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Kiambu
Haro Maliwa

Haro Maliwa

financial advisor

Insurance

Kiambu

Social


Services offered

Financial advisor at CIC group. working as a receptionist at Kuehne +nagel ltd Nairobi

Approximate rate: KSh 100 per hour

Experience

P.O. Box1032-80200

MALINDI

 

PERSONAL DETAILS

Gender: Male

Date of birth:30TH June, 1988 Nationality: Kenyan

Religion: Christian 

Marital Status: Married ID.No:29691834

SKILLS & ABILITIES

Research and development.

Project planning and management. Organizational management.

Stakeholder involvement.

Communication for development.

EXPERIENCE

KUEHNE + NAGEL- 15TH NOVEMBER 2022-TO DATE

ADMINISTRATIVE  

  • Oversee the offloading of flower boxes from trucks and arranging them on the correct crates.
  • Packing and arranging crates inside the cold room.
  • Report daily activities to the supervisor keeping records of turnaround time of the number of trucks received daily.
  • Any other task assigned by the supervisor.
  • Reception

CIC GROUP –[15TH MARCH2022- DATE]

FINANCIAL ADVISOR

  • Recommend and sell financial products, such as mutual funds, annuities, stock options, bonds, college savings plan and life insurance policies.
  • Advice customers plan for their future by discussing investments options that can help them reach personal and family goals.
  • Provides financial advice to clients on retirement planning, investing, and protecting against risks.
  • Complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.

 

 

 

RESOLUTION INSURANCE – [25ST OCT 2015 – 14TH MARCH 2022] CLAIMS DATA CLERK

  • Correct and accurate data capture (data entry)of claims into the system (Actisure).
  • Balancing of reports that have been exported from the system(Crystal) to excel sheets to be forwarded for assessment.
  • Liaising with assessment department to ensure correct and accurate capturing.
  • Ensuring no backlog of claims to effect timely payments on lead time operatives.
  • As Claims Analyst you analyze claims in respect of client medical costs.
  • You take responsibility/ownership of complex cases. You handle them accurately and with the personal attention that is required.

 ROMEO & JULIETENTERPRISE – [AUG,2014 - OCT,2015.]

  • Maintenance of Local Area Connection (LAN)
  • Diagnosis and troubleshooting of common PC hiccups such as Printing problems and unresponsive software.
  • Maintenance of up-to-date software and making sure PCs are in top working order
  • Assisting clients with reprographic and typing services
  • Typesetting and compiling projects for final year college students
EDUCATION

COLLAGEOF INSURANCE                                                         EXECUTICE CERTIFICATE OFPROFECIENCY

OCT 2017                                                                                         CREDIT

 

MALINDI PREMIERSCHOOL                                                   SECONDARY EDUCATION

2005-2009                                                                                             C (PLAIN)KCSE

 

 

Tarasaa Primary School                                          Primary Education

1996-2004                                                                                              KCPE

COMMUNICATION
  • Excellent writtenand verbal communication skills.
  • Confident, articulate and professional speaking abilities/ experiences.
  • Empathic listener and persuasive speaker.
  • Speaking in public, to groups, or via electronic media
  • Excellent presentation and negotiation skills.
PROFICIENCY

Microsoft Word.

Excel.

Actisure system.

REFERENCES

 

 

Rachael Mbaire

Supervisor Resolution Insurance 

 

 

 

Scholastica Nganga

Manager at resolution insurance 

 

 

Mercy Gichuki

Unit Manager CIC Group

 

 

Fredrick Ndoli

Supervisor Stratostaff

 

 

 

 

 

Education

COLLAGEOF INSURANCE                                                         EXECUTICE CERTIFICATE OFPROFECIENCY

OCT 2017                                                                                         CREDIT

MALINDI PREMIERSCHOOL                                                   SECONDARY EDUCATION

2005-2009                                                                                             C (PLAIN)KCSE

Tarasaa Primary School                                          Primary Education

1996-2004                                                                                              KCPE

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