Claims Analyst

Posted Date: 4 Sep 2024- Location: Guildford, WA, AU**Are you detail-oriented and wanting to join a dynamic team?** **We are seeking a Claims Analyst on a 12-month fixed term basis.**

Manage the end-to-end CAT claims discounting process. This includes analysing CAT merchandising programs, setting up discounts, and preparing and submitting claims to Caterpillar (CAT) in accordance with CAT Guidelines and WesTrac policies and procedures.

**Location**: South Guildford, WA

**Roster**:Monday - Friday, 8.5-hour days with flexible start / finish times available

**Key Responsibilities**:

- Analyse CAT discount programs for accuracy and set up the discount programs in the claims automation system and SCQ (where applicable).
- Set up discounts in DBS for point of sale discount programs.
- Analyse claims data for accuracy and compliance.
- Prepare participatory discount claims, customer loyalty claims, and other parts dedicated programs or one-off claims, and submit the claims using the Caterpillar Product Support Commercial System.
- Process financial accounting journals in SAP for all claims and post sales credit notes.

**To be successful the following is required**:

- Advanced computer literacy skills - MS Office (specifically Excel)
- Excellent communication skills (written, verbal and interpersonal)
- Excellent customer service skills with the ability to build and maintain successful working relationships
- Highly developed attention to detail and ability to understand complex customer incentive programs
- Advanced time management and organisational skills with the ability to manage multiple priorities to meet objectives
- Ability to work successfully within a team and autonomously

**Desirable**:

- Certificate or Diploma in accounting/finance or business.
- Experience in a similar Finance or Claims Analyst role involving customer incentive programs
- Prior experience using SAP

**What we offer**:

- Opportunity to get a $3,000 referral bonus as part of our Recommend and Spend program
- Job security with a consistent pipeline of work
- Unrivalled training and development via The WesTrac Institute
- Family-friendly, Perth-based rostered work - Stay home every night
- Fantastic team environment and inclusive work culture
- Made for More Rewards program with discounts at retailers like Woolworths, Caltex, Apple, Crown, Qantas and many more
- Paid parental leave, discounted health insurance, income protection insurance, and salary sacrifice options

**WesTrac is an equipment solutions company and one of the world's leading Caterpillar Dealerships with a rich history of supporting thousands of customers across the mining and construction industries in Australia. At WesTrac our primary focus is our people. We know that our success is the result of more than 4,000 talented people working together to achieve amazing outcomes.**
- WesTrac is an endorsed employer for women via WORK180 - who have reviewed our policies, processes, and initiatives to certify that we are an organisation that supports diversity, inclusion and equality_

**Job # 2868