Sample interview questions: Can you explain the process of assisting customers with obtaining necessary documentation for their travel insurance policies after their trip?
Sample answer:
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Gather necessary information: Collect personal details (name, address, date of birth, etc.), travel details (destination, dates, purpose), and insurance policy information (policy number, coverage details, etc.).
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Review policy documents: Carefully study the policy’s terms and conditions to identify the specific documentation required for a claim. Ensure you understand the requirements for documentation of medical expenses, lost luggage, trip delays, and other covered events.
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Provide guidance to customers: Communicate clearly and patiently with customers, explaining the documentation requirements in a way they can easily understand. Offer guidance on how to obtain the necessary documents, such as medical receipts, police reports, or travel itineraries.
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Assist with obtaining documentation: Work closely with customers to gather the required documentation. Provide templates or forms if needed an… Read full answer
Source: https://hireabo.com/job/11_4_10/Travel%20Insurance%20Agent