4 Best Customer Service Tips For Insurance Agents

January 13, 2021 | Agents, Brand Development, Insurance

When approaching customers, one must be very careful and professional about facts and their presentation. Many insurance agents and companies tend to make lofty promises but fail in delivery.

You’re in the right place if you’re an insurance agent and looking for some customer service tips.

Let’s begin.

1. Project Empathy

As an insurance agent, you are bound to receive some complaints daily. While they may be about you, your service, or something else, you must understand that this is normal. Occasionally, becoming frustrated is also standard. However, you need to understand that every customer’s problems are unique and show emotional support and empathy.

This will help an extremely dissatisfied customer relax and realize that you are trying to help them.

2. Follow Up

When making a sales call, be polite and consider the customer’s busy schedule. Not everyone has the time to listen to a sales call. Following up is a crucial aspect of being an insurance agent. Failing to do so can make a potential client feel unprioritized, which can lead to the customer being likelier to go with another insurance company.

Don’t be afraid to reschedule; make sure that you remember to follow up!

3. Use a Personal Touch

The last thing customers want to hear when they are distressed is an automated message telling them to ‘Please hold.’

It is understood that sometimes it’s impossible to address a customer immediately, but whenever possible, a customer should speak to a natural person. If you are there for the customer at the right time, you could be a loyal customer for life.

4. Develop Etiquettes

When customers enter your office, you must showcase your professionalism: be appropriately dressed, clean, and well-organized. Courtesy and understanding will also go a long way. Make your clients want to see you.

Most people aren’t going to be excited to have to go see “the insurance person”, but feeling welcome and taken care of can go a long way toward establishing a lasting relationship.

Final Word

Being an insurance agent is a tough job. A customer leaving with a good or bad impression depends on you. The key lies in being presentable, knowledgeable, and upbeat.

If the customers know you will stand behind your promises, they will most likely give you a chance. Moreover, selling something is a lot about developing the selling skill, and it can only be acquired by doing it.