Just started in insurance and I’m learning that this business is as much about relationships as it is about coverage. Every client has a different story, and figuring out how to connect while still understanding all the technical details can feel like a lot at once. For those who’ve been doing this a while, what helped you build confidence early on?

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I’ve been in the insurance business 38 years. Tip 1: It’s always better to say “you know what, I’m not sure about the answer to that question and I don’t want to advise you incorrectly . Can I check on that for you and get right back to you?” Then make sure you answer them asap. It starts to build trust.

Tip 2: No matter how mad or frustrated the client is, remain absolutely calm. The calmer you are, the faster the client will calm down. Sympathize with them and assure them your going to immediately do all you can to resolve their issues. Keep them in the loop along the way so they’ll know how hard you’re trying to help them.

Tip 3: Keep in mind that they are just people like you and me. You’ll soon learn, if you haven’t already, to “feel out” their personality. Who you can joke with and who is just colder and be totally professional with them. Most people just want to be heard. They need help. Let them know you’re trying to help them because you want to, not because it’s your job to. These little tips have helped me throughout my career. If you’re relaxed, by far your clients will relax also. I hope these tips help.

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They don't know u are new
... you know more than they do u are the expert take that power!!

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