allocate and appoint claims to the assessor/Hybrid in areas 
• Stats of the assessor 
• Constant communication between assessors and schedulers 
• Keep Assessors Managers in the loop with discussions and/or request for External Assessors 
• Use tracking tool to ensure productivity and cost are aligned 
• Cost management regarding the appointment of external Assessors vs the cost of utilizing internal assessors of other areas
• The appointment of claims to external assessors within company budget 
• To make sure that cost is saved regarding the decision on the appointment of external assessor’s versus the cost of utilizing internal assessors from other areas. 
• Minimizing travelling cost of assessors between claims when assigning claims. 
• Daily contact with Internal and External assessors (availability & outstanding claims progress) 
• Daily contact with Assessor Managers (issues & concerns)

Process 

• Review claim information (e.g. CCC description, appraisal instruction, assessment place) before assigning the assessor. 
• The appointment of Internal or External assessors to claims that fall within their area of expertise as well as within their geographical area of responsibility. 
• Managing the workload (claims allocated per day) of the assessor. 
• Managing the targets (average claims per day) of the assessor. 
• To make sure that the turnaround time of the claims are achieved within the prescribed company targets.

Reporting 

• Daily register (Claims allocated per assessor per day) 
• Monthly Assessors Productivity Report (Claims Received/Claims Finalised, Claims Average

Adhoc

• Manage Catastrophe claims allocations under correct CAT code.

SYSTEMS THE SCHEDULERS WORK WITH

• Claims Centre
• MS Office (Outlook & Excel) 
• Avaya 
• Online Services 
• BPM

QUALIFICATIONS AND EXPERIENCE

• Grade 12/Matric
• At least 5 years’ experience in Motor Claims 
• Santam policies and procedures 
• Claims Centre User 
• Santam System knowledge