Osiga Kevin Omondi
Nairobi,
Summary
To apply already acquired knowledge, skills, and experience in improving performance and growth of any company and advance my career at any financial or investment institutions in Kenya and beyond.
I have good work ethics, effective communication ability, good interpersonal skills that can produce quality deliverables with agility and highly result oriented. I am able to learn and integrate new concepts quickly with a high-level of pro-activeness in leading, planning, developing, managing and completing projects' initiatives successfully as directed.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Development Executive
Entreplat Insurance Brokers Limited
Nairobi
07.2023 - Current
- Identifying, developing, and evaluating the marketing strategies, based on the knowledge of the company's objectives, values, market characteristics, operational costs and mark up factors
- Formulating, directing and coordinating marketing activities to promote products and services uptake through all channels for both local and international markets
- Organizing and implement customer visits to understand insurance needs and make proposals based on the risk exposures
- Planning for marketing with a budget and working with the marketing team and the management to achieve the brokerage targets
- Design and implement effective marketing strategies for new business in all lines for both corporate and retail clients
- Cross selling and upselling to existing internal and external customers to increase the business portfolio
- Monitoring customer preferences to determine the focus of sales and marketing efforts especially on IPMI, emerging market and digital channels
- Organizing internal and external marketing events and campaigns to drive growth in revenue
- Attending to clients' enquiries and resolving complaints regarding service delivery to maintain good relationship
- Preparing comprehensive marketing reports to be used for internal analysis by the Management
- Representing the company at trade fairs, workshops and conferences to promote the products and services offered
- Conducting market surveys and intelligence to identify potential markets for products and services
- Participate in product developments and creation of marketing collaterals to support targeted value propositions
- Identify, initiate, and form viable business partnerships with stakeholders in the industry and on new market ventures
- Source for intelligence on the tenders advertised, lobby for underwriters to work with, and ensure the company participate in bidding
- Ensuring production/targets reports are produced weekly/monthly/quarterly in order to monitor business performance
- Leading and motivating the sales team, empowering them for growth through periodic training of various products and development sessions
- Recruiting and retaining high-performing team members, focusing on talent management and career development
- Performing public relations and corporate social responsibility
- Any other duty that may be assigned from time to time by the General Manager
Risk Consultant- Business Development
Zamara Risk & Insurance Brokers Limited
03.2022 - 06.2023
- NEW INSURANCE BUSINESS FOR HEALTH, GENERAL, LIFE, AND PENSIONS - Source for new business for the department through engagements - Identify potential clients and network with them to create a relationship - Demonstrate broking excellence and thorough knowledge of the IPMI offerings to clients - Cross selling within Zamara Group in all other departments and business lines - Regular pitching for clients internally and externally - Conducting timely and frequent activations - Ensure weekly and monthly sales targets are met
- MANAGING AND GROWING CLIENTS' PORTFOLIO - Formulate a client log to track existing clients plus their current policies - Engage existing clients throughout their policy period in terms of updates on market trends to build good relationships - Preparation of competent proposals and presentations to prospective and existing clients - Design tailor-made policies to suit client needs - Cross sell products to different clientele, and network with the existing clients
- ACCOUNT SERVICING - Review underwriting documents to ensure they agree with the current market trends, the Insurance Act and IRA guidelines - Verify validity of claims with the underwriting terms to decide on whether they are admissible or not - Confirm that underwriting prerequisites are met before a risk is taken up - Handle renewals and midterm premium adjustments - Ensure premiums are fully paid by providing monthly updates of outstanding premiums - Follow up on claims and update the scheme administrator - Identify client's needs and ensure they are satisfactorily met - Prepare monthly reports and client feedback/SLA's - Carry out product training to clients at least twice within the policy period - Send out periodic e-shots on various products offered in retail as well as sensitization of pertinent matters concerning existing covers
- INTERNAL TRAINING - Provide guidance and training to new staff on their relevant roles - Organize external teams (Insurers) to train staff on existing and new products - Organize internal training for processes and products - Carry out proficiency tests on product knowledge and retail process
Business Processing Officer
Jubilee Health Insurance Limited
02.2018 - 03.2022
- Vetting of applications for insurance cover from various business sources
- Underwriting of both new and renewal business and accurate set up of in the system
- Timely preparation and dispatch of membership cards, cover letters, and policy documents within set TATs
- Timely preparation and dispatch of renewal notices and endorsements within set TATs
- Benefit set up and managing of scheme membership details i.e., additions and deletions
- Ensure 100% retention by timely follow-up and negotiation of renewals
- Handling of enquiries from clients, agents, brokers, banks, and service providers
- Ensuring customer satisfaction and prompt feedback to queries
- Prompt response to client phone calls, e-mail, and walk-ins
- Daily preparation and submission of reports on retail business activity and performance
- Ensure timely issuance of debit and credit notes to clients and intermediaries
- Ensure all payment received are correctly receipted and allocated for debiting
- Ensure timely booking and debiting of all businesses paid for
- Weekly and monthly preparation and submission of reports to the management on retail business performance.
