Tanvi Garg

How is the typical day of a Insurance Officer ?

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by Tanvi Garg
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RE: How is the typical day of a Insurance Officer ?

Deepak Rana
Deepak Rana
Verified Career Expert
Author: Sky Beyond the Clouds
  • Kangra

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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