Role and Responsibilities:

Assessing Insurance Needs: Insurance advisor help clients assess their insurance needs by analyzing their financial situation, lifestyle and risk profile. Based on their assessment, they recommend insurance products that best suit their needs.

Finding the Right Insurance Products: Insurance advisor help customers find the right insurance product by explaining the features, benefits and limitations of different insurance policies. They also help customers compare insurance policies from different insurers to find the best policy for their needs.

Claim Assistance: Insurance advisor assist customers by explaining the claim process and helping them fill out the necessary forms. They also liaise with the insurer to ensure that claims are processed promptly and efficiently.

Policy Renewal: Insurance advisor inform customers when their insurance policies are due for renewal and assist them in renewal. They also help the customers understand the changes in any policy terms and conditions that have occurred since the last policy period.

Policy Review: Insurance advisor periodically review their clients' insurance policies to ensure they are up-to-date and continue to meet their needs. They also provide recommendations on necessary policy changes based on changes in the financial status or lifestyle of the customer.