Portfolio Administrator / Claims/Incident Handler

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