Roles of an Insurance Advisor Team/Representative/Agent: - Advising Clients: Helps clients understand different insurance products and recommends suitable coverage based on their needs and financial situation. - Assessing Risks: Evaluates potential risks faced by individuals or businesses and suggests appropriate insurance solutions. - Explaining Policy Terms: Clearly explains policy benefits, exclusions, premiums, conditions, and claim procedures to clients. - Assisting with Applications: Helps clients complete proposal forms accurately and submit the necessary documentation. - Selling Insurance Products: Markets and sells insurance policies such as personal accident, last expense (funeral expense), medical cover, Bima ya Mwananchi, etc. - Customer Service: Responds to client inquiries, provides policy updates, and assists with policy renewals and changes. - Claims Assistance: Guides policyholders through the claims process and helps ensure claims are submitted correctly and promptly. - Maintaining Client Relationships: Builds and maintains long-term relationships with clients through regular follow-ups and professional support. - Ensuring Compliance: Adheres to insurance laws, regulations, and ethical standards while conducting business. - Policy Administration: Assists with policy documentation, premium payments, endorsements, and record management. - Financial Education: Educates clients on the importance of insurance, risk management, and financial protection for themselves and their families.

Insurance Agent

Emma

Responsibilities

Skills wanted:

Language(s) required:

MWANGI MARGARET Verified

MWANGI MARGARET Verified

About Britam connector:

mission:

Admin access needed