How do you handle situations where a customer’s travel insurance policy needs to be canceled due to changes in their travel companion’s travel activities or itinerary?

Sample interview questions: How do you handle situations where a customer’s travel insurance policy needs to be canceled due to changes in their travel companion’s travel activities or itinerary?

Sample answer:

Handling Changes in Travel Companion’s Activities or Itinerary

  • Establish Communication: Reach out to the customer promptly to understand the situation and gather relevant information.
  • Review Policy Terms: Analyze the specific policy provisions related to changes in travel companions or itinerary.
  • Explore Options: Discuss possible solutions with the customer, such as:
    • Adding or substituting a new companion to the policy
    • Modifying the itinerary to align with the companion’s activities
  • Provide Clear Guidance: Explain the implications of each option, including any additional fees or adjustments to coverage.
  • Facilitate Modifications: If necessary, assist the customer in making the desired changes to the policy.
  • Document the Process: Record all communications and actions taken to ensure transparency and accountability.
  • Communicate Updates: Keep the custom… Read full answer

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

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