WEALTH PLANNER

- Attend meetings, seminars and programs to learn about new products and services
- Calculate premiums and establish payment methods
- Report the progress of initiatives to stakeholders
- Maintain bookkeeping systems, databases and records
- Monitor insurance claims
- Meet customers’ expectation to ensure satisfaction of insurance coverage
- Continuously educate yourself on the industry and learn about new products and services
- Fulfil all policy requirements
- Help clients settle any claims on their insurance
- Customize insurance programs to suit individual customer needs
- Ensure that policy requirements are fulfilled including completion of the appropriate forms
- Inspect property in order to examine its overall condition and decide its insurance risk
- Make sure all paperwork is filled out and filed to put insurance policies in place
- Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company