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  • Posted: Feb 1, 2023
    Deadline: Feb 7, 2023
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    CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi
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    Client Service Assistant

    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.

    go to method of application »

    Client Service Officer

    Purpose

    The role is accountable for the day to day creation of new member accounts and supporting 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 form 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

    PERSON SPECIFICATION

    Academic Qualification

    • Bachelor’s Degree in relevant business field

    Professional Qualification

    •  Progress towards relevant professional field (Added advantage)

    Experience

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

    Skills and Competencies

    • MS Suite
    • Strong interpersonal skills.
    • Excellent written and oral communication abilities.
    • Time management and multi-tasking skills.
    • Excellent attention to detail.
    • Ability to exercise prudent judgment.
    • Ability to organize, multitask, prioritize, and work under pressure
    • Proactive and able to work with minimal supervision

    go to method of application »

    Assistant Fund Administrator

    Purpose

    Responsible for maintenance of client data to ensure timely creation, purchase, receipting, withdrawal, and reconciliation of clients’ accounts on a daily basis.

    Primary Responsibilities

    • Responsible for withdraw, redemption of units and reconciliation of client accounts on a daily basis;
    • Contact customers to verify their withdrawal requests;
    • Confirm client bank details, balances and prepare payment schedule;
    • Liaise with custodians for resolution of reconciliation issues;
    • Distribute income for the various funds at different periods;
    • End of day process for purposes of generating pricing;
    • Prepare weekly and monthly production reports;
    • Dispatch of client statements;
    • Participate and attend scheduled trustee meetings;
    • Generate commission monthly statements for review and approval;
    • Log of client complaints for onward resolution;
    • Prepare and dispatch instructions to the custodians;
    • Contact and respond customers to their requests

    PERSON SPECIFICATION

    Academic Qualification

    • Bachelor’s Degree in relevant business field

    Professional Qualification

    • Progress towards relevant professional field (Added advantage)

    Experience

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

     Skills and Competencies

    • MS Suite
    • Strong interpersonal skills.
    • Excellent written and oral communication abilities.
    • Time management and multi-tasking skills.
    • Excellent attention to detail.
    • Ability to exercise prudent judgment.
    • Ability to organize, multitask, prioritize, and work under pressure
    • Proactive and able to work with minimal supervision

    go to method of application »

    Business Development Manager – Corporate Sales

    PURPOSE:

    The incumbent shall be responsible for generating revenue for the Life Subsidiary within the assigned markets or channels, as well as, build and manage strong relationships and partnerships within the assigned markets or channels.

    PRIMARY RESPONSIBILITIES:

    • Plan and carry out consumer education within the assigned markets and channels;
    • Generate and build revenues through effective daily sales management of BDEs/Team Leaders;
    • Sourcing of business (new & renewal) and servicing clients;
    • Capacity building of intermediaries in the market;
    • Build and maintain strategic alliances for business growth with intermediaries and industry stakeholders;
    • Constantly updating clients on new and existing products;
    • Liaising with the various departments to ensure timely service delivery to the clients;
    • Collect market Intelligence and prepare reports;
    • Develop prompt quotation and tender documents preparation and delivery to clients/ intermediaries;
    • Participate in planning and budgeting for the department;
    • Ensure compliance to the credit control policy through debt collection; and
    • Recruit, train, motivate and retain strategic alliances for business growth with intermediaries and industry stakeholders.

    Academic, Professional and Technical Competencies Required:

    • Essential Knowledge/Skills and Experience Required:
    • Minimum of four (4) years’ relevant experience
    • Good analytical skills
    • Excellent communication and presentation skills
    • Problem solving skills
    • Excellent customer care skills
    • Technical competence in insurance
    • Basic knowledge of regulations by AKI and IRA
    • Computer literate in MS Office and other office applications

    Desirable knowledge/skills and Experience Required:

    • Excellent interpersonal skills
    • Understanding of the working environment /competitors

    Method of Application

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