Frank Kaleve

I have worked closely with both local and international insurance companies in my experience, spanning close to a decade. I have gained valuable experience, gaining deep understanding of the insurance market, understanding gaps and identifying viable solutions. I have worked closely and interacted with top professionals within Kenya and globally, giving me a unique insight and experience on how to handle various insurance needs, unique for each client.

I have experience in underwriting, where I have dealt mainly with insurance intermediaries, creating trust and lasting relationships, which resulted in doubling of the medical insurance portfolio during my tenure.

I have also worked closely directly with the clients and insurance companies, as a client service executive and currently as a relationship manager. As a testimony to my quick learning and adaptability to change, I won the Client Service executive of the year in my first year, having achieved 100% retention in my portfolio.

As a relationship manager, my retention rate is at 93%, with an overall growth in portfolio (114%) as a result of client referrals.

I look froward to applying my skills to help the company grow and achieve it's objectives.

May 2014 – July 2014: Internship at Aon Kenya Insurance Brokers Limited, Life and Pensions Division, in Client Relations.

I was involved in verification of data (pension amounts and interest earned), updating the system based on returned certificates of existence, listening to clients’needs and helping them where possible, and delivery of important reports to clients.

December 2014 – September 2016: Kenindia Assurance Company Limited.

Graduate Management Trainee Program in the Medical

October 2016 – May 2018: Administrative Office

Kenindia Assurance Company Limited. Underwriting Department.

The main responsibilities included:

• Ensuring compliance with medical underwriting policies, processes and procedures to support achievement of overall business objectives.

• Approving and confirming cover up to set limits
• Preparing and approving quotations as per set limit.
• Reviewing, Verifying and approving of underwriting documents i.e. policy documents, endorsements up to set limits
• Preparing medical underwriting reports
• Ensuring customer service to both internal and external clients by providing required underwriting services anddocuments
• Managing and implementing change initiatives to achieve desired business plans and culture
• Managing the underwriting related company communication
• Debiting premium and data capture
• Processing refund for deleted members
• Ensuring that reasonable renewal terms are communicated and/or discussed with the intermediaries and/or policyholders within the set benchmarks.

May 2018 – 2021: Client Service Executive

Lifecare international Insurance Brokers Ltd Operations Department

The main responsibilities include:

• Doing quotations for new clients
• Renewal proposals for existing clients
• Vetting of claims and updating clients
• Attending to and responding to client queries
• Conducting client education to explain the benefits
• Provision of reports
• Database update and management

Mar 2022 – Present: Relationship Manager

Lifecare international Insurance Brokers Ltd Renewals Department

The main responsibilities include:

• Establishing and maintaining a good relationship with clients
• Understanding clients’ needs and tailoring solutions to meet them
• Ensuring premiums are booked and collected within the set timelines.
• Soliciting for new business though referrals.
• Doing quotations and presentations to prospective clients
• Extensive market review and renewal proposals for existing clients
• Ensuring compliance with processes and procedures in place
• Negotiating with providers to get the best possible terms for the clients.
• Vetting of claims and updating clients
• Attending to and responding to client queries and complaints.
• Conducting client education to explain the benefits
• Compilation and presentation of reports

Database update and management

2011 – 2014: Jomo Kenyatta University of Agriculture and Technology BSc. Actuarial Science – First = Class Honours

2019 – 2022: College of Insurance - Diploma in Insurance – To be completed in 2022.