Naftali Ngari
Business Develpment Manager
Summary
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Skilled in managing broker relationships, developing insurance solutions, and leading sales strategies that drive profitability. Passionate about innovation, market expansion, and building value-driven partnerships.
Overview
12
12
years of professional experience
Work History
Manager – Business Development and Strategy
Zamara Risk and Insurance Brokers
01.2023 - Current
- Maintain strong relationships with required stakeholders- insurers and other third party providers to ensure business needs and requirements are upheld.
- Budget Planning Process – lead the GLA team in ensuring there are contingency plans to support budget numbers
- Forecasting – ensure accurate forecast in line with Zamara goals and objectives
- Achieve set revenue target by implementing and assessing action plans towards attaining budgets and targets set and provide reports and updates to Exco
- Managed high-value tenders, coordinated underwriting placement, and advised clients on benefits.
- Collaborated with underwriters to structure competitive solutions.
- Initiated and executed market expansion strategies targeting strategic sectors.
- Developed sales and marketing collateral to enhance product visibility and client engagement.
- Collaborate with other BD teams and identify new revenue opportunities and solutions
- Drive client market segmentation and target market identification
- Lead in identification of new solutions and revenue opportunities
Senior Risk Consultant: Group Life Business
Zamara Risk and Insurance Brokers
11.2018 - 12.2022
- Research and source various insurance and retirement solutions from insurance providers to find the most suitable products for client needs.
- Assess client needs and recommend insurance and pension benefits that assist clients in planning and implementation of employee benefit solutions.
- Participate in quarterly board of trustee meetings to report on scheme progress, emerging trends and compliance
- Continuous client engagements and research to advise the business on viability of existing insurance products and futuristic product enhancements.
- Interact with and educate existing and potential clients in the products that best suit their needs.
- Source and prospect potential customers and create interest in our firm and our products
- Assist in developing specific plans to ensure revenue growth in the company’s products
- Generating accurate sales pipeline for monthly revenue streams
- Managing sales activities on major accounts and negotiating sales price and discount
- Ensuring the department achieves the set target (budgets) through aggressive sales activity
- Engage closely with the marketing team in implementation of suitable public relation activities to position the company as a leading insurance broker
- Secure sales of the above noted products by cold calling, getting appointments, identifying client needs and budget, propose solutions, obtain commitment, and complete applications.
- Cross-sell and promote additional Zamara products (e.g. Actuarial services, Pension etc.)
- Embrace and utilize Zamara’s sales system, tracking system and CRM.
- Key Achievements
- 97% Retention of all group life business in terms of premium and number of accounts year on year.
- Customer service employee of the year 2019 and 2020.
- Growth of all existing business by 23% for year 2021 & 2022.
- Developed the first of its kind claims portal for group life broking business.
- Strengthened stakeholder relationships by providing transparent and timely updates on risk management efforts, fostering a culture of trust and collaboration.
- Conducted regular reviews of internal controls for continuous improvement opportunities while ensuring alignment with evolving regulatory requirements.
- Leveraged data analytics tools in the evaluation of risk factors, enhancing accuracy in predicting possible outcomes and driving better-informed decisions.
- Monitored industry, technological and economic developments to stay current on emerging trends.
- Formulated knowledgeable forecasts for business, industry and overall economic conditions based on available financial information.
Customer Service Officer
Madison Insurance Company Limited
04.2016 - 09.2018
- Underwriting proposals and follow up on issuance of new life and individual pension business as per SLA.
- Capturing and issuance of pension and ordinary life policy documents.
- Transferring benefits to another pension provider if a customer changes employer.
- Arranging payment of ordinary life and pensions claims lump sum settlements.
- Consistent follow up and negotiation of renewal businesses to ensure portfolio growth.
- Handle customer complaints, follow up and make scheduled call backs to customers where necessary.
- Conduct administrative tasks relating to the customer service department.
- Offer alternative solutions where appropriate with the objective of retaining customers and clients business.
- Timely dispatch of life insurance maturity payments
Relationship Officer, Contact Centre
Equity Group Holdings LTD
08.2013 - 03.2016
- Consistent growth of the company’s product portfolio by marketing of various bank products such as loans, insurance policies on Equitel.
- Participate and contribute towards regular SLA meetings with relevant internal stakeholder teams by compiling and providing feedback on escalated queries and process violations.
- Compile and adapt appropriate responses, identify the relevant stakeholders to escalate queries which cannot be resolved directly based on the information available.
- Document resolutions to queries to further enhance the available information within the content and response database and ensure that resolutions are properly classified for future use.
- Track reference numbers associated with escalated queries and ensure that effective and summative close out feedback is provided to customers via the relevant channel.
- Wide Risk Management Framework and internal Equity Bank Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements and Enterprise.
Education
Diploma - Insurance (IIK) Module III
College of Insurance
Nairobi09.2025
Bachelor of Business Administration - Information Technology (Finance Option)
Maseno University
04.2013
Diploma - Information Technology
Murang’a College of Technology
07.2011
Kenya Certificate of Secondary Education - undefined
St. Mary’s Boys High School – Nyeri
11.2007
Skills
Strategic business development
References
Eric, Pino, General Manager, erick.pino@equityinsurance.co.ke, +254729906303, Equity Insurance Limited, Please feel free to contact the under mentioned in regard to my competence, ethic and performance.
Timeline
Manager – Business Development and Strategy
Zamara Risk and Insurance Brokers
01.2023 - Current
Senior Risk Consultant: Group Life Business
Zamara Risk and Insurance Brokers
11.2018 - 12.2022
Customer Service Officer
Madison Insurance Company Limited
04.2016 - 09.2018
Relationship Officer, Contact Centre
Equity Group Holdings LTD
08.2013 - 03.2016
Bachelor of Business Administration - Information Technology (Finance Option)
Maseno University
Diploma - Information Technology
Murang’a College of Technology
Kenya Certificate of Secondary Education - undefined
St. Mary’s Boys High School – Nyeri
Diploma - Insurance (IIK) Module III
College of Insurance
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