To Support walkin customers in the branch towards providing insurance.
Providing customers with information on products, services as required.
Provide appropriate solutions and substitutes within the timeframes specified, and follow up to ensure resolution
Maintain client interaction logs, handle customer accounts, and file paperwork as and when necessary
Establish long-lasting, trusting connections by communicating professionally and empathetically with the clients.
Answering calls and responding to customers appropriately.
Demonstrate accuracy in processing client policy modifications based on the data given
Verify new customers coverage and present policyholders with proof of insurance paperwork
Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
Stay up-to-date on new insurance product inquiries utilizing all the resources available
Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
Proficiency with MS Office ( Word ,Excel)
Excellent active listening, interpersonal, and communication skills