Broker/Agent - Sales

Hone your craft

Be a ‘sponge’ to learning

Expose yourself to as many facets of your role as possible

• If you are coming to insurance from a background in sales, work to grow your insurance knowledge to complement your experience

• Some organizations may blend both sales and service in their broker/agent roles; it may be useful to also review Broker/Agent - Service Stream Career Map to benchmark where you are now and plan for future goals

Build on your knowledge, book of business, and experience

• Increase ability to manage client needs more independently

• Maintain balance between sales / production and relationship management

• Foster understanding of key metrics, sales targets, and relationship needed for success

• Consider starting to specialize – learn as much as you can about options available (e.g. business lines, products, etc.)

• Prepare for multiple possibilities to keep your options open

Assess what lies ahead for you

• Continue to foster capacity to secure new business, enhance products /coverages, and develop relationship

• Consider your skills and experience when making decisions about next steps; what feels right for you? Specializing, diversifying, taking on new challenges like business development or people leadership?

• Set a goal and work towards it

• Talk to your manager or HR for additional support

Explore ways to share your expertise

• Evaluate which ‘track’ feels in keeping with your goals - technical specialist or operational leader?

• Consider leveraging your expertise in Practice Leadership Roles, Risk Management, or even Account Management/Service Stream