Client Service Officer at CIC Insurance

CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi

Purpose

The role is accountable for the day to day creation of new member accounts and supporting 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 form 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

PERSON SPECIFICATION

Academic Qualification

• Bachelor’s Degree in relevant business field

Professional Qualification

·       Progress towards relevant professional field (Added advantage)

Experience

• Up to two (2) years’ relevant experience.

Skills and Competencies

• MS Suite


• Strong interpersonal skills.


• Excellent written and oral communication abilities.


• Time management and multi-tasking skills.


• Excellent attention to detail.


• Ability to exercise prudent judgment.


• Ability to organize, multitask, prioritize, and work under pressure


• Proactive and able to work with minimal supervision

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