Disability Claims Assessor “ Life Insurance

To provide disability claims assessment services to HRM Division and ensure that the portfolio of funds allocated are run as per SLA

Client Services

• Maintain relationships with clients
• Follow-up with clients
• Adherence to Turnaround Times

Knowledge and Skills

• Ability to work under tremendous pressure
• Highly organised
• Professional and ethical behaviour
• Attention to detail and high level of accuracy
• Must be able to work within deadline, pressured environment
• Excellent communication skills
• Customer service orientated
• Dependable and reliable – Team player
• Sense of urgency
• Ability to function independently
• Patience and empathy
• Flexibility
• Knowledge of company products and services, systems and processes.

Maintain Relationships with clients

• Positive client surveys/feedback
• Contribution towards client satisfaction and retention.
• Maintain good relationships with clients and ensure client complaints are kept to a minimum.
• Interacts enthusiastically and assertively and is well received by clients
• Communicates professionally, clearly and persuasively
• Able to deal calmly, professionally and assertively with difficult people
• Provides information confidently and displays an in-depth knowledge of the subject

Follow up with clients

• Ensure timeous follow-up with internal and external clients.
• Timeous follow-up with stakeholders and clients (internal and external)

Adherence to turn around times

• Claims Assessment management reports indicating adherence to timeframes
• Claims Assessors Productivity report/s
• Examples of documents related to timelines, Assessment reports completed and sent to team within the defined timelines, follow-up with clients, etc. within the defined timelines

Lower Direct costs

• Management reports indicating adherence to cost containment within the division.
• Invoices are prepared and sent to clients timeously.
• Contribution towards the financial success of the company.
• Implement cost containment/savings within the Branch/Division.

Own IDP and Attend Training

• Take responsibility for his/her own IDP.
• Attend and successfully complete all the required training as per Management/Company.
• Percentage of own IDP completed.
• The Assessor observes the Claim Assessor’s work following the training session to determine his or her level of comprehension and application of the learnt activities
• The Assessor observes the Claim Assessor’s work following the training session to determine his or her level of comprehension and application of the learnt activities

Productivity

• Reports prepared in line with SLA reporting guidelines
• Adherence to the Company’s record Control procedures
• Review of quality standards based on quality assurance conducted
• Compliance to the Customer Complains Management procedures
• Quality of recommendations on assessment reports
• Assessment reports prepared and sent to clients/stakeholders timeously
• Reports and Agenda for Trustee/LAC/RAC and Sub-committee meetings.
• Demonstration of knowledge and understanding of legislation, Fund benefits policies and protocols.
• Prepare accurate reports (i.e. disability assessments, analysis of data & proposals to clients) timeously as per agreed timeframes.
• Action Items processed and distributed as per Company standards.
• Manage the internal and external marketing objectives according to the company’s standards
• Adherence to company rules, policies and procedures.
• Adherence to PA legislation

Qualfications

• Degree - Occupational Therapy, Physiotherapy, Nursing qualfication
• 2 years'''''''' Industry experience