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How To Become an F&I Manager: A Step By Step Guide 👉 https://zurl.co/Own3

My oldest daughter turns 4 today... 🎂 It reminded me...your prospect doesn't give a sh*t that you send bday cards Ohhh and they don't care that you send holiday treats... 🍪 Or that you stop by when you are in the area... Sure all those things are good... And they are great customer service... When most ppl say they are happy with their broker they are talking about customer service... Yes... you need customer service But want the prospect wants more than cookies at xmas is control over their premium... 💲 A strategy to do that beats customer service all day long... So sure...send the bday card... But remember... They didn't hire you to smooch their *ss on their birthday... 💋 They hired you to run an effective strategy to control premiums and negotiate with the market... 🤝 Now if you can get the strategy right...the bday card is extra... But your retention strategy shouldn't be that you send freakin cards... 🤷🏼♂️ Strategy > Service Also... time flies... can't believe my oldest is 4... Stop quoting...sell on BOR...and spend more time with your kids 🙌🏼 Happy Birthday Vie ❤️ Questions or thoughts on putting your value in the strategy vs. customer service? #insurance #commercialinsurance #bor #newbusiness #producers

Is it only me or is everyone noticing that customer service is going down while prices of service are ever increasing? I was at a restaurant recently and service was slow, server was sullen, food was tepid, and yet, at the end they had automatically added a service charge of more than 10% and then also had an option on the card machine to increase it yet further. In my view, we all need to focus on client service, customer relations and provide value. By all means ensure what you do is profitable, pay your team well (my suggestion would be that the lowest paid person in your organisation should earn no less than 10% of your highest paid person - partner or employee) BUT ensure that everyone in your team builds those relationships with those that you serve. Create a culture of positive attitude and excellent client service.

"Organization. I had to know every single minute of every single day for the whole year. And 𝐰𝐡𝐞𝐧 𝐲𝐨𝐮'𝐫𝐞 𝐢𝐧 𝐬𝐚𝐥𝐞𝐬 𝐥𝐢𝐤𝐞 𝐈 𝐚𝐦, 𝐰𝐞 𝐡𝐚𝐯𝐞 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐰𝐞'𝐫𝐞 𝐝𝐨𝐢𝐧𝐠 𝐧𝐨𝐭 𝐨𝐧𝐥𝐲 𝐭𝐨𝐝𝐚𝐲 𝐚𝐧𝐝 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰, 𝐛𝐮𝐭 𝐧𝐞𝐱𝐭 𝐰𝐞𝐞𝐤 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐨𝐧𝐭𝐡." ----- I had a different career before selling insurance. Unrelated industry. Unrelated job. In my experience, most Producers also had a career before insurance. But this doesn't mean you're starting from scratch. If you can identify the skills and behaviors from your pre-insurance job that can be leveraged in your Producer career, you can hit the ground running faster. For Joel Cadesky, his prior career was teaching elementary children. And that prior skill was organization. 𝐓𝐡𝐞 𝐨𝐭𝐡𝐞𝐫 𝐦𝐚𝐣𝐨𝐫 𝐬𝐤𝐢𝐥𝐥 𝐟𝐨𝐫 𝐉𝐨𝐞𝐥 𝐢𝐬 𝐛𝐞𝐢𝐧𝐠 𝐚𝐛𝐥𝐞 𝐭𝐨 𝐩𝐢𝐯𝐨𝐭 𝐚 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐨𝐧 𝐭𝐡𝐞 𝐟𝐥𝐲. After 45+ years in the business (and still going strong!), he knows a thing or two about what it takes to be successful in the long run.

Good article!

