As a Financial Planning Consultant at APA Insurance Kenya, I utilized my FMVA® certification to deliver tailored advice and effective financial strategies, ensuring clients made informed decisions to protect and grow their assets. Our team's expertise in big data analytics empowered us to offer personalized risk management solutions, maintaining a well-balanced portfolio and underwriting with precision. Pursuing my Bachelor of Economics and Statistics at the University of Nairobi has equipped me with a robust analytical foundation, essential for interpreting market trends and investment opportunities. My commitment to continuous learning and application of Big Data insights supports our organization's objectives, driving growth strategies, and fostering trust with our diverse clientele.
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Financial Planning ConsultantApa Insurance Kenya Apr 2024 - Oct 2024Mombasa, Mombasa County, KenyaI focus on providing clients with tailored advice regarding their insurance needs, financial planning, investment options, and risk management strategies, ensuring they select appropriate policies to safeguard their assets and achieve their financial goals. As an underwriter, I assess the risk of insuring clients by evaluating their applications, determining coverage terms, and setting premium rates based on risk factors such i.e health, occupation, and lifestyle. Together, these roles help the company maintain a balanced portfolio by attracting suitable clients and managing potential risks effectively -
UnderwriterApa Insurance Kenya Apr 2024 - Sep 2024Mombasa, Mombasa County, KenyaEvaluated insurance applications to determine the level of risk associated with clients and recommend appropriate coverage options.Assisted in processing underwriting transactions, including new business applications, renewals, and endorsements, ensuring compliance with company policies.Used Turn Quest Learning Management System (LMS) for managing underwriting processes, enhancing efficiency and accuracy in policy management.Utilized Turn Quest Financial Management System (FMS) for receipting and tracking financial transactions, contributing to accurate record-keeping and reporting.Conducted data analysis to assess client information, market trends, and claims history, providing insights to support underwriting decisions.Engaged with clients and brokers to address inquiries regarding policies, coverage options, and underwriting procedures, ensuring excellent customer service.Maintained detailed records of underwriting activities, including risk assessments and client communications, to ensure transparency and compliance.Worked closely with senior underwriters and other departments to facilitate efficient workflow and resolve underwriting-related issues.Assisted in ensuring adherence to regulatory requirements set by the Insurance Regulatory Authority (IRA) and internal policies.Participated in training sessions to enhance knowledge of underwriting practices and insurance principles, contributing to professional development.Computing competitive quotations inline with underwriting policy and discussing them with clients formotor and non motor business, increasing client satisfaction and retention by 30%.Support growth of Bancassurance business across the bank channels, workingclosely with branch manager and credit teams to generate leads and close business, establish and sustain strong relations and network with bank officers leading to business growth and ensure high level of customer experience.
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Digital Marketing SpecialistAraka Oct 2022 - Mar 2023KenyaAs a Digital Marketing Specialist, I specialized in developing and executing strategies aimed at enhancing online presence and driving business growth. I also did conduct thorough market research to identify target audiences and consumer behaviors, utilizing digital channels such as social media, email marketing, SEO, and PPC advertising to effectively engage potential customers. I excel in creating compelling content and campaigns tailored to various platforms, continuously analyzing performance metrics and using analytics tools to optimize strategies. Collaborating cross-functionally, I ensure brand consistency and maximize ROI, while staying abreast of industry trends to adapt and maintain a competitive edge in the dynamic digital landscape. -
Junior Staff AccountantQuickbooks Company Jun 2022 - Aug 2022United StatesAs a highly motivated and detail-oriented junior accountant with experience in QuickBooks, I have developed a strong skill set in financial record keeping, including accurate data entry, bank reconciliation, and expense tracking. My responsibilities have encompassed managing accounts payable and receivable, generating comprehensive financial reports, assisting in budget preparation and variance analysis, and ensuring compliance with tax regulations. I have effectively supported audit processes, maintained internal financial controls, and identified opportunities for process optimization. My ability to handle customer and vendor queries, collaborate with team members, and continuously develop my accounting skills positions me as a valuable asset to your organization -
Data Entry SpecialistPwani Oil Group Nov 2019 - Jan 2020Mombasa County, KenyaI have been responsible for entering and managing data crucial to inventory, production, sales, and quality control within a data entry firm specializing in the cooking oil industry. My role entails ensuring the accuracy and completeness of database records, generating detailed reports for decision-making, and adhering strictly to company policies and regulatory guidelines. I collaborate effectively across departments to optimize operational efficiency and resolve any data-related issues promptly. I am dedicated to maintaining high standards of data integrity and contributing to the overall success of our team through efficient data management practices. -
Data Entry & Analyst InternMega Garment Industries May 2019 - Oct 2019Kenya, MombasaAs a Data Entry Specialist within the garment industry, I am adept at maintaining precise and organized records of inventory levels, production schedules, and sales orders. Utilizing specialized software and databases, I ensure accurate data entry and timely updates to support seamless operations. My responsibilities include inputting detailed product descriptions, monitoring shipment statuses, and maintaining pricing databases with a keen eye for accuracy. Collaborating closely with various departments, I contribute to optimizing workflow efficiency and enhancing overall operational effectiveness, thereby facilitating the smooth functioning and success of the organization
Michael Omondi Education Details
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Second Class Honours (Lower Division) -
Business Intelligence And Data Analysis. (Bida) -
Financial Modelling And Valuation Analysis. (Fmva) -
Accounting And Finance -
Hanyu(Chinese Language) At The Confucius Institute
Frequently Asked Questions about Michael Omondi
What is Michael Omondi's role at the current company?
Michael Omondi's current role is Financial Planning Consultant at APA Insurance Kenya | Financial Planning, Risk Management.
What schools did Michael Omondi attend?
Michael Omondi attended University Of Nairobi, Corporate Finance Institute® (Cfi), Corporate Finance Institute® (Cfi), Kca University, College Of Education And External Studies, University Of Nairobi.
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Michael Omondi
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Michael Omondi
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