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 Posted: Thu Oct 30, 2008 7:17 am Post subject: Insurance advisor -key responsibilities and work areas |
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What are the key knowledge areas and key responsibilities concerning the position of an insurance adviser?
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Purpleheaded08
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| Posted: Thu Oct 30, 2008 7:44 am Post subject: |
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| Hi, as far the key knowledge areas are concerned, I can tell you that they would need to have some product knowledge and systems knowledge. It would be a value addition for them to possess good communication skills and interpersonal skills. Regards, ArindamSenIndies |
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ArindamSenIndies
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| Posted: Thu Oct 30, 2008 9:06 am Post subject: |
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Hi there.. they would be expected to fit into a professional team and maintain consumer focus. If they would reflect strong negotiation skills then that would add to their value. A little bit of planning or decision making abilities would soon see them at the top. Thanks, Red-ribbons
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Red-ribbons
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| Posted: Thu Oct 30, 2008 9:27 am Post subject: |
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Hi, the key responsibilities of an adviser would include-
- Check whether the necessary documents are attached with an application
- Verify the documents before forwarding them to the client
- The match the client payment modes with the complaince guidelines set by the company
- Record new customer data through the computerized system or fax and attach the necessary documents before delivering them to the client
So, you see how important they are! Roddick |
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roddick
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| Posted: Mon Apr 25, 2011 6:14 am Post subject: key responsibilities concerning the position of an insurance |
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product knowledge,good communication skills and interpersonal skills.necessary document knowledge to the application,good services.
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indisearch
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