Occupational Certificate: Long-Term Insurance Claims Administrator (NQF 4)

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About The Course

Long-Term Insurance Claims Assessor

Advance your career in Long-Term Insurance Claims

The Occupational Certificate: Insurance Claims Administrator (Insurance Claims Assessor) — Long-Term Insurance prepares learners to receive, investigate, assess and finalise claims relating to long-term insurance products.

Learners develop the ability to verify policy and beneficiary information, assess insured events and support fair, accurate and professional claims decisions.

  • SAQA ID: 99668

  • Curriculum code: 431204001

  • NQF Level: 4

  • Credits: 131

  • Duration: Approximately 12 months

  • Entry requirement: NQF Level 4 qualification or three years of insurance experience

  • Last date for enrolment: 30 December 2026

  • Last date for achievement: 30 December 2029

You will develop the ability to:

  • Receive long-term insurance claim notifications

  • Verify policy status, premiums and insured details

  • Confirm beneficiaries and other relevant stakeholders

  • Investigate the insured event

  • Assess policy benefits, conditions and exclusions

  • Determine the validity of a claim

  • Calculate applicable claim benefits

  • Recommend settlement, conditional settlement or rejection

  • Support payment decisions

  • Finalise claims accurately and professionally

This specialisation is ideal for:

  • Long-term claims administrators

  • Life insurance claims assessors

  • Claims officers and negotiators

  • Funeral and life insurance employees

  • Disability and insured-benefit claims employees

  • Beneficiary claims administrators

  • Experienced long-term insurance employees seeking formal recognition

Knowledge modules — 41 credits

  • Basics of insurance

  • Claims-handling procedures

  • Professional behaviour and financial literacy

Practical skills modules — 40 credits

  • Receiving a claim and verifying the insurance contract

  • Assessing the validity of a claim

  • Recommending settlement, conditional settlement or rejection

  • Commenting on risk improvements

Long-term work-experience modules — 50 credits

  • Receiving notifications and completing verification processes — 15 credits

  • Participating in long-term insurance claims assessments — 20 credits

  • Supporting payment decisions for relevant stakeholders — 15 credits

The workplace component must be completed in a suitable long-term insurance claims environment.