⟩ Tell us what qualities do you have that make you a great insurance agent?
I would say it’s my exceptional interpersonal and analytical skills. Being a liaison between clients and insurance carriers has given me the ability to effectively communicate with insurance novices and professionals alike. I can gain an understanding of a client that allows me to develop an accurate risk profile. From there, I use my knowledge of insurance providers’ risk appetites to negotiate a customized product for the client. I can then decode policy language so that it’s more palatable for someone not familiar with legal terminology. This is how I was able to build a $2 million book of business.