KALEKYE KILONZI
Summary
Proven expertise in retirement benefits processing and client engagement, demonstrated at The Kenyan Alliance Insurance Ltd, where I spearheaded a 50% increase in voluntary member contributions. With a strong foundation in regulatory compliance and data management, I excel in driving business growth and ensuring meticulous record-keeping.
Overview
11
11
years of professional experience
Work History
Pension Administrator - Retail Pension
The Kenyan Alliance Insurance Ltd
Nairobi
09.2022 - Current
- Processed pension benefits and withdrawals with 100% compliance to Retirement Benefits Authority (RBA) regulations and internal policies.
- Achieved an improvement in accuracy by reconciling contributions from diverse payment channels, including bank transfers, and mobile money platforms.
- Increased voluntary member contributions by 50% through proactive engagement with individual scheme members.
- Ensured 100% on-time submission of statutory returns to the RBA and Kenya Revenue Authority (KRA), avoiding penalties, and ensuring compliance.
- Played a key role in updating compliance procedures to align with revised pension laws and tax regulations.
- Maintained accurate and up-to-date records for over 4,000 pension scheme members, supporting seamless audits and regulatory reviews.
- Generated detailed monthly, quarterly, and annual reports for stakeholders, including data for actuarial valuation, ensuring 100% data accuracy.
- Enhanced member satisfaction by resolving 100% of inquiries within 24 hours, and delivering clear guidance on pension benefits and options.
Business Development Officer- Retail Pension
The Kenyan Alliance Insurance Ltd
Nairobi
03.2018 - 08.2022
- Key Contributions and Results:
- Business Growth: Met assigned targets for profitable sales volumes, and conserving existing business. Increased revenue for personal pension transfers by a growth of 31% in 2021 from the previous year.
- Relationship Management: Sold through partner intermediaries to prospective clients, and successfully forged partnerships with organizations to facilitate pension transfers for their deferred members.
- Business Retention: Budget delivery and retention of existing business for the retail pension business.
- Market Intelligence: Monitored competitors' activity and provided accurate market intelligence.
Alternative Business Channels Officer (Acquiring)
Family Bank Limited
Nairobi
04.2014 - 11.2016
- Key Contributions & Results:
- Business Growth-Solely responsible for growing Agency Banking deposits,Lipa Na M-PESA merchants, merchant recruitment for Lipa Na M-PESA, Agency Banking, Visa Debit & Credit Cards for the two branches assigned
- Market Development-Successfully identified potential business deals & analyzed market trends
- Market Planning: Planned and executed marketing activities, such as road shows, van activations, and door-to-door marketing activities at the branch level.
- Recruited, set up, and supported Alternative Channels products.
- Reported prepared and compiled CBK reports in regard to agency banking.
- Sustained rapport with key accounts by making periodic visits to agents for monitoring compliance, safe operations, and ensuring usage to generate revenue.
Education
Level 6 Diploma in Professional Marketing - Marketing & Digital Strategy, Innovation in Marketing, Digital Customer Experience
The Chartered Institute of Marketing
01-2025
Level 4 Qualification in Professional Marketing -
The Chartered Institute of Marketing
06-2021
Bachelor of Education -
Mount Kenya University
12-2013
Kenya Certificate of Secondary Education -
Muthetheni Girls School
12-2009
Skills
- Retirement Benefits Processing
- Client Engagement and Communication
- Regulatory Compliance
- Data Management and Record-Keeping
- Reporting and Analysis
- Technical proficiency for pension systems
- Knowledge of RBA Regulations
- Confidentiality and Integrity
References
- Jacqueline Kituku , Head of Operations -Life & Pensions, The Kenyan Alliance Insurance Ltd, +254 (0) 722583471, JMKituku@kenyanalliance.co.ke
- Alfred Wambua, Business Development Manager, The Kenyan Alliance Insurance Ltd, +254 (0) 725463070 ANWambua@kenyanalliance.co.ke
Timeline
Pension Administrator - Retail Pension
The Kenyan Alliance Insurance Ltd
09.2022 - Current
Business Development Officer- Retail Pension
The Kenyan Alliance Insurance Ltd
03.2018 - 08.2022
Alternative Business Channels Officer (Acquiring)
Family Bank Limited
04.2014 - 11.2016
Level 6 Diploma in Professional Marketing - Marketing & Digital Strategy, Innovation in Marketing, Digital Customer Experience
The Chartered Institute of Marketing
Level 4 Qualification in Professional Marketing -
The Chartered Institute of Marketing
Bachelor of Education -
Mount Kenya University
Kenya Certificate of Secondary Education -
Muthetheni Girls School