Successful insurance agents communicate well with clients, have the skill to sell, know their products, and keep at it day in and day out. Team with Magellan Healthcare to strengthen your sales techniques and become an insurance agent with a business you are proud of.
People Skills
When you work with people all day, you must be comfortable communicating with your community. People of all backgrounds are eligible for insurance, and good insurance agents have the skills to listen and empathize. They also know how to communicate effectively without industry jargon, speaking in a language that is accessible to everyone.
Insurance agents with repeat customers are ones who put their clients’ needs first. If you work with only your commission in mind, you won’t be keeping your clients happy and your business will feel the impact. Use your role to take care of your community and connect them with the products that best serve their needs. In return, you will earn loyalty and repeat business.
Sales Skills
How will you interest your customers in different products without sales skills? In this profession, you show clients the value of plans over other plans. Understanding your clients’ needs and speaking to those by highlighting how your offerings complement them is the basic analysis needed for an agent. Once you’ve mastered your products and gotten comfortable selling, you will build on these skills and take that natural inclination to a new level.
Customer Service Skills
Insurance agents are taking calls, making appointments, answering emails, holding presentations and more on the daily. Consistent, timely communication and tact will help you go far in keeping your clients happy and feeling respected. Build a team with similar values to maintain a reputation as caring for the community and nurturing client relationships.
Technical Knowledge
To sell insurance products, you must learn the ins and outs of those specific plans and become certified through each carrier. While you have that basic requirement of understanding, you need to marry it with your care for clients by analyzing their needs and taking into account costs, taxes, legalities, regulations and more to benefit your clients.
Persistence
Insurance agents generally have only a small portion of their target audience reach the bottom of the sales funnel. They must have patience and continue to produce content, place ads, market and sell to gain the attention of quality clients. They must also know how to take rejection, even from existing clients.
Become a better insurance agent with the support of Magellan Healthcare. Access training, guidance and tools to boost your business today.
