To work in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately.
Overview
22
22
years of professional experience
Work History
Underwriter
Adelvis General Insurance
05.2021 - 01.2026
Achieve business retention through regular client visitation before and during the policy period to build strong relationships and identify potential risks.
Ensure accurate filing and record keeping of all policy documents, endorsements, and renewals.
Supervise claims management and processing, ensuring timely and efficient settlement of claims.
Oversee renewal, endorsement, and new business management to ensure seamless policy administration.
Issue requisitions and dispatch documents as needed, ensuring compliance with organizational procedures.
Personally handle the Organization's corporate and personal business portfolio, providing exceptional client service and identifying new business opportunities.
Reconcile clients' accounts to ensure accuracy and timely payment of premiums.
Generate premium written and commission reports, providing insights to inform business decisions.
Ensure an effective renewal system is in place to prevent policy lapses and promote business retention.
Branch Underwriter
Ultimate Insurance Company
10.2018 - 04.2021
Achieved business retention through regular client visitation before and during the policy period to build strong relationships and identified potential risks.
Ensured accurate filing and record keeping of all policy documents, endorsements, and renewals.
Supervised claims management and processing, ensuring timely and efficient settlement of claims.
Oversaw renewal, endorsement, and new business management to ensure seamless policy administration.
Issued requisitions and dispatched documents as needed, ensuring compliance with organizational procedures.
Personally handled the Organization's corporate and personal business portfolio, providing exceptional client service and identified new business opportunities.
Reconciled clients' accounts to ensure accuracy and timely payment of premiums.
Assistant Underwriter
Meanwood General Insurance
07.2013 - 12.2015
Issued and follow up quotations.
Issued policies and endorsements.
Prepared cover notes.
Maintained contact with brokers.
Prospected for new clients.
Attended to Clients' queries.
Invited renewals and follow up.
Assisted reconciling clients accounts.
Assisted generating of premium written and commission reports.
Assisted in ensuring an effective renewal system.
Assisted in carrying out departmental marketing activities.
Assisted in assessing business risk before take on (Risk Management) Receipt of new claims.
Calculated according to the type of policy.
Issued requisitions and dispatched Claims Management and Processing.
Underwriting Clerk
Meanwood General Insurance
05.2004 - 11.2004
Entered client information into the company's main computerized data system, ensuring accurate and efficient record-keeping.
Verified that all information entered was correct and corresponded with hard copy documents, maintaining data integrity.
Coordinated with Underwriters and Claims-handlers on renewals, endorsements, and other changes to existing insurance policies, facilitating smooth policy administration.
Assisted in the insurance underwriting process, providing support and ensuring that all necessary information was accurately captured and maintained in the system.
Sales Executive
Madison Life Assurance
Lusaka
Underwrote insurance policies and marketed the company's services to potential clients, promoting business growth and customer acquisition.
Filed and updated clients' information, maintaining accurate and up-to-date records.
Followed up on clients' complaints and queries, ensuring timely resolution and enhancing customer satisfaction.
Customer Service officer
Zesco Limited
Ndola
Conducted counter checks to ensure clients' meters were working properly and that their bills were up to date.
Delivered bills to clients in a timely manner.
Entered data into the system, maintaining accurate and up-to-date records.
Education
Skills
Good communication skills
Good time management
Underwriting skills
Marketing
Good record keeping
Risk assessment
Claims management
Client relationship management
Business development
Account reconciliation
Effective communication
Attention to detail
Negotiation proficiency
Underwriting calculations
Quoting and pricing policies
Renewing policies
Underwriting guidelines
Risk management
Interpersonal skills
References
Mr. Kelvin Mutale, Regional Manager
Adelvis General Insurance Ltd
kelvin.kelflam@gmail.com, 260979014017
Ms Mwansa Chilufya
Senior Business Development Officer, Maddison Finance
mwalisa2@gmail.com
+260977801183Mr. Abel Kabamba, 260955751286/0965259687