CIC Insurance is hiring a Client Service Assistant in Nairobi, skilled in account creation, client onboarding, and records management.
About the Role
The
role is accountable for the day to day execution of creation, purchase,
receipting, withdrawal, and reconciliation of clients’ accounts on a daily
basis. The role will deliver operational effectiveness ensuring TAT on client
account creation. The role sits in CIC Asset Management.
Key Responsibilities
- Timely and accurate execution of account opening requests.
- Verification of know your customer supporting documents.
- Converting and generating of account opening from web registration
portal
- Manage and respond to emails from new business and static folder
- Receive and manage calls from customers.
- Review documents on death claims and lien request.
- Generate reports on daily account creations.
- Receive and ensure banking of cheques
- Carrying out due diligence on the documents received to change
static information on bio data.
- Receive and serve customers
- Review KYC on new applications and death claims and advise clients
accordingly
- Forward all sales leads queries are acted on appropriated and
forwarded to sales Team leaders
- Manage queries emanating from campaigns
- Maintain the SLA and TATs for customer service
Qualifications
- Bachelors Degree in Business Related Studies
- Minimum of 1-year relevant experience.
How to Apply
