About

Experienced Underwriter, efficient in operations in both General ,Group Life and Pensions . With the experience, skill, and knowledge that I have gathered through my professional experience I am able to make informed decisions in both underwriting and administration processes.

Skills

  • Customer service
  • Good communication
  • Teamwork
  • Time Management

Experience

Vincent Ondieki

Work experience
  • 1. Assist with pricing of schemes to ensure profitability of the corporate book.
  • 2. Assist with the analysis of renewal data including prior experience and market intelligence.
  • 3. Assist with preparation of renewal terms of existing schemes at least 2 months prior to the renewal date.
  • 4. Facilitate on boarding of new clients and brokers and provide continuous support throughout the process to ensure customer satisfaction and retention.
  • 5. Tracking and updating the new business status reports.
  • 6. Follow up on scheme requirements and ensuring the initial risk details for the purpose of costing and underwriting.
  • 7. Preparation of renewal invitations complete with scheme reconciliations, terms, and issuance of policy documents.
  • 8. Preparation of scheme’s debit notes and costing schedules.
  • 9. Preparation of medical requisition letters.
  • 10. Communication of medical acceptance terms to clients.
  • 11. Preparations of commissions.
  • 12. Respond to all queries within set TATs and ensuring they are adhered to.
  • 13. Provide service to customers and agents as required from time to time.
  • 14. Ensuring clients receive the correct annual premium statements by ensuring proper premium allocations that are reliable.
  • 15. Build relationships with new and existing clients.

Vincent Ondieki

Work experience
  • 1. Issuance of insurance quotations for various classes of insurance: motor and non-motor insurance.
  • 2. Assessment of risk based on information provided on proposal forms.
  • 3. Creation of client information in the system through CRM (Client Relationship Management).
  • 4. Doing background checks on all risks for prior loss/claims history through IMIDS system.
  • 5. Printing and issuance of insurance certificates to clients through Turnquest Africa and AKI systems.
  • 6. Collection of declared certificates from intermediaries and debiting them in the system.
  • 7. Allocation of certificate numbers and certificate printing areas in the Turnquest systems.
  • 8. Receipting of premiums and issuance of receipts to clients through FMS (Financial Management Systems)
  • 9. Debit balancing of receipts and allocation of finances to respective banks before banking.
  • 10. Preparation and issuance of valuation letters to clients and ensure all risks are valued for proper underwriting.
  • 11. Keeping and maintaining a file register for all clients and the risks underwritten.
  • 12. Preparation and issuance of policy documents.
  • 13. Issuance of renewal listing and notices.
  • 14. Preparation and issuance of bid bonds.
  • 15. Appointing assessors and follow-up on various claims.
  • 16. Ensuring proper claim documentation is done and forwarded for processing

Vincent Ondieki

Work experience
  • February, 2016 - December, 2016
  • Fulltime
  • 1. Quoting for new annuity plan requests.
  • 2. Processing new business in the system.
  • 3. Preparing and issuing of policy documents.
  • 4. Allocating Pension Scheme members’ contribution.
  • 5. Preparing endorsements of Pension schemes.
  • 6. Recording daily movement (Credits and Debits) for the individual retirement benefit schemes.
  • 7. Preparing endorsements of Pension schemes.
  • 8. Pension valuation and issuing fund balance and members’ Statements.

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