HILLARY ITAMBO MBITHI
Technical Underwriter
MACHAKOS
Summary
To work in an organization where I make my extensive experience in the field of Risk management and Insurance and promote general organizational relations and adhere to professional ethics while unleashing my whole potential. Highly detail-oriented and professional underwriter successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
Work History
Assistant Branch Manager
APA Insurance ltd.
2023.01 - Current
- Building and strengthening business relationships with existing and prospective brokers to achieve performance targets
- Achieving branch service standards within set turnaround times
- Managing the business portfolio through prudent underwriting in order to achieve the targeted business mix and loss ratio
- Managing outstanding premiums as per the credit control policy
- Supervising Business service teams and underwriters
- Complying with statutory, regulatory, and internal control processes at the business units including internal and external audit recommendations
- Developing departmental budget and business plans to achieve the set company targets
- Participating in company CSR and brand-building activities in liaison with the Head Office
- Training, coaching, and mentoring staff/DSFs/Independent Agents/ brokers in order to improve performance and cohesion within the department
- Implementing interdepartmental SLA in liaison with other departmental heads
- Participating in management meetings, projects, and committees as assigned.
- Maximized efficiency through effective resource allocation and employee management.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Resolved various issues impacting sales management and business operations.
Team Leader
APA Insurance ltd.
2022.10 - 2023.12
- Building and strengthening business relationships with existing and prospective clients to achieve performance targets
- Achieving branch service standards within set turnaround times
- Managing the business portfolio through prudent underwriting in order to achieve the targeted business mix and loss ratio
- Managing outstanding premiums as per the credit control policy
- Supervising unit managers
- Complying with statutory, regulatory, and internal control processes at the business units including internal and external audit recommendations
- Developing departmental budget and business plans to achieve the set company targets
- Participating in company CSR and brand-building activities in liaison with the Head Office
- Training, coaching, and mentoring staff/DSFs/Independent Agents/ brokers in order to improve performance and cohesion within the department
- Implementing interdepartmental SLA in liaison with other departmental heads
- Participating in management meetings, projects, and committees as assigned.
- Built strong relationships with customers through positive attitude and attentive response.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Evaluated staff performance and provided coaching to address inefficiencies.
Acting Branch Manager
APA Insurance ltd.
2022.01 - 2022.10
- Building and strengthening business relationships with existing and prospective clients to achieve performance targets
- Achieving branch service standards within set turnaround times
- Managing the business portfolio through prudent underwriting in order to achieve the targeted business mix and loss ratio
- Managing outstanding premiums as per the credit control policy
- Supervising unit managers
- Complying with statutory, regulatory, and internal control processes at the business units including internal and external audit recommendations
- Developing departmental budget and business plans to achieve the set company targets
- Participating in company CSR and brand-building activities in liaison with the Head Office
- Training, coaching, and mentoring staff/DSFs/Independent Agents/ brokers in order to improve performance and cohesion within the department
- Implementing interdepartmental SLA in liaison with other departmental heads
- Participating in management meetings, projects, and committees as assigned.
- Complied with regulatory guidelines and requirements.
Acting Branch Manager
APA Insurance ltd.
2021.06 - 2021.07
- Building and strengthening business relationships with existing and prospective clients to achieve performance targets
- Achieving branch service standards within set turnaround times
- Managing the business portfolio through prudent underwriting in order to achieve the targeted business mix and loss ratio
- Managing outstanding premiums as per the credit control policy
- Supervising unit managers
- Complying with statutory, regulatory, and internal control processes at the business units including internal and external audit recommendations
- Developing departmental budget and business plans to achieve the set company targets
- Participating in company CSR and brand-building activities in liaison with the Head Office
- Training, coaching, and mentoring staff/DSFs/Independent Agents in order to improve performance and cohesion within the department
- Implementing interdepartmental SLA in liaison with other departmental heads
- Participating in management meetings, projects, and committees as assigned.
Business Developer
APA Insurance ltd.
