Find out what skills, qualifications, and personality traits you need for a client-facing role in insurance. Learn some questions to ask yourself before you apply.

Personal goals are not important at this stage , the foremost value addition is understanding the criticality of the exposures, quantum , probability and networking with the insurers.

You’re considering a client-facing role in insurance. How can you be sure it’s the right fit?

If you're looking for a career change in the financial services sector, you might be interested in a client-facing role in insurance. This type of role involves helping customers find the best insurance products for their needs, managing their claims, and building long-term relationships. But how can you tell if this is the right fit for you? Here are some questions to ask yourself before you apply.

1 Your personality and skills

A client-facing role in insurance requires a combination of interpersonal, communication, and problem-solving skills. You need to be able to listen to your customers, understand their goals and challenges, and explain complex insurance terms and policies in a clear and friendly way. You also need to be able to handle complaints, negotiate with insurers, and find creative solutions for your customers. Ask yourself if you enjoy working with people, if you can handle stress and uncertainty, and if you have a passion for learning about insurance products and trends.

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Claudia Patricia Colocho de Osorio

Assistant Manager - Insurance Agent | ALLSTATE - Insurement Agency (Virginia and Maryland)
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Definitivamente el mundo de los seguros es sumamente complejo, y en muchas ocasiones confuso para los asegurados que en la mayoría de los casos no comprenden con exactitud el producto y mucho menos la utilización del mismo y cuando reciben un incremento en prima o deben realizar un desembolso de dinero antes que la aseguradora proceda a realizar cualquier pago. Es ahí donde inician las habilidades del ejecutivo de servicio al cliente, poniendo en práctica técnicas de comunicación, negociación, empatía, resolución de problemas y sobre todo asegurarse de mantener un cliente feliz y fiel a la compañía de seguros a la cual pertenece.

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Gautam Jain, FCA, Independent Director

Group CFO|Funding| Mfrg Power IT FMCG Realty.|Debt-PE|Legal-NCLT-RERA-NCDRC|JDA JV Restructure|IPR-TM|Contracts Costing Pricing|PPP Smart City PMS DFID IFC|Risks-Insurances|Budgeting GAAP FPNA TAX|Audits
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Understanding of clients business model is must , diging into P&L to view past unforeseen losses necessitates to get warmup with risk exposures. Technically, I feel subject matter knowledge is must , I do have .

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Daniel Bruno

Seguros em geral | Planos de Saúde | Aposentadoria | Pais e Filhos Seguros Corretora de Seguros | Embaixador Movimento Minha Vida Protegida
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Na minha experiência, o mais importante é escutar o cliente e entender as suas expectativas quanto ao seguro, além de obrigatoriamente dar suporte constante em todas as necessidades o mais preciso possível.

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2 Your goals and values

A client-facing role in insurance can offer you a rewarding and satisfying career, but it also comes with some challenges and trade-offs. You need to be prepared to work flexible hours, deal with changing regulations and market conditions, and cope with emotional situations. You also need to align your goals and values with those of your employer and the industry. Ask yourself what you want to achieve in your career, what kind of work environment and culture you prefer, and how you balance your personal and professional life.

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Gautam Jain, FCA, Independent Director

Group CFO|Funding| Mfrg Power IT FMCG Realty.|Debt-PE|Legal-NCLT-RERA-NCDRC|JDA JV Restructure|IPR-TM|Contracts Costing Pricing|PPP Smart City PMS DFID IFC|Risks-Insurances|Budgeting GAAP FPNA TAX|Audits
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Personal goals are not important at this stage , the foremost value addition is understanding the criticality of the exposures, quantum , probability and networking with the insurers.

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3 Your qualifications and experience

A client-facing role in insurance may require different levels of qualifications and experience depending on the specific position and company. Some roles may require a degree or diploma in finance, business, or a related field, while others may accept relevant work experience or industry certifications. You may also need to obtain a license or registration to sell or advise on insurance products in your jurisdiction. Ask yourself if you have the necessary education and credentials, if you are willing to invest in further training or development, and if you have any transferrable skills or knowledge from your previous roles.

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Gautam Jain, FCA, Independent Director

Group CFO|Funding| Mfrg Power IT FMCG Realty.|Debt-PE|Legal-NCLT-RERA-NCDRC|JDA JV Restructure|IPR-TM|Contracts Costing Pricing|PPP Smart City PMS DFID IFC|Risks-Insurances|Budgeting GAAP FPNA TAX|Audits
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Selling insurance is one part while understanding business open exposures is the one factor which is equally important to help client

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4 Your network and opportunities

A client-facing role in insurance can open up many opportunities for your career growth and advancement, but it also depends on your network and connections. You need to be able to build and maintain relationships with your customers, colleagues, managers, and other industry professionals. You also need to be aware of the trends and opportunities in the insurance market and how they affect your role and prospects. Ask yourself if you have a strong network in the insurance sector, if you are proactive and adaptable, and if you are ready to take on new challenges and responsibilities.

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5 Your expectations and feedback

A client-facing role in insurance can be rewarding, but it can also be demanding and stressful. You need to have realistic expectations about your role and performance, and be open to feedback and improvement. You need to be able to measure your success and impact, and adjust your strategies and actions accordingly. You also need to be able to seek and receive feedback from your customers, managers, and peers, and use it to enhance your skills and service. Ask yourself if you have a clear vision of your role and goals, if you are confident and resilient, and if you are willing to learn and grow.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Gautam Jain, FCA, Independent Director

Group CFO|Funding| Mfrg Power IT FMCG Realty.|Debt-PE|Legal-NCLT-RERA-NCDRC|JDA JV Restructure|IPR-TM|Contracts Costing Pricing|PPP Smart City PMS DFID IFC|Risks-Insurances|Budgeting GAAP FPNA TAX|Audits
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In Building insurance I made my managers convinced that erection insurance starts from the excavation and not when the building has come to the ground and the premium gets equates with the total construction period

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You’re considering a client-facing role in insurance. How can you be sure it’s the right fit?

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1 Your personality and skills

2 Your goals and values

3 Your qualifications and experience

4 Your network and opportunities

5 Your expectations and feedback

6 Here’s what else to consider

Financial Services

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