Diana Rutto

Duties and Responsibilities undertaken:

• Planning and directing company financial audits.
• Create and manage internal auditing systems.
• Prepare audit reports and statements for company heads.
• Prepare proposals for prospective clients with the aim of bringing in new business.

Duties and Responsibilities undertaken:

• Assist in handling financial audit for Insurance companies under the Financial Services Organ of the firm.
• Perform audit procedures, control testing, analytical procedures and substantive test of details.
• Familiarize with regulatory and reporting requirements e.g IFRS 16
• Ensure timely completion of audit work performed.
• Assist in any other assignment and/or special projects as required.
• Support seniors and team members as and when required.

Duties and Responsibilities undertaken:

• Research and source potential clients and build long-term relationships with them.
• Personally, achieving own sales targets by sourcing quality motor and non-motor business for the company.
• Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
• Advise clients on the insurance policies that best suit their needs
• Deliver approved policies to new clients and explain benefits and risks of the policy.
• Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
• Recruiting, selecting, training, onboarding and motivating Direct Sales Agents.
• Managing the sales agents to ensure that they achieve sales agents
• Any other duties as directed by management.

Duties & Responsibilities undertaken include:

• Account opening for new and existing customers.
• Perform inward and outward clearing of cheques.
• Assisting customers in filling out deposit and withdrawal slips.
• Maintaining and balancing cash drawers and reconciling discrepancies.
• Handling currency, transactions, and confidential information in a responsible manner.
• Balancing GL at the end of the business day.