Mark Onyango Email & Phone Number

Nairobi, Kenya

 Coordination and Collection of premium payments through DDs, Standing Orders, EFTs/RTGS & MPESA for both UAP and OM Life. Daily accurate and complete trigger & upload of Bank statements to the system and timely allocation of bank statements to clients’ policies with premiums received, confirmation and correction of any payments discrepancies on clients’ premium payment history. Weekly reporting and compilation of payments data allocated (revenue) and suspense/ unallocated items for management insight. Daily follow up with stakeholders and resolution of the suspense items and monitor of UAP Life suspense book. Briefing on bank balances used for cash flow management, investments & liquidity planning. Consistent drafting & facilitation of process improvements for the development of financial systems along with IT support to make processes more user friendly. Initiating, update & communicating risk items to the management to comply with risk policies. Submission and monitoring of Direct Debit mandates, debit instructions for deduction and cleanup of the unpaid direct debits. Ensuring clients are informed on their premium expectation, receipt of payments and failure of remittance of payments. Monitoring and management of customer complaints resolution within 24 hours without fail. Champion banks and company relationships by having process improvements quarterly meetings. Facilitation of inter-company payments transfers (UAP Life, Old Mutual, Unit Trust and GI). Supporting the agents’ commission process & ActFin teams with a compilation of none TE receipts. Championing weekly reconciliations of General Ledger, Trial Balances & Bank reconciliations. Looking after and maintaining the project reports and all process manuals making sure they are up to date.

 Review of Daily Banking, preparing cheque and cash schedules for bank deposits. Reconciling of all branches’ petty cash utilization and ensuring all c Department runs smoothly and efficiently Timely Bank Reconciliations or major company bank accounts. Assisting in the preparation of weekly and monthly management reports. Identifies problem transactions and irregularities in related accounts, resolving them in a timely and effective manner. Facilitation of premiums collection via Standing Orders, Direct Debits, PDQ and M-PESA. Processing, verifying, and posting premium receipts and making sure all policies are up to date. Review of all clients’ premium statements before any claim is paid or communication is done. Implemented bulk processing of premiums in Life-fit system leading to timely reporting. Participates in the development of accounting policies. Assisting in coordinating internal and external audits Ensuring physical filing of accounts, bank statements, reconciled banking schedules and slips, and other admin documents are up to date. Hiring, facilitating and reviewing the data clean-up team, making sure they have met their daily target. Making sure all data is reviewed before clients’ policies are updated with premiums.

Kenya

 Accurate posting of transactions into the accounting software system, updating ledgers, researching, and resolving discrepancies. Performing basic office tasks, including answering phones, responding to emails, processing mail, and filing. Timely bank reconciliation, maintaining a database, ensuring that records are complete and current. Performed reconciliation of debtors and creditors and report on the status of accounts payable and receivable. Assist in the preparation of final accounts. Preparation and submission of government Tax obligation returns Management of imprest and petty cash for daily operations in the office. Management of company fixed assets (motor vehicles), tracking, and making sure of their efficient operability.

Bachelor Of Commerce - Bcom, Banking, Corporate, Finance, And Securities Law, 2Nd Class Lower

Professional Qualification, Acca, Part 1 2A &B

Activities and Societies: Scout and Football Player.

Kcse, High School/Secondary Certificate Programs, B Plain