MWANIKI MWANGI GICHIRU
Bancassurance Specialist
Summary
To build a successful career in insurance/Banking.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
17
17
years of professional experience
2
2
Languages
Work History
Bancassurance Assistant Manager
Investment and Mortgages
2021.01 - Current
- Creating and managing relationships and partnership
- Coaching and mentoring employees
- Supervising Bancassurance officers
- Implementation of Bancassurance Core system.
- Participate in Budget and revenue allocation
- Instrumental in development of custom made insurance solutions.
- Educate and train corporate and retail clients on risk mitigation measures.
- Market and increase the awareness of the insurance products and services
Bancassurance Development Officer
Investment and Mortgages
2014.08 - 2020.12
- Preparation of quotation for SMES, retails and corporates, Credit/debit note, policy documents verification, marketing Bancassurance products (motor, non-motor, Medical and ordinary life), training branches, collection and remittance of premiums, branch support, negotiating packages with underwriters, preparing reports I,e agency and branches performance, handling client's complaint and enquiries, facilitating claims on behalf of clients, renewals processing of IPF and handling claims
- Spearhead digitization of bancassurance products on mobile app –Elma and website
- Training and orientation of business executive representatives
- Set up and implement insurance record management and accounting software(Turnquest)
- In conjunction with one other person, set up the I&M insurance brokerage from scratch
Bancassurance Underwriter & Claims Officer
NBK
2013.07 - 2014.07
- Marketing Bancassurance products, branch support, negotiating packages with underwriters, preparing reports I,e agency and branches performance, handling client's complaint and enquiries, facilitating claims on behalf of clients, placing covers, Renewals
Credit Analyst & Administrator
National Bank- Molo Branch
2010.01 - 2013.06
- Appraisal of credit applications from clients.
- Monitoring loan portfolio
- Process and maintain update insurances records for all Bank financed assets.
- Preparation of recovery and regulator (CBK) reports
- Market various Banking products and services.
Part Time Lecturer - Mathematics & Economics
KABETE TECHNICAL TRAINING INSTITUTE (KTTI)
2009.05 - 2009.08
- Prepare lesson plans
- Conduct classroom training on the assigned subjects.
- Mark and submit examination results.
- Undertake any other assignment as may be given by the Head of department.
Securities Brokerage
Afrika Investment Bank
2008.03 - 2008.04
- Marketing of various investments products.
- Maintaining of client's records.
- Responding to client's queries and complaints.
Polling Clerk
ECK
2007.12 - 2007.12
Education
MBA - Business Administration-Marketing option
University of Nairobi
Nairobi, Nairobi Province, Kenya 2014.04 - 2021.01
Bed Arts - Mathematics, Economics & Business studies
Kenyatta university
2005.01 - 2009.01
Kenya Certificate of Secondary Education - undefined
Gitithia Secondary School
Kenya Certificate of Secondary Education - undefined
Gatimu secondary School
1999.01 - 2002.01
Kenya Certificate of Primary Education - undefined
Kanguu primary school
1991.01 - 1998.01
Skills
Operations management
Team leadership
Employee performance evaluations
Cost reduction
Good analytic and report writing
Personal Information
- ID Number: 23084059
- Citizenship: Kenyan
- Date of Birth: 10/19/84
- Gender: Male
- Marital Status: Married
- Religion: Christian
Attributes
- Honest and discreet
- Independent minded
- Self-motivated
- Good inter-personal relationship
- Excellent communication and reporting skills
- Work under minimal supervision
- Dynamic
- Good analytic and decision-making skills
Training
- Relationship management training
- Customer services training
- Credit analysis and monitoring training
- Cashiers course, National Bank of Kenya Ltd, 06/2011
- Fire marshal training, G4S & NBK LTD, 09/2013
Accomplishments
- Collaborated with team in the development of Bancassurance Core systems.
Travelling
I love travelling and exploring the Nature.
Timeline
Bancassurance Assistant Manager
Investment and Mortgages
2021.01 - Current
Bancassurance Development Officer
Investment and Mortgages
2014.08 - 2020.12
MBA - Business Administration-Marketing option
University of Nairobi
2014.04 - 2021.01
Bancassurance Underwriter & Claims Officer
NBK
2013.07 - 2014.07
Credit Analyst & Administrator
National Bank- Molo Branch
2010.01 - 2013.06
Part Time Lecturer - Mathematics & Economics
KABETE TECHNICAL TRAINING INSTITUTE (KTTI)
2009.05 - 2009.08
Securities Brokerage
Afrika Investment Bank
2008.03 - 2008.04
Polling Clerk
ECK
2007.12 - 2007.12
Bed Arts - Mathematics, Economics & Business studies
Kenyatta university
2005.01 - 2009.01
Kenya Certificate of Secondary Education - undefined
Gatimu secondary School
1999.01 - 2002.01
Kenya Certificate of Primary Education - undefined
Kanguu primary school
1991.01 - 1998.01
Kenya Certificate of Secondary Education - undefined
Gitithia Secondary School