KENT MWANGI

Work Objectives:

• To identify and develop new market opportunities
• Built and maintained strong relationships with clients and partners, identifying opportunities for new business and cross-selling products and services
• Ensure timely renewal of existing Client Portfolio within the Standards of Service
• Research and source potential clients and build a good rapport with them
• Managed a team of sales representatives, providing guidance and support to achieve individual and team targets
• Coming up with innovative ideas of dealing with challenges faced when handling Clients
• Uphold Customer service and Account Relationships through regular service meetings with clients
• Formulate strategies for penetrating new markets
• Align the business capabilities with the needs of our customers by creation of an integrated plan for a specific customer or segment in order to increase the company’s market share
• Obtain and analyze quotations for our prospective and existing clients from insurers
• Following up on commissions from respective Insurers
• Claims handling
• Placement of business with reputable underwriters at the best terms

Projects

• Development of an Umbrella Last Expense cover for individuals and groups

• Underwriting
• Claims handling
• Coming up with innovative ideas of dealing with challenges faced when handling Clients
• Ensure premiums are paid as per the Cash and Carry policy
• Ensure smooth running of the client’s and Agents Insurance Portfolio on a day to day basis
• Ensure timely renewal of existing Client Portfolio within the Standards of Service
• Uphold Customer service and Account Relationships through regular service meetings with clients.

• Obtain and analyze quotations for our clients from insurers
• Registering and acknowledging Claims from claimants
• Forwarding documentation to the respective Insurer
• Following up with Insurers to see completion of claim
• Customer Service
• Following up on commissions from respective Insurers.

• Objectives
• Selling of medical insurance products (i.e.) cover me
• Customize insurance programs to suit individual clients.

• Reconciliation of accounts
• Data Entry
• Forwarding and Cheque collection