Insurance brokers, as the name implies, are qualified professionals who work with various insurance companies. When customers want to rent products in the area, they turn to this specialist. It was he who guided them towards the solution that best suited their needs.
We know, buy insurance, be it life, health, multiple risks, automobile, etc. – It is not always a basic, quick and easy process. Those who request to do so do so for various reasons, such as the need to protect the health and/or property of themselves or their loved ones. This is the asset of the insurance broker. Thanks to his knowledge and experience in the matter, he will deal with:
- Decipher the customer’s order;
- Evaluate the real needs;
- Find the most suitable offer at the most competitive price.
Working as an insurance broker helps solve the problems of private clients or companies . Keep reading the article and discover more about this activity!
What is an insurance intermediary?
As mentioned above, an insurance broker is one of the professionals who work in the insurance industry. He can do it independently or as a network company (for example, someone who opens a store with DS SEGUROS).
The broker symbolizes the bridge between the client and the insurance company. Based on the information collected, the professional performs a specific analysis, starting from scratch, evaluating the products of the different insurers and making different recommendations for each case.
His extensive knowledge of the field allows him to provide personalized, independent and highly professional advice and deliver solutions that meet the expectations of the search engine.
Choosing this specialty means choosing a long-term career, as the industry is constantly expanding and more and more clients need it at different stages of their lives.
Working as an insurance broker has several advantages, the most relevant of which we can highlight:
- Autonomy to manage your schedule;
- Freedom set your own goals;
- Social recognition .
What are the requirements to enter this area?
Anyone can be in this business at some point in their life. No higher education or previous experience is required. However, we can highlight some common characteristics of a successful insurance broker.
- Proactive and ambitious in your work. He listens carefully to his client and believes that giving the best possible follow-up is not an extra but a mission.
- Patient and dedicated, he knows that obstacles arise daily and he does not give up at the first difficulty. When you have a doubt or question, you don’t stop until you have the answer, whether it’s in the context of work or technical skills .
- He is a professional who likes to learn and understands its importance. training in your future . knowing that change is a constant and you must look for the right tools to adapt and differentiate yourself from your peers.
What is the day-to-day life of an insurance broker like?
To schedule the insurance brokerage can be quite satisfactory. your To Do list goes well beyond Customer Service as there is pre and post work to be done.
Although sales are the objective and source of income for this professional, there are other tasks that are crucial to the success of the company. These must be given time AND dedication . For example:
- Attract new customers;
- portfolio management of current clients, since it is more efficient to work on customer loyalty than constantly looking for new ones;
- Network with professionals or promotion of services provided in digital or traditional media ;
- Monitoring new market trends and updating technical knowledge.
A resilient and scalable insurance business is a bet for those looking to invest in stimulus programs. As an insurance broker, you know that every day is different and in the process you learn and grow as a person and as a professional. It must be a benchmark for the sector in your city.
SEGURO DS is a national network that provides full support to those who want to venture into this field of activity. With a low common investment, you can start your own business with the follow-up and training you need to succeed in the marketplace. Are you ready for the challenge?