Principal Officer: Denivest Insurance Agency
March 2020 to Date
- Calculate premiums and guide prospective clients on modes of payment.
- Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
- Help clients to report claims and ensure that claim files are submitted in due time and ensure that they are settled.
- Recommend risk management strategies that fit clients' personal risk profiles.
- Prepare and present detailed reports on the progress of initiatives to management.
- Complete administrative tasks including maintaining records and handling policy renewals.
- Track insurance claims to ensure client and company satisfaction.
- Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
- Create and implement marketing strategies to compete with other individuals or insurance companies.
- Respond to clients’ insurance-related questions and issues.
Retirement Benefits & Individual Life Claims settlement Officer: Jubilee Life Insurance Company Ltd
February 2019 to March 2020
- Auditing of individual life accounts to determine those records that need to be forwarded to Unclaimed Assets Authority.
- Processing of retirement benefits of those members who have retired or ended their contracts.
- Processing of the matured or surrendered individual life claims.
- Processing of the loans applied by the existing individual life members.
- Offering post-retirement advice to the retiring individuals and recommend accurate post-retirement products.
- Keeping proper records of both individual Pension and individual Life members.
- Reconciliation of contributions and premiums statements to ensure that they are accurate before making any payments.
- Sending out policy maturity notifications to individual Life members.
Pensions Administrator: Jubilee Insurance Company of Kenya Ltd
September 2013 to February 2019
- Conserving existing business by offering alternative products, cross sell and following up leads for new business.
- Building strong business relationships with existing clients and Marketing Jubilee insurance products.
- Ensuring the personal pension plan scheme is managed and administered in full compliance of existing legislation.
- Maintaining accurate records for the retirement benefits clients.
- Providing superior services to Retirement Benefit clients.
- Processing of payments, member statements, opening of new member accounts and other benefits within the set service standards.
- Organizing and executing member education and AGMs.
- Help in yearly scheme audit and execution of quarterly returns to RBA.
Life & Pensions Administrator: Eagle Africa Insurance Brokers Ltd
December 2012 to September 2013
- Registration of new members.
- Handling members' complaints.
- Marketing of the pension product.
- Day to day administration of pension schemes including Mbao Pension Scheme.
- Liaising with the pension division on matters affecting members.
- Onboarding of new Group life members
- Facilitation of settlement of group life claims.
- Organizing of end of year AGMs.
Data Processor: Jubilee Insurance Company of Kenya Ltd
April 2011 to November 2012
- Posting of pension contributions.
- Preparation of policy documents.
- Data entry.
- Mailing of documents such as statements and membership documents to members.
- Data processing.
- Filing receipts and policy documents in the pensions department.
Head Clerk: Independent Electoral & Boundaries Commission
January 2010 to July 2010
- Oversee the training of registration clerks and registration of voters within the stipulated period of the exercise at ward level.
- Ensure efficient distribution and use of voter registration materials at ward level.
- Monitor and ensure accurate entry of voter details and use of voter registration materials.
- Oversee the inspection and correction of the Voter Register at ward level.
- Ensure safe custody of all registration materials during the registration exercise.
- Compile and account for all registration materials.
- Submit periodic reports and a comprehensive report on the voter registration process to the constituency returning officers.
