Experience

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  Kenya Orient Insurance Limited

  • Branch Manager

    • Oct 2020 - Present

    • Responsible for the growth of revenue to the set targets through retention & acquisition of new business on existing accounts• Marketing strategy formulation and implementation for channels in line with company objectives. • Soliciting and negotiating special incentives to top performing intermediaries within set policy and compliance guidelines. • Manage credit control and premium collection in line with credit policy • Liaise with Finance on commissions and business development payments for partners • Ensuring that Corporate Partners operations run smoothly and profitably so that quality service is provided to customers at all times. • Ensure Customer Experience Department plays its role in supporting the business in resolving customer service matters. • Preparation and monitoring of service level agreements, business cases and contracts for targeted partnerships

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  ALDILA INSURANCE AGENCY

  • Uasin Gishu, Kenya

  • Principal Officer

    • Jan 2020 - Oct 2020
    • Uasin Gishu, Kenya

    My Responsibilities:• Identifying and developing new business opportunities and intermediaries• Analysing Insurance needs and help customers carry out periodical policy reviews• Capacity building and training prospective clients on their Insurance needs• Carry out and coordinate marketing activities to create business awareness• Design and identify new marketing initiatives• Create and enhance a great relationship with Customers, • Marketing strategy formulation and implementation to ensure revenue generation• Ensure delivery of all renewal notices and close follow-up for business retention• Carry out Market research and intelligence • Ensure excellent customer service and complaints handling • Advising customers on claims process; how to report and document claims• Receiving claim notifications, acknowledgement, follow up of claims with the underwriters• Assist customers in assessing and analysing claims documents • Attend to correspondences & clients’ enquiries within the stipulated time• Liaising with the underwriters to ensure smooth claim processing • Frequent reconciliation of accounts with service providers to help maintain accurate records

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  Heritage Insurance Company Ltd

  • Kenya

  • Branch Manager

    • Jul 2018 - Oct 2019
    • Kenya

    MY PURPOSE:To generate revenue for the company, increase brand visibility within the specified geographical area. To create strong stakeholders’ value through overseeing efficient utilization of available resources and ensure customer focus across the region. RESPONSIBILITIES- Operational management of the Eldoret branch - Generate revenue in the branch for General & Medical Business by recruiting, developing and maintaining of strategic relationships- Team leadership & management i.e. performance appraisal, coaching and staff mentoring and talent sourcing by recruiting highly performing sales teams- Create general awareness through client training as well as Client health programs - Financial management through timely collections of premiums as per the company’s credit policy and coordinating with the finance team to ensure timely account reconciliations - Corporate Governance by maintaining & increasing standards of customer service, underwriting & claims procedures – for General & Medical business - Participated in the implementation of wellness program by accompanying the care management team during their regional visits - Marketing strategy formulation and brand visibility by monitoring and sharing market intelligence that helped in policy improvement- Participated in business development and product design - Participate in development of business budgets for General & Medical Businesses

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  CIC Insurance Company

  • Kenya
  • Financial Services
  • 700 & Above Employee

  • Branch Manager

    • May 2016 - Apr 2018

    MY PURPOSE:To generate revenue for the company, increase visibility and presence within the specified geographical area. To create strong stakeholders’ value through overseeing efficient utilization of available resources and ensure customer focus across the region. PRIMARY RESPONSIBILITIES:- Start-up & Operational management of the Kitale branch - Generate revenue in the branch across all subsidiary lines – CIC Life, CIC General & Medical Business and CIC Asset Management by recruiting, developing and maintaining of strategic relationships- Team leadership & management i.e. performance appraisal, coaching and staff mentoring and talent sourcing by recruiting highly performing sales teams- Create general awareness through training of Cooperative Leaders/Members on Insurance, Change management as well as Client health programs - Financial management through timely collections of premiums as per the company’s credit policy and coordinating with the finance team to ensure timely account reconciliations - Corporate Governance by maintaining & increasing standards of customer service, underwriting & claims procedures – for all channels i.e. General, Life, Investment and Medical business - Participated in the implementation of wellness program by accompanying the care management team during their hospital visits especially for my region- Marketing strategy formulation and brand visibility- Consistently monitor and sharing market intelligence that helped in policy improvement for General, Life and Medical businesses - Participated in business development and product design - Participate in development of business budgets for General, Life and Medical Businesses

  • Relationship Officer

    • Jul 2011 - Apr 2016

    Responsibilities:- Recruit, develop and maintain strategic relationships with Cooperative Societies for General, Life, Investments and Medical Insurance businesses - Revenue generation by maximizing sales in all lines of business i.e. General, Life, Investments and Medical- Promote and establish Sacco Assurance Partnerships- Create general awareness through training of Cooperative Leaders/Members on Insurance, Change management as well as Client health programs - Marketing strategy formulation and brand visibility by actively participating in Co-operative AGMS- Corporate Governance through timely collections of premiums as per the company’s credit policy and coordination with the finance team to ensure timely account reconciliations - Maintain & increase standards of customer service, underwriting & claims procedures – for all channels i.e. General, Life, Investment and Medical business - Scheme governance by ensuring compliance of accredited providers by schemes as well as coordinate services to all stakeholders within set SLA Standards - Ensuring high standards of claims reporting, analysis and capturing process are enforced- Participated in the implementation of wellness program by accompanying the care management team during their hospital visits especially for cooperative leaders- sharing market intelligence that helped in policy improvement for General, Life and Medical businesses

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  Britam

  • Claims Assistant

    • Mar 2010 - Apr 2011

    - Policy Formulation by contributing to the formulation of the medical claims policy- Participated in medical business development consultative meetings that were tasked with product design - Data Analysis & Reporting by providing monthly analysis & reports on schemes performance to my supervisor and clients - Scheme governance by ensuring compliance of accredited providers by schemes as well as coordinate services to all stakeholders within set SLA Standards - Ensure credit control governance by timely reconciliation of hospital accounts and timely processing of Medical claims settlement to the service providers- Ensuring high standards of claims reporting, analysis and capturing process are enforced- Supervising departmental industrial attaches in coordination with the Medical Claims Supervisor