Dynamic Senior Associate with a proven track record at I&M Bancassurance, driving KES 150M+ in annual premiums and generating KES 20M+ in commission revenue. Expert in bancassurance strategy and relationship management, I excel in staff coaching and performance management, significantly enhancing insurance penetration and portfolio growth across multiple bank branches.
Overview
11
11
years of professional experience
Work History
Senior Associate – Bancassurance (Business Development & Partnerships)
I&M Bancassurance Intermediary Limited
Nairobi
01.2015 - Current
Led bancassurance growth across 11 I&M Bank branches, enhancing insurance portfolio performance.
Drove annual production of approximately KES 150M in general insurance premiums, generating over KES 20M in commission revenue.
Collaborated with branch and relationship managers to identify opportunities and close insurance sales, contributing to overall revenue growth.
Designed and delivered training on product knowledge and cross-selling, increasing insurance penetration among staff.
Converted leads from branch teams into profitable insurance accounts through proactive follow-up.
Supervised and coached bancassurance officers, driving consistent achievement of sales targets and enhancing team performance.
Managed diverse account portfolio, driving retention and organic growth through renewals and upselling.
Served as liaison between insurer and bank branches, facilitating operational excellence and ensuring stakeholder satisfaction.
Education
Diploma in Insurance - Final Stages
College of Insurance
Kenya
Diploma in Banking & Financial Services -
Kenya School of Monetary Studies
Kenya
Certificate of Proficiency (COP) -
College of Insurance
Kenya
Skills
Bancassurance Strategy & Execution
Business Development & Partnerships
Revenue Growth & Target Achievement
Bank Branch Enablement & Training
Lead Management & Conversion
Relationship & Account Management
Staff Coaching & Performance Management
General Insurance Products
Cross-Selling & Upselling Strategies
Retention & Organic Portfolio Growth
References
Lucy Mbugua
AGM Bancassurance, I&M Bank, Kenya
Mobile 070-882-7304
Mr. Kenneth Kagira
Business Development Bancassurance support
GA Insurance Limited
Mobile 072-522-3282
Professional Attributes
Commercially astute and target-driven
Strong stakeholder engagement skills
Excellent trainer and team motivator
Analytical and opportunity-focused
High integrity and relationship-oriented
Accomplishments
• Grew the book from zero to KES 150M+ in annual general insurance premiums, which generates KES 20M+ in annual commission revenue through bancassurance channels. • Successfully trained and mentored multiple bancassurance officers, improving branch-level insurance performance. • Contributed to sustained growth and strong market positioning of I&M Bank’s insurance portfolio. • Received an award in the GA Bonanza sales campaign.
Timeline
Senior Associate – Bancassurance (Business Development & Partnerships)