Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

CASSIDY MULENSHI

Summary

Residential Address: 3111/8 Rock field Chalala PROFESSIONAL SUMMARY Detail-oriented Insurance professional aiming to leverage on 7 years 'experience of team development and client retention support growth and client satisfaction. Confident Insurance Advisor possessing strong work ethic and excellent business sense.

Overview

6
6
years of professional experience

Work History

PRINCIPLE OFFICER

COVEREFFECT INSURANCE
HOLLAD GEN
01.2022 - 02.2024
  • Liaises with estimating department to get project-specific quotes from brokers
  • Administers and maintains reports for incidents, claims, litigation and property losses
  • Prepares applications, documents and data to renew insurance policies
  • Maintains compliance by submitting states' registration and annual reporting
  • Checks documentation for accuracy and validity on updated systems
  • Determines appropriateness of payers to protect organization and minimize risk
  • Coordinates with contracting department to resolve payer issues.

ASSISTANT MANAGER

INNOVATE GENERAL INSURANCE LTD
01.2020 - 12.2021
  • Liaises with estimating department to get project-specific quotes from brokers
  • Administers and maintained reports for incidents, claims, litigation and property losses
  • Participates in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Develops and implement performance improvement strategies and plans to promote continuous improvement.

SENIOR BROKER

NORWICH INSURANCE BROKERS LTD
01.2018 - 12.2019
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities
  • Tracked progress of all outstanding insurance claims
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices
  • Calculated quotes and educated potential clients on insurance options
  • Remained impartial in order to advise clients based on circumstances
  • Evaluated leads obtained through direct referrals, lead databases and cold.

Education

DIPLOMA - RISK MANAGEMENT

ALISON
ONLINE
01.2023

DIPLOMA - BUSINESS COMMUNICATION

ALISON
ONLINE
02.2022

DIPLOMA - PENSIONS AND INSURANCE

LUSAKA BUSINESS COLLAGE
LUSAKA
07.2021

BBA - BUSINESS ADMINISTRATION WITH ECONOMICS

The University of Zambia
Lusaka, Zambia
11.2017

Skills

  • Policy Feature
  • Explanations Policyholder
  • Insurance
  • Communication
  • Customization Client Interviews
  • Insurance Coverage
  • Client Prospecting
  • Verification
  • Premium Calculations
  • Critical Thinking
  • Claims Information
  • Verbal and Written Gathering
  • Group Presentations
  • Policy Renewals
  • Document Control
  • Underwriter
  • Collaboration
  • Binder Coverage

References

  • INNOVATE GENERAL INSURANCE, Mrs. Moono (HR Manager), +260979343237
  • NORWICH INSURANCE BROKERS LTD, Mrs. Lydia Sibanda (C.E.O), 0977784745, lydiatwist@yahoo.com
  • COVEREFFECT (Hollard General Insurance), Miss. Martha Syamutondo (Proprietor), +260979376721

Timeline

PRINCIPLE OFFICER

COVEREFFECT INSURANCE
01.2022 - 02.2024

ASSISTANT MANAGER

INNOVATE GENERAL INSURANCE LTD
01.2020 - 12.2021

SENIOR BROKER

NORWICH INSURANCE BROKERS LTD
01.2018 - 12.2019

DIPLOMA - RISK MANAGEMENT

ALISON

DIPLOMA - BUSINESS COMMUNICATION

ALISON

DIPLOMA - PENSIONS AND INSURANCE

LUSAKA BUSINESS COLLAGE

BBA - BUSINESS ADMINISTRATION WITH ECONOMICS

The University of Zambia
CASSIDY MULENSHI