Pre Claims Assessor

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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Old Mutual’s purpose of “Championing Mutually Positive Futures Every Day” is to help our customers thrive by enabling them to achieve their lifetime financial goals. We believe that a great customer experience is rooted in a great employee experience, and we strive to enable our employees to Find Their Greatness through a Great Career, at a Great Global Company, with Great Leaders, a Great Culture, and Great Rewards and Recognition. If our purpose resonates with you, and you are a driven and ambitious top achiever with a strong determination to succeed then join Old Mutual. We will provide you with opportunities to unleash your Greatness.
Key focus of the role:
The Claims Pre-Assessing is part of the individual life claims assessing team. Responsible for preparing claims for assessment and providing guidance to the channels, relating to what will be needed to initiate a claim. They are also responsible for assessment of routine underwritten funeral claims.

Risk Management

• Be responsible for preparation of claims for the assessor
• Effectively handle all intermediary enquires and give advice regarding specific requirements and impairments
• Uses specialist technical knowledge to evaluate and manage the validity of contracts and determine and manage the liability of underwritten funeral claims.
• Evaluates official and  medical evidence against business rules and practices.
• Exercises discretion in decision making within standardised practice.
• Accurately capture Claims assessment information into the product administration system.

Client Service

• Provide telephonic and written communication to clients, distribution channels and internal stakeholders.
• Keep abreast of developments and trends in areas of expertise.
• Uphold and maintain the image of Claims Assessing and Old Mutual by always maintaining the highest standard in client care through verbal and/or written communication.

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Personal Effectiveness

• Develop critical assessing skills, through classroom, independent, and on-the-job training, determination of appropriate insurance coverage and conditions.
• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Role Requirements

• Matric with Biology or Mathematics or Accounting
• Bilingual, English and one other official language- essential.  
• Specialised medical knowledge through learning or experience will be advantageous
• Strong verbal and written communication skills particularly the ability to have difficult conversations.
• PC proficiency, knowledge of Bizagi and BaNCS will be advantages
• Attention to detail.
• Good problem-solving and decision-making skills.
• Strong planning, organising and time-management skills.
• Ability to work under pressure whilst still maintaining a professional image.
• Good interpersonal skills.
• Must be willing to work willing to work shifts and overtime where necessary.

Competencies

• Continuous Renewal
• Decision Making
• Ownership
• Tenacity
• Thinking Skills

Skills

Action Planning, Claims Management, Claims Settlement, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Insurance Product Management, Insurance Sales, Oral Communications, Presenting Solutions

Competencies

Action OrientedCollaboratesDrives ResultsEnsures AccountabilityFinancial AcumenInstills TrustManages ComplexityOptimizes Work Processes

Education

Matriculation Certificate (Matric)

Closing Date

31 March 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!