Insurance Agent

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.

Location: Remote - Anywhere

Skills required for this job:

• Customer service