Ian Simiyu

Prospecting & Sales Execution: Actively sourcing for new clients through direct field marketing, referrals, and networking to meet individual monthly sales targets.

Client Advisory & Pitching: Conducting face-to-face meetings and group presentations to explain different policies to clients in simple terms.

Onboarding & KYC Compliance: Collecting and verifying client documentation (IDs, KRA PINs, payment mandates) during onboarding to prevent fraud and ensure compliance with internal standards.

Financial advisor at Britam Insurance (2025-08 – Present)

• Prospecting & Sales Execution: Actively sourcing for new clients through direct field marketing, referrals, and networking to meet individual monthly sales targets.
• Client Advisory & Pitching: Conducting face-to-face meetings and group presentations to explain different policies to clients in simple terms.
• Onboarding & KYC Compliance: Collecting and verifying client documentation (IDs, KRA PINs, payment mandates) during onboarding to prevent fraud and ensure compliance with internal standards.
• Customer Service & Retention: Following up with existing clients to handle claims issues, update policy details, and minimize policy lapses by encouraging consistent premium payments.
• Team Leadership & Motivation: Leading a unit of sales agents, organizing daily morning team meetings and pushing the team to hit group recruitment and sales quotas.
• Collaboration and communication. Relying information to my team members as well as reporting to the unit Manager.

Undergraduate Industrial attachment at Kenya Orient Insurance (2022-05 – 2022-07)

• Compiled and validated weekly sales and premium reports from agent submissions, ensuring data accuracy before consolidation for management review, supporting monthly performance tracking.
• Supported branch operations by maintaining digital records of client policies and claims documents, improving information retrieval efficiency for the underwriting and claims teams.
• Acted as a liaison between the branch, corporate clients, and insurance agents, facilitating communication and document flow to support client retention and new business acquisition.
• Assisted in preliminary research and data gathering on local market trends and competitor activity, providing summarized insights to inform branch marketing strategies.

Data Collection for 2022 General Election at Meru data (2022-03 – 2022-03)

• Executed structured 3 days field interviews using Kobo Toolbox to gather data on voter demographics, key issues, and candidate preferences across multiple wards in Tigania North, Meru.
• Utilized smartphone-integrated survey forms to capture structured quantitative data and qualitative insights in a unified digital format.
• Collaborated with a team of enumerators to achieve daily sampling targets, adapting protocols in the field to capture representative data across different locations and voter groups.

Bachelor of Science in Actuarial Science – Meru University of Science and Technology (2025-10)