How to Answer: Insurance contracts can be detailed and lengthy. How do you go about breaking down your clients' insurance contracts to them?
Advice and answer examples written specifically for a Sun Life Financial job interview.
8. Insurance contracts can be detailed and lengthy. How do you go about breaking down your clients' insurance contracts to them?
What You Need to Know
This question aims to assess your communication skills and integrity. They are curious about how effectively you convey complex contracts in relatable terms and how thoroughly you walk your clients through them. Your interviewer needs assurances you'll effectively represent their brand and that your communication and customer service skills meet their standard.
Written by Kevin Downey on October 5th, 2022
1st Answer Example
"I understand that insurance policies and contracts can appear complicated to my clients. I will walk them through each section before they sign and use simpler terms and analogies when needed. I have often had clients comment on my ability to relay the information to them in an easy-to-understand method."
Written by Kevin Downey on October 5th, 2022
2nd Answer Example
"Yes, insurance contracts can be difficult to understand! I do not want to assume that a client is struggling, so I will let them go through the contract at their own pace and then encourage questions through all steps in the process."
Written by Kevin Downey on October 5th, 2022