MOGOI N. LUCAS
Hamilton,Ontario
Summary
Highly motivated,self-driven business professional with knowledge of service delivery,product management in start-up business environments and multi-tasking capabilities. Proven ability to learn quickly,adapt to new situations,work independently and collaboratively in a team environment to drive best results and achieve business goals.
Overview
9
9
years of professional experience
Work History
Strategy Consultant
Freelance
01.2022 - 03.2023
- Filed quarterly compliance returns for content service provider company to communications regulator.
- Performed B2B team lead role in integration and onboarding of content service provider company to internet service provider company.
- Performed team lead role in acquisition of mobile money payment system platform, B2C bulk payments and bulk data for start-up company.
- Established documentation of bulk data and APIs for start up company
Accounts executive and Junior trader
META CAPITAL
03.2021 - 12.2021
- Assisted and executed orders of foreign exchange, CFDs, commodities (Oil and Gold)
- Reconciled daily and monthly reports for trades executed
- Reviewed all account activity for accuracy of account information
- Managed quick books financial and accounting software and payroll system
- Kept check on company’s finances
- Completed analysis of employee expenditures
- Managed income and expenditure accounts
- Managed major accounts portfolio worth $50,000
Business Development Executive
III. BERKE INSURANCE BROKERS
11.2017 - 02.2020
- Collected information on insurance companies' underwriting, rating, policyholder service, complaint handling and claims handling processes and advised clients on best policy to take
- Getting quotations for clients from different insurers to compare rates from different insurers
- Helped clients with claim process.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Identified business development challenges and customer concerns for proactive resolution.
Business development officer
IV. CHECHI VAS SOLUTIONS
01.2016 - 07.2016
- Built reports on potential market target and working towards meeting sales target
- Strategized with sales team to prospect and qualify potential customers within assigned geographic territories
- Built relationships with colleagues to facilitate teamwork, cooperation and success
- Completed and submitted monthly and yearly reports to support executive decision making
- Generated new business with marketing initiatives and strategic plans
Customer Care Intern
CHECHI VAS SOLUTIONS
01.2015 - 05.2015
- Established customer needs and made explanations on how service works 14 hours day (8 hours’ average of employees)
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Assisted call-in customers with questions and orders.
- Navigated multiple computer systems and applications to find information.
Claims Intern, Claims Officer
JUBILEE INSURANCE KENYA
01.2014 - 05.2014
- Gave reports on claims experience of different policy holders
- Assessed and arranged unsettled claims and forwarding them to claims assessor
- Filed, sorted and retrieved settled claims of various policy holders on request
- Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
- Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
- Responded to inquiries by answering questions, providing information and directing customers to appropriate resources.
Education
CFA INSISTUTE INVESTMENT FOUNDATIONS - Finance
CFA Insistitute
USA2021
BSc. - actuarial Science
South Eastern Kenya University
Kenya2016
High School Diploma -
St. Johns Nyamagwa High School
Kenya2010
Skills
- MYSQL, HTML, SPSS
- Ms Excel,Corel draw, word press, adobe creative suite, sage one, quickbooks accounting software
- Organization
- Written and verbal Communication
- Insurance claims
- Technology focused
- Detail Oriented
- Strategic planner
- Adaptable
Timeline
Strategy Consultant
Freelance
01.2022 - 03.2023
Accounts executive and Junior trader
META CAPITAL
03.2021 - 12.2021
Business Development Executive
III. BERKE INSURANCE BROKERS
11.2017 - 02.2020
Business development officer
IV. CHECHI VAS SOLUTIONS
01.2016 - 07.2016
Customer Care Intern
CHECHI VAS SOLUTIONS
01.2015 - 05.2015
Claims Intern, Claims Officer
JUBILEE INSURANCE KENYA
01.2014 - 05.2014
CFA INSISTUTE INVESTMENT FOUNDATIONS - Finance
CFA Insistitute
BSc. - actuarial Science
South Eastern Kenya University
High School Diploma -
St. Johns Nyamagwa High School
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