2015.10 - 2021.12
- Sourcing and procuring of business in line with the set targets/budgets
- Addressing client/customer enquiries and feedback within the timelines stipulated in service charter and/or SLAs signed with respective clients
- Reviewing performance of risks through loss ratio reports for both new and existing business
- Supporting in premium collection
- Preparing weekly and monthly reports giving details of individual performance on business acquired/lost and feedback on market practices from customers
- Preparing quotations, policy documents, issue certificates and cover notes
- Sending renewal notices to clients and advise on changes in policy if any
- Participating in company CSR and brand building activities.
- Negotiated prices, terms of sales and service agreements.
Financial advisor
APA Insurance ltd.
2015.01 - 2015.09
- Explaining different products to the clients and responding to questions raised
- Helping clients to fill in proposal forms and claim forms as required
- Sourcing and procuring of business in line with the set targets/budgets.
Underwriting intern
APA Insurance ltd.
2014.07 - 2014.12
- Debiting, issuing of certificate, receipting of policies issuing of policy documents and filing
- General customer service and assisting clients to fill in proposal forms and claim forms
- Trained on preparing Quotations.
Underwriting intern
APA Insurance Ltd.
2013.09 - 2013.12
- Trained on debiting, issuing of certificate, receipting of policies and issuing of policy documents
- General customer service and assisting clients to fill in proposal forms and claim forms
- To record and distribute all incoming mails, prepare and post all outgoing mail.
Education
CII - Insurance
Chartered Insurance Institute (CII)
United Kingdom 2001.04 -
Young Insurance Professional Programme (AFRICA RE) - Insurance
Africa Re
Online 2001.04 -
Diploma - Insurance
College of Insurance
Nairobi 2001.04 -
CPA Sec 3 - Accounts
Vision Institute of Professional
Nairobi 2001.04 -
Bachelor of Business Management - Insurance And Risk Management
Moi University
Eldoret 2011.01 - 2014.04
Secondary Education -
Kanyakine High School
Meru 2007.04 - 2010.04
Skills
Account Management
Goal Setting
Problem-Solving
Sales management
Teamwork and Collaboration
Reliability
Team Supervision
Professional Courses
- Vision institute of professionals, CPA sec 1-3
- College of Insurance, Diploma in Insurance, 06/2016, 11/2018
- Young Insurance Professional Programme (AFRICA RE), February 2020 to November 2020, Introduction to reinsurance, Intermediate reinsurance, Designing a Reinsurance Programme, Basic Reinsurance Technical Accounting, Advanced Reinsurance Technical Accounting, Introduction to Insurance & Reinsurance Claims, Advanced Insurance & Reinsurance Claims, Basic Fire Insurance & Reinsurance, Advanced Fire Insurance & Reinsurance, Marine Cargo Insurance & Reinsurance, Marine Hull Insurance & Reinsurance
Pertinent Information
Single, Kenyan, 07/20/90, Male, English, Kiswahili
References
- Betty Omolo, BST Supervisor (APA Insurance Ltd -HQ), 0725-063732
- Wilson Oyuga, Head of branches (APA Insurance Ltd), 0722-365996
- Philomena Mayison, Branch Manager- APA Eldoret, 0721-903399
Timeline
Assistant Branch Manager
APA Insurance ltd.
2023.01 - Current
Team Leader
APA Insurance ltd.
2022.10 - 2023.12
Acting Branch Manager
APA Insurance ltd.
2022.01 - 2022.10
Acting Branch Manager
APA Insurance ltd.
2021.06 - 2021.07
Business Developer
APA Insurance ltd.
2015.10 - 2021.12
Financial advisor
APA Insurance ltd.
2015.01 - 2015.09
Underwriting intern
APA Insurance ltd.
2014.07 - 2014.12
Underwriting intern
APA Insurance Ltd.
2013.09 - 2013.12
Bachelor of Business Management - Insurance And Risk Management
Moi University
2011.01 - 2014.04
Secondary Education -
Kanyakine High School
2007.04 - 2010.04
CII - Insurance
Chartered Insurance Institute (CII)
2001.04 -
Young Insurance Professional Programme (AFRICA RE) - Insurance
Africa Re
2001.04 -
Diploma - Insurance
College of Insurance
2001.04 -
CPA Sec 3 - Accounts
Vision Institute of Professional
2001.04 -