Accounts Executive - Retention at Kenya Orient Insurance Limited (2026-01 – Present)
- Develop and implement a comprehensive customer retention strategy aimed at Minimizing policy lapses and maximizing customer loyalty.
- Leveraging their relationship with the client to identify coverage gaps and promote additional Retail or SME products, thereby increasing customer lifetime value
- Oversee and enhance customer touchpoints to ensure a seamless and positive customer experience
- Initiate approval of renewal terms in liaison with the reinsurance team to be competitive.
- Arranging and attending renewal review meetings with intermediaries.
- Ensure that the retention strategies and initiatives align with the company's values and culture.
- Closing the renewal business (Ensuring renewal confirmations) and obtaining the risk notes before monthly closure.
- Review of accounts performance to ensure weeding out of toxic accounts and renewal of only profitable accounts
Bonds Associate at Kenya Orient Insurance Limited (2024-02 – Present)
- Assessed and processed bond applications, ensuring risk acceptances are aligned with policy guidelines.
- Managed a diverse portfolio of Customs bonds (Transit, Warehousing, and Clearing Agent guarantees), ensuring strict compliance with KRA and East African Community Customs Management Act (EACCMA) guidelines.
- Liaised with internal and external stakeholders to ensure bonds are backed by proper security and reinsurance arrangements.
- Structured and verified risk mitigation instruments, securing bank guarantees, fixed assets, and legally binding corporate counter-indemnities for high-exposure performance bonds
- Supported the drafting and structuring of facultative placements for risks exceeding retention.
- Involved in policy endorsements, cancellations, and monitoring of claims-related recoveries.
Underwriting Assistant at Kenya Orient Insurance Limited (2023-02 – 2024-02)
- Timely documentation and dispatch of policy documents for the new businesses, endorsements, credit notes and renewal notices.
- Assessed, analyzed, rated, accepted or rejected risks proposed as per the set guidelines.
- Recommended risk survey for risks that meet the company's criteria for survey and follow up to ensure the customer adheres to the risk improvement recommendations to minimize losses
- Ensured proper filing of client information both manual and electronic for easy retrieval of documentation when required
- Issued quotes for both motor and non-motor business ie Fire, Engineering and liability classes
- Managed COMESA booklet for the branch, which includes proper pricing, issuance, cancellation and replenishment
Underwriting Intern at Kenya Orient Insurance Limited (2022-07 – 2022-12)
- Prepared policy and reinsurance documents, including schedules, endorsements, and treaties.
- Maintained risk records and assisted with submission of data to reinsurers.
- Gained hands-on experience in co-insurance and policy document accuracy.
Underwriting Assistant at Trident Insurance Company Limited (2019-03 – 2021-06)
- Maintained high standards of customer service by responding to client's enquiries (walk-in clients, telephone and emails) and efficiently address their issues
- Assisted claims department by providing the required documents and details immediately.
- Followed up on renewals to ensure retention of existing accounts.
- Generated policy and issued certificates once payment is received or credit allowed.
- Supported the underwriting and documentation of facultative inward and outward business.
Underwriting Intern at Trident Insurance Company Limited (2019-01 – 2019-07)
- Managed client file records, policy document preparation, and day-to-day support for treaty documentation and filing.
- Engaged in customer education and post-acceptance tracking.
