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As an Insurance Officer you have four main tasks to do and you do them almost every day:Contacting people: This takes quite a lot of time as the Insurance Officer has to figure out which all are the prospective clients. They have to contact them via emails, phone calls, text messages etc and get them aware about the various policies that the company is offering. One has to be really polite during the conversations.Meet prospective clients: This is one of the important roles of an Insurance Officer's work. They have to understand the client's needs and listen well to them. Accordingly, they suggest the right solution and the policy to the clients. They cannot sound too nosy. The interpersonal skills matter a lot in such meetings. They often travel to the client's place and have the conversations.Share the insurance proposition: According to the needs of the client and as per company's considerations, right policy is suggested to the client and the various formalities are initiated.Closure and client retention: From the approvals, till the final agreement - all the formalities have to be taken care of, by the Insurance Officer. Once the closure is done, they have to ensure that they satisfy client's needs and take their feedbacks from time to time.
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Career Counselor/ Director at Educomp Vidyamandir Classes
Mr. Vaibhav is a passionate Educator and Carrer Guide, he had left his career of Investment banking to Pursue his passion of Motivating and Guiding Students. He has Started Learners Zone and over the last 4 years guided more than 500+ Students for Various career. Vaibhav Bhutra hold a degree of FRM(USA), ICWA, MBA and has a corporate work experience of 3 Years in Mumbai.
Career Counsellor and Co-Founder of CANVAS CAREER
Mr Tejas is a practicing Career Psychologist. He is a certified Master Trainer of Life Skills from (Khemka Foundation) Delhi and holds more than five year of experience as Career Psychologist and life skill trainer. He has counselled around 50,000+ students over conferences in various part of country .Scholarships and competitive exams are his special areas.
Career Guide to 3000+ students till date
Have been conducting career guidance workshops in 30 schools in Mumbai, Pune, Panchgani, Nasik and Goa for the past 5
Have engaged with approx. 3,000 students both collectively in groups as well as individually for various programs
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Commerce Graduate and an MBA in Finance from IIM Indore
Ms. Meghna is a owner of Shiksh Vikas and is an expert in Career Counseling and Career Coaching she keeps her main focus on issues such as career exploration, career change, personal career development and other career related issues in order to provide right solution to an individual or student regarding a career query. She has had a extensive experience in education management and is well versed in her field of counseling and guidance.
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