Openings at Santam Insurance

What will make you successful in this role?

• Premium Collection / Premium Debtor Management
• Maintain Premium Debtor balances at acceptable levels
• Follow up on agreed payment terms
• Escalate ageing debtors to relevant marketers timeously
• Issue off risk letters for poor/non-payment of premiums
• Prepare and analyse age analysis statements and reports
• Ledger recons and journals
• Process premium refunds and confirm banking details
• Attend and initiate broker meetings to facilitate an efficient premium collection process
• Liaise with the Admin department regarding ledger accuracy in respect of premium, VAT, SASRIA etc.

Broker liaison and Commission matters

• Commission run
• Commission administration and statements
• Respond to and resolve all broker queries

Banking / Account administration

• Upload daily bank statements for various bank accounts
• Capture premium refunds, claims and other payments as required
• Distribute proofs of payment
• Reconcile KIT bank charges
• Save monthly bank statement files
• Allocate claims excess and salvages
• Other ad hoc functions as required by management

Qualifications and Experience

• Grade 12 and minimum 5 years’ experience in credit control in the short term insurance industry
• Good practical knowledge of MS Office (Word and Excel)
• Knowledge of the KIT admin system an advantage

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Who are we?

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper. 

What will you do?

• Santam PLCC has position available for a Client Service Consultant who will be based in Auckland Park.
• To offer world class products and services to clients, whilst achieving targets in an inbound and outbound call centre environment.
• What will make you successful in this role?
• Accurately capture client information on the relevant system.
• Execute broker requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times. 
• Engage with broker in a client centricity manner.
• Ensuring accurate completion broker requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence. 
• Ensuring client service level agreements are met and exceeded. 
• Excellent time management skills.
• Consistent achievement of agreed productivity.

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WHAT WILL YOU DO

The purpose of this position is to process all the allocated Motor Claims and get them ready for an assessor to be appointed. The CSC will be responsible for all queries on the claim.This will include communication with the client, Intermediary and or Service Provider as well as arranging rental on the claim.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE

• Manage workload and instructions from system through any communication and or documents.
• Required to check completeness and correctness of documents.
• Responsible for all actions to get claim assessment ready.
• Contact client or intermediary telephonically for any identified outstanding information.
• Required to follow up on claims to receive digital images and or any documentation necessary for Assessment.
• Handle complaints, queries and all interaction with clients, Intermediaries, Service Providers, internal stakeholders, Relationship Managers, Claims Committee and Underwriters.
• Process payments and orders as per Assessor recommendation and instruction
• Responsible for arrange and manage car hire requests and extensions
• Compiling of all rejection letters and distribution thereof to relevant stakeholders

QUALIFICATIONS AND EXPERIENCE

• Matric
•  Fully computer literate (MS Office)
•  2 - 4 years’ claims experience
•  Any previous claims handling, pre-support and or post support experience is advantageous
•  Knowledge of Abuntex and BPM will be an advantage