DANAI MAKWAIRA

• Created and managed 200 proposal forms per month, ensuring accuracy and efficiency.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Processed pension, funeral (cash and service) claims, and refunds with average of 15 cases per week
• Managed policy alterations and updates, handling average of 30 requests per week.
• Complied with regulatory guidelines and requirements.
• Resolved various issues impacting sales management and business operations.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
• Generated financial and operational reports to assist management with business strategy.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Maintained friendly and professional customer interactions.
• Attended to client inquiries and claim requests, providing prompt and satisfactory resolutions of average of 20 cases per day.
• Boosted sales and customer loyalty through incentive programs.

• Facilitated money remittances through platforms such as World Remit, Access, and Mama Money, processing an average of 550 transactions per week
• Provided digital banking customer advisory services, assisting customers with online banking processes and troubleshooting, averaging 20 advisory sessions per week
• Processed withdrawals and deposits, maintaining accuracy and efficiency in handling an average of 15 transactions per day
• Attended client inquiries and provided advisory information, addressing an average of 25 inquiries per day and offering guidance on banking services and products
• Recorded daily transactions on the Bureau de Change reporting system of Zimbabwe, ensuring accurate and up-to-date financial records and balanced and updated daily cashbooks, maintaining meticulous records of transactions and reconciling accounts on a daily basis.
• Processed customer transactions promptly, minimizing wait times.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Reconciled cash drawer and resolved discrepancies.
• Logged cashier's checks and other transactions to maintain accurate account records.
• Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
• Maintained accurate records of customer transactions in line with bank procedures.

• Conducted vetting and daily welcome calls for average of 20 new proposal forms per week
• Created and managed 100 proposal forms per month, ensuring accuracy and efficiency
• Attended to client inquiries and claim requests, providing prompt and satisfactory resolutions for average of 5 cases per day
• Ensured timely submission of stop orders, maintaining compliance and smooth project operations
• Boosted sales and customer loyalty through incentive programs.
• Maintained friendly and professional customer interactions.
  Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Resolved various issues impacting sales management and business operations.
• Complied with regulatory guidelines and requirements.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Key Projects ( Project Runoff)

• Received 150 proposals a day in form of Microsoft Excel calculators, analyzing and extracting relevant information for further processing.
• Compiled and created average of 50 proposals a day calculators for the new work system (Thought express), meeting deadlines and ensuring efficient project execution
• Implemented measures to prevent policy duplication in system, ensuring data integrity and accuracy.
• Project runoff with minimal supervision.

• Coded and created policies for clients, ensuring accuracy and efficiency in processing an average of 50 policies per month
• Issued policies, renewal notices, certificates, policy endorsements, and quotations, providing timely and professional documentation for an average of 30 transactions per week
• Processed and recovered claims, ensuring prompt and accurate resolution for an average of 20 claims per month
• Maintained clients' portfolios, handling inquiries, renewals, and claims management for a diverse client base
• Attended briefings and meetings, actively participating in discussions, and taking detailed notes on key points and action items
• Drafted meeting reports, summarizing discussions and outcomes for effective communication and follow-up
• Assisted walking-in clients, providing excellent customer service and addressing their needs and inquiries
• Handled daily premium banking, ensuring secure and accurate processing of financial transactions
• Managed to fulfill administrative duties with minimal supervision.
• Analyzed problems and worked with teams to develop solutions.
• Facilitated successful completion of projects from concept to launch.
• Explored new technologies and approaches to streamline processes.
• Participated in workshops and presentations related to projects to gain knowledge.
• Collaborated with senior management on new initiatives to build confidence.
• Provided project progress updates and proposed solutions to issues.
• Developed effective improvement plans in alignment with goals and specifications.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Supported creation of detailed, technical financial models to value potential acquisition targets.
• Collected, arranged, and input information into database system.
• Gathered, organized and input information into digital database.
• Computerized office activities, maintained customer communications, and tracked records through delivery.
• Entered and maintained departmental records in company database.
• Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
• Leveraged bookkeeping software and automated processes to reduce errors.
• Helped meet changing demands by recommending improvements to business systems or procedures.