Job Description
Needs Assessment: Review a client's income, financial goals, and dependents to recommend suitable life, health, or property insurance.Policy Education: Explain complex insurance terms like premiums, deductibles, exclusions, and co-pays in simple language.Client Support: Assist clients with policy applications, documentation, renewals, and the claims settlement process.Compliance: Ensure all proposal forms and Know Your Customer (KYC) documents follow regulatory guidelines.Relationship Management: Build long-term trust through regular policy reviews and responsive customer service.