Portfolio Administrator / Claims/Incident Handler

Recruiter:

Wenz Recruitment

Job Ref:

claims

Date posted:

Friday, February 18, 2022

Location:

CapeTown, South Africa

Salary:

dependent on experience

SUMMARY:
great opportunity

JOB DESCRIPTION:

Portfolio Administrator / Claims/Incident Handler

Our client is seeking to employ a portfolio administrator in the Parow industrial area

-Company rendering site services to the Insurance Industry is seeking the employment of seasoned and experienced claims handler/administrator to assist in their Cape Town Head Office.

*Ideal applicant must have the following:

*Experience of the front-line customer service

*Call Centre background

*TAT Procedures

*Experience of incident management

*Experience of claim handling

*Computer Literate

*High work ethic

*Driven

*Enthusiastic

*Numeracy and methodical

Responsibilities include:

1. CALL LOGGING: Receive and log all Customer calls & work requests on

internal CRM system

2. JOB CARDS: Issue Job Card; Allocate job to various departments and receive back for processing

3. PRICING/COSTING: Cost and Price completed or proposed work

4. QUOTES: Issue Quotes

5. UPDATES: Lodge Job Card with invoice clerk for processing and updates

6. PURCHASE ORDERS: Request PO’s / Pass POs to Debtors for chasing / Follow-up for outstanding PO’s / Receive PO’s and pass for Invoicing

7. FOLLOW UP: Check with Debtors for PO’s and invoice clerk for invoicing progress

8. INVOICING: When PO received pass to Invoicing

9. CLIENT LIAISON: Keep contact with Clients for progress and updating to meet standards

10. QUERIES: Handle queries

11. WORK-IN-PROGRESS: Maintain a WIP file and action for meeting

standards

12. DEBTORS: Keep track of outstanding payments and follow up for collections with Debtors

13. CREDIT NOTES: Process all Credit Notes

14. FILING: Keep accurate up-to-date records to enable clarity of service

provision and accounting

15. BUDGETS: Agree an annual sales budget for achievement and report

progress monthly

· Valid Driver license

· Mature age

· Computer literate

· High level of numeracy

· Prepared to travel nationally

Salary will be market related and dependent in experience.

Should you fit the profile please email

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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