• Managed a retention program overseeing $[81] million in client accounts, targeting a 100% retention rate• Directed a team of [9] Relationship Managers, focusing on customer satisfaction and compliance within the [retail medical insurance]• Coordinated efforts in relationship management, customer service initiatives, and compliance adherence, with a focus on strategic business growth and team leadership• Led initiatives that secured a 100% business retention rate, [20%] higher than the company average• Spearheaded strategies that achieved a 90% Customer Satisfaction Index, surpassing the department average by [5] %• Contributed to improved process efficiency by [30] %, through business turnaround initiatives meeting and exceeding industry standards and benchmarks• Strengthened client relationships, achieving a [95]% increase in client satisfaction and loyalty• Analyzed and acted on client data, leading to improvement in service quality• Mentored a team of Relationship Managers/Sales Executives, achieving higher compliance to company standards compared to other teams• Spearheaded the coordination of sales operations across three bank branches, resulting in the successful acquisition of four major long-term corporate contracts valued at KES 16,000,000. This initiative not only strengthened the bank’s market presence but also significantly contributed to overall revenue growth.• Demonstrated exceptional adaptability and leadership at AAR Insurance by swiftly integrating into the team, mastering critical operational procedures, and actively contributing to client meetings within just three months. This proactive approach enhanced team efficiency and service delivery, leading to improved client satisfaction and streamlined processes.

• Earned the distinguished title of '1st Runners-Up, Relationship Manager of the Year 2019' at AAR Insurance, in recognition of successfully managing and expanding a high-value client portfolio with over 90% Customer Satisfaction Index.• Managed a client portfolio worth $[38] million in the [corporate medical insurance], with a focus on high-value accounts• Oversaw an annual retention budget of $[38], leading a team of [N/A] in a competitive market environment• Increased client base by [30] % over [6 years], contributing to overall growth by cultivating relationships and establishing [number] new connections• Achieved [98%] client retention, [10%] higher than the previous year and [10%] above the department average• Launched [3] customer service initiatives, resulting in a [15]% increase in client loyalty• Produced [4] weekly/monthly reports, leading to identification and implementation of [2] process improvements, enhancing operational efficiency by [20]%• Resolved [250] account issues within prescribed timelines, ensuring regular status updates and internal team communication boosting resolutions speed and enhancing client care experience• Upheld 100% compliance with company standards, ensuring high-quality service delivery and reduced negative audit findings

• Successfully managed and nurtured key client relationships within the branch, resulting in the establishment of long-term business partnerships.• • Directed insurance operations for a branch handling $[20] million in insurance products, focusing on cross-selling within the retail banking sector• Drove [35] % growth in insurance business by leading a [KES 10M] uplift in cross-sold products, [15%] more than the previous period• Conducted [16] training sessions, enhancing product awareness among customers, contributing to a [25] % rise in insurance product uptake compared to other branches• Enhanced client relationships, leading to [50] % increase in long-term business partnerships• Improved the claims experience and efficiency in handling customer insurance inquiries, leading to a [15] % increase in customer satisfaction

• Achieved recognition as the 3rd highest performer in medical insurance sales among 161 branches at Equity Bank, significantly surpassing the bank's retention benchmarks. This accomplishment played a vital role in enhancing the bank's overall success in the competitive insurance sector.• Successfully managed and expanded the insurance product portfolio at the bank's flagship branch, consistently meeting a challenging sales target of $20 million. This strategic oversight contributed to substantial revenue growth and market presence.• Expertly sold insurance products to both new and existing clients, effectively addressing their diverse insurance needs and driving significant revenue generation. This approach fostered strong client relationships and loyalty.• Surpassed sales targets by 15%, representing a 5% increase over the previous year and a remarkable 5% higher than colleagues. This achievement underscores my ability to consistently deliver exceptional results in a competitive landscape.• Maintained an impressive 95% accuracy rate in insurance register maintenance and renewals, ensuring compliance and operational excellence within the insurance portfolio.• Enhanced claims processing efficiency by 95%, streamlining operations and significantly improving the client experience. This optimization not only reduced turnaround times but also increased overall client satisfaction.