Bradley Jacobs Email and Phone Number
I have experience in Risk Management, Life and Pensions as well as Claims Investigation work. My previous employment has allowed me to build on my analytical thinking skills which enables me to make informed decisions and find resolutions within a reasonable time frame. This has also helped develop my confidence allowing me to interact with people of various ages or social backgrounds
Intasure
View- Website:
- intasure.co.za
- Employees:
- 21
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Senior Claims SpecialistIntasure May 2021 - Present -
Senior Claims SpecialistAssociated Insurance Brokers Mar 2017 - Apr 2021Cape Town, Western Cape, South AfricaI am an experienced Senior Claims Specialist in both motor and non motor as well as domestic and commercial claims, responsible for:• Processing the administration on a claim and effectively managing the claims process.• Submitting the necessary documentation to the insurer and keeping the client informed on the claims process. • Appointing suppliers and contractors, when applicable.• Managing relationships with various parties involved.• Reporting information and communicating with insurers.• Ensuring that our client gets the best possible service and outcome when a decision has been made on a claim.• Providing excellent customer service to clients and maintaining high service delivery in all aspects of the business.• Using business rules to decide whether a claim has been settled or rejected accordingly to the policy schedule terms and conditions.• Dealing with client’s queries and making sure it’s resolved as soon as possible.• Applying processes and mastering systems.
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Claims Processing ConsultantTelesure Investment Holdings (Tih) Oct 2014 - Feb 2017Cape Town, Western Cape, South AfricaResponsible for:• Processing the administration on a claim and effectively managing the claims process.• Liaising with suppliers to calculate the costing on a claim.• Appointing loss adjusters, when applicable.• Managing relationships with various parties involved.• Reporting information and communicating with service consultants.• Ensuring that our client gets the best possible settlement in terms of the policy.• Applying processes and mastering systems.• Using business rules to decide whether a claim will be settled or rejected.• Assisting new consultants, where necessary.• Standing in, in my managers’ absence, and dealing with client complaints as well as managing and motivating the team. -
Claims Service And Processing ConsultantTelesure Investment Holdings (Tih) Jul 2013 - Sep 2014Cape Town, Western Cape, South AfricaResponsible for:• Providing excellent customer service to clients and maintaining high service delivery in all aspects of the business.• Registering claims and assist client through the claims process by effectively managing the claims process.• Using mathematical concepts to determine probability and assess risks. • Appointing loss adjusters or assessors.• Negotiating settlements with adjusters or insurers and liaising with insurers.• Managing relationships with various parties involved.• Reporting information and communicating with the various parties involved.• Ensuring that our client gets the best possible settlement in terms of the policy.• Applying processes and mastering systems.• Capturing claims settlement information. -
Personal Financial AdvisorOld Mutual South Africa Nov 2008 - Jun 2013Cape Town, Western Cape, South AfricaResponsible for:• Selling to and networking within an existing client base to cross-sell and generate new business.• Completing a financial needs analysis to suit the clients’ needs.• Maintaining, retaining and developing existing client relationships.• Providing an exceptionally high level of service and advice of our products offered to existing and new clients.• Keeping clients informed of product developments.• Identifying business opportunities and client needs.• Ensuring that business rules and processes are adhered to. • Mentoring, training and coaching of new consultants. -
Life Insurance BrokerDirectaxis Nov 2006 - Oct 2008Cape Town, Western Cape, South AfricaResponsible for:• Selling to and networking within an existing client base to cross-sell and generate new business.• Maintaining, retaining and developing existing client relationships.• Providing an exceptionally high level of service and advice of our products offered to existing and new clients.• Keeping clients informed of product developments.• Identifying business opportunities and client needs.• Maintaining and managing services and products offered.• Ensuring that business rules and processes are adhered to.• Obtaining an excellent understanding of all products offered by the company in order to cross sell.• Mentoring, training and coaching of new consultants. -
Outbound Lending ConsultantDirectaxis Oct 2005 - Oct 2006Cape Town, Western Cape, South AfricaResponsible for:• Selling to and networking within an existing client base to cross-sell.• Maintaining, retaining and developing existing client relationships.• Providing an exceptionally high level of service and advice of products offered to existing clients.• Keeping clients informed of product developments and identifying business opportunities.• Maintaining and managing services and products offered; ensuring business rules and processes are adhered to.• Mentoring, training and coaching of new consultants. -
Retention Lending ConsultantDirectaxis Nov 2004 - Sep 2005Cape Town, Western Cape, South AfricaResponsible for:• Processing of all lending deals on the clients’ accounts and sending of all lending documentation.• Ensuring that business rules and processes are adhered to; managing services and products offered.• Providing an exceptionally high level of service and advice of product offered to existing clients.• Mentoring, training and coaching of new consultants.• Assisting the team leader with production reports and doing a comparison between budget and actual for the team. -
New Business Lending ConsultantDirectaxis Feb 2004 - Oct 2004Cape Town, Western Cape, South AfricaResponsible for:• Processing of all lending deals on the clients’ accounts.• Ensuring that business rules and processes are adhered to.• Providing an exceptionally high level of service and advice of product offered to existing clients.• Maintaining and managing services and products offered.
Bradley Jacobs Education Details
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Short-Term Insurance
Frequently Asked Questions about Bradley Jacobs
What company does Bradley Jacobs work for?
Bradley Jacobs works for Intasure
What is Bradley Jacobs's role at the current company?
Bradley Jacobs's current role is Senior Claims Specialist at Intasure.
What schools did Bradley Jacobs attend?
Bradley Jacobs attended Milpark Business School (Mbs).
Who are Bradley Jacobs's colleagues?
Bradley Jacobs's colleagues are Johan Jonck, Genna Wakefield, Nicole Fisher, Munir Abrahams, Pieter Venter, Bronwyn Pretorius, Igshaan Daniels.
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