Underwriting Assistant
Britam General Insurance Company Ltd
07.2016 - 01.2018
- Key observance to Underwriting TATs and correspondence, customer service SLAs
- Accurately debit new and renewal businesses
- In charge of corporate schemes amendments e.g., additions, deletions and updates
- Raising and sending debit and credit notes to clients.
- Process, order, and issue medical cards
- Prepare policy documents, policy endorsements and fund contracts
- Keep constant touch with the clients, broker and or agents to ensure cordial relations
- Scheme premium reconciliations and ensure accurate data records update
- Scheme performance analysis, loss ratio computations and renewals notices alert
- Advice receipting of paid premiums, and process agents' commissions
Claims Assessor
Jubilee Insurance Company Ltd
- 07.2016
- Data Entry of claimant's details
- Registering and capturing of invoices sent by Service providers
- Assessment and payment of Medical Claims
- Scheme claims statement assessment, for both Inpatient and Outpatient
- Scheme utilization report analysis, and claims experience
Sales Agent
Madison Insurance Company Ltd
- 11.2015
- Direct sales representative for the life business to the company
- Establish new business, promotion and marketing company's products.
- Performing sales visits, awareness creation, and other administrative tasks
Trainee Underwriter
Xplico Insurance Company Ltd
- 09.2014
- Issue policy documents of general insurance contracts
- Booking, Debiting and Receipting of premiums paid for general business
- Record keeping of clients and agents' details
Secondary School Teacher
Ongeti Mixed Secondary School
- 08.2011
- Teaching Mathematics (Form 1), Physics (Form 2&3), and Agriculture (Form 4)
Education
Diploma in Leadership - Leadership
Word of Faith Bible College
Nairobi, Kenya12-2024
MBA - Finance
Kenyatta University
Nairobi, Kenya12-2024
Diploma in Risk Management - Insurance
Advance Learning Interactive System Online (ALISON)
Nairobi, Kenya12-2021
Bachelor of Science - Actuarial Science
University of Eldoret
Eldoret, Kenya12-2015
Kenya Certificate of Secondary Education (KCSE) -
Xaverian Secondary School
12-2009
Kenya Certificate of Primary Education (KCPE) -
Arunda Primary School
12-2005
Diploma in Insurance - Insurance
College of Insurance (Insurance Institute of Kenya)
Nairobi, KenyaSkills
- Presentation and communication skills
- Customer service and customer experience skills
- Sales and marketing skills
- Networking and negotiation skills
- Underwriting, analytical, and decision-making skills
- Data analysis and data management skills
- Office Tools such as Outlook, SaaS, Excel, PowerPoint, Word skills
- Reporting, and problem-solving skills
- Leadership and management skills
Certification
- AfricaRE in conjunction with London School of Insurance, Insurance and Reinsurance course for Young Insurance Professionals (YIPP), 4TH Cohort, 2022, 2023
- Google Digital Garage (Google for Africa Learning), Fundamentals of Digital Marketing, 2022, 2023
- Ministry of ICT - Kenya (Ajira Digital Program), Digital Marketing, 09/2021, 10/2021
Participations
- School of Business Kenyatta University International Business Research and Industrial Conference (IBRIC), 06/20/2019, 06/21/2019, North Coast Beach Hotel, Mombasa, Kenya, Emerging Business Trends in Business Management for Global Sustainable Development
