Team Leader: Insurance Claim at Capitec Bank

Purpose Statement

• To manage and lead a team to optimally deliver on set organisational, departmental, and operational objectives, ensuring that an exceptional client experience is achieved and that all set policies, regulatory requirements, and operational processes are implemented, followed, and adhered to 
• The Team Leader is also a Representative (REP) appointed by the bank. 

Experience
Minimum:

• Minimum of 3 -5 years’ experience in a banking, retail, finance, client service environment in a leadership role. 

Ideal:

• Credit Life and Funeral Insurance experience (role specific)

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

• A relevant tertiary qualification

Knowledge

Minimum

• General Microsoft Office systems 
• Leadership Principles
• Client Service
• Credit Life and Funeral Cover Insurance claims, but may include additional products in the future as the bank expand its product range 
• Credit life cover includes the full claims assessment process for retrenchment, unemployment, temporary loss of income, death and permanent or temporary disability. It may from time to time include other ex gratia payments as confirmed by the Policy owners.
• Funeral cover includes assistance gathering the minimum required documents and communication with clients relating to their claim status

Ideal:

• Capitec Bank policies, including:
• Disciplinary code and procedures
• KPA procedures and policies
• Adherence policies
• Capitec banking system
• Client relationship principles and environment
• Liaising with 3rd party providers, insurers and re-insurers
• Working knowledge of Capitec Bank's integrated systems, structure and infrastructure 

Skills

• Communications Skills
• Computer Literacy (MS Word, MS Excel, MS Outlook)
• Attention to Detail
• Numerical Reasoning skills
• Negotiation skills