Why It’s Important to Have Customer Service Skills as an Insurance Agent

What qualities make a good insurance agent? You may wonder if you’re looking to sharpen your skills and improve your close rate.

You may be surprised to learn that good customer service skills can help you sell. It’s because customer service reps and sales reps work with people directly, and you can relate to people who help.

Four customer service skills that also help insurance agents

You may find yourself closing more sales when you incorporate the following into your sales routine:

  1. Good communication. Yes, sales reps need to be able to talk. That’s a given. But it’s also listening that’s key when you’re trying to sell insurance. Why? Because people need to know that you understand their needs and are offering them a product that meets those needs. Both listening and talking will help you do much better when you’re trying to sell.
  2. Ability to adapt. You have a sales message and a suite of products to offer. But every prospect is different. You’ll need adapt your message to your audience, because everyone’s need is just a little different. Customer service reps need to be able to do this, and it’s a skill that also helps insurance agents.
  3. Patience. As an agent, you may start to feel like a broken record. You’ll be repeating the same message again and again, and you’ll be met with rejection. It’s just part of the process. But patience (and perseverance) will prevail as you stay positive and keep pitching prospects until you make a sale.
  4. Compassion. Insurance is a product that is meant to help people. If you have compassion for your customer’s situation, not only will it give you a better understanding of the type of product best suited to them, it will also help them trust you. And trust is critical in building long-term return customers (and recommendations!).

Get started building your skills

You might want to work with a job coach or even try your hand at a temporary customer service position. And InsuranceRecruiters.com can help. To learn more about our open insurance positions, visit our website.