Anne Gatumbi

Pioneered the bancassurance business development section and led the adoption of the referral model for business acquisition from bank partners. Oversaw operational aspects of bancassurance business in claims, finance, and customer service, driving growth and revenue. Recruited, trained, mentored, and retained bancassurance sales officers, while also conducting product trainings and technical guid

Managed and oversaw the daily operations of the clinic, ensuring client grievances were handled effectively and satisfaction was achieved. Coordinated and supervised staff, budgeted for clinic requirements, and managed accounting and billing processes. Prepared duty rosters, filed records, and provided adequate reports to the clinic directors.

Achieved the branch's sales budget and productivity targets by converting referrals into sales and ensuring products aligned with customer needs. Facilitated the capturing of new business into the Penta banca system and provided daily reports on business performance. Ensured compliance with IRA bancassurance guidelines and conducted refresher training for bank staff.

Grade: Credit 1

Completed a Diploma in Business Management, achieving a credit 1. This program provided a solid foundation in business principles and practices.

Grade: Credit 1

Obtained a Certificate in Business Management with a credit 1. This course covered essential business concepts and administrative skills.

Grade: C- Minus

Achieved a Mean Grade C– Minus in the Kenya Certificate of Secondary Education. This foundational education provided a broad range of academic knowledge.

Completed the Certificate of Proficiency in Insurance. This certification equipped me with specialized knowledge in insurance principles and practices.