Client Service Assistant
Location | Nairobi, Kenya |
Date Posted | October 18, 2021 |
Category |
Insurance
|
Job Type |
Full-time
|
Currency | KES |
Description
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 execution of client withdrawals & fund switch requests. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.
Primary Responsibilities
- Timely & accurate execution withdrawal & fund switch requests
- Confirming client account balances and banking details
- Make call backs to verify client’s debit instructions
- Debiting clients’ accounts and process payments end-to end
- Responding to any queries/complaints on withdrawals
- Preparation of letters to clients’ banks to facilitate payments
- Carrying out due diligence on the documents received to change bank account details
- Accurately process requests to change bank account details
- Preparation of monthly interest disbursements and standing order payments
- Ensuring adherence to payment operating policies, procedures and risk management guidelines.
PERSON SPECIFICATION
Academic Qualification
- A minimum of Diploma in Business or in a related field.
Professional Qualification
· Progress towards relevant professional field (Added advantage)
Experience
- Up to one (1) years’ relevant experience.
Skills and Competencies
- 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