A career in insurance can be very rewarding, both financially and emotionally. As an insurance agent, you’ll have the opportunity to help people protect the things that are most important to them. But before you can start helping others, there are a few things you need to know. Here are the five skills every new insurance agent needs to succeed. Here are some easy insurance PRO tips to help you get started.
The Ability to Build Relationships
As an insurance agent, a large part of your job will be building relationships with clients. You’ll need to be able to establish trust quickly so that clients feel comfortable working with you. This means being polite and professional at all times, being a good listener, and being able to empathize with your client’s needs.
Good Communication Skills
Insurance can be a complex topic, and it’s your job as an insurance agent to make sure your clients understand their coverage options. This means being able to explain complex concepts in simple terms. It also means being an active listener so that you can understand your client’s needs and tailor your explanations accordingly.
A Strong Work Ethic
A successful insurance career requires a lot of hard work. You’ll need to be self-motivated and comfortable working independently. You should also be prepared to work long hours, especially when you’re starting out. The good news is that all of that hard work will pay off in the form of satisfied customers and lucrative commissions.
A Willingness to Continuously Learn
The insurance industry is constantly changing, which means you’ll need to keep up with the latest products and industry news. You should also be prepared to complete Continuing Education courses on a regular basis in order to maintain your license.
Experience With Computers and Technology
With more and more people shopping for insurance online, it’s important for insurance agents to be comfortable using computers and various types of software. From quote engines to customer relationship management (CRM) systems, a lot of technology is involved in selling insurance these days. If you’re not familiar with using computers and various types of software, now is the time to learn!
Getting Licensed
First and foremost, you need to be licensed in order to sell insurance. The requirements for getting a license vary from state to state, but you’ll need to take a written exam and pass a background check. Once you’ve met all of the requirements and have been issued a license, you’ll be able to start selling insurance.
Find an Agency
The next step is finding an agency to work for. There are two main types of insurance agencies: captive and independent. Captive agents only sell insurance for one company, while independent agents can sell insurance from multiple companies. There’s no right or wrong answer when it comes to choosing between the two; it ultimately comes down to what’s best for you and your career goals.
Start Selling
Once you’ve found an agency to work for and have been licensed, it’s time to start selling! There are a few different ways to market yourself and your services. You can start by reaching out to your personal network of family and friends. You can also attend local events and introduce yourself as an insurance agent. And of course, don’t forget about online marketing. Creating a website or blog is a great way to reach more people and grow your business.
Final Thoughts
If you’re thinking about starting a career in insurance, these are the five skills you’ll need to succeed. Insurance can be a complex topic, so it’s important that you have strong communication skills so that you can explain things clearly to your clients. You’ll also need strong people skills since much of your job involves building client relationships. Additionally, you should have a strong work ethic since success in this field requires a lot of hard work and dedication. Finally, experience with computers and technology is essential since many people now shop for insurance online. If you have these five skills, you’re well on your way to a successful career in insurance!
By Brianna Ferreira. Easy Insurance Pro is a company that is dedicated to helping independent insurance agents connect with clients and increase engagement.
