Takaful Planner
Nile Takaful
مجموع سنوات الخبرة :14 years, 6 أشهر
1) Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
2) Calculate premiums and establish payment method.
3) Customize insurance programs to suit individual customers, often covering a variety of risks.
4) Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
5) Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
6) Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
7) Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
8) Contact underwriter and submit forms to obtain binder coverage.
9) Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
) Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
2) Calculate premiums and establish payment method.
3) Customize insurance programs to suit individual customers, often covering a variety of risks.
4) Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
5) Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
6) Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
7) Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
8) Contact underwriter and submit forms to obtain binder coverage.
9) Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
1) Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
2) Calculate premiums and establish payment method.
3) Customize insurance programs to suit individual customers, often covering a variety of risks.
4) Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
5) Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
6) Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
7) Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
8) Contact underwriter and submit forms to obtain binder coverage.
9) Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
An insurance coordinator is responsible for coordinating with people from several departments on behalf of employing department. Specific duties of an insurance coordinator include coordinating with marketing, operations, and human resources management departments; receiving mails and distributing to various people in the office; preparing administrative and functional reports for the manager; receiving incoming calls; making outbound calls to other divisions; collecting invoices generated and submitted by department members; forwarding the invoices to the accounts division; preparing invoices on behalf of the manager; physically moving stationery and documents to various places in the office; and performing various other duties as required. An insurance coordinator typically reports to an insurance manager.
An insurance coordinator should have a high school diploma or an associate's degree. Prior experience working as an insurance coordinator might be helpful. Excellent coordination skills and ability to multi-task are required.