Key Relationship Manager Interview Questions and Answers

Policy details should be explained in simple language with examples and visuals.

• Use simple language and avoid jargon

• Provide examples to help customers understand

• Use visuals like charts and diagrams to explain complex concepts

• Encourage customers to ask questions and clarify doubts

• Summarize the key points at the end of the explanation

Selling insurance involves understanding customer needs, building trust, and providing tailored solutions.

• Identify customer needs and concerns

• Explain the benefits and coverage of the insurance policy

• Build trust by being transparent and knowledgeable

• Offer personalized solutions based on customer's specific situation

• Follow up and provide ongoing support to ensure customer satisfaction

Insurance is a contract between an individual and an insurance company to protect against financial loss.

• Insurance provides financial protection against unexpected events

• Premiums are paid to the insurance company in exchange for coverage

• Types of insurance include health, auto, home, and life insurance

• Insurance policies have terms and conditions that must be followed to receive benefits

• Insurance helps individuals and businesses manage risk