Sanlam Group is inviting suitable candidates to apply for a Learner: Claims Assessor opportunity based in Pretoria, Gauteng.
This opportunity is suitable for candidates who have completed Grade 12 or Matric and want to gain experience in insurance claims administration, customer service, data capturing, document assessment, record keeping, and financial services operations.
The successful learner will assist with assessing insurance claims, checking supporting documents, updating the claims administration system, communicating with clients, and ensuring that valid claims are processed for payment.
The vacancy information was dated 31 July 2026. No application closing date was included in the information provided, so interested candidates should apply as soon as possible through the official Sanlam careers platform.
Closing date: Not stated in the supplied vacancy information
About Sanlam Developing Markets
Sanlam Developing Markets, commonly referred to as SDM, is a wholly owned subsidiary of Sanlam Life Limited.
The business focuses on providing financial products to South Africa’s entry-level and emerging middle market. Its products are designed to be simple and affordable while helping clients protect themselves and their families financially.
These products may include:
Funeral insurance
Education savings
Life cover
Personal accident plans
Group insurance schemes
Other retail financial products
Sanlam Developing Markets forms part of the SA Retail Mass cluster, which operates within Sanlam Life and Savings.
What Does a Claims Assessor Do?
A Claims Assessor reviews insurance claims submitted by clients or beneficiaries.
The assessor checks whether the claim is valid, confirms that all required documents have been provided, captures information accurately, and processes approved claims for payment.
When documents are missing, the assessor must inform the client about what is still required. If a claim does not meet the policy requirements, it may be rejected or repudiated according to the company’s procedures.
The role requires accuracy because claims often involve sensitive personal information, financial payments, and families dealing with difficult circumstances.
Main Duties and Responsibilities
Assessing Claims on the Administration System
The learner will assess each claim captured on the claims administration system.
This includes:
Opening the claim record
Identifying the type of claim
Reviewing the captured client information
Checking the policy and claim details
Confirming which documents are required
Updating the claim status
Recording the assessment outcome
The assessor must correctly identify the claim type before processing it because different claims may have different requirements.
Checking Supporting Documents
Before a claim can be approved, the learner must confirm that all required documentation has been submitted.
The vacancy specifically mentions checking documents such as:
A signed claim form
Identity document of the deceased
Proof of bank details
Death certificate
BI-1663 form
The exact documents required may depend on the type of claim being assessed.
Each document must be checked carefully to ensure that it is complete, valid, readable, and linked to the correct claim.
Processing Valid Claims
When a claim is valid and all requirements have been met, it must be processed on the administration system and submitted for payment.
The learner may need to:
Capture the claim accurately
Verify beneficiary information
Confirm banking details
Check that the required criteria have been met
Update the claim status
Submit the claim for the next approval or payment stage
Claims must be processed according to the company’s service-level agreements and standard operating procedures.
Managing Claims With Missing Documents
Some claims may be incomplete because the client has not submitted all the required documents.
In these cases, the learner must notify the client about the outstanding requirements.
The communication should clearly explain:
Which document is missing
Why the document is required
How the client can submit it
What will happen once it is received
Whether any additional information is needed
Clear communication can reduce delays and prevent clients from repeatedly contacting the company for updates.
Rejecting Invalid Claims
Claims that do not meet the relevant requirements may be rejected or repudiated.
The learner must follow the correct process when handling an invalid claim.
This may include:
Recording the reason for rejection
Confirming that the claim does not meet the required criteria
Following the relevant approval process
Providing accurate feedback
Updating the administration system
Ensuring that the decision is supported by the available documentation
The learner should not make unsupported decisions or process claims outside approved procedures.
Maintaining Accuracy
The vacancy states that the successful candidate must maintain an error rating of less than 1%.
This means that accuracy will be a major performance requirement.
The learner must ensure that:
Client information is captured correctly
Names and identity numbers are accurate
Banking details are correct
Claim types are correctly identified
Documents are attached to the correct claim
Claim outcomes are correctly recorded
Payments are not delayed because of avoidable errors
Small mistakes in claims processing can cause serious delays or result in incorrect payments.
Providing Feedback to Clients
The Learner: Claims Assessor will help ensure that clients receive timely and accurate information about their claims.
This includes providing feedback through written and verbal communication.
Clients may ask:
Whether the claim was received
Which documents are outstanding
Whether the claim has been approved
When payment may be processed
Why a claim was rejected
What additional information is needed
The learner must provide real-time or current information based on the status recorded on the administration system.
Confidential client information should only be shared according to company procedures.
Handling Client Queries
The role may include responding to general client questions relating to claims.
The learner should be able to:
Listen carefully
Confirm the client’s identity where required
Check the claim status
Explain outstanding requirements
Provide accurate feedback
Escalate complicated matters
Record the interaction
Remain professional during difficult conversations
Claims clients may be frustrated or emotional, so patience and empathy are important.
Administrative and Reporting Duties
The successful candidate may also perform ad hoc duties such as:
Capturing client information
Updating claim records
Filing documents
Maintaining databases
Preparing basic reports
Checking outstanding claims
Responding to internal queries
Supporting team members
Completing simple calculations
Maintaining accurate records
Good organisation will help the learner manage several claims and deadlines at the same time.
Minimum Qualification
Applicants must have:
Grade 12 or Matric
No tertiary qualification was listed as a compulsory requirement in the information provided.
