Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline

Lilian Nguyo

Karatina

Summary

Dynamic customer Experience Leader with expertise in developing customer-centric strategies and implementing digital transformation initiatives. Demonstrated success in enhancing customer retention and loyalty, resulting in substantial revenue growth. Proficient in root cause analysis and process optimization, effectively managing cross-functional teams to drive accountability and service excellence.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Customer Experience Manager

Prudential Life Assurance
04.2023 - Current
  • Driving high performance and accountability across branch services and contact center teams.
  • Overseeing the execution of customer-focused initiatives, enhancing customer experiences aligned with business strategy.
  • Design and execution of customer feedback management programs to gather insights.
  • Conducting root-cause analysis using customer data to inform decision-making on impactful initiatives.
  • Championing the transformation of organizational culture towards a customer-centric focus.


Key Achievements:

  • Achieved significant growth in renewal premium and gross written premium through proactive engagement.
  • Achieved significant improvements in customer retention and persistency.
  • Achieved upper percentile relational NPS compared to the Industry, validated by an independent survey by IPSOS
  • Reduced call abandonment rates significantly, improving service accessibility for customers.
  • Increased digital adoption to over 60% by leveraging CRM data, enhancing self-service platforms.


Customer Experience Manager

Geminia Life Insurance Company
01.2022 - 03.2023
  • Streamlined claims processing, reducing turnaround time from 14 days to under 3 days.
  • Led cross-departmental team to reconcile and recover over 70% of historical Group Life premium debtors.
  • Drove 31% growth in retail life premiums through effective customer engagement initiatives.
  • Enhanced persistency by over 40 points via a cross-functional management framework.
  • Mentored 3 out of 5 Customer Service team members to achieve top performance awards.
  • Successfully orchestrated company relocation with minimal business disruption.

Senior Servicing and Claims Officer

Geminia Life Insurance
02.2020 - 12.2021
  • Created Life Business Standard Operating Procedure Manual to ensure consistent organizational practices.
  • Collaborated with Underwriting Team to implement paperless processes, enhancing workflow efficiency.
  • Revamped Retail Life Document Management System to improve document storage and access.
  • Spearheaded initiative for efficient allocation of Deposit Premium, optimizing financial management.
  • Designed Claims Filling System to streamline claims retrieval and improve data processing speed.
  • Developed Business Continuity Plan for Life Department during COVID-19 to maintain operational resilience.
  • Designed proposal tracker that increased underwriting efficiency through real-time insights.
  • Implemented digital document dispatch to modernize policy delivery and enhance customer experience.

Underwriter-Retail Life & Pensions

Jubilee Life Insurance Company Limited
04.2019 - 02.2020
  • Digitized policy document dispatch, resulting in reduced turnaround times and significant postage savings.
  • Accelerated payment turnaround for underwriting medical providers from the 20th to the 8th through proactive invoice tracking.
  • Recommended process enhancement for capturing medical invoice numbers during underwriting.
  • Enhanced efficiency in the disbursement and reconciliation of payments to medical providers.

Policy Administration and Conservation Officer

Jubilee Life Insurance Company Limited
06.2017 - 04.2019
  • Spearheaded omni-channel self-service adoption campaign, acquiring 7,000 portal subscribers within two months.
  • Collaborated on automated SMS framework and online customer portal to improve accessibility.
  • Supported development of customer mobile app using data-driven insights and rigorous testing.
  • Streamlined branch and contact center operations through targeted training initiatives.

Claims Assessor

AAR Insurance
06.2016 - 06.2017
  • Led special project team tasked with resolving historical claims queries, resulting in 70% reduction of historical unpaid claims

Telesales Agent

Horizon Contact Centers
07.2015 - 02.2016
  • Achieved over 66% conversion of churned customers.

Education

Certified Customer Experience Professional

Customer Experience Professionals Association, USA
10-2024

Customer Experience Excellence

ClearAction Continuum, USA
10-2024

MBA - Strategic Management

JKUAT, Nairobi
06-2024

Leadership At Prudential Program (LEAP)

Blackdog Consultants, USA
01-2024

Certificate in Monitoring & Evaluation

Kenya Institute of Management, Nairobi
03-2023

Diploma in Insurance

College of Insurance, Nairobi
11-2019

Skills

  • Customer-centric strategy
  • Digital transformation and CRM
  • Customer Journey Design
  • Voice of Customer analysis and insights
  • Customer journey design
  • Product Development
  • Stakeholder management
  • Root Cause Analysis
  • Process optimization and quality control
  • Cross-functional team leadership and development
  • Training and communication

Affiliations

  • CXPA
  • AIIK

Certification

  • Certified Customer Experience Professional (CCXP)
  • Certificate in Monitoring and Evaluation
  • IIK Diploma in Insurance

Timeline

Customer Experience Manager - Prudential Life Assurance
04.2023 - Current
Customer Experience Manager - Geminia Life Insurance Company
01.2022 - 03.2023
Senior Servicing and Claims Officer - Geminia Life Insurance
02.2020 - 12.2021
Underwriter-Retail Life & Pensions - Jubilee Life Insurance Company Limited
04.2019 - 02.2020
Policy Administration and Conservation Officer - Jubilee Life Insurance Company Limited
06.2017 - 04.2019
Claims Assessor - AAR Insurance
06.2016 - 06.2017
Telesales Agent - Horizon Contact Centers
07.2015 - 02.2016
Customer Experience Professionals Association - , Certified Customer Experience Professional
ClearAction Continuum - , Customer Experience Excellence
JKUAT - MBA, Strategic Management
Blackdog Consultants - , Leadership At Prudential Program (LEAP)
Kenya Institute of Management - , Certificate in Monitoring & Evaluation
College of Insurance - , Diploma in Insurance
Lilian Nguyo