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About the Case

Naomi Chen wants to cancel her life insurance policy before the date of maturity. She is at the insurance company’s office, meeting an executive for the same. She has her personal reasons for this decision of hers and would like the executive to help her with the formalities. 

As an executive at the insurance company, you need to talk to Naomi, understand the reason for her policy cancellation and help her with the procedure. 

Learning Objectives:
  • Effectively communicate required information to client
  • Improve relationship building skills with clients 
  • Strengthen problem-solving skills  
  • Display understanding of company policies 
  • Enhance negotiation skills to reach mutually satisfactory decision   
Skills Assessed
  • Effective Communication Skills
  • Problem-Solving Abilities
  • Negotiation and Persuasion 
  • Client Relationship Management
  • Product Knowledge and Compliance

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Life Insurance Policy Cancellation Request

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