Peter MBUTHIA MUMBI
Nairobi
Summary
Proven Underwriter at Britam Holding PLC, adept in risk mitigation and relationship building, enhanced team performance by mentoring and streamlined underwriting processes. Demonstrated excellence in portfolio management and customer service, achieving significant improvements in efficiency and compliance.
Overview
7
7
years of professional experience
Work History
Underwriter
Britam Holding PLC
Nairobi, Kenya
08.2022 - Current
- Assessed documents for accuracy, completeness and regulatory compliance.
- Documented underwriting decisions and evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Evaluated risk accurately for making informed approval and denial suggestions.
- Create good relationships with relevant suppliers including agents, brokers and bancassurance officers
- Monitor schemes performance, identify insights and providing suggestions to ensure good performance.
- Prepare relevant underwriting reports for internal and external use.
- Mentored junior underwriters, providing guidance on best practices and improving overall team performance.
- Ensured compliance with regulatory requirements through diligent monitoring of industry changes and updating internal policies accordingly.
- Enhanced customer satisfaction, providing detailed explanations on underwriting decisions and policy benefits.
Underwriting Assistant
Britam Holding PLC
Nairobi, Kenya
11.2017 - 06.2022
- Evaluated proposal forms and required bio data for new client onboarding.
- Processed customer data entries and dispatched required cover confirmations promptly.
- Assisted in the negotiation of policy terms and conditions, demonstrating strong analytical skills and attention to detail.
- Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Improved underwriting process efficiency by streamlining administrative tasks and enhancing communication between departments.
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
- Collaborated with team members to achieve department goals, consistently meeting or exceeding established performance metrics.
Education
Diploma In Insurance - Insurance
College of Insurance
Nairobi, KenyaBachelor Of Economics And Finance - Economics And Finance
Kenyatta University
Nairobi, Kenya12.2015
Kenya Certificate Of Secondary Education - O-Level
Muongoiya Secondary School
Kiambu, Kenya11.2009
Skills
- Relationship building
- Data interpretation
- Portfolio management
- Risk mitigation
- Teamwork and collaboration
- Team building
- Time management
- Active listening
- Customer service
- Analytical thinking
- Self motivation
- Problem-solving abilities
Referees
1. Patrick C. Kihuria
Former Operation Manager,
Britam Microinsurance
+254722842853
pkihuria@gmail.com
2. James Irungu
Former Sales and Relationship Manager
Britam Microinsurance
+254722779562
Jimmykims2011@gmail.com
3. Elizabeth Ndungu
Assistant Manager
Britam General Insurance-Corporate Health
+254712200751
ewndungu@britam.com
Timeline
Underwriter
Britam Holding PLC
08.2022 - Current
Underwriting Assistant
Britam Holding PLC
11.2017 - 06.2022
Diploma In Insurance - Insurance
College of Insurance
Bachelor Of Economics And Finance - Economics And Finance
Kenyatta University
Kenya Certificate Of Secondary Education - O-Level
Muongoiya Secondary School