How to Be Successful in Insurance

How to Be Successful in Insurance

Learning how to be successful in insurance isn’t hard as long as you’re willing to give it your all

One thing that people new to the insurance industry often think about is whether or not they can find success. Like many industries, insurance has some specific requirements, such as licensing for agents. Beyond that, however, it isn’t difficult to learn how to be successful in insurance. If you’re willing to put forth the energy to learn and grow, success is sure to follow.

In many ways, working in the insurance industry is about trust. A trustworthy agent has a much higher chance of selling policies to customers. Clients who are in an automobile accident have to trust that their auto insurance adjuster will do a thorough assessment of their loss. Building that trust is perhaps the biggest part of finding success in your insurance career.

There is a lot that goes into building trust, however. You need to be organized so your clients feel secure in handing personal information to you. You have to be knowledgeable because clients will ask you anything and everything about policies, benefits, and coverage enhancements. You need to connect with people and show them you have their best interest at heart. Sounds easy enough, right? Here are some more specific ways to follow through.


How to Be Successful in Insurance:
Your guide to building a career based on trust.

An article in U.S. News & World Report points to several studies showing “a positive doctor-patient relationship can have statistically significant effects” on a patient’s health. Another article in Forbes points out that “when customers trust a brand, 83 percent will recommend a trusted company to others and 82 percent will continue to use that brand frequently.”

There are plenty more similar statistics, but the point is that building trust is one of the most beneficial goals you can have when you’re learning how to be successful in insurance. In fact, trust is the keystone around which your career grows and supports itself. So how do you do that?

Be human
Humans are wonderfully flawed beings. We make mistakes, we fall down, we learn, we grow, we love, and we interact with each other. Don’t neglect this significant part of connecting with your clients and potential clients. One way to do that is to be honest. Think about your own experience as a customer. Isn’t it better to have a service professional tell you they don’t know the answer to your question, but they’ll find out? Or would you rather have them give you wrong information just to make you feel good? Yes, you should be knowledgeable, but you can’t possibly know everything.

Be prompt
When you do tell a client you don’t know the answer to a question, it then becomes your job to find the answer and share that information right away. The longer your customer has to wait, the more frustrating the experience becomes for them. And if they do have to wait, let them know you’re working on it.

Be communicative
Clear communication is one of the keys to good customer service. Be honest and clear about what you can offer clients. Break policy options or coverages down into understandable language, and save the industry jargon for conferences.

Be a learner
Whether you’re an agent, an underwriter, or an adjuster, there is always something new to learn. Make continuing education part of your career path. Clients want to know that you keep up with changes and trends in the industry, and this is one of the best ways to do that.

Be passionate
Passion is infectious, and it helps clients feel like they can trust you. Enthusiasm for what you do can put clients at ease and give them faith in your abilities. 

Be empathetic
Try to understand where your customers are coming from. In many instances, you’ll work with people who have gone through traumatic experiences, whether it’s an auto accident or losing a loved one. You could work with business owners who need to watch every penny or young families trying to balance a budget. Be caring and sincere. Your attitude could make a huge difference in their lives.

Be a good colleague
Not every part of learning how to be successful in insurance is about customers. The relationships you have with coworkers may also determine a lot of your success. Get to know the people in your office, in your company, and in your industry. Opportunities come from everywhere.


Does this sound appealing? Take a look at some of the career opportunities at Pekin Insurance or contact a recruiter at



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