Wealth Planner

Job Scopes:

• Attend meetings, seminars, and programs to learn about new products & services.

• Calculate premiums & establish payment methods.

• Report the progress of initiatives to stakeholders.

• Maintain bookkeeping systems, databases, & records.

• Monitor insurance claims.

• Meet customers’ expectation to ensure satisfaction of insurance coverage.

• Fulfill 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 ...