Insurance Executive

Client Education & Consultation Explain the different types of moving insurance options available (Lump Sum, Valued Inventory, All Risk, Total Loss, etc.) Provide professional recommendations based on the client’s shipment, budget, and needs Address customer queries regarding coverage, claims, exclusions, and processes Policy Management Guide customers in filling out the Valued Inventory Form accurately Review submitted inventories to ensure completeness and accuracy Activate insurance coverage prior to the scheduled move date and issue relevant documentation Maintain updated insurance records for each move Claims Handling & Communication Act as the primary liaison between the client and the insurance provider for the duration of coverage Assist customers with initiating and filing claims in the event of damage or loss Follow up with insurers to ensure timely processing and settlement of claims Compliance & Reporting Ensure compliance with company policies and insurance regulations Coordinate with internal operations teams and the documentation department for smooth service delivery Maintain trackers and reports for active, pending, and expired policies Provide weekly insurance status reports to the management team Internal Training & Support Conduct periodic training sessions for relocation consultants and sales staff on insurance procedures and offerings Collaborate with the sales team to bundle insurance offerings into proposals