Insurance Assistant
Pioneer Insurance Brokers
مجموع سنوات الخبرة :8 years, 6 أشهر
Preparing quotations of different Insurance companies
Customize insurance programs to suit individual customers, often covering a variety of risks.
Ensure that policy requirements are fulfilled, including any mdical examinations and the completions of appropriate forms.
Sell various insurance policies to business and individuals on behalf of insurance.
Performing administrative tasks, such as maintaining records and policy renewals.
Explain features, advantages disadvantages of various policies to promote sale of insurance plans for direct customers.
Handling multiple sales agents’ policies - quotations, sending final premium and sending the renewal terms.
Calculate premium and ensure payment methods.
Booking invoice in the software- Praktora.
Handling all the online portals of various Insurance companies..
Underwriting