Job Description

Role PurposeTo provide 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, AEs, 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

Learning and Growth:

• Live the RBS values by committing to the organisational values
• Ensure continuous self-development
• Share information and knowledge with the team

Minimum Qualifications and Skills:

• Matric or equivalent
• RE 5
• FAIS appropriate qualification/credits
• Computer literate
• CIMS - advantageous
• Excellent communication skills (verbal & written)

Minimum Experience:

• 3?years claims experience (Personal Lines and Commercial)

RBS Insurance Brokers