Nelly Wang'oma
Business Development
Nairobi
Summary
Goal-oriented manager with distinguished experience in Insurance industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Assistant Manager Business Development - Corporate
Kenbright Financial Consulting
09.2024 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects and tasks
- Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
National Sales Training Manager
APA Life Assurance
04.2020 - 05.2024
- Improved revenue generation of new hires 40% by implementing new, improved onboarding process.
- Developing and executing impactful curricula aimed at elevating sales abilities, deepening product knowledge and refining soft skills critical to Agency growth and development
- Monitoring and evaluation of the training programs, incorporating pertinent changes into the on-going training programs to guarantee relevance and efficacy
- Assisted in the development of annual budgets and forecasts, contributing to overall financial success for the company''s national operations department.
- Facilitated a positive work culture among the national sales team members by promoting open communication channels and addressing concerns promptly.
- Mentored sales leaders and sales team members, fostering a supportive environment that promoted professional growth.
- Collaborated with marketing teams to create impactful campaigns tailored to target markets across the nation.
- Streamlined sales processes, resulting in increased efficiency and productivity for the entire team.
- Delivered engaging presentations at industry events, showcasing company products or services to potential clients nationwide.
- Partnered closely with cross-functional teams such as product development or customer support services to ensure seamless collaboration efforts towards achieving common organizational goals.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Facilitated business by implementing practical networking techniques.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
Agency Development Executive
Prudential Life Insurance
10.2018 - 02.2020
- Planned marketing initiatives and leveraged referral networks to promote business development resulting to 200% budget achievement
- Fostered and facilitated relationships with product distribution channels to increase product sales leading to expansion of the corporate book by 10%
- Maximized impact of direct mail campaigns by refining messaging strategy based on performance metrics analysis.
- Partnered with business teams and IT personnel to align project goals with business strategy and define project milestones.
- Provided mentoring and guidance to junior development staff, fostering professional growth within the team.
Agency Development Executive
AAR Insurance
03.2017 - 09.2018
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Designed compelling marketing materials that effectively communicated organization''s mission and impact stories to donors and prospects alike.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Partnered with business teams and IT personnel to align project goals with business strategy and define project milestones.
- Launched new sales training programs to drive continuous profitability improvements.
- Provided mentoring and guidance to junior development staff, fostering professional growth within the team.
- Developed and executed strategic initiatives to implement key changes and improvements in business development and sales programs.
- Identified investment opportunities, threats and challenges to accurately forecast company budget.
- Completed and submitted monthly and yearly reports to support executive decision making.
- Identified revenue opportunities by collaborating with distribution partners.
- Conducted cold- calls to prospect external lead sources and advance sales process.
- Closed new business and streamlined account transition to customer relations department.
- Developed short-term and long-term sales objectives and strategic plans to meet market needs.
- Remained composed and highly professional in fast-paced and constantly changing environment, effectively handling challenging situations and difficult individuals to achieve objectives.
- Conducted meetings with staff to discuss production progress and to attain production objectives.
- Evaluated scripts to identify creative strategies and resource needs.
- Devised and implemented strategies to create new revenue streams and cut operational costs.
Unit Manager
Jubilee Life Insurance
06.2015 - 09.2016
- Assisted in development and implementation of policies, procedures, and regulations for unit operations.
- Optimized staffing levels by monitoring unit needs and making data-driven adjustments to scheduling as necessary.
- Mentored new hires during orientation periods for seamless integration into the team while maintaining high-quality patient care standards.
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Spearheaded initiatives to increase overall sales revenue while reducing costs, resulting in a higher profit margin and increased company performance.
- Expanded the client base by successfully targeting untapped markets and cultivating strategic partnerships.
- Secured corporate partnerships which contributed significantly to overall revenue growth year over year.
- Developed compelling sales presentations that effectively communicated unique selling propositions to potential clients.
- Coordinated trade shows, industry events, and other promotional activities to increase brand visibility within targeted markets.
