As Insurance Agents, we ensure to quote insurance with different companies. We comply with procedures and guidelines along with those of insurance firms represented. We draft assignment and nomination forms with complete accuracy. We develop, complete, and update regularly claims register. We also study and learn about working methods in life insurance offices.
- promoting utilization of customer service unit continuously
- preparing and referring leads of insurance to respective specialist
- providing service to existing insurance policyholders as needed due to sales activity
- performing the yearly review of current policies as allocated to update information
- developing and drafting the format of insurance policy