Q.1 I'M ASSISTANT TO HEAD OF an insurance service company and last week when a client asked to remove someone from his residence and road policy, I called them because I needed the person being removed to give permission. He came to the phone and did so and I proceeded with the process. Today I learned I must have that permission in writing and am embarrassed because I didn't check that before I called. Now I have to recall the client and explain the party on his policy must fill out a form, sign it and return it to this office by email or fax or mail. I'm really embarrassed to tell him I made that mistake, worse, I don't want my boss to find out. What do I do?
A.FORGET YOU ARE EMBARRASSED and tell the truth. Everyone will discover it eventually, since truth has a way of always appearing when you least expect it to. There's no shame in needing more information and that's all you need explain to everyone. Don't mention your previous call. Simply say you are sending a form and must have him sign it and return it to your office. Then do it and stop worrying.