Conduct Remote Client Consultations : Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions.
This involves explaining policy features, coverage options, and premium costs. Provide Customer Service : Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
Foster Relationship Building : Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
Uphold Compliance and Documentation : Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions. Powered by JazzHR
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