Job Description

Responsibilities

  • Evaluate a client's current situation and potential future risks to identify the most appropriate insurance coverages.
  • Advise, explain, and present various insurance products ensuring the client understands the terms and conditions.
  • Assist clients in completing applications accurately and submit them to underwriters to secure approval.
  • Guide clients through the claims process and help them collect benefits when a claim is met.
  • Uphold legal responsibilities, including loyalty, ...

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