Customer Assistant – Branch Operations & Sales Support

About the role

The Customer Assistant supports branch operations and sales activities by managing client relationships, handling administrative tasks, and ensuring smooth delivery of insurance products and services. The role involves interacting with customers, processing documentation, and assisting with underwriting and claims processes.

Key responsibilities

• Provide efficient customer service by answering client queries, following up on quotations, and supporting cross‑selling and upselling initiatives.
• Maintain records, filing systems, and data entry in relevant tools and systems.
• Prepare reports, statistics, and documentation required for branch operations.
• Assist with underwriting transactions, claims notification, premium recovery, and cashiering duties.
• Conduct Customer Due Diligence procedures and ensure policy documents are issued according to company guidelines.
• Liaise with internal and external stakeholders to guarantee timely follow‑up and smooth workflow.

Required profile

• Ability to attend to client queries and manage relationships professionally.
• Attention to detail for record keeping and data entry.
• Willingness to follow established procedures and approval authority instructions.

Required skills