Insurance Consultant Responsibilities and Duties

Posted in Job Responsibilities

Administer all inbound calls from various employees and prepare all product quotes for all required customers.

Maintain knowledge on all complex policies and coverage details for same and assist customers to complete all applications and forms and all required documents.

Monitor all policies and assist to make all required changes to same and ensure achievement of all sales objectives.

Provide required assistance to all inbound call center and resolve all customer queries for product coverage and policies.

Prepare and present quotes for various customers regarding products and administer all general liability claims.

Monitor all renewal processes in compliance to travel accident policies and prepare reports for all liability claims.

Coordinate with automobile claim administrator to manage all customer calls and process claims and prepare all claim reports on third party claim management system.

Develop all documents for policy and contract files and provide technical support to all department procedures.

Assist to resolve all insurance claims within required timeframe and corporate compliance requirements.

Maintain and update integrated system technologies for all billing process.

Ensure adherence to all customer service standards and ensure implementation of safety practices.

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