- Increased unit sales by implementing innovative marketing strategies and effective team management.
- Developed a high-performing sales team through continuous coaching, training, and performance evaluations.
- Streamlined sales processes by identifying inefficiencies and implementing improvements.
- Established strong relationships with key clients, contributing to long-term business growth.
- Delivered comprehensive product knowledge training to all team members, ensuring consistent messaging to customers across all touchpoints.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
Sales Agent
Madison Insurance Group
05.2010 - 10.2013
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Increased sales and customer satisfaction through personalized servicing.
- Increased life insurance policy sales by developing strong relationships with clients and understanding their unique needs.
- Organized informative seminars and presentations for potential clients, generating new leads and increasing overall sales.
- Utilized various marketing tools such as social media, email campaigns, and networking events to attract new clients and expand customer base.
- Ensured the highest level of ethical conduct and professionalism in all client interactions, fostering trust and credibility within the community.
- Retained valuable customers through diligent follow-up communication efforts after initial policy purchase, fostering long-term loyalty.
- Stayed current on industry trends and regulations to provide accurate information to clients and maintain a competitive edge in the market.
- Conducted comprehensive financial needs assessments for clients, leading to personalized policy recommendations that met their specific objectives.
- Achieved high client satisfaction ratings by consistently providing clear explanations of complex policy details and answering questions thoroughly.
- Developed sales strategies to increase sales of insurance policies.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
Education
MBA - Operation
Nairobi University
Nairobi, Nairobi Province, Kenya 04.2001 -
BBA - Marketing
Kenya Methodist University
Meru, Kenya 04.2001 -
Skills
Operations Management
Accomplishments
- Increased Sales Targets and Financial Growth: Directed comprehensive training and development programs that led to an 86% increase in achieved sales targets and significant financial growth within the department.
- Strategic Implementation: Transformed conceptual business strategies into actionable steps, propelling the business from the 15th position in 2020 to a top 10 ranking.
- Enhanced Agent Retention: Implemented targeted retention strategies, successfully improving agent retention levels to 52%, significantly higher than the national average of below 30%.
- Improved Persistency Rates: Boosted first-year business persistency from 48% to 82% and second-year renewal rates from 20% to 68% through meticulous training and development initiatives.
- Development of Training Materials: Authored and documented the comprehensive Sales Academy Handbook, which enhanced service quality and significantly reduced customer complaints.
- Advanced Training Methodologies: Utilized contemporary pedagogical theories and evidence-backed teaching methods tailored to adult learners, drawing on 13 years of industry experience to optimize training effectiveness and outcomes.
Affiliations
- Lean Six Sigma, White Belt Certificate, Green Belt in progress, 2023
- ALMI (Associate, Life Office Management), LOMA, 2022
- Quality Auditor – ISO Institute (APA, Apollo Group), 2022
- FLMI Level 1 (LOMA - Fellowship), Life Office Management Association, 2021
- COP (Certificate of Proficiency in Insurance), Association of Kenya Insurers, 2010
Certification
• Certificate of Excellent Teamwork, IFC 2022 • ISO Auditors Training • Diagnostic Human Resources Learning, IFC • IFRS Training by Swiss Re Insurance • Cybersecurity Awareness by Africa Re Insurance • Communication and Social Media Etiquette by APA Apollo Group
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkGig WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursTimeline
Assistant Manager Business Development - Corporate
Kenbright Financial Consulting
09.2024 - Current
National Sales Training Manager
APA Life Assurance
04.2020 - 05.2024
Agency Development Executive
Prudential Life Insurance
10.2018 - 02.2020
Agency Development Executive
AAR Insurance
03.2017 - 09.2018
Unit Manager
Jubilee Life Insurance
06.2015 - 09.2016
Sales Agent
Madison Insurance Group
05.2010 - 10.2013
MBA - Operation
Nairobi University
04.2001 -
BBA - Marketing
Kenya Methodist University
04.2001 -
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