Jacqueline Okayo

Financials

• Generate business revenue (new business, organic growth and renewal premium income) so as to meet business targets and objectives.
• Undertake daily marketing activities and business sourcing to ensure achievement of monthly business targets both in revenue and portfolio.
• Follow through on renewal of existing business to achieve retention above 90%
• Actively seek new business avenues from Agents through recruitments and reactivation of inactive accounts
• Actively pursue Direct Corporate referrals and seek new business
• Actively cross sell to our Direct Clients
• Ensure strict compliance to cash /carry guidelines, and submit debt collection reports as required.

Marketing and Sales

• Actively identify and pursue prospective relationships with suitable partners.
• Establish business partnerships in accordance with the Company's criteria and procedures.
• Prepare proposals and presentations to prospective partners for the purpose of securing partnerships and business.
• Monitor and pursue prospect and customer leads for acquisition of new partnerships.
• Establish and agree on clear targets with partners (assigned channel) and monitor achievement of the same.
• Conduct training sessions for existing and prospective partners on the Company's products and offerings.
• Pursue and collaborate with relevant departments for competitive business quotations and follow up the same until the prospective business is secured and closed.
• Gather market intelligence on competitor activities and undertake regular feedback from our business partners on satisfaction with the Company's product offerings with a view of defending the company's market share and improving premium income.

Operations and after Sales Service

• Ensure adherence to all sales, operations and compliance guidelines for all business acquired through the respective channels.
• Credit control: Follow up on premium payment by business partners and ensure that payments are submitted in adherence to the Company's Credit Policy
• Actively establish and pursue superior client relationship management practices to ensure efficient service is afforded to the company's partners as a proactive measure to enhance business growth and persistency.
• Participate in the evaluation of feedback from prospects and partners and in the response formulation and execution of the same to ensure continued superior delivery of service and provision of suitable solutions. Ensure that all customer service matters are handled effectively including but not limited to: timely delivery/communication of quotations, claims feedback, documentation, commissions payment etc.

• Supervise the Corporate Clients and Personal Lines Divisions
• Actively Involved in Business development Activities
• Responsible for the Budgets and Targets of the Corporate lines and Personal Lines Business
• Arrange covers as per clients’ needs and negotiating the best Insurance premiums
• Handling all corporate claims and overseeing all the personal lines claims
• Client Visits and keeping regular contacts
• Working on renewals 60 days prior to renewal and engaging the clients accordingly
• For corporate clients, the renewal register is updated and shared with the client,
• Ensuring Debits are done well on time and the same shared with the clients
• Ensuring the renewals are communicated to the insurance companies and renewal endorsements received
• Ensure all premiums are paid either at renewal or as they fall due.

• Attend to customer queries
• Issue quotations
• Prepare policy documents
• Debiting of premiums
• Sign cover notes, certificates and policy schedules
• Run loss ratios and negotiate renewal terms
• Issuance of motor certificates and cover notes
• Verification of business to be accepted
• Structured visits and service meetings to the Banks
• Ensure collection of premium and implementation of the credit policy
• Prepare underwriting work and renewal reports
• Prepare renewal terms and notices

• Obtaining, receiving and recording information on potential claims
• Recording, registering and acknowledging of new claims
• Evaluate and act on preliminary claim information
• Reserving adequately by setting initial reserves for new claims, closing of
• Files where all payments and/or recoveries have been made and adjusting and revising reserves as new information is received
• Communicating to the customers through claim acknowledgement, update to
• Intermediary/insured/claimant on claim status
• Preparations of claim summary report on the claims background and give opinion on liability
• Settling Service Providers fees.

• Risk assessment and delivery of quotations on the various classes of
• Insurance and follow-up and negotiations thereof
• Marketing company products and services to Banks and potential clients
• Ensure timely collection of premium
• Maintain regular visits targeted to banks and provide weekly reports to the Bancassurance Manager

• Handling student applications and registration and advice students on courses offered
• Maintenance of efficient student records
• Handling students ‘complaints in addition to their welfare and keep the management abreast
• Teaching COP papers (Assisted the Lecturers)

• Handling enquiries regarding all courses offered at the College (Customer Relations)
• Secretarial duties to assigned Lecturers.