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  • Posted: Feb 15, 2024
    Deadline: Not specified
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  • In 1988 Risk Benefit Solutions (RBS) started out as a small proprietorship. A little over 20 years on - it’s now one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consul...
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    Claims Consultant - CPT

    Role Purpose

    To provide international insurance accredited stakeholders (e.g. clients, account executives) with efficient claims advice and administration according to the required standards and procedures in support of the business strategy. 

    Financial:

    • Ensure appropriate minimisation of claims and claims expenses 
    • Ensure and contribute to minimisation of general expenses 

    Client:

    • Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant 
    • Build and maintain mutually beneficial relationships with internal (e.g. account executives) and external (e.g. clients) stakeholders 
    • Keep client informed regarding to progression of the claim 
    • Ensure and contribute to achieving the required client satisfaction targets

    Business Processes:

    • Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to): 

    Claims Administration

    • Receive claims notification, and send and obtain any relevant forms or documents as may be required 
    • Administer complete claims process according to defined claims procedures until claims are settled 
    • Appoint assessor or loss adjustor  
    • Apply policy terms and conditions 
    • Keep internal system and records up to date at all times 
    • Keep relevant internal stakeholders up to date on the progress of registered claims 
    • Make assessment of claims validity and estimate value and administer mandated claims 
    • Forward claims in excess of mandate to insurer  
    • Obtain quotes for services 
    • Arrange approval and payment for claims costs in line with claims and cover 
    • Act as intermediary between insurer and client and timeously relay communication, requests and documentation 
    • Follow the recoveries process, diarise follow-ups and keep clients informed 
    • Ensure productivity targets are met 
    • Contribute towards and ensure continuous improvement in own and team performance 
    • Adhere to company mandates 
    • Participate and contribute in ad hoc projects 
    • Report any suspected fraud, misrepresentation and/or dishonesty 
    • Keep accurate record of own activities 

    Requirements

    Minimum Qualifications and Skills:

    • Matric or equivalent 
    • 1 to 3 years claims experience (Personal Lines and Commercial)
    • Computer literate 
    • Excellent communication skills (verbal & written) 
    • Willingness to adhere to working hours from 02h00 to 10h00 to support international stakeholders

    go to method of application »

    Commercial Underwriter - CPT

    Role Purpose

    Provide our international insurance accredited stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy. 

    Financial:

    • Take appropriate action to minimise cancellations 
    • Ensure retention targets are met 

    Client:

    • Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant  
    • Build and maintain mutually beneficial relationships with internal and external stakeholders 
    • Ensure and contribute to achieving own and company required client satisfaction targets 

    Business Processes:

    Adhere to company quality standards, process and broader regulatory frameworks wrt the following processes (but not limited to): 

    • General Enquiries such as but not limited to cover, products, processes etc 
    • New Business, Renewals, Endorsements and Re-broke 

    Cancellations

    • Ensure productivity targets are met 
    • Adhere to company mandates 
    • Participate and contribute in ad hoc projects 
    • Keep accurate record of own activities

    Requirements

    Minimum Qualifications and Skills:

    • Matric or equivalent
    • Computer Literate
    • Professional and highly articulate in communication
    • 1 - 3 years' experience working in a client services environment.
    • 1 - 3 years' experience as a Commercial Lines underwriting
    • Willingness to adhere to working hours from 02h00 to 10h00 to support international stakeholders

    Method of Application

    Use the link(s) below to apply on company website.

     

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