Prioritizes the client’s needs
Excellent customer service.
Customers who can reach their agents when they need them are far more likely to be satisfied and confident. You must respond quickly to inquiries and phone calls, and you must be able to do what you say you will do when you say you will do it or have a good excuse why you can’t.
Emotional intelligence requires listening and empathizing with clients on a deeper level to determine what they want and need. And when the client is dead set against it, a good agent is discrete and knows how to make a client see financial realities.
The ability to work with a wide range of items
Insurance brokers who use fraud to close business seldom remain with the same company for long—and in some cases, they can end up in prison. A successful agent understands that speaking the truth upfront will earn them the love and confidence of their customers and contribute to repeat business.