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 Fund Administrator.

Academic, Professional and Technical Competencies Required:

Essential Knowledge/Skills and Experience Required:

• Up to one (1) years’ relevant experience.

 Desirable Knowledge/Skills and Experience Required:

• 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