Assistant Fund Administrator at CIC Insurance

Purpose

The role is accountable for day to day reconciliation of clients’ accounts with the bank statement and suspense account. The role will provide seamless and prompt purchase updates for continuous and better customer experience.

Primary Responsibilities

1. Follow up on swift resolute of bank channel integration challenges.
2. Prepare the suspense report and monitor suspense activity
3. Responding to any queries/complaints on purchases
4. Confirm disbursement of e-receipts to customers.
5. Call clients to verify purchase details.
6. Ensure dispatch of monthly member statements
7. Follow up and resolve arising member statement issues
8. Contact new clients to confirm receipt of funds, process flow and product information.
9. Reconcile and review all cheque details, identifying bounced cheques and inform clients.

Academic Qualification

1. A minimum of a Bachelor’s degree in Business or in a related field

Professional Qualification

1. ACCA/CPA/CIFA (Added advantage)

Experience

1. Up to two (2) years’ relevant experience.

Skills and Competencies

1. Excellent communication and presentation skills
2. Self-driven and self-motivated with demonstrated effectiveness.
3. Ability to solve problems with urgency and accuracy
4. Demonstrated organized and planning abilities.
5. Team player and ability to collaborate with other team players
6. Drive process improvements and solutions.
7. Can work with minimal supervision and meet deadlines.