William Namayi
Customer Relationship Officer | Insurance & Financial Services
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About
BSc Insurance and Risk Management graduate with 5+ years in Kenyan insurance and financial services. Experienced in customer relationship management, sales, underwriting, policy renewals, claims, and credit risk. IRA compliant. Proven record of achieving 120% of targets and managing 200+ client portfolios with 95% repayment.
Experience
Customer Relationship Officer - 4G Capital - Nairobi
(2024-01 - 2025-07)
- Managed 200+ loan accounts with 95% repayment rate
- Achieved 120% of monthly sales targets for 6 months
- Conducted credit risk assessment and customer onboarding
- Resolved customer complaints to improve retention
- Upsold financial products and insurance solutions
Underwriter - General Insurance - Mauritius Union Assurance - Nairobi
(2023-01 - 2023-06)
- Evaluated general insurance proposals and risks
- Processed policies, endorsements and renewals per IRA guidelines
- Determined terms, conditions and premiums
- Maintained underwriting records for audit and compliance
- Supported sales and claims teams
Insurance Sales Agent - Jubilee Health Insurance Ltd - Nairobi
(2020-01 - 2022-12)
- Top performer in health insurance sales and acquisition
- Drove policy renewals and achieved high retention rates
- Cross-sold health, life and general insurance products
- Onboarded clients and provided product education
- Ensured IRA compliance and Jubilee sales processes
Education
Bachelor of Science - Insurance and Risk Management - Egerton University (2019)
