Phoebe Wangari Mburu

Prospect and Generate Leads

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Generate leads through targeted marketing campaigns, digital channels and social media platforms.

Conduct Needs Assessments

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Met with prospective clients to discuss insurance needs and provide solutions.

Provide Customer Service and Support

• Addressed client inquiries, concerns and service requests in a timely and professional manner.
• Conducted annual reviews of existing policies to update information.

Business Development

• Developed comprehensive marketing plans to promote insurance products to potential clients.
• Designed presentations and marketing materials to promote insurance products.

Sales Targets and Teamwork

• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
• Developed strong referral network in community to raise awareness and increase sales opportunities.

Accomplishments:

Qualified for Association of Kenya Insurers Awards held in March 2023.

Achieved annual premium of Ksh 2.4 Million in 2022 and Ksh1.7 Million in 2023

Earned Youngest employee to qualify for Association of Kenya Insurers in 2022

Recruitment and Selection

• Handled recruitment process by posting job openings, screening resumes, scheduling interviews, conducting reference checks and selecting the perfect fit candidate.

Onboarding and Offboarding

• Coordinated new hire orientation sessions and assist in the onboarding process for over 200 employees.
• Managing offboarding processes, including exit interviews and return of company property.

Employee Relations

• Developed and implemented HR policies and procedures to promote clear and consistent approach to managing employees.
• Answered employee inquiries related to benefits programs, such as health insurance, leave plans and other employee benefits.

HR Administration and Compliance

• Ensured accurate and up-to-date records of employee information, including personal details, employment contracts, benefits and attendance records.
• Ensured compliance with employment laws, regulations, and company policies.

Employee Retention

• Developed retention strategies and initiatives based on insights gathered from exit interviews, employee surveys and feedback mechanisms.
• Designed and implemented employee engagement programs and initiatives to foster a sense of belonging and commitment among employees.

Training and Development

• Coordinated training and development programs for employees and tracked training progress.
• Facilitated employee skill development and career growth opportunities.

Accomplishments:

Pioneered Oasis Academy for training and development.

Onboarded more than 200 employees.

General Administrative Support

• Answered multi-line phone system, routing calls, delivering messages to staff and maintaining contact lists.
• Assisted in the preparation of reports, organized and scheduled appointments and meetings.

Procurement

• Contacted various suppliers and sending request for quotes
• Communicated with suppliers regarding quotes, orders, and delivery schedules.

Data Entry and Record Keeping

• Received and sorted incoming mail and packages to record, dispatch or distribute to correct recipient.
• Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.

Office Management

• Restocked supplies and placed purchase orders to support administrative duties.
• Executed record filing system to improve document organization and management.

Recruitment Support

• Delivered friendly assistance with new hires throughout interviewing and hiring process.
• Screened applicant resumes and coordinated both phone and in-person interviews.

Onboarding and Orientation

• Organized new employee orientation schedules for new hires.
• Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.

Employee Records Management

• Maintained up-to-date employee files and records and ensured compliance with relevant regulations and policies.

HR Administration

• Processed employee documentation such as contracts, offer letters and performance evaluations.
• Updated HR database with new employee information, changes in benefits and other details.

Employee Relations

• Administered performance evaluations to provide constructive feedback and identify ideal candidates for promotion.
• Addressed employee conflicts with appropriate urgency, following all corporate procedures.

Recruitment and Staffing

• Handled on-boarding process for newly hired employees which included distribution of all paperwork.
• Developed and implemented onboarding and orientation programs for new employees.

Compliance and Legal

• Monitored labor laws and regulations compliance to protect employers from litigations and employees from discrimination and harassment.

Training and Development

• Identified training needs within the organization and coordinated employee training programs.
• Tracked employee training and development progress.

Administrative Duties

• Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
• Reconciled account files and produced monthly reports.

Recruitment

• Assisted with the recruitment process including posting job openings, screening resumes, scheduling interviews and conducting initial candidate assessments.

Records Management

• Filed paperwork, sorted and delivered mail and maintained office organization.
• Created and updated tracking spreadsheets using MS Excel.

Employee Relations

• Provided support to employees in processing loan requests and other benefits e.g. Medical and terminal benefits

Performance Appraisal

• Assisted in designing and implementing performance appraisal policies ensuring they align with the organization's objectives and values.