DAVID PETER OKELLO
NAIROBI
Summary
Dynamic Bancassurance Officer with exceptional customer service skills. Proven ability to analyze insurance applications, evaluate risks, and maintain accurate records while fostering strong relationships with insurers and brokers.
Overview
12
12
years of professional experience
Work History
Bancassurance Officer
KENYA WOMEN MICROFINANCE BANK PLC
01.2023 - Current
- Analyzing and evaluating insurance applications to determine the risks of granting coverage.
- Determining the terms and conditions of insurance policies that meet the norms and requirements of our firms.
- Working with insurers and brokers that policies are issued on time and efficiently.
- Examining and analyzing data and reports in order to detect potential risks and make sound underwriting judgements.
- Responding to enquiries and concerns from insurers, brokers, and policyholders with exceptional customer services.
- Maintaining accurate underwriting records and documentation.
- Keep up with industry changes, laws and best practices.
Accountant Personnel
KHETIA DRAPERS LTD
12.2018 - 12.2022
- Maintaining cashbooks.
- Carry out bank and ledgers reconciliation.
- Identify and resolve errors and discrepancies on a timely basis.
- Manage accounts payable and receivable accurately and on a timely basis.
- Update journals and ledgers.
- File financial records and all other important documentation.
- Make all the necessary preparations for the External audits.
Customer Service Relations agent, Sales Representative and Team leader
HORIZON CONTACT CENTRE
Nairobi
06.2015 - 10.2018
- Company Overview: Worked for Multichoice Kenya (DSTV & GOTV)
- Assist in selling processes for our customers and generating additional Sales.
- Coordinating information to customers browsing our websites during buying of products.
- Order and checkout, including after sales support.
- Performing phone conversations with customers to answer their questions, provide information and advise them.
- Handling special requests and complaints of customers.
- Collecting and storing useful data within our backend system.
- Ensuring follow up through emails, phone or any required means.
- Responsible for identifying trends in customer service team and ensuring quick response times and Satisfied customers.
- Provided customer service by informing them of products and service.
- Conducted market research to develop new business connections.
- Achieved agreed upon sales targets and outcome within the schedule.
- Handled and resolved customer's complaints.
- Analyzed territory, market potential, track sales and status reports.
- Developed and maintained positive business and customer relationships.
- Couched my team members on how to improve on their weak K.P.I.
- Helped to resolve escalated issues by my team members.
- Acted as a link between team members and the management.
- Worked for Multichoice Kenya (DSTV & GOTV)
Accountant Personnel
A TO Z TRANSPORTERS LTD
07.2013 - 01.2014
- Payable control accounting.
- Reconciling monthly payable statements of accounts.
- Taking out of payable remittance advice.
- Entering payable bills into accounting software.
- Entering payable cheques into accounting software.
- Receivable control accounting.
- Reconciling monthly receivable statement of account and Monthly bank reconciliation.
- Hire purchase finance of assets.
- Interest on hire purchase finance.
- Control and producing monthly payable and receivable list.
- Filing of monthly payable bills.
- Emailing clients for payments using Outlook Express.
Education
CERTIFICATE OF PROFICIENCY - INSURANCE
COLLEGE OF INSURANCE
04-2025
BACHELOR OF COMMERCE - FINANCE OPTION
KENYATTA UNIVERSITY
12.2014
CERTIFICATE IN QUICKBOOKS -
DATA NETWORK INSTITUTE
12.2013
COMPUTER PROFICIENCY -
DATA NETWORK INSTITUTE
12.2010
K.C.S.E -
ST PETERS HIGH SCHOOL MUMIAS
12.2009
Skills
- Supervisory
- Team work
- Performance Evaluation
- Report and Minutes writing
- Records Management
- Communication
- Organizational
- Budgeting
- Work planning
- Analytical
- Problem solving
- Complaints and Grievance handling
- Payroll generating
Social Responsibility
- Created awareness campaign on HIV/AIDS through songs and drama in Mathare Slums.
- Participated in freedom from hunger walk to raise money for the needy.
- Activist for the girl-child education in Mvita Constituency-Mombasa.
- Activist for the anti-drugs in Mombasa through games at K.P.A- Shimanzi.
- Participated in beach cleaning exercise at Mombasa beach.
- Participated in Kenyatta university culture week as a chess player.
- Was a member of clubs and faculty committee Kenyatta university.
Leadership Roles
- 01/01/09, Treasurer, Business Club St Peters High School
- 01/01/13, Class Representative, Finance- Kenyatta University
- 01/01/14, Treasurer, Kenyatta University chess club
Personal Information
- Nationality: Kenyan
- Religion: Christian (Catholic)
References
- Mr. Joseph Roman Arunga, Accounts Executive, A to Z Transporters, +254762482206, arungaroman@gmail.com
- Mr. Sammuel Makokha, Sales Account Supervisor, Horizon Contact Centre, +254714637762, sammuelmakokha@gmail.com
- Mrs. Dolly Nyambura, Senior Bancassurance Manager, KWFT Bancassurance, +254720980639, nyambura701@gmail.com
- Mr. Wilson Wekesa, Accountant, Khetias Drapers/Society Stores, +254729684511, wilsonw@gmail.com
- Mr. Martin Murimi Gichui, Claims & Customer Service Manager, KWFT Bancassurance, +254725391506, murimimartini0@gmail.com
Hobbies and Interests
- Voluntary work (Community Development)
- Chess playing
- Tourism (Patriotic Marketing)
- Playing football
- Learning new skill
- Playing basketball
- Swimming
Training
- 02/08/13, Leaders' Conference, Leadership, Excellence, Integrity, Employability, Globalization
- 11/07/13, Leadership Reconstruct Conference, Leadership, Innovation, Entrepreneurship
- 03/06/14, Corporate Culture Change, Public Relations, Innovation, Entrepreneurship, Leadership, Academia role
Languages
- English
- Kiswahili
Personal Perception
Being greatly dedicated to serving the organization, my vision is vested in working professionally for purpose of system Quality and efficiency attainment in order to achieve organizational set goals and mission to direct its success into the future. My objective is to impart relevant skills and experience where I can and effectively contribute my administrative, strategic and implementations skills to task completion and innovation for the benefit of the organization and its customers. I value honesty, integrity, accountability and professionalism and where these are compromised as order of the day, I feel odd and less productive.
Career Responsibility
To use knowledge and skills acquired towards the development of my career as the management of organization's financial accounting is concerned so as to improve on productivity to realize the set goals and objectives.
Timeline
Bancassurance Officer
KENYA WOMEN MICROFINANCE BANK PLC
01.2023 - Current
Accountant Personnel
KHETIA DRAPERS LTD
12.2018 - 12.2022
Customer Service Relations agent, Sales Representative and Team leader
HORIZON CONTACT CENTRE
06.2015 - 10.2018
Accountant Personnel
A TO Z TRANSPORTERS LTD
07.2013 - 01.2014
CERTIFICATE OF PROFICIENCY - INSURANCE
COLLEGE OF INSURANCE
BACHELOR OF COMMERCE - FINANCE OPTION
KENYATTA UNIVERSITY
CERTIFICATE IN QUICKBOOKS -
DATA NETWORK INSTITUTE
COMPUTER PROFICIENCY -
DATA NETWORK INSTITUTE
K.C.S.E -
ST PETERS HIGH SCHOOL MUMIAS
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