Margaret Wangui Njoroge Ms.
Address 348 - 00900 Kiambu, Kenya
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ACCOUNTING | RISK MANAGEMENT | CUSTOMER SERVICE
QUALIFICATION SUMMARY
Accountant with 5+ years experience in the Insurance Industry.
Currently have a 3.42 GPA in BSc Finance.
Excellent interpersonal skills refined throughout the accounting and CSR role and most recent Underwriting role.
Refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner.
100% user functionality of MS Office and relevant ERP software in Insurance.
KEY SKILLS
✔ Innovation driven
✔ Comprehensive
✔ Flexibility/Adaptability
✔ Critical thinking
✔ Emotional Intelligence
✔ Time management
✔ Problem solving
✔ Creativity
✔ Collaborative
RELEVANT PROFESSIONAL EXPERIENCE
Finance ManagerOctober 2021-Present
Pelican Insurance Brokers K LtdNairobi, Kenya
Underwriter – General BusinessMarch 2021 – Present
Pelican Insurance Brokers K Ltd Nairobi, Kenya
Role is to ensure a 95% business retention while cross selling and upselling
Gather information from clients KYC, assessing their insurance needs and risk profile.
Ensuring at-least 95% business retention and renewing covers.
Marketing, cross-selling and up-selling Insurance Products.
Client servicing and management.
Negotiating with Underwriters to find the most suitable insurance policies for clients at the best rates.
Debt Collection
Advising clients on risk management and helping to devise new ways to mitigate risks
Assistant Accountant May 2016 – Feb 2021
Pelican Insurance Brokers K Ltd Nairobi, Kenya
Role is to assist the accountant in clerical and administrative work. You are also required to handle the department in the absence of the accountant.
Completing and maintaining sales invoices and reports.
Maintaining and making necessary adjustments to various records such as journals and the payroll.
Accruals and prepayments.
Bank reconciliation, posting and balancing.
Maintaining Petty cash and other journal posting.
Daily bank receipts postings.
Reports and returns on debtors and creditors.
Statutory returns, that is, PAYE, NHIF and NSSF
Verifying statement items and totals with departmental records.
Daily posting of payments.
Facilitate annual external financial audit.
Debt collection.
ADDITIONAL EXPERIENCE
Head of CSRJanuary 2018 – Present
Pelican Insurance Brokers K Ltd Nairobi, Kenya
Planning the organization’s annual CSR program.
Coming up with various ways to collect donations from staff members and partners to go towards the set CSR program.
Planning for staff welfare activities.
Events CoordinatorDecember 2018
Pelican Insurance Brokers K Ltd Nairobi, Kenya
In charge of organizing all in house events
Successfully organized the company’s 40th anniversary.
Office Moving Team MemberDecember 2019– April 2020
Pelican Insurance Brokers K Ltd Nairobi, Kenya
Organized various site visits with directors and contractors for approval of office acquisition and quotations of the fit outs.
Held numerous meetings with the contractor to discuss the direction we wanted to take with the office layout and fit out that was within the set budget.
Prepared various reports that were presented to the Board of Directors for reporting and approval purposes.
Coordinated all the suppliers that had been procured for the smooth office fit out and moving.
Coordinated the move in totality while observing all COVID-19 safety precautions.
Was part of a company rebrand that saw the company change its logo and come up with a Brand manual.
Began the process of a full website revamp.
EDUCATION
Bachelor of Science Finance (Economic Major), GPA 3.42 September 2019- December 2022
United States International University-Africa Nairobi, Kenya
K.C.S.E -
St. Anne’s Secondary School-Lioki B+