From the moment I started working at Coronation Insurance Plc, I knew I was embarking on a journey that would shape my career. Therefore, I capitalized on the opportunity because it was a stepping stone for me to greater achievement. I also embraced the role with readiness to tackle whatever challenges and make an impact. My first days were filled with training sessions, learning about the company’s policies, cultures and products. Though it was overwhelming but with determination, frequent interactions with customers and colleagues, I was able to meet up with expectations. While on the job, I learnt that communication is not just about passing a message but also conveying a message using the appropriate means necessary. A communication is said to be effective if the listener/receiver is able to understand the intended message encoded by the sender. I got to know that communication also involves showing empathy, being emotionally intelligent and also an active listener. Every day at work was like a puzzle with different individuals but I was able to navigate through leveraging my problem solving ability coupled with the right knowledge and application. Not all interactions were smooth, some were filled with anger, some with emotions, and some were lively. However, I learnt the value of being calm to find a common ground to resolve issues. As I delved deeper into the industry I gained hands-on knowledge of handling issues, escalating through the right means and each day gave me the opportunity to expand my knowledge base. Looking back on my journey, I am filled with gratitude for the lessons learnt and experiences gained through moments of ups and downs. The continuous process made me a proficient professional as a customer service representative. #CommunicationSkills #CustomerExperience #CustomerRelations #CustomerSupport #EffectiveCommunication #serviceexcellence #ClientCommunication #CustomerInteraction #ClientRelations #CustomerFeedback #CustomerSatisfaction #EmpathyInService #CustomerCare #HelpDeskCommunication

What’s it like to work in insurance? Let’s tackle some myths and uncover the exciting opportunities this industry offers! Join the conversation and learn more.

A few days ago, I was having a Dialogue on a subject with my team members and I would like to open it up for discussion as we learn from each other. Here is the issue: 𝐀𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬 𝐢𝐧 𝐚 𝐬𝐚𝐥𝐞𝐬 𝐞𝐧𝐯𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭, 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐚𝐫𝐞 𝐜𝐫𝐮𝐜𝐢𝐚𝐥. 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐛𝐚𝐬𝐞𝐝 𝐨𝐧 𝐜𝐨𝐦𝐦𝐢𝐬𝐬𝐢𝐨𝐧𝐬. 𝐀𝐰𝐚𝐫𝐝𝐬, 𝐏𝐫𝐨𝐦𝐨𝐭𝐢𝐨𝐧𝐬, 𝐈𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞𝐬 𝐚𝐧𝐝 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐚 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭'𝐬 𝐜𝐚𝐫𝐞𝐞𝐫 𝐢𝐬 𝐫𝐞𝐬𝐮𝐥𝐭 𝐛𝐚𝐬𝐞𝐝. 𝐈𝐧 𝐦𝐲 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧, 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭𝐬 𝐚𝐫𝐞 𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐭𝐨 𝐚𝐭𝐭𝐞𝐧𝐝 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐬𝐞𝐬𝐬𝐢𝐨𝐧𝐬 𝐨𝐫 "𝐡𝐮𝐝𝐝𝐥𝐞𝐬," 𝐝𝐞𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐨𝐧 𝐭𝐡𝐞𝐢𝐫 𝐜𝐨𝐡𝐨𝐫𝐭𝐬. 𝐇𝐨𝐰𝐞𝐯𝐞𝐫, 𝐬𝐨𝐦𝐞 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐬𝐞 𝐭𝐫𝐚𝐢𝐧𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐮𝐧𝐧𝐞𝐜𝐞𝐬𝐬𝐚𝐫𝐲 𝐬𝐢𝐧𝐜𝐞 𝐩𝐚𝐲𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐚𝐥𝐥 𝐭𝐡𝐞 𝐫𝐞𝐰𝐚𝐫𝐝𝐬/𝐫𝐞𝐜𝐨𝐠𝐧𝐢𝐭𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐛𝐚𝐬𝐞𝐝. My opinion is that I would prefer a team member who attends all training sessions, activations and team activities but struggles to close business over someone who doesn't attend huddles or team activities but is a top performer. My reasoning is that skills can be taught, but discipline is behavioral and can't be transferred. Additionally, if they don't learn, they might misinform customers, affecting the company's brand and the insurance industry's already poor reputation. The other School of thoughts is that sales are result oriented, so if a person is not attending huddles but is meeting or exceeding their targets, they should be applauded. They argued that our award schemes do not recognize punctuality or discipline but rather output and results. He further based his Argument on this and I Quote "𝑴𝑫𝑹𝑻 𝒂𝒏𝒅 𝑹𝒂𝒄𝒆 𝒕𝒐 𝒕𝒉𝒆 𝑻𝒐𝒑 𝒉𝒂𝒗𝒆 𝒐𝒏𝒆 𝒕𝒉𝒊𝒏𝒈 𝒊𝒏 𝒄𝒐𝒎𝒎𝒐𝒏 𝒕𝒉𝒂𝒕 𝒊𝒔 𝒂𝒍𝒘𝒂𝒚𝒔 𝒎𝒆𝒂𝒔𝒖𝒓𝒆𝒅 𝒃𝒚 𝑲𝒆𝒚 𝑹𝒆𝒔𝒖𝒍𝒕𝒔 𝑨𝒓𝒆𝒂𝒔. 𝑵𝒐 𝒐𝒏𝒆 𝒊𝒔 𝒎𝒆𝒂𝒔𝒖𝒓𝒆𝒅 𝒐𝒏 𝒕𝒉𝒆 𝒍𝒆𝒂𝒈𝒖𝒆 𝒃𝒂𝒔𝒆𝒅 𝒐𝒏 𝒂𝒕𝒕𝒆𝒏𝒅𝒂𝒏𝒄𝒆 𝒏𝒆𝒊𝒕𝒉𝒆𝒓 𝒂𝒓𝒆 𝒕𝒉𝒆𝒚 𝒅𝒐 𝒕𝒉𝒆𝒚 𝒖𝒔𝒆 𝑻𝒓𝒖𝒔𝒕/𝑫𝒊𝒔𝒄𝒊𝒑𝒍𝒊𝒏𝒆 𝒐𝒓 𝑴𝒐𝒓𝒂𝒍𝒔 𝒂𝒔 𝒂 𝒎𝒆𝒕𝒓𝒊𝒄 𝒇𝒐𝒓 𝒑𝒆𝒓𝒇𝒐𝒓𝒎𝒂𝒏𝒄𝒆." He cited me as an example, noting that I always arrive at the office at 6:15 am for huddles and any other day I need to be there, regardless of when my meetings are scheduled. Despite my efforts, no one has acknowledged or recognized me for this dedication only my results matter. What are your thoughts on these two perspectives? #QueenofInsurance #discipline #salesmanagement

