Sample interview questions: How do you handle situations where a customer’s travel insurance policy needs to be adjusted due to changes in their visa or immigration status?
Sample answer:
- Communicate clearly: Explain the situation to the customer, outlining the specific changes that need to be made to their policy.
- Review the policy: Check the customer’s existing travel insurance policy to determine if the changes can be accommodated within the current coverage.
- Offer options: If adjustments are required, present the customer with a range of options to meet their specific needs and budget.
- Provide documentation: Request documentation from the customer to support their change in visa or immigration status. This may include a new visa, updated passport, or evidence of residency.
- Process the adjustment: Once the necessary documentation is received, promptly process the policy adjustment and issue an updated policy document.
- Confirm changes: … Read full answer
Source: https://hireabo.com/job/11_4_10/Travel%20Insurance%20Agent