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Best Qualities of a Successful Insurance Agent


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If you have ever considered becoming an insurance agent or joining that career path or wondered if this career path could be correct for your future, being as full of risks and reward as it is, then there are several important qualities that you will need to possess, qualities that are beyond that what systems, processes and software such cloud call center software solutions can provide. You should be aware that the life insurance business can not only be very challenging both but can also be immensely rewarding for those who are willing to be associated with the necessary skills that are needed to build their business.

Published in: Self Improvement
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Best Qualities of a Successful Insurance Agent

  1. 1. Best Qualities of a Successful Insurance Agent
  2. 2. Introduction  Insurance is something which people buy at a very high price but they cannot see it, touch it, or feel it.  You’re selling concepts. You’re marketing trust  It should also be known that hiring an excellent insurance (call center) agent is very important.  This is required at hand because candidates are divided based on various criteria, including but not limited to personality, skill, capability and motivation, during the hiring process itself.  Therefore, it is vastly helpful to know what exactly what makes an agent successful in this profession.
  3. 3. Top Qualities of Insurance Agent  Don’t Just Aim for Commission  Be Easily Accessible  Be Emotionally Intelligent  Be Enthusiastic  Handle Rejections Properly  Never Mislead  Handle Multiple Accounts  Well-Informed  Skilled in Financial Aspects  Aim to Provide Best Service  Be Honest with Customers  Don’t Get Used to the Format  Well-Organized  Flexible  Be Friendly  Should Know to Use Tools  Do Not Keep Your Emotions at Surface
  4. 4. 1. Don’t Just Aim for Commission  An agent who is working just to earn a commission, and is completely unaware of the needs of the client, is not meant to last long in the insurance business.  Agents, who invest their time and effort to listen carefully to what their client is saying will be able to gain their trust, which is the toughest task of their job as an insurance seller. 2. Be Easily Accessible  Customers, who are capable of getting in touch with their agents every time they need them are likely to stay happy and relieved by the company as a whole.  Thus, a timely response to inquiries and phone calls is a must deal, and you must be able to do what and when it is guaranteed to be done.  If not possible, you should have a good reason as to why you cannot.
  5. 5. 3. Be Emotionally Intelligent  Emotional intelligence is the ability to listen to and relate to the clients in order to know what they really want and need from the agent.  A good agent with high EQ should be thoughtful and should know how to help a client see their financial reality clearly, even if the client refuses to see it. 4. Be Enthusiastic  One of the most important and best qualities of a good insurance agent is that regardless of what happened, they manage to appear upbeat and eager all the time.  A worn-down or dreariness with a lack of enthusiasm will immediately put off clients and even discourage them from buying anything, least of all an insurance.
  6. 6. 5. Handle Rejection Properly  Handling rejection is possibly the most critical quality of any good insurance agent.  Those who work in this field should be able to handle a lot of rejection on a daily basis, which is probably the basis of their careers, and handle it with a smile and keep up the will power of moving on to the next customer.  Excellent insurance agents understand that each “no” is saving their time and it will only bring them closer to a customer who will say “yes” to the company’s policies.  Those are one your agents should be targeting and hoping to rail in.
  7. 7. 6. Never Mislead  Insurance agents who are bent on the use deception to gain business with customers seldom stay with the company for very long, and is already proven to be an unethical agent who can also end up behind bars in some cases if the customer lost a lot of money due to the agent’s scam.  It also serves as poor reputation for the company.  A good agent will always prefer speaking the truth up front to win them clients’ respect and earn their trust. 7. Handle Multiple Accounts at a Time  A good insurance agent will be more than able to work harder in order to offer a wide-range of products and a variety of added services to induce interest in products that can will meet the practical needs of a customer that they might have.
  8. 8. 8. Well-Informed  A good insurance agent is adept at knowing a whole lot more than just insurance and therefore appears to be truly dependable.  A good agent will understand the taxes and legal aspects of the products he is selling to the customer and can talk about it in details.  They can describe exactly how these policies are designed to be fitted into a customer’s financial situation so that they don’t feel insecure while buying the insurance.
  9. 9. 9. Skilled in Financial Aspects  Some agents are skilled in practicing financial planning, income tax preparation or some other avenue of financial service, as their primary profession and opt for writing insurance business when it becomes necessary.  These are excellent agents for recruiting for they will know exactly what to say to the customers so they become immensely interested in the insurance.  These agents know what to say and when to say it.
  10. 10. 10. Aim to Provide Best Service  It is the task of an agent to provide the best quality support they can to their customers.  For achieving this, they should be able to learn and remember a good amount of information about your company, its policies and its services.  By the time, they are well into sealing a deal, they should know the nitty- gritty of the products or services that the insurance is going to provide. 11. Be Honest with Customers  When call center agents know that they cannot resolve the issue, be honest with the customer, and tell them whom to call, when agents really cannot help with the case.  This should be an opportunity to learn, because as time progresses, they should know the answers to normally asked questions and troubleshoot them effortlessly.
  11. 11. 12. Don’t Get Used to the Format  Agents often answer the same questions and tackle the same type of complains continually.  Agents can end up becoming intensely smug as a result.  Thus, in order to avoid this, they should change their answers and replies, and even talk to their manager about handling other departments to prevent boredom and smugness. 13. Well-Organized  Being organized is a must for agents who work in a call center.  They need to be able to manage many tasks at once, such as checking the knowledge base, updating the CRM and taking notes in your helpdesk while at the same attending to the customer’s queries about insurances and such.
  12. 12. 14. Be Flexible  Not only do call center insurance agents handle tons of calls per day, but they also interact with customers with a lot of different personalities.  Also make sure that the agents are flexible enough to handle them is very important.  Agents should be adept at handling a talkative customer one moment, and then respond to an angry customer the next.  They should be able to let the bad interactions off the hook with ease.
  13. 13. 15. Should Know to Use Tools  You should have the proper tools using which they should be able to work swiftly and efficiently without having to run from one supervisor to another.  Their tools should be self-explanatory and easy to use, so that they don’t fumble while on the line with their customers.  There are a variety of such tools available in the market, and a call center software pricing check can be done for more information.
  14. 14. 16. Be Friendly  Remember that agents are the frontline of your company.  Be sure that they are encouraging a warm and friendly image to your customers.  Agents should be able consistently positive in maintaining friendliness. 17. Do Not Keep Your Emotions at Surface  You should be able to adopt many faces at once.  It is important that they do not keep their emotions on the surface  It is also important for any insurance agent to considering selling insurance first and foremost without going with their emotional factor.
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