Jacquilline Barasa

• Explain features of different Policies to clients to promote sales of insurance plans
• Making calls to clients on the follow-up to their Insurance Policies and answering the incoming call to sort out numerous issues pertaining to policy processing, renewals, reimbursement, and termination.
• Process and follow up on both Medical and General Insurance claims with the underwriters.
• Conduct sales presentations for both personal and corporate sales.
• Open clients account and create a database for easy follow up on renewals and reimbursements.
• Calculate premium for personal/corporate clients and establish suitable payment methods.
• Interview prospects to ascertain financial ability or security.
• Make daily calls to prospects, new policyholders for delivery of policy documents and briefing of policies.
• Recruitment-In charge of recruiting financial advisors and their onboarding process within the laid out rules and regulations.
• Training-Conduct weekly training on product and services at the Unit level
• Follow up-contact underwriters to follow up on policies taken, their status, and way forward.
• Devise marketing strategies for business development.
• Corporate-Conduct sales presentation and sign up talks at the corporate level
• Develop market strategies that promote sales

ACHIEVEMENTS.
Formed the strongest sales team in the Branch
Met and surpassed set sales targets.
Widen my Professional and social networking circle.

• Receiving guests to the Organization, taking their personal details and establish their reasons for the visit.
• Handling all logistical matters for senior staff and clients.
• Assign and direct guests and other members of staff to offices where their matters will be handled.
• Making and organizing travel arrangements for senior staff and management.
• Answering phone calls and responding to emails. /Switchboard operation.
• Keeping and regularly updating client’s records and accounts information.
• Collecting customer information and critically analyze clients needs
• Receiving/signing for packages as well as arranging for package dispatches.
• Forward customer’s needs complaints, suggestions or any changes to the departments/office concerned.
• Schedule meetings with staff as well as clients both internal and external.
• Take and Make appointments for members of staff in and out of the Organization
• Supervise the organizations filing system and oversee its maintenance.
• Handle any other office support functions as per the laid rules and regulations

ACHIEVEMENTS.
• Managed to streamline the onboarding process by 3weeks by creating a self-training manual for both customer service and sales representatives.
• Steered the idea of creation of email scripts used to interact with customers to get feedback and complaints on time hence prompt response.
• Answered an average of 30+ calls per day all which were rated greatly hence I would always achieve90% customer satisfaction, surpassing the set goals of 80%.

Expand the individual subscriber base for digital satellite television (DSTV)
•Execute sales promotions targeting clients and servicing client accounts
•Relay territorial feedback to tea leader for action
•Work towards and attaining the set goals
•Prepare sales proposals for staff of earmarked companies
•Negotiate special rates for bulk sales for the staff members of targeted organizations
•Execute PowerPoint presentations and demonstrations to organizations

Key achievements
•Successfully expanded the subscriber base for digital satellite television
•Handled sensitive or confidential information with honesty and integrity

Liaise with technicians and suppliers to check on the faulty products and prepare replacements
•Lead a team of sales agents to ensure wide range of sales in our area of operations
•Assign the agents to different sales route and ensure that each covers the area given to them adequately
•Educate the sales agents on the products, their benefits and organizing promotion for the products from time to time
•Make daily reports for records keeping and submitting them as weekly report at the end of the week

Carry out direct sales of products to customers both wholesale and retail
•Receiving and sending mails to suppliers and customers for orders and delivery of products
•Assisting in the stock taking activities in the stores department
•Carrying out daily reports of retail and wholesale sales of sim-cards and scratch cards

AUTHORIZED DEALERS OF KENCELL/CELTEL GSM; 2007

Key responsibilities
•In charge of creating and strengthening good communication with the clients
•Effective handling of customers, ensuring that complains are dealt with and problems are solved
•Advertising new products in the market, and giving information about new services to our clients
•Organizing and conducting in-house trainings/seminars about product knowledge and communication

PRIMARY SCHOOL