Broker/Agent - Service

Foundation Foundation
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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 customer service, growing your insurance knowledge to complement your experience will be key to your success
  • Some organizations may blend both sales and service in their broker / agent roles; may be useful to also review Broker / Agent – Sales Stream Career Map to benchmark where you are now and plan for future goals

Building Building
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Build on your knowledge and experience
Increase your ability to manage client needs with more independence
  • Maintain balance between sales / production and relationship management
  • 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

Enhancing Enhancing
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Assess what lies ahead
  • Continue to foster capacity to manage client relationships, enhance products / coverages, and leverage industry connections to your clients' advantage
  • Assess your skills and experience when making decisions about next steps; what feels right for you?
  • Consider specializing, diversifying, taking on new challenges like people leadership, business development, etc.
  • Set a goal and work towards it
  • Talk to your manager or HR for additional support

Mastery Mastery
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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 Underwriting, Risk Management, or even the Sales Stream within the Broker / Agent role