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 Who We’re Looking For Qualifications Bachelors Degree in Business Related Studies Minimum of 1-year relevant experience.
• 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 • Bachelors Degree in Business Related Studies
Posted
September 19th, 2026
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Company
CIC Insurance
Location
Kenya
Deadline
October 19th, 2026
in 12 days