Sample interview questions: How do you handle situations where a customer’s travel insurance policy needs to be transferred to another person?
Sample answer:
- Review the policy terms and conditions.
Start by carefully reviewing the terms and conditions of the travel insurance policy to determine if it allows for a transfer of coverage to another person. Some policies may explicitly prohibit transfers, while others may allow them with certain restrictions.
- Contact the insurance company.
Once you have determined that the policy allows for a transfer, contact the insurance company to inquire about the process. They will provide you with the necessary forms and instructions to complete the transfer.
- Obtain the necessary documentation.
The insurance company will likely require you to provide documentation to support the transfer, such as:
* A written request for the transfer signed by both the original policyholder and the new policyholder
* Proof of identity for both the original policyholder and the new policyholder
* A copy of the original policy
* Payment for any applicable transfer fees
- Submit the transfer request.
Once you have collected all of the required documentation, submit the transfer request to the insurance … Read full answer
Source: https://hireabo.com/job/11_4_10/Travel%20Insurance%20Agent