Job Description

JOB PURPOSE

Gather all necessary information as relating to all new and existing Life and

Funeral Claims,

RESPONSIBILITIES

Administration

Conduct data entry into company systems, and review and verify the information



to ensure accuracy and accessibility.

Data Collection and Analysis

Perform basic data entry tasks, including data verification.

Data Management

Support others by working on a variety of data management tasks. Provide



Claims Assessors with the necessary assistance in gathering information /



documents as and when required.

Document Preparation

Use standard office software to carry out basic formatting on letters, memoranda



and routine reports.

Handling Enquiries and Correspondence

Answer the telephone and assist callers or those making varied enquiries by



email or mail with any basic requests for information, directing more complex



matters to colleagues as necessary.

External Communication

Create positive experiences for clients by interacting courteously with them.

Customer Service

Carry out standard customer service activities and handle simple customer



enquiries.

BEHAVIORAL COMPETENCIES

Decision Quality*



Makes good and timely decisions that keep the organization moving forward. For



example, knows when to act independently and when to escalate issues.



Integrates various inputs, decision criteria, and trade-offs to make effective



decisions. Typically makes good independent decisions.

Manages Complexity

Makes sense of complex, high quantity, and sometimes contradictory information



to effectively solve problems. For example, looks at complex issues from



multiple angles; explores issues to uncover underlying issues and root causes.



sees the main consequences and implications of different options.

Plans and Aligns



Plans and prioritizes work to meet commitments aligned with organizational



goals. For example, outlines clear plans that put actions in a logical sequence.



conveys some time frames. Aligns own work with relevant workgroups. Takes



some steps to reduce bottlenecks and speed up the work.

Customer Focus*



Builds strong customer relationships and delivers customer-centric solutions. For



example, probes deeply into customer needs to identify less obvious interests or



expectations. Consistently goes above and beyond to understand customer



requirements and surpass their expectations.

Communicates Effectively*



Develops and delivers multi-mode communications that convey a clear



understanding of the unique needs of different audiences. For example, listens



attentively and takes an interest. Keeps others well informed; conveys



information clearly, concisely, and professionally when speaking or writing.

Ensures Accountability*



Holds self and others accountable to meet commitments. For example, accepts



responsibility for own work, both successes and failures. Handles fair share and



does not make excuses for problems. Usually meets commitments to others.

Drives Results*



Consistently achieves results, even under tough circumstances. For example,



devotes considerable effort to surpassing goals and achieving the best possible



results; goes above and beyond to achieve excellence. Drives ahead with great



focus when faced with obstacles and setbacks; maintains productivity and a



positive attitude.

Being Resilient*



Rebounds from setbacks and adversity when facing difficult situations. For



example, is calm and professional in difficult situations; continues to work toward



objectives. Overcomes obstacles without becoming discouraged; draws lessons



from failures. Recovers from setbacks and adversity.

Manages Conflict*



Handles conflict situations effectively, with a minimum of noise. For example,



disagrees with others in a respectful and tactful manner; handles conflicts and



differences of opinion in a calm, composed manner, rebounds from conflicts



without animosity.

Collaborates

Builds partnerships and works collaboratively with others to meet shared



objectives. For example, learns how to operate as a team player, contributing



actively to the group's efforts. Seeks others' inputs, appreciates their



contributions: offers to help when the need is clear.

Builds Networks

Effectively builds formal and informal relationship networks inside and outside



the organization. For example, draws upon own network to gain insight, build



support, and achieve outcomes. Leverages networks to identify industry experts,



explore some best practices, and exchange ideas and knowledge.

Interpersonal Savvy

Relates openly and comfortably with diverse groups of people. For example,



takes time to build rapport in meetings; speaks about common interests and



priorities; shows tact and sensitivity in difficult interpersonal situations. Maintains



productive relationships with a wide variety of people and from a range of



backgrounds.

Demonstrates Self-Awareness

Uses a combination of feedback and reflection to gain productive insight into



personal strengths and weaknesses. For example, seeks balanced feedback



from others and is receptive to both positive and constructive views; applies



insights from feedback. Knows own strengths and limits and how own style



impacts others.

Action Oriented

Takes on new opportunities and tough challenges with a sense of urgency, high



energy, and enthusiasm. For example, takes timely action on important or



difficult issues. Identifies and pursues new opportunities that benefit the



organization.

Instills Trust

Gains the confidence and trust of others through honesty, integrity, and



authenticity. For example, demonstrates integrity, upholding professional codes



of conduct. Instills trust by following through on agreements and commitments



despite competing priorities and by being honest and straightforward.

Business Insight

Applies knowledge of business and the marketplace to advance the



organization's goals. For example, clearly understands how own activities relate



to critical business drivers. Monitors business news and market changes for



impact on the business or on own expertise area; uses this to shape decisions.

Self-Development

Actively seeks new ways to grow and be challenged using both formal and



informal development channels. For example, creates a development plan that



states clear goals and the tactics to achieve them. Gathers information on where



to focus. Makes efforts to apply new skills on the job.

SKILLS Verbal Communication

Use clear and effective verbal communications skills to express ideas, request



actions and formulate plans or policies.

Policy and Regulation

Interpret and apply knowledge of laws, regulations and policies in area of



expertise.

Numerical Skills

Use an understanding of numerical concepts to perform mathematical operations



such as report analysis.

Computer skills

Support business processes by understanding and effectively using standard



office equipment and standard software packages.

Assessment

Analyze data from multiple sources to draw appropriate conclusions and make



suitable recommendations.

Data Collection and analysis

Analyze data trends for use in reports to help guide decision making.

Compliance

Achieve full compliance with applicable rules and regulations in management



and/or operations.

EDUCATION General Education

Matric / Grade 12/ SAQA Accredited (Essential)



Equivalent Regulatory exam 5 (Essential)

EXPERIENCE General Experience

1 - 2 years working experience in the life/funeral insurance industry, preferably



within an administrative function (Essential)

ADDITIONAL INFORMATION

SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.