Annabel Munagi

Automated financial workflows using Google Sheets and QuickBooks, reducing clients' administrative time by 30%. Managed calendars and emails for over 15 professionals via Calendly and Gmail, maintaining 98% client satisfaction.

Managed a retention portfolio of KES 120 million, implementing client-centric strategies that improved renewal rates by 18% within six months. Mentored over 10 underwriters, increasing team productivity by 30% and achieving 110% of department targets.

Designed and executed targeted marketing strategies using Salesforce CRM, boosting lead conversion rates by 30% and generating KES 6.2M in annual premiums. Built and managed a portfolio of over 150 clients through various acquisition methods, achieving 90% client retention.

Conducted monthly inventory audits across three branches, identifying 15% stock discrepancies and implementing tracking improvements that reduced variances by 10%. Drafted five actionable recommendations for internal controls, enhancing audit efficiency by 20%.

Processed over 100 transactions weekly with 99.9% accuracy using QuickBooks Online, ensuring real-time financial tracking. Managed end-to-end payment workflows, reducing processing delays by 30%.

Currently advancing expertise in procurement and supply chain management through an MBA, blending financial acumen with strategic sourcing insights.

Completed secondary education at Moi Forces Academy - Lanet.

BCom Finance Graduate with hands-on experience in insurance sales, financial administration, and operational efficiency.