Sarah Mwanga
Dar es salaam -,Tanzania
Summary
Results-driven professional with experience in banking and insurance services, specializing in client relationship management, business development and financial solutions. Demonstrates strong ability to build strategic partnerships and deliver tailored solutions that support revenue growth and customer satisfaction. Known for strong analytical skills, attention to detail and the ability to work collaboratively to achieve organizational goals.
Overview
3
3
years of professional experience
3
3
Certifications
Work history
BANCASSURANCE OFFICER
HERITAGE INSURANCE COMPANY LIMITED
02.2024 - 03.2026
- Collaborating with bank to support corporate and retail clients in structuring insurance and financial solutions aligned with client needs and risk profiles.
- Reviewing client documentation and financial information to support underwriting and risk assessment processes.
- Managing end-to-end policy processes including competitive quotes, underwriting follow-ups and policy issuance.
- Collaborating with bank's staff to cross-sell Insurance products to identify potential leads and referrals.
- Handling renewals, customer inquiries and claims follow-ups to ensure client satisfaction and retention.
- Preparing activity and pipeline reports based on the renewal and sales performance, market trends and customer feedback.
ACCOUNTING, AUDITING AND TAX INTERN
HANSEM FINANCIAL CONSULTANCY
02.2023 - 11.2023
- Skillfully utilized company's accounting software to maintain accurate records including journal entries, tally, accounts payable and receivable.
- Gained knowledge in preparation of TIN, knowledge on new Taxpayers portal, the eFiling system and Value Added Tax as well as filing returns.
- Delivered support in preparation and analysis of working papers, reports and supporting documentation for audit findings.
- Gained hands-on experience in various accounting functions enhancing overall efficiency in daily tasks that helped to develop skills and understanding of accounting principles.
- Developed strong client relationships through effective communication, timely response and professional demeanor.
Education
Bachelor of Business Administration - (BBA)
University of Dar Es Salaam (UDSM)
Advanced Certificate of Secondary Education Examination - (ACSEE)
St. Mary's Mazinde Juu
Lushoto - TangaCertificate of Secondary Education Examination - (CSEE)
St. Mary's Mazinde Juu
Lushoto - TangaSkills
- Business Development
- Insurance Sales & Marketing
- Policy Administration
- Portfolio Monitoring
- Underwriting support
- Risk assessment
- Report Writing and documentation
- Attention to detail
- Analytical skills & Interpersonal skills
- Team collaboration
Certification
Certificate of Proficiency in Insurance (COP) - May, 2025.
Africa College of Insurance and Social Protection (ACISP)
KEY ACHIEVEMENTS
- Achieved 214% of Annual premium target (TZS 321M achieved vs TZS 150M target)
- Successfully built and managed a strong client portfolio through bank partnership and referrals.
- Improved client retention and renewal performance through proactive follow-up and client relationship management.
Languages
- English - Fluent
- Swahili - Native
References
- Julius Proches, Business Development Manager - Bancassurance, The Heritage Insurance Company Tanzania Limited, julius.proches@heritageinsurance.co.tz, 0769579357
- Pilly M. Mwakalobo, Senior Administrative Officer, mwiganegep@gmail.com, 0715751223
- Dr. Winnie Nguni, Coordinator - Business Administration Department, University of Dar es Salaam, winwendy13@gmail.com, 0759 156426
Timeline
BANCASSURANCE OFFICER
HERITAGE INSURANCE COMPANY LIMITED
02.2024 - 03.2026
ACCOUNTING, AUDITING AND TAX INTERN
HANSEM FINANCIAL CONSULTANCY
02.2023 - 11.2023
Bachelor of Business Administration - (BBA)
University of Dar Es Salaam (UDSM)
Advanced Certificate of Secondary Education Examination - (ACSEE)
St. Mary's Mazinde Juu
Certificate of Secondary Education Examination - (CSEE)
St. Mary's Mazinde Juu