Professional with solid background in branch operations and support. Proven ability to enhance workflow efficiency and customer satisfaction. Strong focus on team collaboration and flexibility to adapt to changing needs. Skilled in problem-solving, communication, and relationship management. Reliable team player who consistently achieves results.
Overview
11
11
years of professional experience
Work History
Branch Support Officer
Old Mutual Kenya
Nakuru, Nakuru District, Kenya
03.2016 - Current
Providing training to new employees on insurance products, services, policies, and procedures for seamless integration into the team.
Enhancing branch efficiency by streamlining processes and implementing new organizational systems.
Successfully managing inventory control, ensuring adequate supplies were available for the smooth functioning of the branch.
Assisting in maintaining a secure environment by adhering to security protocols and promptly reporting any suspicious activities or incidents.
Promoting a positive work culture within the branch through open communication, constructive feedback, and teamwork initiatives.
Strengthening relationships between the branch and its customers through regular communication and attentive service.
Collaborating with other departments to address complex customer needs, and ensure a consistent level of service across the organization.
Contributing to the development of sales strategies, leading to improved branch performance in meeting targets.
Ensuringadherence to regulations by staying up to date on industry changes affecting insurance operations.
Increasing customer satisfaction with prompt and accurate service, addressing inquiries and resolving issues.
Supporting branch operations by coordinating daily schedules, meetings, and reports for managers and staff members.
Financial Advisor
Old Mutual Kenya
Nakuru, Nakuru District, Kenya
07.2015 - 03.2016
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Facilitated new client onboarding process and investment account setup.
Customer Service Representative
M-Kopa Solar
12.2014 - 05.2015
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Education
MBA - Strategic Management
KABARAK UNIVERSITY
Nakuru, Nakuru District, Kenya
04.2001 -
Diploma - Insurance And Risk Management
ALMI
04.2001 -
Certificate of Proficiency - undefined
College of Insurance
Certified Public Accountant - undefined
KASNEB
01.2015 - 01.2016
Bachelor of Commerce - Finance
Jomo Kenyatta University of Agriculture And Technology
01.2010 - 01.2014
Skills
Branch operations management
Customer service
Document management
Operational reports
Decision-making
Attention to detail
Training and development
Excellent communication skills
Customer and vendor relations
Budget planning
References
Dan, Mwaniki, Team Leader , dwaniki@oldmutual.co.ke, +254 (0) 722734534, Old Mutual Kenya