- Medswift Training for Fire Marshalls According to Directorate of Occupational Health and Safety Standards (from OSHA, Act 2007), 05/2019, 05/2019, Jubilee Insurance House, Nairobi Kenya
- Chepkoilel Actuarial Science Association, 1st Actuarial Day, 03/09/2012, 03/09/2012, Hotel Sirikwa, Chepkoilel University College (currently renamed to University of Eldoret), The Role of an Actuary in the Modern Society
Other Responsibilities
- Deacon - Global Gospel Mission Church (GGM)
- National Youth Organizing Secretary- Global Gospel Mission Church (GGM)
- Fire Marshall- Jubilee Insurance Company (K) Ltd
- Class Representative for MBA class- Kenyatta University
- Year Representative (for Fourth Year Students and all The Finalist Member Students)- Homabay County University of Eldoret Students Association (HOCUESA)
- Active Member- University of Eldoret Actuarial Students Association (UoEASA)
- Active Member- University of Eldoret Catholic Student Association (UoECSA)
- School Environment Club Chairperson- Xaverian Secondary School
- School Prefect in Charge of Furniture and Equipment- Xaverian Secondary School
- Active Member- Xaverian Secondary School Christian Union
Personal Information
- Date of Birth: 07/13/91
- Gender: Male
- Nationality: Kenyan
- Marital Status: Married
References
- Mr. James Kariuki, Broking Manager, Entreplat Insurance Brokers Limited, +254721806557, jkariuki@entreplat.co.ke
- Mr. Samuel Ondiek, Senior Risk Consultant, Business Development, Zamara Risk & Insurance Brokers Limited, +254703172213, sondiek@zamara.co.ke
- Mr. Jeremia Adera, Business Development Manager, AAR Insurance Company Ltd, +254704452586, jeremia@aar.co.ke
- Mrs. Elizabeth Ndungu, Manager - Underwriting, Britam Insurance General Company Ltd, +254712200751, ewndungu@britam.com
- Mr. Samuel Munyekenye, Business Development Manager, Jubilee Insurance Company Ltd, +254723696352, samuel.munyekenye@jubileekenya.com
Hobbies and Interests
- Travelling
- Nature walk
- Watching movies
- Playing soccer
- Working out
- Reading books
Trainings
- Presentation Skills Training, Zamara Risk & Insurance Brokers Ltd, 09/28/2022, 09/30/2022
- Fire Marshall Training, Ecosafe Ltd, 07/17/2018, 07/18/2018
- Training in SPSS and R, Chepkoilel University College (renamed to University of Eldoret), 11/2011, 11/2011
- Computer Training Course, Wantech Computer Services, 2010, 2011
Timeline
Business Development Executive
Entreplat Insurance Brokers Limited
07.2023 - Current
Risk Consultant- Business Development
Zamara Risk & Insurance Brokers Limited
03.2022 - 06.2023
Business Processing Officer
Jubilee Health Insurance Limited
02.2018 - 03.2022
Underwriting Assistant
Britam General Insurance Company Ltd
07.2016 - 01.2018
Claims Assessor
Jubilee Insurance Company Ltd
- 07.2016
Sales Agent
Madison Insurance Company Ltd
- 11.2015
Trainee Underwriter
Xplico Insurance Company Ltd
- 09.2014
Secondary School Teacher
Ongeti Mixed Secondary School
- 08.2011
Diploma in Leadership - Leadership
Word of Faith Bible College
MBA - Finance
Kenyatta University
Diploma in Risk Management - Insurance
Advance Learning Interactive System Online (ALISON)
Bachelor of Science - Actuarial Science
University of Eldoret
Kenya Certificate of Secondary Education (KCSE) -
Xaverian Secondary School
Kenya Certificate of Primary Education (KCPE) -
Arunda Primary School
Diploma in Insurance - Insurance
College of Insurance (Insurance Institute of Kenya)
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