CV Profile No.133151

Experience in the following industries :

• Banking, insurance, finance

Professional experience

• Ag. Branch Manager
• FIRST ASSURANCE COMPANY LTD
• Since 06.2023
• An insurance sales executive with over 5 years of experience building lucrative sales pipelines and identifying opportunities to secure new business. A proven track record of delivering in-depth presentations on insurance products and improving annual sales revenue by up to 90%. DUTIES 1. Assist with customer Services to Ensure Overall customer satisfaction, focus on customer service and lead by example. 2. Making follow-ups on premium collections and remittance from clients on an everyday basis. Close follow-up of claims, and make sure that clients are saved quickly. 3. Growing business channels, increasing business portfolio, recruitment of active and supportive agencies and brokers to (90%) to increase more production in the company. 4. Work to grow business and customer acquisition. 5. Determine the risk involved in insuring a particular person or company and calculate the appropriate premiums for the amount of coverage requested.

• Marketing and Sales/Branch Operations Coordinator
• FIRST ASSURANCE COMPANY LTD
• Since 04.2020
• Manage all marketing strategies and campaigns by working with vendors, insurance agents, sales agents, and marketing team members Support insurance sales and brand awareness goals through events and other marketing initiatives that foster new and engage existing members of target audience groups Test, report on, and optimize content marketing campaigns, digital sponsorships, paid media buys, speaking engagements, events, and more to ensure a positive cost-per-lead ratio that drives Marketing Qualified Leads (MQLs) Proactively monitor emerging trends within the insurance and marketing industry, flagging relevant reports to managers, as needed Track marketing campaigns, events, e-marketing and subscriber lists, and other necessary

• Branch Manager
• Laser Insurance Brokers Mombasa Branch
• 07.2019 - 04.2020
• Responsible for the overall financial performance of a branch office at an insurance company. To achieve the branch’s set targets, recruit, train, develop, and supervise insurance agents to gain new clients and drive sales. Maximize profits and minimize risk and liability regarding payment of future benefits by analyzing actuary data and strategically setting premiums for policyholders. Other duties include overseeing insurance claims investigations to make sure staff complies with regulations and reviewing existing company policies and making recommendations for improvement. Insurance brokers typically work full-time at an insurance agency or firm.

• Sales and Marketing Officer
• FED INSURANCE BROKERS
• 01.2018 - 06.2019
• Selling insurance policies and acting as intermediaries between customers and insurance companies. Finding potential clients, helping them to choose the most suitable type of insurance, paying beneficiaries, suggesting solutions on how to minimize risks, and processing applications. Process applications for new and existing policies. Maintain accurate records of client information. Respond to client inquiries and resolve any issues. Monitor changes in the insurance industry and adjust policies accordingly. Educate clients on insurance policies and coverage. Identify opportunities to cross-sell additional products Participate in industry events and conferences Develop marketing strategies to attract new clients