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
| Key Skills, Knowledge, Experience and Behavioural Competencies | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
These are defined as;
Academic and Professional Requirements
Experience Required:
Behavioural Competencies These are defined as:
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| Special Position Requirements (Optional section: any travel, security, hazard or related special conditions which apply to the position) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| · The role holder may be required to travel to distant branches or wherever the Company has any interest.· Role holder may be required to work extended working hours to ensure jobs are completed on schedule and to specification. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
If you have the aforementioned professional and academic qualifications and you are ready to execute the above mandate, strictly apply through: https://careers.cicinsurancegroup.com/ clearly indicating the position being applied for.
The application should reach us by close of business on 15th November, 2024. Please note only short-listed candidates will be contacted. If you do not hear from us by 12th December, 2024 consider your application unsuccessful.
