Professional Documents
Culture Documents
Personal Details:
o Date of birth : 3rd, September 1969
o Marital Status : Married
o Religion : Christian
Career Profile:
A result oriented finance and insurance professional with ability to evaluate of short and long-
term strategic financial objectives, providing timely and accurate analysis of budgets, financial
trends and forecasts. I am able to take a hands-on lead position of developing, implementing,
and maintaining a comprehensive financial system while directing and overseeing all aspects of
the finance & accounting functions of the organization. My knowledge lies in evaluating and
advising on the impact of long range planning, introduction of new programs/ strategies and
regulatory action. I can provide executive management with advice on the financial
implications of business activities.
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o Ability to quickly learn new systems, processes/procedures and adapt local practices to
global standards
o Proficiency in Microsoft Office packages Ms. Word, Ms Excel, and Ms PowerPoint,
PROFESSIONAL EXPERIENCE
Underwriter – Operations
Liberty Life Assurance Co. Ltd, June 2018-Date;
Duties and Responsibilities:
o Assessing risk of potential clients and ensuring compliance with established company
policies, procedures, rules and regulations
o Preparation of quotes and coming up with competitive quotations and actively
following up to ensure close of business
o Receiving and discussing insurance covers with potential clients. Explaining the various
products that are offered
o Maintaining and updating customer database while managing customer relationships
and accounts to ensure renewal of business
o Liaising with Insurance agents and brokers on marketing strategies
o Offering exceptional customer service to clients
o Assessing the receivables position and liaising with Account Department for payment of
premiums through meetings and discussions with our clients
o Conducting in-depth reviews of clients’ financial circumstances, current provision and
future aims
o Analyze information and prepare plans best suited to individual clients' requirements
o Research the market place and provide clients with information on new and existing
products and services
o Assist clients to make informed decisions
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o Research information from various sources, including providers of financial products
o Promote and sell insurance and financial products to meet given or negotiated sales
targets
o Negotiate with product suppliers for the best possible rates
o Kept up to date with financial products and legislation
o Produce financial reports
o Inform clients of new products or changes to laws that may affect their savings and
investments
o Sell Insurance products to new and potential clients
Credit Control Accountant, Agency Business; AIG Kenya Insurance Co. Ltd, Sept 2015 – May
2018;
Duties and Responsibilities: Credit Control Role
Set up clear targets for collection and management on Agency Receivables.
Identify opportunities for business liquidity by collections and implementation of strategies to take
advantage of prevailing situations.
Submit quality and accurate business reports in a timely manner for review by Credit Control Manager
and the Chief Finance Officer.
Conduct field work with branch accountants and Agents when necessary to support their business
development activities.
Conduct regular workshops and Seminars aimed at communicating and developing collection skills and
business management for agents and branch staff.
Ensure customer service standards are met as per the customer service charter.
General point of contact with over 600 Sales Agents on Commissions payments, Collections and
Reconciliations.
Compliance Role
Monthly Computation and timely payment of premium taxes, Policy Holders Compensation Fund,
Insurance Training Levy and filling of the returns.
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Close of any audit issue and enforcement of Standard Operating Procedures.
Year-end Insurance forms and Premium tax returns.
Cash Management Accountant, Treasury Business; GMEA Co. Ltd, Sept 2006 –2009
Cashier: Duties and Responsibilities
Writing of cashbook.
Daily Banking
Raising of Payment vouchers.
Maintaining filing system.
Casting Invoices.
Day end cash reconciliations
Billing Accountant, Accounts Receivable; GMEA Co. Ltd, Jan 2002 –2006
Duties and Responsibilities
Motor vehicle invoicing.
Sales warehouse inventory reconciliations
Raising of Standard Journals for revenue/costing/taxation reports.
Maintaining shared filing system for reference by stakeholders
Casting Invoices.
Reconciliations
Billing Clerk, Service Workshop; GMEA Co. Ltd, Sept 1998 – 2002
Duties and Responsibilities
Updating service charge sheet in after-sales department.
Co-ordination of daily work-shop house keeping
Manpower resource management.
Frequent update on revenue targets/reports.
Design of control sheets and Forms useful in workshop operations . Prudent administration of a buffer
storage system
Store Attendant, Spare parts and accessories; GMEA Co. Ltd, Sept 1994 –1998
Duties and Responsibilities
Perpetual inventory of fast movers stock.
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Maintenance of clean house keeping schedule
Raising of Inventory stock adjustments vouchers.
Maintaining filing system. . Picking billed stock for sales dispatch
Motor Vehicle Assembler, Manufacturing Factory; GMEA Co. Ltd, Sept 1989 –1994
Duties and Responsibilities
Checking and recording of parts/material sufficiency.
Joining assorted motor vehicle parts as per catalogue specifications
Maintaining exemplary house keeping.
Raising requisition orders on tools, safety gadgets and assembly materials.
Trainings Attended:
o Essentials of Financial Reporting Course
o Customer Service Skills, College of insurance
o Product Knowledge, College of Insurance
o COP – General Insurance
o Train the Trainer – Customer Service
Hobbies/Interests
o Reading books on personal development and business related topics
o Giving motivational talks
o Investing and listening to the financial markets operations
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