Douglas Mbugua

Corporate Sales Executive (Emerging Consumer Segment) | Britam

• Securing new business directly or through intermediaries and aggregators and servicing existing businesses to drive attainment of the company’s strategic goals. 
• Maintaining excellent business relationship with intermediaries, aggregators and clients in line with strategic plans and goals.
• Following up on renewals for micro insurance business and overseeing credit control to fast track attainment of set sales and revenue goals.
• Undertaking initial underwriting in accordance with set guidelines to ensure sound acceptance of risk. 
• Responding to customer and client enquiries and overseeing escalation to the right personnel for timely resolution to improve customer experience and satisfaction. 
• Ensuring process level smoothness is maintained in all products to drive the implementation of corporate sales strategies. 
• Motivating distribution partners and aggregators, including ensuring incentives for channels are correctly processed and timely paid to drive and secure new businesses. 
• Assist the Manager to gather marketing intelligence and statistics to facilitate development of strategies to give the company a competitive advantage in Micro insurance space
• Present an excellent image of the Company
• Ensuring assigned distribution channels are well equipped with product knowledge. 
• Performing any other duties as may be assigned from time to time by the immediate supervisor and management.

Claims Analyst (Micro Insurance Division) | Britam

• Reviewed the policy to determine which charges are eligible for reimbursement as per company policies and procedures. 
• Monitored and ensured that the key interfaces adhere to the set claims handling standards and escalate non-adherence to the management
• Maintained a register of claims to be recovered and adjusted and maintained correct claims reserves.
• Generated monthly reports on all the claims processed and presented to the management for strategic planning.
• Verified and updated information on submitted claims and handled and/or escalated client queries on claims. 
• Analyzed claims supporting documents to establish liability in compliance with internal and industry standards and policies. 
• Performed any other duties as may be assigned from time to time by the immediate supervisor and management.

Underwriting assistant/Customer Service | Britam (Micro Insurance Division)

• Oversaw medical underwriting, ensuring the supporting documents are accurate in line with the company’s policies and guidelines. 
• Oversaw customer service and social media management to drive customer satisfaction and experience. 
• Oversaw sales presentation and marketing to facilitate implementation of sales strategies and attainment of sales and revenue goals.
• Intermediary training
• Processed claims by analyzing supporting documents to establish liability and compliance with company policies. 
• Generated quotations and renewal notices and made subsequent follow up. 

Internship | Real Insurance Limited, Eldoret, Kenya

• Oversaw underwriting and issuance of motor certificates in line with set guidelines and policies and industry standards. 
• Performed agency customer care and relationship building functions to improve customer satisfaction and experience. 
• Banked and reporting weekly banking in line with the company’s policies and guidelines. 
• Generated renewal notices, dispatched and followed up on notices in compliance with company policies. 
• Mailed dispatch and file and oversaw other office operations, including office deliveries and collections. 

Sales Executive| Kenindia Assurance Limited, Eldoret, Kenya  

• Marketed the company’s products and prospected for new clients to ensure attainment of set strategic goals. 
• Recruited and trained business executives to bridge skill gaps and improve service delivery. 
• Assisted in designing and executing business strategies to drive achievement of the company’s goals.
• Facilitated motivational and team work activities to build high-performing teams. 
• Executed marketing and sales campaigns and opening new markets to drive the achievement of sales goals.
• Maintained existing client relationships, attended to their needs, managed their expectations and cross-sold the company’s products.

Ongoing  

2022-09

2012-12

2012-12

Advanced Diploma

College of Insurance – Chartered Insurance Institute - London (ACII)

Master in Business Administration (MBA) 

University of Nairobi

Diploma in IT: Computer Programming

Elgon View College 

Bachelor of Business Management – BBM (Risk & Insurance) 

Moi University