Summary
Overview
Work History
Education
Skills
Languages
Affiliations
REFERENCE
2
Timeline
Generic

LOUIS OHENEBA IDUN

Tema

Summary

Dedicated administrative and insurance professional with marketing and sales of multiple lines in insurance and other settings. I am enthusiastic to provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products and financial security.

Overview

23
23
years of professional experience

Work History

Insurance Sales Consultant

Prudential Life Insurance
10.2019 - Current
  • Analyze risk factors and recommended suitable coverages for clients.
  • Attend training sessions to stay up-to-date on new products and services.
  • Generate leads through cold calling, networking events, referrals.
  • Develop customer profiles to identify appropriate insurance solutions.
  • Build and maintain strong relationships with clients through regular follow-ups and excellent customer service.
  • Create detailed financial plans for clients, including budgeting, investment strategies, and retirement planning.
  • Identify opportunities for cross-selling additional products or services.
  • Ensure compliance with all applicable laws and regulations governing the sale of insurance products.
  • Provide product information and answered questions from potential customers regarding coverage options.
  • Demonstrate a commitment to providing exceptional customer service at all times.
  • Assist customers in filing claims and resolving issues with existing policies.
  • Actively participate in team meetings to discuss progress and strategies

Administrative Officer

Volta River Authority (Technical Services Dept.)
Akosombo
09.2017 - 09.2019
  • Developed and implemented administrative procedures to improve operational efficiency.
  • Developed new filing systems to improve accuracy of document retrieval processes.
  • Provided administrative support to department staff including typing letters and reports; preparing mailings; photocopying; collating; faxing; scanning documents.
  • Managed calendars to ensure efficient use of time; scheduled appointments as needed.
  • Provided assistance with special duties as assigned by the Principal Administrator and immediate superiors
  • Ensured compliance with all organizational policies and procedures relating to administrative operations.
  • Assisted in the preparation of budgets by collecting data and inputting information for Fire Safety Unit.
  • Coordinated and facilitated trainings and and workshops organized by the Safety Management of the department

Bancassurance

UT Bank
Tarkwa
08.2012 - 03.2016
  • Provided training and guidance to bank staff on bancassurance products, processes and procedures.
  • Maintained relationships with existing clients by providing them with regular updates on policy changes and new product offerings.
  • Promoting and selling of insurance products of the company to individuals, families, associations and corporate entities.
  • Prepared presentations on product features, advantages, and benefits for prospective clients.
  • Generated leads through networking, cold calling, and referral campaigns.
  • Advised customers on best practices when making decisions related to their insurance plans.
  • Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
  • Coordinated complex decision-making, overcoming objections to close new business.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Achieved repeat business and referrals through personalized services.
  • Monitored customer feedback to identify areas of improvement in services offered by the company.
  • Participated in meetings with insurers regarding product development initiatives.
  • Assisted in developing marketing plans for bancassurance products.
  • Coordinated with insurers for timely payment of claims received from customers.

Insurance Sales Executive

UT Life Insurance Company Ltd
03.2010 - 08.2012
  • Assessed customer eligibility requirements according to company standards.
  • Prepared presentations on product features, advantages, and benefits for prospective clients.
  • Generated leads through networking, cold calling, and referral campaigns.
  • Attended conferences and seminars related to insurance products in order to stay abreast of developments in the field.
  • Advised customers on best practices when making decisions related to their insurance plans.
  • Maintained accurate records of all sales activities including quotesand and proposals.
  • Conducted market analysis to identify potential opportunities for growth.
  • Managed client relationships by providing prompt service and responding to inquiries in a timely manner.
  • Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
  • Serviced existing insurance clients by soliciting additional policy renewals.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.

Credit Officer

Lower Pra Rural Bank Ltd
Shama, Takoradi
09.2006 - 12.2009
  • Reviewed credit applications and financial statements to determine customer creditworthiness.
  • Collaborated closely with mobile banking teams to understand their needs while ensuring sound risk management practices were followed.
  • Approve loans with a specified limits and refer loan application outside those limits to management for approval
  • Negotiated payment plans with delinquent customers in order to minimize losses due to non-payment.
  • Ensured that all relevant documents were collected before making a decision about granting a line of credit.
  • Prepared detailed reports summarizing customer profiles, risk assessments, and recommendations for approval and denial of new credit facilities.
  • Analyzed customer accounts, payment trends, and credit ratings to assess risk of default.
  • Monitored customer account activity to identify any potential risks or issues.
  • Worked closely with collections/recovery team in order to ensure timely payments from customers.
  • Responded promptly and professionally to inquiries from customers regarding their accounts.
  • Provided training and guidance for junior staff members in order to help them develop their skills as Credit Officers.
  • Followed banking requirements and government lending regulations.
  • Recommended approval or disapproval of different loan types based on established criteria.
  • Kept detailed reports of client and account data, consistently updating database with latest information.
  • Implemented new initiatives, which resulted in quicker payments and better turnaround times to resolve customer issues.

