Agents who sell life insurance might also consider learning about individual retirement accounts (IRAs) and annuities so they can better advise clients on how to plan for long-term financial security. Taxes, personal budgets and stocks can all influence insurance offers, especially for agents working with life insurance. While employers don't typically expect their insurance agents to be experts in finances, a fundamental understanding of financial planning can help them better support their clients. Digital tools can help an agent with tasks such as managing claims, automating marketing emails, tracking sales performance and compiling quotes. Thorough knowledge of insurance software can also be a valuable asset. It's also helpful for agents to familiarize themselves with common digital programs for phone calls, emails, spreadsheets and presentations. It's important to know how to pursue new leads, attain prospective clients and confidently advocate for your employing business. The ability to persuade and negotiate can help agents close more sales and meet company goals. Insurance agents often have quotas to meet, and sales skills can help them garner business and increase profits. People who are outgoing and friendly may experience success in this career, as establishing positive connections with customers can lead to sales and referrals. Communication skills such as proper phone etiquette and active listening can also help these professionals better meet their clients' needs. Speaking clearly and honestly about policy options and claims can help develop trust with customers and create long-lasting relationships. Interacting with customers is vital to earning and maintaining business, so successful insurance agents typically have strong communication skills. It's also often helpful to treat clients with empathy and offer courtesy services, such as check-in calls and thank you notes, to help clients feel appreciated. Basic customer service principles apply, such as responding politely and promptly, offering solutions and honoring a company's promises. Insurance agents collaborate directly with clients, so they need to remain attentive, informative and helpful. Here are some examples of valuable insurance agent skills: Customer service While professionals may apply skills differently across various insurance environments or companies, there are some fundamental skills that most agents use regularly. To succeed as an insurance agent, it's helpful to employ a combination of technical knowledge and interpersonal skills. Related: How To Become an Insurance Agent Examples of insurance agent skills Since insurance agents interact with a portfolio of clients regarding complex issues, they typically possess skills that help them understand data, make recommendations and answer client inquiries. Insurance agents work with individual and commercial clients to identify potential risks and discover solutions to protect assets. Insurance agent skills are abilities that can help professionals succeed in developing customer relationships and selling policies. View more jobs What are insurance agent skills?
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