CAREER PROFILE
I am a results-driven professional with extensive experience in finance, insurance, and customer relations. With a strong
passion for leveraging my financial knowledge, I seek to excel in my role at any insurance company and contribute to the
growth of the organization. I am committed to optimizing processes, delivering high-quality work, and fostering integrity
within the company. My ultimate goal is to grow into a senior management role, utilizing my expertise in customer
relationship management, finance, and strategic planning.
1. Insurance & Finance Expertise: Policy Administration, Underwriting, Claims Management, Debt Collection, Bank
Reconciliations, and Premium Collection.
2. Customer Relationship Management: Client Retention, Lead Prospecting, Sales Strategy, Stakeholder Management.
3. Communication & Interpersonal Skills: Persuasive Communicator, Negotiation, Conflict Resolution, Team Collaboration.
4. Financial Analysis & Reporting: Data Analysis, Budgeting, Account Payables/Receivables, Invoice Processing,
Reconciliations.
5. Technical Proficiency: Microsoft Office Suite (Excel, Word, PowerPoint), CRM Systems, Financial Management Tools.
6. Compliance & Risk Management: Policy Compliance, Fraud Detection, Regulatory Compliance (RBA, KRA)
Broking Assistant| Chancery Wright Insurance Brokers – February 2024 to date
Objectives of the job:
To service and maintain positive growth of the assigned portfolio of accounts and build positive client relationship and service
accounts professionally, within statutory guidelines and company policy.
Key Contributions & Results:
Arrange pre-renewal meetings with the insurers at least 2 months to the expiry dates, to negotiate
renewal and obtain claims experience.
Meeting all the clients under my portfolio for scheduled meetings every three months but also hold other adhoc
meetings with the client as necessary.
To obtain quotations where necessary.
To ensure that all the debits are done on time and shared to the client immediately.
Manage and Issue motor certificates to the clients from the DMVIC portal and be accountable.
Ensure documents from insurers are timely e.g. policy documents, debit notes, credit notes, motor certificates and
endorsements within one month.
Go through the policy documents to ensure they mirror the debit notes raised and as per the client’s instructions.
Conducting market research to gather information on insurance products, rates, and market trends, which
helps thecompany in making informed decisions and providing suitable solutions to clients.
Ensuring compliance by ensuring proposal forms, know your customer (KYC), and all underwriting
documents are completed.
Ensuring that each and every client file is updated.
Organizing insurance trainings for the client.
Do minutes of client meetings and circulate them to the client within 3 days from the date of meeting.
Ensuring 10% organic growth and 95% retention rate on my portfolio.
Handling to conclusion any claims which arise under my portfolio.
Ensure that the claims are promptly settled by the insurers.
Reviewing policy applications for errors and liaising with underwriters to facilitate quick completion of the
application process.
Recommending type and amount of coverage based on analysis of customers' circumstances using
persuasive sales techniques.
Relationship Management- collaborating with insurance companies, underwriters, and other stakeholders to
negotiate terms, gather quotes, and facilitate policy placements.
Working closely with the team and providing assistance as needed, by coordinating meetings,
scheduling appointments, and other team-related tasks.
Finance assistant| Chancery Wright Insurance Brokers | November 2018-January 2024
Key Contributions.
Perform daily bank reconciliations, manage accounts payables and receivables, and assist with payroll
responsibilities.
Handle payments to insurance companies and write cheques for various payments.
Monitor the financial transactions for high-profile clients and assist in debt collection by following up on overdue
payments.
Support internal audits, ensuring the company’s financial records are compliant with organizational policies.
Implement fraud detection processes and report on any suspicious transactions.
Follow up on lapsed policies and ensure compliance with client insurance requirements.
Assist in receipting premiums collected and ensuring correct accounting for the premiums.
Key Achievements.
Managed multiple insurance companies' accounts and ensured smooth financial operations.
Helped develop the annual internal audit plan and assisted in improving fraud detection measures.
Contributed to enhancing the company’s financial compliance and reporting processes.
Accounts & Pension Intern | Chancery Wright Insurance Brokers | April 2018-October2024
Managed existing pension schemes, ensuring compliance with the Retirement Benefits Authority (RBA) and
Kenya Revenue Authority (KRA).
Filed quarterly returns with RBA and maintained detailed records of member’s contributions.
Assisted clients with filing their KRA returns and processed payments for pensions and insurance schemes.
EDUCATION & CREDENTIALS
Diploma In Insurance | College Of Insurance| January 2025-Ongoing
Certificate in Insurance (COP)| College of Insurance | January 2024-March 2024
Cop1
Cop2
Certificate from Bitcoin DADA programme on online Training in BITCOIN Education May 2024-July 2024.
CPA (Certified public Accountant)|Star college of management studies |January 2022-December 2023
Section 3-Passed
Section 2-Passed
Section 1-Exempted.
KATC(Kenya Accounting Technician Certificate-
ATC 1-Passed
ATC 2-Passed
REFERENCES
Available upon Request.
