Tulesi Ben

Develop and establish my career in transformative leadership space, to be able to exploit my full potential and capabilities where my qualifications, knowledge and experience will be asset to the organization. I am a self-driven, result oriented, eager team player with the ability to oversee group of people to effectively and efficiently deliver quality and quantity performance.

BDM Manager - Corporate Business - IMOTH Insurance Brokers LTD - NAIROBI

(2026-04)

• Source and close corporate insurance opportunities through tenders, RFQs, referrals, and direct engagements
• Build and manage strong relationships with corporate and institutional clients
• Generate, qualify, and convert leads, managing the sales pipeline from identification to closure.
• Develop and execute strategic plans to acquire new clients and expand market share, particularly in corporate and SME segments.
• Understand client needs and provide customized insurance products (General Insurance, Medical, Life, Pension).
• Conduct research to identify market opportunities, competitor sales sources, and trends to stay competitive.

Principle Officer - Tulesi Insurance Agency - Nyahururu-Kenya

(2025-05 - 2026-03)

General Insurance Major

• Go to market execution strategy with monthly portfolio growth of 450000
• Relationship management of my lead generators and channels.
• Renewals and account management
• Claims Management

Assistant Branch Manager - Directline Assurance Company - Nyahururu Branch-Kenya

(2023-01 - 2025-04)

• Assistant Branch Manager –Overseeing branch operations and administrative duties
• Agents Development and Management
• Cascading new product knowledge to Agents in product extensions in other classes of general insurance
• Developing new alternative channels for instance, direct onboarding (digital platforms ).
• Recruiting and training agents
• Assist in business account management and portfolio growth management .(Monthly target grew from 1M to 5M GWP
• Branding through market storms, product activations
• Develop and track new business pipelines and strengthening existing channels Banc assurance in banks and Sacco

Customer Service Accounts Manager - Directline Assurance Company - Nyahururu Branch

(2020-01 - 2023-12)

• Customer service management –Following up with renewals, client's attendance, receiving calls with the use of CRM digital tools.
• Credit management and collection from our intermediary channels accounts
• Coordinate with all departments in a bid to deliver efficient services at branch level including claims settlement
• Relationship Management – Managing and retaining good relationship with intermediary to ensure smooth & maximum retention of business.
• Arranging and attending renewal review meetings with intermediaries

Underwriting Assistant Officer - Directline Assurance Company - Nyahururu-Branch

(2018-11 - 2020-12)

• Underwriting services for General insurance after critical analysis of risk profile with discretion, guided by our robust underwriting guidelines
• Offering Accounting services (Petty cash management) at the branch level
• Ensure premiums payments plans are obtained at the point of confirming renewals.
• Review of accounts performance to ensure weeding out of toxic accounts and renewal of only profitable accounts

Relationship Officer SMEs - Faulu Micro-Finance Bank - Nairobi -Kawangware Branch

(2018-06 - 2018-10)

• Providing financial solutions to our clients (saving, investment credit and insurance)
• Developing new businesses and pipelines in the SME segment
• Leveraging on the existing portfolio to upsell and cross sell.
• Portfolio growth and management
• Account management on repayment schedules and non performing accounts.
• Observing good practices and ethics in the banking sector

Sales Executive officer - Platnum Credit Ltd - Mbale Vihiga Branch

(2018-01 - 2018-05)

• Direct selling and marketing loans against Logbook to prospective clients in the market
• Building relationships with existing referral sources and cultivate new referral sources both internally and externally
• Working closely with Team Leader in arranging activations for new acquisition of clients
• Ensuring the best in terms of quality of sales Regularly providing feedback to the Team Leader on the acceptance of the product

SALES AGENT - ICEA LIONS GROUP

(2017-06 - 2017-12)

• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Calculate premiums and establish payment method.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Seek out new clients and develop clientele base by networking to find new customers and generate lists of prospective clients

JUNIOUR ACCOUNTS CLERK - Simba Lodge - Naivasha

(2017-01 - 2017-04)

• Assisting in the maintenance of books of accounts by posting of used petty cash vouchers
• Banking of cheques received to the appropriate banks
• Availing requisitioned cash to various events, reconciles and prepares a weekly report for management indicating usage
• Tracking accounts payable, prepares payment requests and cheques for the MD's signature
• Records transactions, journal entries and generating reports
• Filing accounts receipts for easy retrieval of information
• Preparering reports on Petty Cash analysis
• Taking up any other duties that may be allocated by management

MBA - Strategic management - Kenyatta University (2023)

COP - Certificate of Proficiency in Insurance - College of Insurance Kenya (2023 - 2023)

Diploma - Marketing Management - Oxford University School of Management (2024 - 2024)

Certificate - Corporate Management - Oxford University School of Management UK (2024 - 2024)

CPA PART 2 - Accountancy (2016 - 2018)

Bachelor of Commerce - Accounting option (2012 - 2016)

High School (2007 - 2011)