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Inform and advise concerned parties regarding fluctuations or securities transactions affecting plans or accounts.
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- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Answer customer questions related to energy sales procedures, energy markets, or alternative energy sources.
- Explain contracts or related documents to customers.
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- Explain rental fees, policies, and procedures.
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