Brian Mukhongo Email & Phone Number

Ncba Centre, Upperhill

• Bancassurance operations subject-matter expert• Process & control improvement through robotic process automation (RPA)• Revenue assurance

Co-Op Consultancy & Bancassurance Intermediary, Co-Operative Bank House 3Rd Floor

• Management of trade debtors and trade creditors in accordance with the agreed timelines and in compliance with the Insurance Amendment Act No. 11 of 2019.• Follow up on IPF disbursement with credit department to ensure adherence with the stipulated TAT of T+1 days & follow up with insurance companies for defaulted IPFs to ensure Portfolio at Risk (PAR) is maintained at below 5% for the product.• Daily processing of premium refunds to clients as per the SLA of 10 working days in line with the operational excellence & 95% customer retention strategy.• Monthly processing of payments to insurance companies and recovery of insurance commissions as per MOUs, promptly & accurately and in compliance with the Insurance Amendment Act No. 11 of 2019.• Monthly preparation of bancassurance commission schedules for the sales team & sharing the same with the payroll & benefits team for consolidation and payment• Investment of surplus income on a monthly basis & liquidation on a need is basis. Money Market, Fixed Deposits, Corporate Bonds & Government Bonds.• Preparation of monthly production, income reports & performance dashboards.• Daily reconciliation & monitoring of bancassurance accounts.• Process & control improvements & documentation of the same in the bancassurance manual.• Ensure implementation and compliance with operational policies and procedures i.e. IRA, KRA, CBK & AML policy.• Supporting internal & external financial audits of the department.• Risk champion of the subsidiary, liaison person of the unit with the Risk Management Department & management of Business Continuity Plan (BCP), Key Risk Indicators (KRI), Risk Control Self-Assessment (RCSA) & incident reporting.• Withholding Tax filing for Affinity Partners, reconciliation & follow up with insurance companies for filing of WHT credits on a monthly basis.

Moi Avenue Branch, Nairobi

• Developed and executed sales and marketing programs in line with the Bancassurance strategy.• Generated business pipelines from the Bank’s existing Corporate, Asset Finance, Personal & business banking portfolios.• Supported the Personal Bankers, Business Bankers & Bank sales executives on all insurance matters from sales, finance, underwriting & claims to ensure at least 95% customer retention• Championed new product uptake per branch i.e. a minimum of 2 policies (medical & life) per month to increase product holding per customer• Championed micro insurance product sales (Personal Accident, motorcycle & micro biashara.) and ensured uptake i.e. a minimum of 5 policies per month.• Prepared quotations & negotiating terms for customers. • Ensured all collaterals and assets that had the Bank interest were properly and comprehensively insured and the Bank’s interest duly noted.• Prepared relevant underwriting, production and financial reports and submitted them within the stipulated timelines.• Was among the pioneers in driving the Non-Funded Income (NFI) agenda through bancassurance by driving the revenue up from 200 million KES in 2015 to 1.3 billion in 2022

University Way Branch, Nairobi

• Reviewed the existing bank portfolio to determine potential electronic banking customers.• Championed electronic banking products to corporate clients and provided support for the same at the branch level. These products included, internet banking, mobile banking and direct debits.• Provided support the existing corporate clients which included SACCOs, churches, SMEs and MFIs among others to ensure 100% customer retention & reduction of dormancy• Was a pioneer in championing migration of transactions from the brick & mortar model to alternative channels which currently has a success rate of over 85%.

Zep-Re Plaza, Upperhill

•Collecting, entering and analysing data on the standardization of Motor Insurance Policy documents.

Office Of The Prime Minister Building 1St Floor

•Assisting in preparation of the draft estimates for the financial year 2012/2013•Assisting in consolidation and finalization of the OPM annual draft budget for the financial year 2012/2013•Participated in analysing of expenditure flows•Worked alongside the departmental ISO champion in streamlining the documents and records management system in accordance with the ISO 9001:2008 International standards

Co-Op House Building 7Th Floor

•Voucher preparation•Examination of Vouchers and Imprest warrants•Internal audit•Imprest preparation•Bank Reconciliation•Salary and Advances

Bachelor Of Science (B.Sc.), Actuarial Science

Activities and Societies: Chess Club

Kenya Certificate Of Secondary Education (Kcse)

Kenya Certificate Of Primary Education (Kcpe)