Purity Karimi
@puritykarimi
Bancassurance specialist driving insurance uptake and revenue growth.
What I'm looking for
I am a results-driven bancassurance professional with over four years of experience integrating bank and insurance strategies to drive revenue growth and improve customer education.
I have a proven track record in relationship management, policy sales, cross-selling across retail and SME segments, and ensuring regulatory compliance while working closely with underwriters and internal stakeholders.
My operational strengths include identifying cross-selling opportunities through customer needs analysis, negotiating client contracts, and coordinating with product teams to align offerings with market needs.
I am committed to delivering seamless customer service, meeting and exceeding sales KPIs, and building sustainable client relationships that support long-term business objectives.
Experience
Work history, roles, and key accomplishments
Bancassurance Account Manager
I&M Bank
Apr 2025 - Present (5 months)
Created and executed short- and long-term business goals, identified cross-selling opportunities through customer needs analysis, and negotiated contracts to expand the client base while coordinating with product teams to align offerings with market needs.
Bancassurance Intermediary
Lucent Insurance Brokers Limited
Jan 2024 - Apr 2025 (1 year 3 months)
Resolved client issues and consistently exceeded sales and customer service KPIs by identifying cross-selling opportunities and maintaining high levels of client satisfaction and loyalty.
Bancassurance Intermediary
Equity Bancassurance Limited
Aug 2018 - Nov 2022 (4 years 3 months)
Drove portfolio growth to meet business targets, created and retained client relationships through high standards of service, and managed branch-level insurance operations including cross-selling, claims administration, and renewals follow-up.
Education
Degrees, certifications, and relevant coursework
College of Insurance
Executive Certificate of Proficiency, Insurance / Professional Studies
2022 - 2022
Completed an Executive Certificate of Proficiency focused on insurance and related professional skills in 2022.
Kibabii University
Bachelor of Commerce, Marketing
2012 - 2016
Completed a Bachelor of Commerce (Marketing) with coursework in marketing and commerce from 2012 to 2016.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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