JAMES MUNYAO

Experience

• 

  Britam

  Jan 2014 - Apr 2015

  FINANCIAL ADVISOR

  insurance sales and marketingcustomer relationshipFinancial planner in life and investment plans ,marketing unit trusts,Education plans and investment planning

• 

  Geminia Insurance Co Ltd

  Jan 2015 - Jan 2015

  Underwriting intern
• 

  Geminia Insurance Co Ltd

  Aug 2015 - Oct 2015

  UNDERWRITING INTERN

  risk management and underwritingcustomer relationship.

• 

  KENNINDIA

  Oct 2015 - Nov 2015

  UNDERWRITING MANAGEMENT TRAINEE

  underwriting

• 

  Co-operative Bank of Kenya

  Nov 2015 - Feb 2016

  Bancassurance officer

  sales, underwriting,risk management and claims management.Management of day to day Insurance operations at the branch level which entailscross-selling insurance products, booking the business within defined terms andconditions, supporting clients with claims advise and documentationEnsure all customers insurance enquiries are handled promptly and accurate recordson insurance transactions maintained at the branchEffectively create new client relationships and partnerships whilst ensuring retentionof existing business relationships by ensuring high standards of customer serviceEnsure timely submission of claim documents to Head Office Claims section andcontinuously update clients whose claims are being processed on progress of theirclaimsEnsuring premium is collected as per the laid down procedures on all insurancebusiness transacted at the branchParticipate in regional meetings and offer valuable ideas contributing towards thegrowth of insurance businessChampion Insurance training at the branch working closely with branchmanagement to sensitize customers on insurance productsIdentify and leverage potential business opportunities seeking necessary support fromthe Regional or Marketing Heads and participating in all business growth initiatives inthe branch. Show less

• 

  Equity Bank Limited

  Feb 2016 - Jan 2021

  sales, underwriting,risk management and claims management.Management of day to day Insurance operations at the branch level which entailscross-selling insurance products, booking the business within defined terms andconditions, supporting clients with claims advise and documentationEnsure all customers insurance enquiries are handled promptly and accurate recordson insurance transactions maintained at the branchEffectively create new client relationships and partnerships whilst ensuring retentionof existing business relationships by ensuring high standards of customer serviceEnsure timely submission of claim documents to Head Office Claims section andcontinuously update clients whose claims are being processed on progress of theirclaimsEnsuring premium is collected as per the laid down procedures on all insurancebusiness transacted at the branchParticipate in regional meetings and offer valuable ideas contributing towards thegrowth of insurance businessChampion Insurance training at the branch working closely with branchmanagement to sensitize customers on insurance productsIdentify and leverage potential business opportunities seeking necessary support fromthe Regional or Marketing Heads and participating in all business growth initiatives inthe branch. Show less

  • ASSISTANT MANAGER -BANCASSURANCE

    Feb 2019 - Jan 2021

  • BRANCH MANAGEMENT COMMITTEE MEMBER

    Feb 2017 - Jan 2021

  • BANCASSURANCE OFFICER

    Feb 2016 - Jan 2021
• 

  Startech financial system limited

  Jan 2021 - Jan 2023

  Co-Founder & Business development Manager
• 

  Sumac Microfinance Bank Ltd

  Jan 2021 - Nov 2024

  • Principal Officer and Ex Officio Member of the Board

    Aug 2023 - Nov 2024

  • Bancassurance manager

    Feb 2021 - Nov 2024

  • Bancassurance manager

    Jan 2021 - Mar 2023
• 

  Jamtel Entreprises Limited

  Jan 2024 - now

  Business Development Manager