Client Service Assistant at CIC Insurance

Purpose

The role is accountable for the day to day execution of client withdrawals & fund switch requests. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.

Primary Responsibilities

• Timely & accurate execution withdrawal & fund switch requests
• Confirming client account balances and banking details
• Make call backs to verify client’s debit instructions
• Debiting clients’ accounts and process payments end-to end
• Responding to any queries/complaints on withdrawals
• Preparation of letters to clients’ banks to facilitate payments
• Carrying out due diligence on the documents received to change bank account details
• Accurately process requests to change bank account details
• Preparation of monthly interest disbursements and standing order payments
• Ensuring adherence to payment operating policies, procedures and risk management guidelines.

PERSON SPECIFICATION

Academic Qualification

• A minimum of Bachelors’ Degree in Business or in a related field.

Professional Qualification

• Progress towards relevant professional field (Added advantage)

Experience

• Up to one (1) years’ relevant experience.

 Skills and Competencies

• Excellent customer service skills  Strong interpersonal skills.
• Excellent written and oral communication abilities.
• Ability to work accurately with close attention to detail; strong ability to scrutinize and examine
• Ability to take initiative and prioritize tasks; good time-management, multi-task, problem-prevention and problem-solving skills.
• Willingness to adapt to changing business needs.