5 skills for success in your insurance career

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5 Skills For Success In Your Insurance Career


If you’re thinking of hatching a career in insurance, you probably already know why the industry is such an eggs-traordinary place: huge career potential, variety, stability, reward and the opportunity to work for some of the top businesses around the world. If you’re in the midst of applying to insurance jobs or are looking into roles for down the road, it’s important to know which skills your potential employers are seeking during the application process. Here are some of the most sought-after skills you’ll need for success in your insurance career.


Communication In an insurance role, you’ll be required to communicate with internal and external stakeholders. This is why employers seek candidates who stand out when it comes to their communication skills.

When applying for an insurance role, be sure to showcase any experiences, courses, or volunteer work that have developed your communication skills and be sure to highlight them in your application.



Customer Service As an insurance professional, you will be managing multiple relationships and priorities. Ensuring that you are understanding your customers’ needs, professionalism, managing your time and their expectations effectively and delivering what you promise can play a key role in a successful insurance career.


Teamwork Though there may be times when you are working independently, you will ultimately be working as part of a team to achieve your unit or organization-wide objectives. Working collaboratively to identify new business opportunities, generate a solution to a problem or emerging issue, or develop a strategy to manage a potential risk effectively are just a few examples of ways you may find yourself working with your colleagues. Think about school projects, jobs you have had, committees you were a part of or extracurricular activities that had you as a part of a team (for example: band, sports teams, debate clubs, etc.).



Professionalism It is important that those working in the sector are seen as the professional they are. Demonstrating due diligence, paying attention to detail, wearing appropriate business attire, maintaining ethical standards and confidentiality, staying up to date on current trends/products


Results Oriented Rather, it is often judged by the results you have achieved. Whether you are bringing on a new client, reducing the degree of risk associated with a particular client’s needs, developing a new product or settling a claim fairly and efficiently, there are lots of ways to achieve a positive result in your career as an insurance professional.


Michael Woloshin, Investment Adviser Representative Michael Woloshin is an Investment Adviser Representative, insurance professional and the founder and managing director of Woloshin Investment Management. His priority is helping those who are about to retire or who already have retired pursue their financial independence utilizing customized income strategies. Michael has over 35 years of experience advising clients.



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