11 Senior Claims Consultant jobs in Cape Town

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POSITION INFO:

Our client is a well-established investment management firm that offers a range of financial solutions to individuals, institutions, retirement funds, and corporates. Their division provides access to investment products such as unit trusts, retirement annuities, and life-based investment platforms.

Recruiter:

Palesa Mbali Group

Job Ref:



Date posted:

Wednesday, July 2, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Our client is a well-established investment management firm that offers a range of financial solutions to individuals, institutions, retirement funds, and corporates. Their division provides access to investment products such as unit trusts, retirement annuities, and life-based investment platforms.

Purpose of the Role

The role handles the processing of investment-related transactions and provides administrative support for retail investment products. The core purpose of this position is to ensure service excellence by building and maintaining strong relationships with clients and independent financial advisers. The role involves managing queries, processing instructions efficiently, and contributing to the overall service delivery standards of the team.

Key Responsibilities

• Process incoming and pending investment instructions, including:
• Opening new investment accounts.
• Handling contributions, withdrawals, switches, and investment updates.
• Deliver exceptional service to clients and advisers via phone and email communication.
• Ensure all queries and requests are resolved promptly and accurately.
• Maintain up-to-date records of all client and adviser interactions on internal systems.
• Apply a solid understanding of investment product rules, processes, and relevant regulatory requirements.
• Support the team leader and colleagues with complex queries, escalations, and workflow management.
  

• Relevant business or finance-related degree and/or equivalent work experience.
• Experience in the investment, asset management, life insurance, or financial services sector is advantageous.
  
  

• Strong attention to detail and high level of accuracy.
• Excellent organisational and time management skills.
• Effective problem-solving abilities.
• Professional verbal and written communication skills.
• Client-oriented approach with a commitment to service excellence.
• Proactive, self-motivated, and able to perform under pressure.
• Proficient in Microsoft Office (especially Word and Excel).

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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NQF 4 Short Term Insurance and RE 5 is a Must to be considered

1. Administer complete claims process according to defined claims procedures until claims are settled.
2. Apply policy terms and conditions.
3. Make assessment of claims validity and estimate value and administer mandated claims.
4. Act as intermediary between insurer and client and timeously relay communication, requests and documentation.
5. Engage with insurers regarding recoveries, diarise follow-ups and keep clients informed.

1. NQF 4 Short Term Insurance and RE 5 is a Must to be considered
2. Matric
3. 2 - 3 years Domestic Claims exposure

R 22 000 Inclusive of Benefits

NQF 4 Short Term Insurance and RE 5 is a Must to be considered

1. Administer complete claims process according to defined claims procedures until claims are settled.
2. Apply policy terms and conditions.
3. Make assessment of claims validity and estimate value and administer mandated claims.
4. Act as intermediary between insurer and client and timeously relay communication, requests and documentation.
5. Engage with insurers regarding recoveries, diarise follow-ups and keep clients informed.

1. NQF 4 Short Term Insurance and RE 5 is a Must to be considered
2. Matric
3. 2 - 3 years Domestic Claims exposure

R 22 000 Inclusive of Benefits

Claims Administration
Administer complete claims process according to defined claims procedures until claims are settled.
Apply policy terms and conditions.
Make assessment of claims validity and estimate value and administer mandated claims.
Act as intermediary between insurer and client and timeously relay communication, requests and documentation.
Engage with insurers regarding recoveries, 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.

RE 5 A MUST

MATRIC A MUST

CREDITS WOULD BE GREAT

Salary: R20 000 - R25 000

• HR Services, Recruitment & Selection

Duties & Responsibilities

• Claims Administration
• Administer complete claims process according to defined claims procedures until claims are settled
• Apply policy terms and conditions
• Ensure accurate and timely claims processing
• Make assessment of claims validity and estimate value and administer mandated claims
• Act as intermediary between insurer and client and timeously relay communication, requests and documentation
• Engage with insurers regarding recoveries, 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
• Collect, review and analyze a clients relevant history and records and obtain additional information (as required) to accurately determine the level of risk for insurance purposes.
• Effect amendments to all policies on the system and send to the client as requested
• Liaise with the client to ensure all information/certificates are accurate and recorded on the system.
• Liaise with Management or relevant specialists to negotiate / discuss risk assessment.
• Analyse statistical information using in-house programmes to ensure premiums are competitive and that loss ratios remain profitable.
• Liaise with clients to specify conditions imposed on each policy
• Adhere to legal requirements, industry regulations and customer quality standards sent by the company.
• Continually build and maintain good working relationships with stakeholders.
• Perform the underwriting function according to the paperless system of operation/ data management.

