Underwriters: How to Get More New Business
Underwriters love to dodge phone calls and send emails instead. I was absolutely guilty of it in the early days of my career because it was easier to figure out the answer and respond by email, than feel uncomfortable not knowing the answer on the phone.
Recruiting Tips for Brokers & Carriers
Culture matters - people want more out of life and work than ever before. Culture isn't a ping pong table in your breakroom. It's giving people the flexibility to juggle a career and a homelife. Being generous with time off and remote work. Getting rid of toxic employees even if they are top sales people (yes, really!). Supporting causes that are important to your teams. You'll be surprised how much harder people will work when they feel valued and appreciated.
Submission Narratives Matter
It takes time and effort to get in front of a client to earn the opportunity in the first place. Put the same amount of effort into getting a great option from your Under Writer or you're working way harder than you need to.
Underwriting is a Sales job.
People do business with people they know, like and trust. Producers have lots of choices when marketing a new account - they are going to gravitate to those they like working with.
Career Death by Stagnation
Spending your entire career at one company was once the thing to do. It was stable. You had a pension. You were respected for your loyalty to the company.
Are you a “woman’s woman”?
Do you mentor and guide other women without regard for how it could help you? Do you share your wisdom or keep it guarded for fear of someone one-upping you?
Don’t be Afraid to Fire a Client.
Having worked with many different producers in my underwriting days, and along side many others when I became a producer myself, I've come to realize there are essentially 2 types of people:
What Successful Producers DON’T do.
Insurance can feel like the wild west at times. Some of the stuff I have seen and stories I've heard lately.... I'm dumbfounded.
BOR is the way to go.
If you're a producer not focused on selling by BOR, you're making life way harder than it needs to be.
It's OK to Not Want to Move Up the Ranks.
In my underwriting days, I worked with one of the very best underwriting assistants I've ever seen.
Why I Almost Didn’t Start My Business
I almost didn't start my business. I decided to quit my job and do this nearly a year before I actually did.
Working Moms: This is for you.
This morning as I stood at my kitchen sink, I looked out and saw a parent wrangling 2 tiny children into the car.
Sales is not for everyone.
Being an insurance producer is a great gig, but make no mistake - the highs are high and the lows are low.
The Hard Truth for Job Seekers
If you're struggling to move forward in the process after speaking with recruiters/hiring managers, it's likely not for the reasons you think.