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Client Service Assistant Job CIC Insurance

Customer Service Jobs, CIC Insurance Jobs.

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.

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 Operations team.

Academic and Professional Requirements
Particulars    Detail    Specific Field or Qualification 

  • Education    Bachelor’s Degree.    Bachelor’s Degree in Business related field

How to Apply

Click here to apply

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