Insurance agents have an important job. They help people make crucial decisions regarding Casualty, auto, life, disability, commercial, health, and other insurance policies. Not everyone has the traits necessary to succeed as an independent insurance agent. If you’re looking to enter the insurance industry as an independent agent, do a little personality check to see if this is the right industry for you.
Some Traits an Independent Agent Should Have
Let’s look at a few traits that a great independent agent must have:
- Insightful- This is probably one of the most important aspects of being an insurance agent. When clients come to you with their requirements, they depend on you for guidance and information on various products available. It’s why industry insight is crucial and that can come only with being well-informed about the latest products and changes in policies and insurance plans. They rely on you to get them the best coverage within their budget.
- Approachable and Trustworthy- When you are dealing with clients, they need to feel confident about dealing with you. They are entrusting you with their most valuable assets and are looking to you to protect them. It’s why you need to be personable, approachable, professional, and trustworthy.
- Reliable and Transparent- Insurance policies provide coverage and represent a recurring financial commitment. Your clients' have to be sure that the advice you provide them is suitable for their circumstances and needs. This is why you must be reliable and transparent in your dealings with them.
- Accessible- People today lead very busy lives and while insurance is important for them, they may not always have time during workdays to check on their insurance coverage. As an independent insurance agent, you must be accessible and available (sometimes after business hours and on weekends) to cater to your clients’ needs.
Being Proactive Matters
The one way to stay ahead of the competition is to hone your skills, upgrade your knowledge so that you can provide your clients the best services. If you want to stay a step ahead of captive agents, you would be able to switch carriers and plans and offer your clients tailored services. For any information on how to become an independent insurance agent, contact us today.
Our executive team is friendly and knowledgeable and here to help answer questions and clear doubts. In short, they will help you set up your agency for success. They will help keep you informed and provide you with the guidance and training you need to grow your client base and become an excellent agent.