This question can help the interviewer understand how you approach your work and what steps you take to ensure clients receive the best possible service. Your answer should include a step-by-step process for qualifying potential clients, including information about how you determine their needs and match them with appropriate insurance plans.
Example: “When qualifying a potential client, I like to start by understanding their needs and goals. This helps me determine the type of insurance coverage that would best suit them. I also take into account their budget and any special requirements they may have.
Next, I research different policies from various providers to find the most suitable one for my client. I review the policy details carefully to ensure it meets all of their needs and is within their budget. Once I’ve identified the right policy, I explain it in detail to my client so they can make an informed decision.
Lastly, I provide ongoing support to my clients throughout the duration of their policy. This includes answering any questions they may have and helping them with any changes or updates they need to make. My goal is to ensure my clients are always satisfied with the service they receive.”
