CV Profile No.98611

Experience in the following industries :

• Banking, insurance, finance

Professional experience

• Business Development Manager
• The Kenyan Alliance Insurance Company Limited
• Since 01.2024
• Responsible for prospecting and acquiring new business for General Business in line with set company targets and standards; Central to this role is building positive and lasting relationships between The Kenyan Alliance Insurance Company and its clients and business partners. Main Responsibilities include; Sourcing for new business by identifying and exploiting new business opportunities to achieve growth of General Business through the creation of long-term sustainable client and intermediary relations. Preparing quotations and proposals, negotiating terms, and closing sales. Follow up on quoted business and ensure an increased conversion rate. Cross marketing across other business lines and exploring opportunities for upselling. Preparing relevant periodic production reports. Building long-term relationships with intermediaries by ensuring all their queries are addressed promptly and relevant technical guidance is provided. Carrying out market intelligence to ensure the company is in tandem with the industry trends and adopt product-pricing mechanisms that ensure profitability. Design and implement marketing and sales strategies geared towards business growth and retention. Any other duty as may be given from time to time.

• Acting Sales and Marketing Manager
• The Monarch Insurance Company Limited
• 04.2021 - 04.2023
• The main role is identifying, developing, and evaluating the marketing strategy, based on the knowledge of the company’s objectives, market characteristics, and operational costs and markup factors and formulating, directing, and coordinating marketing activities and policies to promote products and services. Other responsibilities include; Adhere to inter-departmental service level standards in liaison with the underwriting team across the branches. Renewal follow-up to achieve the renewal retention ratios Coordinate corporate, brokers’, and other channels of business activities across branches. Plan assign and allocate funds for events plans, or promotional items required for brand management through brand management activities as per the structured calendar. Planning the marketing budget and working with the marketing team and the management team to achieve targets. Liaise with the underwriting team to ensure business from intermediaries is booked accordingly and promptly Liaise with brokers to establish the competitiveness of our quotations and where necessary recommend for review.

• Deputy Sales and Marketing Manager
• The Monarch Insurance Company Limited
• 07.2019 - 03.2021
• Primary role is to engage with Intermediaries and direct clients to build strong relationships and loyalty. Co-ordinate the various marketing tasks carried out in the department. Responsibilities include; Prepare and monitor production reports against the set monthly budgets. Representing the company at trade fairs and associations to promote products and services and safeguarding the company’s interests and reputation in ensuring the organizational values and standards are maintained during the marketing Liaise with the underwriting team to ensure business from intermediaries is booked accordingly and promptly Liaise with brokers to establish the competitiveness of our quotations and where necessary recommend for review. Generate new business and ensure sales targets are met. Recruit new brokers and agents.

• Branch Manager
• Kenya Orient Insurance Limited
• 04.2018 - 07.2018
• Primary role is to engage with Intermediaries and direct clients to build strong relationships and loyalty. Provide accurate and comprehensive feedback on the client’s current portfolio and give sound advice on ways to improve the portfolio. Aggressively follow up renewals and strive to achieve higher retention rates as per set targets Identify cover gaps during the renewal process and provide advice to the clients and thus achieve generic growth Manage key customer relationships through regular contacts and visits Maintain high professional standards and strive to provide quality services to clients Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively. Conducting business reviews to ensure clients are satisfied with their products and services. Letting customers know about other products the company offers. Escalating and resolving areas of concern as raised by clients. Collaborate with the Sales team to close leads

• Assistant Branch Manager
• Kenya Orient Insurance Limited
• 10.2016 - 03.2018
• Primary roles include but not limited to; Enforcing the set underwriting guidelines and ensuring adherence to set ISO standards. Day-to-day administration of the branch operations. Implementing the branch sales strategies. Recruiting, training growing new intermediaries. Reviewing business retention and profitability reports taking corrective action and preparing reports on the same

• Branch Supervisor
• Kenya Orient Insurance Limited
• 01.2014 - 09.2016
• Primary roles include but not limited to; Customer service/Enquiry Supervision of the underwriting process Ensuring renewal notices are sent out on time and processing of renewal reports Ensuring timely preparation and dispatch of policy documents. Review all applications for insurance to determine the profiles of risks presented to the company for insurance and assess their acceptability or otherwise. Reviewing all reports from various service providers relating to applicants for insurance. Signing of accountable documents Timely processing of quotations. Liaising with intermediaries for business support

• Underwriting Executive
• Kenya Orient Insurance Limited
• 03.2010 - 01.2014
• Primary roles include but not limited to; Customer service/Enquiry. Debiting new risks and renewed policies with the company, extension of policies and cancellation of policies, making contra entries and other endorsements that are vetted to meet the basic standards as provided by the underwriting guide. Processing quotations by calculating underwriting premium Vetting risk profiles to assess acceptability or otherwise. Management of assigned accounts. Certificate management