Experience

Heritage Insurance Company Ltd

• United States
• Insurance
• 100 - 200 Employee

• Credit Analyst - Credit Management & Debt Collection.

  • May 2016 - Present

   Enforcing and ensuring adherence to the Company Credit Control Policy.  Production and analysis of reports required by the Credit Control Committee.  Carrying out Accounts Reconciliations where the company records differ with the debtors’ and resolving the differences through policy inquiry on unpaid premium and wrongly posted receipts.  Resolution of all other queries from both internal, external parties and Auditors.  Allocating payments in debtors’ accounts.  Issuing debt demand letters, policy cancellation letters, policy suspension letters and debt notification letters for the outstanding debt as per the company credit control policy.  Keeping a proper record of all Insurance Premium Financing forms sent Banc Assurance institutions.  Recommending payments for commissions and confirming Premium Refunds before they are settled.  Maintaining debtors’ correspondence files and payment trends.  Preparation of daily journals.  Contribute to the Company’s analysis of customer credit worthiness/credit risk profiles as may be required.  Developing a good relations with intermediaries and the direct clients.  Keeping the management fully informed via reports and analysis by drawing inferences on outstanding premium and Contributing to the Company’s Business Plans and Budgeting Process.  Compilation, analysis and presentation of debtors and creditors reports to enhance follow up.  Managing the timely production and dispatch of monthly statements to all intermediaries. Show less



Festum Villa Properties Ltd.

• Real Estate Services Assistant

  • Jun 2015 - May 2016

  -Conducting market research to be acquaint with market and customer information regarding sales trends, consumer demographics and occupancy rates. • Promoting sales of property through advertisements and participation in listing services, either directly or via agents. • Assisting prospective clients and accompanying them to site, discussing conditions of sale, and drawing up real estate contracts. • Acting as a contact between the company and its existing and potential markets. • Surveying managed facilities based on established grading programs, as well as execution of all maintenance activities, including repairs to maintain the facilities. • Negotiation of lease amendments and other agreements with property owners and service providers. • Representing the company at trade exhibitions, events and demonstrations. Show less



Intern at Britam Kenya

• Accounts Assistant

  • Sep 2014 - Jan 2015

  • Processing payable commission payments to brokers, agencies and direct sales force. • Processing refunds for cancelled policies & terminated bank insurance premium financing. • Passing journal vouchers for wrongly posted receipts and payments. • Prompt allocation of receipts for new, renewal and reinstatement debits. • Compiling annual withholding tax certificates & deduction cards for paid commissions. • Generation and sending of statements of account to promote settlement of unpaid premiums. • Processing General expenses, claim, reimbursement and Tax Cheque Payments by the Sirius system. • Proper Book Keeping, filing and archiving finance documents. • Prompt banking and distribution of cheques as per the company policy. • Reconciling of suppliers statements. • Liaising with the relevant departments to ensure debits are correctly raised. Show less