Ian Waweru Wanyagi

Ian Waweru Wanyagi-| - SUMMARY Dynamic professional with over 5 years of experience in client management and financial analysis. Proven track record in customer retention and achieving collection & sales targets. Strong communication, problem-solving, and data analysis skills, complemented by a Bachelor's in Finance and certifications in Data Analytics and Financial Analysis. Passionate about making a difference using finance. EXPERIENCE ICEA Lion Group Limited Nov 2023 - Present Assistant Accountant- Premium Management - Accurately allocated and applied premium payments to the correct client accounts using remittance advices, reducing unapplied funds and improving receipting accuracy. - Supported the claims team in validating receivable offsets related to paid claims, ensuring correct reconciliation of both receivables and claims payables. - Provided clients with the correct banking instructions and Paybills to ensure funds were deposited to the appropriate ICEA LION accounts for proper receipting and allocation. - Responded promptly to client queries related to premium balances, claims offsets, and payment instructions to maintain strong client relationships and reduce aging receivables. - Generated and dispatched premium statements to corporate and retail clients, ensuring transparency of balances due and supporting timely collections - Issued accurate customer invoices and insurance quotations (medical, life, and general insurance) based on underwriting approvals, aiding prompt billing and revenue recognition. VoroMotors Inc Mar 2023 -Sep 2023 Virtual Assistant- Claims & Chargeback Specialist - Authored support-related communications, including pre- and post-delivery emails, enhancing customer engagement and satisfaction. - Executed claims filing for UPS and Extend with an over 80% conversion rate, optimizing the claims process for customer benefits. - Monitored and followed up on all reported claims promptly, ensuring timely resolutions and client satisfaction. - Provided technical support for customer scooters to Extend account managers prior to processing claims, facilitating smooth operations. - Managed a high volume of email inquiries while delivering exceptional customer service and effectively setting customer expectations. - Collaborated with team members to troubleshoot technical issues, researching and formulating solutions that improved client experiences. Zenka Finance Limited Feb 2019 - Oct 2021 Credit Officer- Lending Department - Achieved 90% customer retention through effective communication, professionalism, and relationship management. - Oversaw key account and customer relationship management, ensuring high service levels and client satisfaction. - Met weekly and monthly lending targets of USD 9,000 demonstrating consistent performance and accountability. - Resolved disputed accounts by negotiating payment terms and maintaining compliance with agreement stipulations - Negotiated favorable waiver offers for clients facing loan defaults, demonstrating problem-solving and client advocacy skills. - Maintained loan book debt delinquency rates below 10% monthly through proactive monitoring and client engagement. Keysian Auctioneers Jan 2018 - Dec2018 Accounts Collection Agent – Recoveries Department - Contacted debtors through calls, SMS, and emails to negotiate settlements for nonperforming debts, achieving a successful resolution rate. - Monitored allocated accounts daily to maintain the collection portfolio within acceptable debt delinquency limits, enhancing overall recovery performance. - Attended to and resolved all debtor queries and complaints, escalating unresolved issues to the team Lead for prompt action. - Provided regular performance reports to the Team Leader and actively participated in team meetings to review collection progress and strategies. - Identified and escalated severely delinquent accounts to the field Collection Team, improving recovery efforts on high-risk debts. - Successfully met the company monthly collection target of USD 30,000 contributing to overall revenue goals. Nairobi Water and Sewerage Company Jan 2017 - Apr 2017 Intern- Revenue and Corporate Accounts Department - Monitored and reported on reversed accounts, enhancing accuracy in the revenue office. - Analyzed and suspended accounts based on revenue reports to maintain financial integrity. - Verified and validated customer documentation to ensure compliance with company policies. - Resolved customer inquiries regarding billing and account issues, improving client satisfaction. - Conducted bank reconciliations and prepared monthly revenue reports to support financial transparency. - Prepared and delivered Pro-forma bills to government institutions, streamlining corporate billing processes. - Filed payment vouchers and recorded credit vouchers, ensuring accurate financial tracking and reporting. London Distillers (K) Limited Feb 2016 - May 2016 Intern- Accounting Department -I attained skills as a professional accountant during my term with London Distillers co, having worked as a creditor in the finance department where I acquired the ability to apply financial rules, regulations, and procedures. -I also attained the skills, to extract, interpret, analyze, and format data across the full range of finance and budget functions, and accounts reconciliation. -I identified and resolved data discrepancies and operational problems such as double payments to creditors. -I also had the privilege to learn skills in sage accounting software in Accounts payable, and handling of Accounts receivables. -I was tasked with receiving incoming client invoices and making payments. EDUCATION -KASNEB Jan 2023 – Present Certified Investment and Financial Analyst Level 1 -ALX Foundation & Explore AI Mar 2023 - Dec 2023 Data Analytics program - Kenyatta University May 2014 - Aug 2017 Bachelor of Commerce, Finance - Moi Forces Academy Jan 2009 - Dec 2012 High School SKILLS Microsoft Power BI, Accounts Receivable, Accounts Payable, Customer Satisfaction, Technical Support, Problem Solving, Customer Service, Microsoft Excel, Reporting, Database, SQL.