Desired Experience & Qualification

RE 5 and minimum NQF4 qualification and Matric

Requirements:

• Grade 12
• Clear criminal and credit record.
• Advantageous:
• Knowledge of microinsurance claims and complaints regulations,
• Knowledge of Treating Customers Fairly principles,
• Additional South African Languages,
• Knowledge of Lewis Stores processes and procedures.

Ideal Experience:

• 3 years + experience in a managerial position (incl assistant management position)
• Claims and Complaints handling.

Competencies:

• Proficient in English
• Computer literate in MS Office (Word, Outlook and Excel)
• Proficient communication skills verbally and written
• Able to manage a team effectively
• Attention to detail
• Self-motivated, committed and a driver of performance
• Disciplined in meeting deadlines and agreed targets

Responsibilities:

Insurance claims – MANAGE CLAIMS ASSESSMENT team, REVIEW ASSESSMENT, assist & REPORT:

• Reporting into the Insurance Claims Manager.
• A team of Customer Protection Insurance claims clerks will report into you.
• Review and approve the assessment of authorised, declined or queried Customer Protection Insurance claims.
• Monitor daily claims reports and assist claims clerks to resolve difficult claims that are not being finalised.
• Ensure that the 48-hour SLA report and Pending Preview report is cleared daily by the claims team.
• Ensure that the Pending Complete report is followed-up and cleared daily and where required follow-up with Lewis Stores Branch Accounts regarding outstanding journals.
• Ensure that the Stock Replacement report is followed-up daily and escalate goods replacements with Lewis Stores senior management where required.
• Monitor the Claims Indexing clerk's workload through the incoming claims mailbox and Papertrail indexing queue and ensure that emails and incoming documents are cleared daily.
• Manage and guide the claims clerks daily to finalise claim assessments efficiently when dealing with queries, follow-up, goods replacements etc. as the claims team works with customers lodging a claim, branch operational staff, and/or head office branch accounts.
• Monitor claims follow-up processing ensuring approved processes and procedures are followed.
• Ensure that claim escalations or disputes are referred to Monarch senior management in a timely manner.
• Prepare and attend daily/weekly claims meetings with your claims team and management.
• Monitor claims team in line with the criteria documented in the monthly / quarterly staff incentive letters.
• Assist senior management with queries and / or follow-up requests from the insurance regulator (PA / FSCA), the National Finance Ombuds Scheme, South African Insurance Association (SAIA), South African Special Risks Insurance Association (SASRIA) etc.
• Assist with providing information on claims queries received from e.g.: the Lewis Stores finance department, Lewis Stores Internal Audit department or management.

STAFF MANAGEMENT – CLAIMS

• Monitor daily attendance and report to Insurance Claims Manager incorrect clock-ins where required.
• Monitor and request overtime and leave requests with the Insurance Claims Manager.
• Assist the Insurance Claims Manager to conduct interviews for claim clerk vacancies when necessary.
• Attend to daily staffing needs and queries.
• Assist with further developments/improvements where necessary.
• Identify areas of training needs.

Job Type: Full-time

Work Location: In person

We’re seeking a detail-oriented and customer focused Short-term Insurance Administrator with a minimum of 3 years’ experience. The ideal candidate will have a solid understanding of short-term insurance products, policies and administrative processes, as well as strong client service skills. This is a 4-month maternity cover contract based in Pinelands, Cape Town.

Requirements :

• 3 years’ experience
• FAIS compliant
• Strong knowledge of short-term insurance products and legislation
• Excellent communication and customer service skills
• High attention to detail and accuracy
• Able to take up 4-month maternity contract

Bonuses :

Benefits :

Responsibilities :

Forward a detailed CV immediately so as to ensure you don’t miss out on this amazing opportunity!

Should you not hear from us within 10 working days, please consider your application to have been unsuccessful. We will keep your details for future placements – unless you advise that you wish for us to discard your details.

Are you a seasoned Short-term Insurance Claims Administrator with a passion for precision and client service? We’re looking for a dynamic individual to step into a 4-month maternity cover role at a leading short-term insurance provider.

Location: Pinelands, Cape Town
Duration: 4-month fixed-term contract
Start Date: Jan 2026 – Apr 2026

Key Requirements:

• Minimum 3 years’ experience in short-term insurance claims administration
• Valid RE5 certification
• NQF Level 5 qualification in insurance or related field
• Strong attention to detail and ability to manage claims efficiently
• Excellent communication and client service skills

Responsibilities:

• Administer and process short-term insurance claims efficiently and accurately
• Liaise with clients, insurers, service providers and internal teams to ensure smooth claims resolution
• Ensure compliance with regulatory and company standards
• Maintain accurate records and documentation
• Support the sales team with policy updates and client queries

If you're ready to hit the ground running and make an impact, we’d love to hear from you!

Should you not hear from us within 10 working days, please consider your application to have been unsuccessful. We will keep your details for future placements – unless you advise that you wish for us to discard your details.