Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients.
Tasks include –
obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions;
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Sales Management
Mandarin Language Proficiency
Customer Relationship Management (CRM)
Business Development
Communication Skills
Negotiation Skills
Market Analysis
Telesales
Client Relationship Management
Business Management
Telemarketing
· Review and approve marketing customer claims by validating that supporting documentation is appropriate, complete, accurate, and sufficient to substantiate the claim.
· Assess claims against established guidelines, policies, operational controls, audit requirements, and SOX control requirements.
· Apply sound professional judgment and skepticism when evaluating the reasonableness, business justification, and validity of claims and exceptions based on available facts and supporting evidence.
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