Brian Gumba

Experience

• 

  Equity Bank Limited

  Apr 2015 - Dec 2023

  • Relationship Officer-Biashara Banking and Bancassurance

    Aug 2020 - Dec 2023

  • Relationship Officer, Branch Operations

    Apr 2015 - Aug 2020
• 

  Sanlam Life Insurance (Kenya) Limited

  Sept 2023 - Mar 2024

  Bancassurance Life Business Officer

   Driving uptake of insurance solutions to identified bank customers and general public customers Identifying Sales Prospects and Following up on new leads and referrals resulting from field activities and other marketing platforms and recommending suitable life assurance solutions matching the client’s needs Closing life assurance sales by ensuring the customer understands the proposition, providing all the fast learner information, overseeing the execution of documents, and delivering policy documents, and explaining the contents to the clients. Maintained closure of an average of 8 cases in the last 5 months Continuously engaging customers to evaluate their emerging needs and to provide insurance solutions to such emerging needs and conducting market analysis to establish new market trends in all insurance classes and banking products Training bank staff on insurance products to build product knowledge to support on cross-selling of insurance solutions to bank customers and new prospects Information gathering, facts finding, and field underwriting to ensure that the underwriter generates quality policies Claims lodging and follow-up to ensure quality turnaround time (TAT) for customer claims to ensure timely settlement. Maintained a commendable TAT for lodged claims Conducting eligibility tests, KYC, AML, and EDD to ensure the underwriting of quality cases within the required guidelines and in compliance with internal and regulatory guidelines Show less

• 

  Kenyan Alliance Insurance Company

  Mar 2024 - now

  Agency Manager

  As the Branch Life Manager I am responsible for leading operational excellence, driving business expansion, and empowering high-performing teams. With a focus on distribution, customer service, human resources, administration, partner recruitment, marketing, and sales, I am mandated with the following responsibilities;✅ Operational Excellence: Directing all aspects of branch operations, ensuring seamless distribution processes, exceptional customer service, and efficient administration. ✅ Business Expansion: Developing and executing strategic initiatives to expand market presence and drive revenue growth. ✅ Team Empowerment: Recognizing individual strengths, delegating responsibilities effectively, and motivating the team to exceed targets and achieve organizational objectives.✅ Sales and Marketing: Implementing targeted sales and marketing strategies to drive customer acquisition and retention. Leveraging market insights to identify customer needs, develop competitive pricing strategies, and launch successful marketing campaigns that increased brand visibility and generated substantial sales growth.✅ Partner Recruitment and Management: Successfully forging partnerships with key industry stakeholders, expanding the network of reliable partners to enhance service offerings and support business expansion.✅ Performance Analysis and Improvement: Implementing effective corrective actions, process enhancements, and training programs to optimize performance, increase productivity, and ensure continuous improvement.✅ Customer Satisfaction: Placing utmost emphasis on delivering exceptional customer experiences. Implemented customer-centric initiatives, ensuring that the branch consistently exceeded customer expectations.✅ Compliance and Quality Assurance: Ensuring strict adherence to regulatory requirements, company policies, and industry standards. Show less