Claudius Osiri

Experience

• 

  Britam

  Oct 2010 - Sept 2016

  Identified gaps and maintained frequent and transparent communication regarding individual performance and activities with the unit manager to meet sales quotas, performance data, and management reports (KPIs)— Identified risk-related issues and initiated activity while accounting for possible impact on the team and all parts of the business— Understood and adhered to the company’s risk and regulatory standards, policies, and controls according to the company’s risk appetite— Protected and safeguarded the company against reputational and financial risks by adhering to the firm’s Credit Policy and all other policies and guidelines— Took ownership of account servicing and error resolution, including resolving complex customer problems and taking complete ownership of identified issues - Followed up on these issues as required to ensure timely and accurate resolution, and convert servicing situations to sales/referral opportunities— Exemplified and ensured compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets— Drove the implementation of annual short and mid-term strategic and tactical plans to achieve identified branch goals and objectives that are consistent with the region and company strategy— Actively promoted company culture at all times by participating in branch level team building and other activities to promote teamwork— Spearheaded new business opportunities by providing clients with expert advice, scalable solutions, and opportunity to utilize turnkey solutions for various industrial needs and requirements; quickly established trusted business relationships with key industrial contacts— Established and implemented strategies to increase sales, lower costs, and obtain greater efficiency by communicating and enforcing company policies and coordinating team activities— Grew team revenue YoY by managing business relationships and building credibility Show less

  • Financial Advisor

    Oct 2010 - Sept 2016

  • Financial Advisor

    Oct 2010 - Aug 2016
• 

  CIC Insurance Company

  Jan 2019 - Nov 2020

  Unit Manager

  Financial advisors recruitment Opening up of new marketsTrainingUnit report generation Team building customer service conducted weekly team meetings Field coaching Procurement of business

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  Britam

  Dec 2020 - May 2021

  Unit Manager

  -Kept up to date with competitor information and market trends and ensured costs were monitored and controlled to contribute to the Single Distribution business model of selling all lines of products as per agreed targets— Reviewed 5 business products to create new, innovative, modern, and customer-centric anchor products that contribute 85%+ of the company’s annual earnings by driving process improvement in marketing strategies— Optimized sales team operations and compliance with company and industry policies by offering thought leadership, strategic advice, insights for market differentiation, competitive advantage, and go-to-market using facts and business/industry knowledge gained through proactive research, benchmarking, networking, and experience— Boosted sales growth rates by 50% annually by inspiring and guiding 2 sales teams in proactively contacting customers to build customer relationships— Maintained thorough knowledge of all procedures affecting branch and team activities and devised innovative sales strategies that generated KES 23M+ more in insurance sales— Collaborated with the Branch Manager in training, mentoring, and ongoing professional development of 2 sales teams and/or new hires— Ensured good knowledge, execution, and compliance with standard operating procedures (SOPs)— Actively promoted a high-performance company culture by initiating and participating in branch-level team building and other activities for continuous improvement in employee engagement— Created a positive climate that fostered learning and development by acknowledging high-potential talent to promote the organizational strategy and manage the department’s impression and brand on others— Monitored day-to-day activities, workflows, delegation, and prioritization of assignments/tasks/resources and execution to meet performance requirements, key departmental objectives, and timelines Show less

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  Pacis Insurance Company Ltd

  May 2021 - Jan 2023

  UNIT MANAGER

  -Kept up to date with competitor information and market trends and ensured costs were monitored and controlled to contribute to the product mix(60:40) business model of selling and meeting agreed targets.— Optimized sales team operations and compliance with company and industry policies by offering thought leadership, strategic advice, insights for market differentiation, competitive advantage, and go-to-market using facts and business/industry knowledge gained through proactive research, benchmarking, networking, and experience— Boosted sales growth rates by 50% annually by inspiring and guiding 3 sales teams in proactively contacting customers to build customer relationships— Maintained thorough knowledge of all procedures affecting branch and team activities and devised innovative sales strategies that generated KES 50M+ more in insurance sales— Collaborated with the Branch Manager in training, mentoring, and ongoing professional development of 2 sales teams and/or new hires— Ensured good knowledge, execution, and compliance with standard operating procedures (SOPs)— Actively promoted a high-performance company culture by initiating and participating in branch-level team building and other activities for continuous improvement in employee engagement— Created a positive climate that fostered learning and development by acknowledging high-potential talent to promote the organizational strategy and manage the department’s impression and brand on others— Monitored day-to-day activities, workflows, delegation, and prioritization of assignments/tasks/resources and execution to meet performance requirements, key departmental objectives, and timelines Show less

• 

  Clouds insurance agency

  Mar 2023 - now

  Sales Manager

  My work primarily is to increase production.This is through sourcing for intermediaries as well as direct clients and servicing them efficiently. Additionally I am tasked with increasing visibility of the company through marketing and coordinating marketing events.