Excel and R
Ondieki Douglas Omagwa
Insurance, Banking, Data Analyst
Ogembo
Summary
To gain an exceptional chance for service delivery and professional progress in a fast-paced working atmosphere to fully maximize skills and eventually enhance the organization's growth by innovation and modeling. Personable Insurance practitioner with highly developed skills in lead generation, account retention and relationship management. Well-educated in assessing customer needs, introducing new products and services and processing transactions. Proficient in Data analysis in both Excel and R and also data reporting.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Bancassurance Sales Agent
ABSA Bank Kenya (PLC)
01.2018 - 01.2019
- Dispensing insurance products through bank
- Advising on investment opportunities available for take by bank's clients
- Lead generation through sourcing for new consumers of insurance products (both life and non-life)
- Carrying out underwriting roles before placing covers with various underwriters
- Helping clients fill proposal forms for processing of insurance policies
- Launching and following up on claims from clients and updating clients on progress of claim
- Any other role as assigned by line manager and branch leadership.
- Enhanced product knowledge through continuous training and professional development opportunities.
Head of Bancassurance
Maisha Microfinance Bank
10.2022 - 10.2023
- Develop comprehensive strategy for the Bank's Bancassurance proposal, including all insurance products, client propositions, and distribution channels
- Own bank's Bancassurance Income, Profit and Loss objectives
- Negotiate price structure for all bancassurance products and services
- Interaction with insurance partners and industry groups is critical
- Review bancassurance strategy and performance and take appropriate corrective action to help all parties engaged in process achieve intended results
- Provide Bancassurance with leadership, direction, and pace by taking necessary efforts to make MMFBI the chosen choice for bancassurance services
- To reduce operational expenses, fraud, and losses by adhering to established policies and processes, lead evaluations and execution of quality operations standards, risk management, and compliance in bancassurance
- Comprehensive corporate governance
- Develop high-performing team with distinct tasks via coaching, mentoring, and accountabilities
- Create necessary recurring management and activity reports.
Senior Business Development Officer (Bancassurance)
Maisha Microfinance Bank
01.2019 - 10.2022
- INTERNAL RESPONSIBILITIES: Retail banking, asset finance and other bank/group staff-lead generation, prospecting and conversion
- Credit Operations, follow up for facilities where the bank has an interest for insurance purposes
- Finance, adherence to the bank's financial reporting requirements
- EXTERNAL RESPONSIBILITIES: Customers- Bank's customers and general insuring public
- Insurance companies- Seek suitable partnership to ensure customer satisfaction
- Competitors- Market intelligence from other insurance companies, Insurance brokers and agents, and bancassurance players
- Insurance Regulatory Authority- Ensure compliance with regulatory framework
- FINANCIAL BUSINESS DEVELOPMENT: Generating commission revenue for bancassurance products from bank and non-bank customers within the retail segment
- Generation of business from the bank's existing Asset Finance and Retail Banking (Personal Banking and SME) portfolios
- Team synergy and adherence to the organizational culture
- Assisting the sales team in cross-selling other products to achieve overall bank's set targets.
- Conducted market research to identify emerging trends and adjust business strategies accordingly.
- Generated high-quality leads using data-driven analysis of target markets and competitors'' activities.
Assistant General Manager
Bar Next Door Ventures Limited
03.2023 - Current
- Enhanced communication among team members through regular meetings, promoting an open dialogue about challenges and opportunities for improvement.
- Increased customer satisfaction by addressing and resolving concerns in a timely manner.
- Analyzed customer feedback data to identify areas of improvement and develop solutions.
- Mentored staff members, fostering a supportive work environment that enhanced employee performance and retention.
- Work with the marketing team to ensure enhanced brand visibility and continued growth through improved sales numbers.
- Developed and implemented new operational procedures, streamlining daily tasks and improving overall efficiency.
- Developed and implemented policies and procedures to improve customer service and satisfaction.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Head of Stewards and Customer Service
Skylux Lounge Ltd.
03.2012 - 12.2016
- Supervise and coordinate the activities of the staff working in the stewarding department
- Keep and update kitchen inventory and placing orders to replenish the broken, old or the lost kitchenware
- Ensure customer satisfaction by ensuring that the company staff meets the highest standards of cleanliness and sanitation.