This makes the opportunity suitable for Matric graduates who want to enter the insurance or financial services industry.
Knowledge and Skills Required
Computer Literacy
Applicants should be comfortable using computers and learning company systems.
Useful computer skills may include:
Microsoft Word
Microsoft Excel
Email
Data capturing
Online administration systems
Document uploading
Database maintenance
Data Collection and Analysis
The learner must collect claim information, compare documents, identify missing details, and determine whether the claim meets the required criteria.
Transaction Processing
The role may include processing claims transactions and completing simple calculations.
Record Keeping
Claims records must be accurate, complete, and properly maintained.
Quality Verification
The learner will need to check their work carefully and maintain high standards of accuracy.
Personal Attributes
Planning and Organisation
The successful candidate should be able to plan daily tasks and manage claims according to required turnaround times.
Effective Communication
Good written and verbal communication is essential when dealing with clients and colleagues.
Action Orientation
The learner should be willing to take responsibility, follow up on outstanding matters, and complete assigned duties.
Process Improvement
The successful candidate should be willing to learn and identify ways to complete work more efficiently while following approved procedures.
Resilience
Claims processing can involve pressure, deadlines, sensitive cases, and dissatisfied clients. The learner should remain calm and professional.
Customer Focus
The candidate should understand that clients need clear, respectful, and accurate assistance.
Collaboration
Claims teams work with administrators, managers, payment teams, policy departments, and customer-service employees.
Results Orientation
The learner will be expected to meet accuracy and turnaround-time standards.
How to Apply for the Sanlam Learner: Claims Assessor Opportunity
Applications should be submitted through the official Sanlam online recruitment platform.
Step 1: Review the Requirements
Before applying, confirm that you have:
Completed Grade 12
Basic computer skills
Good communication ability
Strong attention to detail
An interest in insurance or financial services
The ability to work accurately under pressure
The ability to handle confidential information responsibly
Step 2: Prepare Your CV
Your CV should include:
Full name
Contact number
Professional email address
Residential area
Matric details
Additional qualifications
Computer skills
Administrative experience
Customer-service experience
Data-capturing experience
Volunteer or temporary work
Contactable references
Applicants without formal work experience can include school, volunteer, community, internship, or temporary responsibilities that demonstrate reliability and accuracy.
Step 3: Highlight Relevant Skills
Relevant experience may include:
Data capturing
Filing
Customer service
Call-centre work
Document checking
Insurance administration
Banking administration
Office support
Record keeping
Processing applications
Handling confidential information
Step 4: Prepare Supporting Documents
You may need:
Updated CV
South African ID
Matric certificate
Additional certificates
Academic records, where requested
Proof of previous experience, where applicable
Step 5: Complete the Online Application
Provide accurate information about your:
Personal details
Education
Work experience
Skills
Availability
Contact information
Step 6: Review and Submit
Before submitting, confirm that:
Your phone number is correct
Your email address works
Your Matric information is accurate
Your CV is up to date
All requested documents are attached
There are no spelling errors
Because no closing date was included in the information supplied, candidates should apply while the vacancy remains available.
CV Summary Example
A suitable summary could read:
Detail-oriented Matric graduate with strong computer literacy, communication, record-keeping and administrative skills. Interested in developing a career in insurance claims administration and committed to processing information accurately, supporting clients professionally and following company procedures.
Only use this statement if it truthfully reflects your abilities.
Frequently Asked Questions
Where is the opportunity based?
The position is based in Pretoria, Gauteng.
What qualification is required?
Applicants need Grade 12 or Matric.
Is previous claims experience required?
No previous claims experience was listed as a compulsory requirement in the supplied vacancy information.
What documents will the learner assess?
The vacancy mentions claim forms, identity documents, proof of banking details, death certificates and BI-1663 documents.
What happens when documents are missing?
The client must be informed about the outstanding requirements.
What happens to valid claims?
Valid claims are processed on the administration system and sent for payment.
What happens to invalid claims?
Invalid claims may be rejected or repudiated according to the relevant process.
Is accuracy important?
Yes. The learner is expected to maintain an error rating below 1%.
Will the learner communicate with clients?
Yes. The role includes providing written and verbal feedback and responding to queries.
When is the closing date?
No closing date was included in the information provided.
Final Thoughts
The Sanlam Learner: Claims Assessor opportunity in Pretoria is a strong entry-level option for Matric graduates interested in insurance, financial services, administration, and customer support.
The successful candidate will learn how to assess claims, check supporting documents, process valid claims, identify missing information, maintain accurate records, and provide clients with timely feedback.
Applicants who are organised, computer literate, customer-focused, and capable of working accurately should prepare an updated CV and apply through the official Sanlam recruitment platform as soon as possible.
Nonhlanhla Ndlovu is the founder and publisher of EduFeeds, a South Africa–focused platform that shares verified learnerships, internships, bursaries, and job opportunities for young people and job seekers.
With a strong focus on helping South African youth access real career opportunities, Nonhlanhla researches and verifies programmes from official company sources and public announcements before publication. EduFeeds aims to simplify the application process by providing clear guidance, requirements, and practical tips to help applicants apply with confidence.
Nonhlanhla continues to monitor updates from SETAs, companies, and training providers to ensure information on Edu Feeds remains current and useful. She focuses on publishing timely and accurate opportunity updates for the South African youth employment market.
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