THURSDAY, MAY 21, 2020
A business is only as good as its employees. Agents are the people insurance clients go to when they need help, information or reassurances, and great customer service can be what sets your life insurance agency apart from others. Sometimes, however, it’s hard to deduct how a new employee will act until they’re actually hired. There are a few signs to look out for when searching for and interviewing possible agents.
One of the most important aspects of a future employee is attitude. This isn’t simply their attitude around customers, but around coworkers, as well. One bad attitude can bring team morale down and cause issues between employees, which in turn affects their work ethic, happiness and their relationship with customers. Look for someone with a good attitude who is not afraid to face challenges and solve problems.
When it comes to life insurance, conversations can often take a sad or upsetting turn. It’s important for an agent not to let this affect them on a deeply personal level, but they should still be able to connect with the client. Life insurance agents should be able to understand other people’s emotional needs even over the phone and have an idea of how to provide condolences in a professional manner. It’s also important for their superiors to monitor the mental health of their employees, especially in these instances. An empathetic agent is also, very often, a passionate agent. You want passionate agents working for your life insurance agency who believe in what they are selling.
The insurance industry can be complex and confusing to newcomers, even those who move from one type of insurance to another. Handling people’s personal information and financial assets requires the utmost care and attention to detail. Life insurance agents should show their care for detail and attention to the fine print so they’re able to catch any clauses or mistakes on policies and claims.
Life insurance agents should be able to listen just as well—if not more so—than they speak. This adds to every aspect of the job, from taking claims over the phone, listening to problems, interacting with coworkers and taking instructions from bosses. Signs of someone with great listening skills includes direct eye contact, less talking, and asking astute and direct questions related to the conversation.
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