ENDRICK WAFULA
INSURANCE CONSULTANT
Nairobi, Nairobi Province,30
Summary
Successful and seasoned Financial advisor with expertise in providing wide range of high-quality insurance solutions. With deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet client needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
15
15
years of professional experience
Work History
Unit Manager
Prudential Life Assurance Kenya
05.2019 - Current
- Expanded the client base by successfully targeting untapped markets and cultivating strategic partnerships.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Increased unit sales by implementing innovative marketing strategies and effective team management.
- Delivered comprehensive product knowledge training to all team members, ensuring consistent messaging to customers across all touchpoints.
- Reduced insurance agents turnover rates through employee engagement initiatives such as recognition programs and career development opportunities.
- Streamlined sales processes by identifying inefficiencies and implementing improvements.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Secured corporate partnerships which contributed significantly to overall revenue growth year over year.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Growing and developing leaders
Insurance Consultant
Prudential Life Assurance Kenya
Nairobi, Nairobi Province
11.2014 - Current
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on insurance policies and procedures.
- Identified and solicited sales prospects in agency databases.
- Negotiated contracts and terms of sale with potential customers.
- Analyzed customer needs to provide customized insurance solutions.
- Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
- Assessed clients needs by conducting in-depth interviews, gathering information on assets, liabilities, and potential risks.
- Provided comprehensive policy reviews to identify gaps in coverage and recommend appropriate adjustments.
- Developed customized insurance proposals to meet unique client requirements and preferences.
Finance Officer
Higher Education Loans Board Kenya
Nairobi, Nairobi Province
07.2012 - 11.2013
- Established strong relationships with key vendors, negotiating favorable terms to benefit the organization's bottom line.
- Streamlined financial processes for increased efficiency and accuracy in reporting.
- Reduced financial risk by implementing robust internal controls and regular audits.
- Developed comprehensive financial models to support strategic decision-making for company growth.
- Spearheaded successful merger integrations, harmonizing financial systems, policies, procedures across organizations for seamless transition.
- Verified compliance of financial policies and accounting procedures against federal regulations.
Finance Assistant
The Unclaimed Financial Asset Authority Kenya
05.2011 - 06.2012
- Supported the finance team by processing invoices and expense claims promptly and accurately.
- Improved financial reporting accuracy by meticulously reviewing and analyzing financial statements.
- Collaborated with cross-functional teams on various projects, fostering effective communication between departments.
- Supported month-end closing procedures, ensuring timely and accurate financial reports.
- Contributed to successful audits by diligently preparing financial documents as requested by auditors.
- Ensured compliance with internal controls through regular monitoring of finance-related activities.
- Managed vendor relationships by negotiating contracts, leading to cost savings on goods and services purchased.
Finance Officer
Norwigan Refugee Council
03.2010 - 04.2012
- Enhanced internal controls by implementing effective risk management strategies.
- Reduced budget discrepancies through rigorous expense monitoring and reconciliation.
- Simplified complex financial concepts for non-finance team members, fostering better decisionmaking.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
Education
Master of Science - Insurance And Alternative Investments
Harvard School of Business
USA 04.2001 -
Certificate of Proficiency - Insurance
College of Insurance
Nairobi, Nairobi Province, Kenya 04.2001 -
Diploma - Marketing And Markets Management
Kenya Institute of Management
Nairobi, Nairobi Province, Kenya 04.2001 -
Bachelor of Commerce - Accounting And Finance
KCA University
Nairobi, Kenya 04.2001 -
Skills
Financial Acumen
Compliance
Teamwork and Collaboration
Sales Funnel Management
Business Development and Planning
Team Leadership
Sales Strategy
Client Relationship Management
Customer Acquisition
Sales Presentations
Recruitment and Retention
Accomplishments
- Awarded Prudential Africa Diamond Agent in 2024, 2022 and 2021
- Awarded Top Leader Personal Sales 2023
- Awarded Top leader Active Agents 2023
- Awarded Top Team Leader Unique Active Agents 2023
Timeline
Unit Manager
Prudential Life Assurance Kenya
05.2019 - Current
Insurance Consultant
Prudential Life Assurance Kenya
11.2014 - Current
Finance Officer
Higher Education Loans Board Kenya
07.2012 - 11.2013
Finance Assistant
The Unclaimed Financial Asset Authority Kenya
05.2011 - 06.2012
Finance Officer
Norwigan Refugee Council
03.2010 - 04.2012
Master of Science - Insurance And Alternative Investments
Harvard School of Business
04.2001 -
Certificate of Proficiency - Insurance
College of Insurance
04.2001 -
Diploma - Marketing And Markets Management
Kenya Institute of Management
04.2001 -
Bachelor of Commerce - Accounting And Finance
KCA University
04.2001 -
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