How do you handle situations where a customer’s travel insurance policy needs to be transferred to a different travel date?

Sample interview questions: How do you handle situations where a customer’s travel insurance policy needs to be transferred to a different travel date?

Sample answer:

  • Review the original policy: Examine the terms and conditions of the existing policy to determine the transferability provisions and any applicable fees.
  • Contact the insurance provider: Reach out to the insurance carrier to inquire about the specific procedures for policy transfer and any additional requirements or restrictions.
  • Obtain necessary documentation: Gather any supporting documentation, such as the new travel dates, flight itineraries, and any additional information requested by the insurer.
  • Submit a transfer request: Formally request the transfer by completing the necessary paperwork and providing the required documentation.
  • Cancel the original policy (if applicable): In some cases, the original policy may need to be canceled and a new policy issued with the updated travel dat… Read full answer

    Source: https://hireabo.com/job/11_4_10/Travel%20Insurance%20Agent

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