Dear LinkedIn family! It's Portia Nosipho here, ready to share the next chapter of my career love story, a transition into Customer Success Management that feels a lot like falling in love all over again. My career began with a passionate affair with customer care at Discovery Health, where I was not just an employee but became an ambassador for the brand. Why? Because I fell in love. In love with making a difference, in love with solving queries that were as much about heart as they were about health. My motto was simple: "Once you've spoken to me, consider your query sorted." This philosophy carried me from the call center to handling escalations, training new service consultants, and beyond. A big thank you to Mdu Nene and Mujeeb Bray amazing leaders gave me great opportunities and mentorship . Each role was a relationship, deepening my commitment to service excellence. At Aon South Africa, I found myself educating members on the value of medical aid (similar to medical insurance US/UK) - a challenge that honed my presentation skills and taught me the importance of understanding and empathy in communication. I even tackled sensitive issues head-on, advocating for benefits and information that could make a real difference in people's lives. As I move to Customer Success Management, I see it not just as a role change but as falling in love all over again. I'm bringing everything I've learned, my passion for service, my dedication to solving problems, and my love for making a meaningful impact. Frank Preen the greatest teacher I had and Luthando Mrwebi the best buddy to have we came in wet behind the ears and eager to learn and Frank had our back all the way ! I'm reaching out to you, my LinkedIn family, for your wisdom, insights, and advice as I embark on this new journey. Your experiences, your stories, and your guidance would mean the world to me as I navigate this new love affair with Customer Success. Thank you for being a part of my story. Here's to new beginnings, new challenges, and the endless possibilities of love in the professional realm. #CustomerSuccess #CareerTransition #LoveWhatYouDo #SeekingAdvice