Industrial Attachment
Kenyatta National Hospital (Finance Department)
06.2016 - 08.2016
- Billing and receipting patients' hospital bills
- Updating the patients' NHIF accounts with the hospital for the patients paying bills via NHIF
- Customer care services.
Finance Secretary
Actuarial Students Society of Karatina
09.2014 - 08.2015
- Oversee the society's financial and monetary policy formulation and implementation
- Ensure that the development, innovation and technology matters for the society are implemented
- Preparation of the society's budget and estimating revenues and expenditure for the society.
Marketing Manager
Shamos Supplies Ltd.
05.2013 - 02.2014
- Assign duties and set targets for the marketing team
- Perform periodic performance evaluations of the staff working for the organization
- Give performance report of the organization to the general manager.
Education
BSC. ACTUARIAL SCIENCE - Actuarial Science
KARATINA UNIVERSITY
NYERI, KARATINA12.2017
KCSE - undefined
TENDERE SECONDARY
KCPE - undefined
CHANGANA PRIMARY
Skills
Strategy Development
Adaptability to Change
Persuasion techniques
Product Demonstrations
Customer Assistance
Sales Strategies
Networking
Sales strategy development
Personalattributesandskills
- Industrious, dependable, self-motivated, and a team player who enjoys working in a difficult setting that allows me to maximize my potential and polish my abilities.
- Flexible and transformative, with good interpersonal skills and team spirit.
- Ability to focus on detail and see a task through to completion, as well as strong analytical skills.
- Computer literate with extensive understanding of computer programs and statistical software such as R, SPSS, and Excel.
Workshopsandseminarsattendance
- 21st and 22nd JULY 2019- IRA training on insurance for Bancassurance intermediaries.
- 5TH MAY 2015- IFOA annual summit at the University of Nairobi. Addressed by the president of IFOA on the importance of international professional papers.
- 16TH MAY 2015- Catholic University of East Africa (STUDENTS FOR LIBERTY) Workshop attended by University Students and Graduates from Kenya and Select African Countries. Addressed by various speakers from across Africa.
- 12TH JUNE 2015- Annual Actuarial Product Design Competition at Kenyatta University.
References
- AOL NELSON, HEAD OF BANCASSURANCE, MAISHA MICROFINANCE BANK, CHESTER HOUSE, KOINANGE STR. 2ND FLOOR, NAIROBI, Aol.nelson@maishabank.com
- WILSON MWAI MAINA, OPERATIONS MANAGER, ABSA BANK LTD, KARATINA BRANCH, KARATINA, P.O BOX 294-10101, wilmepru@gmail.com
- MS FLORA RUNJI, HOD, MATHEMATICS, STATISTICS AND ACTUARIAL SCIENCE, KARATINA UNIVERSITY, P.O BOX 1957-10101, KARATINA, Florunji2010@gmail.com
Accomplishments
- Successfully launched digital insurance products through the bank's digital banking application-M-Fanisi
- Managed more than 3 opportunities per month.
- Collaborated with team of 8 in the development of M-Fanisi digital insurance products.
- Supervised team of 8 staff members.
Software
Certification
Actuarial Science
Interests
Exploring new Challenges
Reading about current and emerging trends in the country and beyond
Timeline
Assistant General Manager
Bar Next Door Ventures Limited
03.2023 - Current
Head of Bancassurance
Maisha Microfinance Bank
10.2022 - 10.2023
Senior Business Development Officer (Bancassurance)
Maisha Microfinance Bank
01.2019 - 10.2022
Bancassurance Sales Agent
ABSA Bank Kenya (PLC)
01.2018 - 01.2019
Actuarial Science
12-2017
Industrial Attachment
Kenyatta National Hospital (Finance Department)
06.2016 - 08.2016
Finance Secretary
Actuarial Students Society of Karatina
09.2014 - 08.2015
Marketing Manager
Shamos Supplies Ltd.
05.2013 - 02.2014
Head of Stewards and Customer Service
Skylux Lounge Ltd.
03.2012 - 12.2016
BSC. ACTUARIAL SCIENCE - Actuarial Science
KARATINA UNIVERSITY
KCSE - undefined
TENDERE SECONDARY
KCPE - undefined
CHANGANA PRIMARY
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