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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