Jobs Available at 1 Life Insurance

RESPONSIBILITIES

Broker Customer Service Management

• Carry out a range of customer service activities, including handling customer cases and enquiries that are more complex or outside the norm. Administration Produce, update and provide best practice support on MS documents, databases and other departmental systems to support the work of more senior colleagues. Tasks could include ensuring Broker partner packs are delivered timeously, fault logging fo system errors on behalf of brokers, assisting BDO's with administration and registration of brokers. Provide basic administration services to brokers & BDOs in the relevant region. Compliance Work within standard compliance systems and report simple non-compliance issues. Comply with service level agreements and quality standards.

Personal Capability

• Building Maintain and build relevant knowledge and ensure effective updating of own product and system knowledge. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Continuous Improvement

• Contribute to optimizing work practices and procedures and generate new ideas to assist in identifying continuous improvements and growth for broker's

Performance Management

• Assure all work meets technical / operations standards for quality and timeliness; use performance management systems to improve personal performance.

Data Management

• Support others by working on a variety of data management tasks. Maintain detailed records of broker information and statistical information.

Product & Solution Development

• Support others by assisting BDO's with organisation of training and processes in order to drive sales. Ensure adherence to business and statutory requirements.

External Communications

• Create positive experiences for clients by interacting courteously with them.

Internal Client Relationship Management

• Help manage internal client relationships by supporting other to build effective working relations.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential)
• Certificate of Proficiency (COP) Long Term Insurance Industry (Advantageous)
• Relevant 3 year Business related degree / diploma (Advantageous)
• FAIS and RE qualification (Advantageous)

EXPERIENCE

• General Experience 1 to 2 years secretarial or administrative work experience in long term insurance/ banking (Essential)
• Client Services experience, preferably in the long term environment (Essential)
• Knowledge of the Financial Insurance Industry (Essential)
• Broker experience (Advantageous)

go to method of application »

Description

BE UNSTOPPABLE AND JOIN OUR UNSTOPPABLE TEAM

• This individual will be accessing Funeral Claims, checking on documents are in order, making sure there are no Reflags
• All the client premiums are up to-date.
• Prepare insurance claim forms or related documents and review them for completeness. Enter claims information into database systems. Pay small claims.
• Calculate amount of claim. Post or attach information to claim file. Transmit claims for further investigation. Contact insured or other involved persons to obtain missing information.
• Review insurance policy to determine coverage. Organize or work with detailed office records, using computers to enter, access, search or retrieve data.
• Ensure that the correct banking details are received and captured and that the correct amount in terms of an accepted claim is paid to the appropriate parties. Contact first beneficiary and confirm if claim should be paid to third party.
• Must be able to manage complexity
• Plans and prioritizes work to meet commitments aligned with organizational goals.
• Consistently achieves results, even under tough circumstances.
• Handles conflict situations effectively, with a minimum of noise. For example, disagrees with others in a respectful and tactful manner; handles conflicts and differences of opinion in a calm, composed manner; rebounds from conflicts without animosity.
• Communicates effectively Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed.
• Ensures accountability Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Requirements

General Experience

• 1-2 years funeral claims assessing experience in the funeral insurance industry (Essential);
• Grade 12/ SAQA Accredited Equivalent (Essential);
• Regulatory exam 5 (Essential); Wealth Management Qualification
• (Advantageous); Class of Business Certification (Advantageous