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 responses.
• Keeping and updating records of all members.
• Conduct proper due diligence on client accounts & documentation.
• Ensuring proper application forms have been dully filled & conducting any data entry for account creation.
• Creation of online account applications.
• Update client static data.
• Communicate effectively with the client, sales team, and other members to ensure tasks/deliverables are efficiently completed.
• Carry out banking transactions.
• 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
Particulars    Detail    Specific Field or Qualification 

• Education    Bachelor’s Degree.    Bachelor’s Degree in Business related field

Experience Required:

• Relevant Experience    1 year