Patrick Tembo
KI
Summary
Results-driven Account Executive with expertise in client communication and problem-solving. Proven ability to enhance customer experiences through process improvements and attention to detail. Seasoned Account Executive bringing valuable experience in managing and growing key accounts, consistently meeting sales goals, and fostering client relationships. Strong communication, negotiation, and problem-solving skills paired with ability to develop strategic business plans. Demonstrated success in driving revenue growth and improving customer satisfaction rates in previous roles.
Overview
18
18
years of professional experience
Work History
Account Executive
Tana Insurance Brokers
KITWE, Zambia
09.2025 - Current
- Prepared insurance quotes for prospective clients to support informed decision-making.
- Managed client communications to clarify policy options and ensure informed choices.
- Processed policy renewals and updates in database system to maintain data integrity.
- Collaborated with team members to efficiently resolve client inquiries and issues.
- Conducted research on industry trends to inform client recommendations.
- Maintained records of all sales activities in CRM software for streamlined tracking.
- Managed accounts by providing ongoing technical support after the sale was completed.
- Generated weekly reports on sales performance against targets for upper management review.
- Provided timely customer service support to resolve any issues quickly and efficiently.
Claims Administrator
lumons Consultancy Services
KITWE, Zambia
06.2019 - 07.2025
- Processed and reviewed claims for accuracy and compliance with company policies.
- Coordinated with insurance adjusters to expedite timely claims resolutions.
- Coordinated with insurance adjusters to expedite claims resolutions, ensuring timely processing and compliance.
- Analyzed claim trends to identify opportunities for process improvement, enhancing overall claims efficiency.
- Maintained accurate records of all claims and documentation in the system.
- Developed training materials to improve team proficiency in claims management systems, fostering better operational understanding.
- Developed training materials to enhance team understanding of claims management systems.
- Provided exceptional customer service by promptly responding to inquiries.
Commercial Head
Swan General Insurance
KITWE, Zambia
12.2017 - 03.2019
- Led negotiations with brokers to enhance distribution channels and market reach.
- Managed insurance product development and pricing strategies for multiple lines of business.
- Collaborated with underwriting teams to assess risk and improve policy offerings.
- Analyzed market trends to inform strategic planning and competitive positioning.
- Developed comprehensive reports to support decision-making processes for senior leadership.
- Facilitated cross-departmental communication to streamline operational workflows and efficiency.
- Coordinated training sessions for staff on regulatory compliance and industry standards.
Deputy Regional Manager
Diamond General Insurance
KITWE, Zambia
06.2013 - 11.2017
- Developed strategies that improved customer service and client retention.
- Analyzed market trends to identify regional business growth opportunities.
- Coordinated training programs for new employees to improve onboarding and integration.
- Implemented quality control measures to uphold service excellence standards.
- Implemented quality control measures to maintain service excellence and compliance.
- Oversaw staff performance evaluations to support professional growth initiatives.
- Facilitated communication between management and staff to improve process efficiency.
Insurance Officer
Midlands Breweries
Lusaka, Zambia
11.2012 - 04.2013
- Reviewed insurance policies for compliance with industry regulations.
- Processed claims and facilitated timely resolution for policyholders.
- Collaborated with cross-functional teams to assess risk factors.
- Maintained accurate records of insurance transactions and communications.
- Filed insurance claims by obtaining and entering data related to patient, insurance provider, and medical code for procedures and services provided.
- Developed relationships with key stakeholders such as brokers, agents, third-party administrators.
- Evaluated customer portfolios for consistency in terms of coverage levels and premiums paid.
- Maintained accurate records of all conversations with customers regarding their policies.
Deputy Manager of Operations
PROFESSIONAL INSURANCE
Ndola, Zambia
02.2008 - 10.2012
- Managed vendor relationships to negotiate contracts and maintain service quality.
- Analyzed operational data to identify trends and recommend solutions.
- Developed strategic plans to support organizational goals and objectives.
- Resolved escalated customer service issues in a timely manner.
- Monitored progress of projects against established timelines and budgets.
- Managed daily workflow of the Operations department by assigning tasks appropriately.
- Delivered positive customer experiences by implementing effective quality assurance practices.
- Recruited, hired and trained crew members on application of projects, customer relations, and customer service.
- Guided employees on understanding and meeting changing customer needs and expectations.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
Education
Bachelor of Arts - Business Administration
COPPERBELT UNIVERSITY
Kitwe07-2006
Skills
- Customer relationship management
- CRM software utilization
- Sales performance analysis
- Insurance claims processing
- Market trend analysis
- Account management
- Policy drafting
- Problem solving
- Attention to detail
- Effective communication
Timeline
Account Executive
Tana Insurance Brokers
09.2025 - Current
Claims Administrator
lumons Consultancy Services
06.2019 - 07.2025
Commercial Head
Swan General Insurance
12.2017 - 03.2019
Deputy Regional Manager
Diamond General Insurance
06.2013 - 11.2017
Insurance Officer
Midlands Breweries
11.2012 - 04.2013
Deputy Manager of Operations
PROFESSIONAL INSURANCE
02.2008 - 10.2012
Bachelor of Arts - Business Administration
COPPERBELT UNIVERSITY