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Chartered Insurance Institute
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At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
  • fulfilling customer requirements in the insurance sector
  • the importance of customer feedback to improve service in the insurance sector
  • the importance of good communication to maintain and build client relationships in the insurance industry
  • dealing with conflict within an insurance environment
  • the importance of keeping accurate and confidential records when dealing with customers
  • managing own workload and time to meet business requirements and timescales
  • working with others to achieve team and organisational objectives
  • the sales process
  • increasing sales activities