Client Service Assistant at CIC Insurance

PURPOSE:

The Client Service Assistant is accountable for the day to day creation of new member accounts and supporting the sales team when on-boarding new clients. The role will deliver operational effectiveness ensuring TAT on client creation is prompt for excellent client experience at first touch point.

PRIMARY RESPONSIBILITIES:

• Checking on the correspondence email and
• Keeping and updating records of all
• Conduct proper due diligence on client accounts &
• Ensuring proper application forms have been dully filled & conducting any data entry for account creation.
• Creation of online account
• Update client static
• Communicate effectively with the client, sales team, and other members to ensure tasks/deliverables are efficiently completed.
• Carry out banking
• Filing and archiving of documents
• Arrange for mail and courier services
• Any other duty as may be given by the Operations team

Academic and Professional Requirements

Education 

• Bachelor’s degree in business related studies.    E
• Professional Qualifications    ICDL or Computer Packages    D

Experience Required: 

• One year Relevant experience