Client Service Assistant Job CIC Insurance
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Client Service Assistant Job 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
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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
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How To Apply
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