Finance Claims Administration Assistant

Helderberg Personnel

Location
Stellenbosch, Western Cape
Closing date

First listed . Last checked at source .

In brief

**Overview** This role, a Finance Claims Administration Assistant with Helderberg Personnel, involves comprehensive administrative support for insurance claims and parts authorizations. The position focuses on processing, verifying, and managing claims and payments for an assigned client portfolio, ensuring all transactions comply with procedures and contractual limits. **What you will do** * Receive and action notifications when clients capture claims on the database. * Check and compare claim details with insurer documentation before submitting for payment. * Process and prepare all receivable claims daily for an assigned client portfolio and submit them to the finance department for payment. * Check client accounts and dispatch relevant information once daily payments are settled. * Monitor client portfolio bank accounts daily, transfer funds to the main business account, and allocate deposits to claims. * Check allocations for paid insurance claims and follow up on claims that have not been paid and settled by their due dates. * Receive and action notifications when clients upload quotes for parts on the database for payment. * Check details and specific requirements for part quotes and issue authorizations to part suppliers for delivery to panel beaters. * Prepare and submit all party authorizations daily for payments made by the finance department. * Send payment proofs to suppliers upon settlement of partial payments. * Check, follow up on, and handle inquiries from part suppliers for your client portfolio as far as possible, escalating to senior staff when necessary. * Perform daily and monthly monitoring and management of the client portfolio to ensure clients operate within their contractual limits. **Requirements (from the original advert)** Not specified **Who should apply** This role is suited for an organized and detail-oriented individual capable of managing administrative tasks related to finance, claims, and supplier authorizations. The ideal candidate will be proactive in processing information, verifying details, following up on outstanding items, and managing a client portfolio to ensure contractual compliance. They should be able to work independently while knowing when to seek senior support. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/finance-claims-administration-assistant-helderberg-personnel Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

Job description

Job description: * Clients capture claims on the data base, and the administrator receives a notification to take further action. * Details must be checked and compared with the insurer's documentation for the insurance claim and then submitted for payment * Daily, all receivable claims are processed and prepared by the administrator for their assigned client portfolio and submitted for payment to the finance department. * Once daily payments are settled, the administrator should check the clients' accounts and send them out. * Daily, the client portfolio's bank accounts must be monitored and transferred to the main business account, and then the deposits allocated to the claims * When insurance claims are paid by the insurers, the allocations must be checked and followed up when claims have not yet been paid and settled by the due dates. Daily payable claims are provided to the admin person to then follow up. * Clients can also upload quotes for parts on the database for payment, and the administrator gets a notification to take further action. * Details and specific requirements must be checked, and then the administrator issues an authorization to the parts supplier so that parts can be delivered to the panel beater. * Daily, all party authorizations are prepared and submitted for payments made by the finance department. * When partial payments are settled, the administrator must send the suppliers their payment proofs * Any inquiries about the part suppliers of your client portfolio must be checked, followed up on, and handled as far as possible, otherwise senior staff will be hands-on/supportive in scenarios. * Daily and monthly monitoring and management of the administrator's client portfolio is required so that clients operate within their contractual limits.

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