Experience

JW Seagon & Company

• Kenya
• Insurance
• 1 - 100 Employee

• Relationship Manager - Healthcare

  • Jul 2022 - Present

  • Diligently explore and manage a client’s needs and expectations, ensuring the client always has a policy that best suits their needs. • Ensure that proper client engagement is followed through, mindful of the constant need for proactivity, to minimize administration lapses.• Carefully monitor credit control and always insist on prompt payment of premiums by customers, robustly enforcing sanctions, such as cover suspension, if necessary. • Positively deal with claims at every stage of the claims cycle, from intimation, through insurer, customer, and service provider liaison, to satisfactory conclusions. • By the claim’s workflow process, take proactive control of claims from the moment they are reported, record them accurately, and follow them up. • Be diligent in producing and distributing client documentation, keeping all records up-to-date, and getting renewals out well before the due dates.• Proactively handle all client queries, including policy benefit interpretation, cross-selling and up-selling, fact-finding, follow-ups, and reporting Show less

• Admin & Claims Support - Healthcare

  • Apr 2018 - Jul 2022

  • Process 100% for all renewals, and 90% for MTAs and New Businesses and input all information including report questions correctly in the system. • Reporting on monthly renewal spreadsheet and producing the renewal presentations. • Support the team by producing quotations, membership listings, or any other reports needed. • Processing claims and dispatching documents while updating the information on e-file• Managing the Retail Local Health Portfolio



Retirement Benefits Authority

• Financial Services
• 1 - 100 Employee

• Internship

  • Jun 2017 - Oct 2017

  • Registration of retirement benefits scheme and provisioning certificate of registration. • Registration of fund managers, custodians, and administrators. • Amendment to scheme rules, mergers, and conversions protecting the interest of members. • Analyzing actuarial valuations and financial statements for schemes. • Winding up schemes by providing a systematic way that fulfills regulation requirements. • Assessing the level of risks in all regulated schemes by ensuring they have a risk score below 0.8. • Attending schemes AGMs and conducting onsite inspections of schemes. • Conducting a legal evaluation of scheme documentation. • Addressing inquiries relating to the pension industry from various stakeholders. Show less

• Research Assistant

  • Mar 2017 - Apr 2017

  • Data Entry and Data Analysis. • Development of Data Collection instruments/Questionnaires. • Data Collection. • Report Writing and Presentation Skills. • Basic Pension knowledge • Data Entry and Data Analysis. • Development of Data Collection instruments/Questionnaires. • Data Collection. • Report Writing and Presentation Skills. • Basic Pension knowledge

• Research Assistant

  • Apr 2016 - Jun 2016

  • Data Entry and Data Analysis. • Development of Data Collection instruments/Questionnaires. • Data Collection. • Report Writing and Presentation Skills. • Basic Pension knowledge • Data Entry and Data Analysis. • Development of Data Collection instruments/Questionnaires. • Data Collection. • Report Writing and Presentation Skills. • Basic Pension knowledge



National Treasury of Kenya

• Intern

  • Aug 2014 - Dec 2014

  • Bank reconciliation. • Preparing vouchers, authorizing, and validating them. • Reconciliation of exchequer with miscellaneous receipts. • Receiving KRA reports regarding the various tax collection. • Preparation of Exchequer, Petroleum Levy, and receipts depending on the above reports. • Calculation amount of claimant. • Verification and filing of documents • Bank reconciliation. • Preparing vouchers, authorizing, and validating them. • Reconciliation of exchequer with miscellaneous receipts. • Receiving KRA reports regarding the various tax collection. • Preparation of Exchequer, Petroleum Levy, and receipts depending on the above reports. • Calculation amount of claimant. • Verification and filing of documents