Wealth Planner

Key responsibilities

• Attend meetings, seminars, and programs to learn about new products and services
• Calculate premiums and establish payment methods
• Report the progress of initiatives to stakeholders
• Maintain bookkeeping systems, databases, and records
• Monitor insurance claims
• Meet customers’ expectation to ensure satisfaction of insurance coverage
• Continuously educate yourself on the industry and learn about new products and services
• Fulfill all policy requirements
• Help clients settle any claims on their insurance
• Customize insurance programs to suit individual customer needs
• Ensure that policy requirements are fulfilled, including completion of the appropriate forms
• Inspect property in order to examine its overall condition and decide its insurance risk
• Make sure all paperwork is filled out and filed to put insurance policies in place
• Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company