Administrative Assistant

Rinacand Company Ltd (Construction)
Agona Swedru
06.2001 - 02.2004
  • Developed and maintained proper filing systems to ensure accuracy and confidentiality of records.
  • Processed invoices for payment using accounting software applications.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Entered data into spreadsheets using Microsoft Excel and accounting software
  • Managed office supplies inventory and placed orders when necessary.
  • Provided administrative support to the managing Director, General Manager and the Accountant, including scheduling meetings and managing calendars.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Coordinated travel arrangements and completed expense reports for travel reimbursement.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Assist in preparing tender/bidding document for contracts

Education

Some College (No Degree) - Certificate in General Insurance

Ghana Insurance College
Accra, Ghana

Certificate - Monitoring And Evaluation

Presbyterian University College
Abetifi, Ghana
04-2022

Bachelor of Arts - Management And Sociology

University of Ghana
Legon, Ghana
09-2013

Diploma in Business Studies - Accounting

Cape Coast Polytechnic
Cape Coast, Ghana
06-2002

Senior Secondary School Certificate Examination (SSSCE) -

Swedru School of Business
Agona Swedru, Ghana
12-1996

BECE - Basic Education Certificate Examination

Roman Catholic Primary And JSS
Agona Swedru, Ghana
04-1993

Some College (No Degree) - Certificate in Credit Portfolio Risk Management

LOGOS Business School
Accra, Ghana

Skills

  • Insurance sales strategy
  • Customer Engagement
  • Administrative Functions
  • Relationship Building
  • Life Insurance
  • Customer Service
  • Product Knowledge
  • Client Retention

Languages

Fante
First Language
English
Proficient (C2)
C2

Affiliations

  • 2 weeks training and workshop on “Brand Promise – Managing People and Behaviours for Performance” organised by LearnTrans HR Consortium in July 2016
  • 4-days training on Credit Administration – Appraisals, assessment, monitoring and Recovery for rural banks by the National Banking College in Takoradi
  • Training in Basic Banking for Cashiers/Tellers, Clerks and Banking Officers by Western Region Rural Banks Association (WERBA) at the Takoradi Shippers Council
  • 10 days intensive Training in Marketing, Prospecting, Selling, Closing the Sale by CDH Insurance Company Limited in Accra
  • 2-days Seminar/Workshop on Common Frauds in rural banks – Cause, Mode, Detection and Prevention by Ass. of Rural Banks (ARB Apex) Western Regional Chapter in Takoradi

REFERENCE

Mrs. Jane Mingle, Chief Executive Officer,

Prudential Life Insurance Ghana

Head office, 335 Place, Dzorwulu,

Accra, Ghana

Contact:      0243900325

2

Nana Bentum, Deputy CEO,

Lowe Pra Rural Bank Ltd

P. O. BOX 18, SHAMA

0277 515 514 / 03120 – 92290

Timeline

Insurance Sales Consultant

Prudential Life Insurance
10.2019 - Current

Administrative Officer

Volta River Authority (Technical Services Dept.)
09.2017 - 09.2019

Bancassurance

UT Bank
08.2012 - 03.2016

Insurance Sales Executive

UT Life Insurance Company Ltd
03.2010 - 08.2012

Credit Officer

Lower Pra Rural Bank Ltd
09.2006 - 12.2009

Administrative Assistant

Rinacand Company Ltd (Construction)
06.2001 - 02.2004

Some College (No Degree) - Certificate in General Insurance

Ghana Insurance College

Certificate - Monitoring And Evaluation

Presbyterian University College

Bachelor of Arts - Management And Sociology

University of Ghana

Diploma in Business Studies - Accounting

Cape Coast Polytechnic

Senior Secondary School Certificate Examination (SSSCE) -

Swedru School of Business

BECE - Basic Education Certificate Examination

Roman Catholic Primary And JSS

Some College (No Degree) - Certificate in Credit Portfolio Risk Management

LOGOS Business School
LOUIS OHENEBA IDUN