Years at company: 2 years
College: University of Louisiana at Lafayette, 2007
Organizations: Big I, CACRC (Capital Area Corporate Recycling Council), Forum35 (Baton Rouge young professional society), Maxwell Football Club, That Man is You!
How did you determine that insurance was a viable career choice?
A childhood friend's mom encouraged me to consider pursuing a career in insurance, as it was both a challenging and rewarding career path for her. When I was preparing to find a job after college, she thought that a position as a catastrophe claims adjuster would be a great start for me, as I had a deep desire to travel and also learn the technical aspects of the business. I was fortunate enough to get a position doing exactly that, and after almost 3 years, she reached out to me again as she thought that I was ready to make the transition into the agency side. Fast forward to now, and I'm forever thankful to her for helping me get started in such a great industry.
How does technology fit into your work strategy?
I use Outlook for scheduling appointments and meetings, and to set up important reminders (birthdays, renewal meeting dates, etc). I use Sage Act to manage all of my contact's information, to make notes on each conversation, to set reminders for follow ups, and to attach important documents relating to that prospect/client. Where technology has become most important for me is in my prospecting strategy. I recently purchased a tablet PC that I've used to set up a sort of “mobile office” for when I'm out on the road. If I come across a business that looks like an ideal client of ours, I'm able to connect and research their organization while I'm in their area. I've had success in setting up meetings this way, and acquiring clients from those meetings.
What legislative issues interest you?
I'm focused on staying abreast of the changes regarding the NCCI's split point calculations. Based on the projected changes, several companies will be subjected to an increase in their experience ratings as a result of the new formulas. Because I focus on clients with larger workers' comp exposures, as well as those that need a 1.0 or below experience rating to bid jobs, I'm constantly focused on learning how to better prepare them for the changes.
What sales strategies work for you?
I have focused more this year on taking a consultative approach with any prospective clients. When I first became an agent, I was ecstatic to have the opportunity to quote for someone. After having limited success with, my mentors taught me a much more sophisticated and successful process. It allowed me to do a better job of identifying a true opportunity. It also reminded me that my time was most important to my existing clients, and that I could not properly service them if I was exhausting my time “practice quoting.”
What's your mantra for success?
I live by the mantra “fortune favors the bold.” In life, we're faced with many challenges and obstacles. We're reluctant at times to step outside of our comfort zones, as we fear failure or rejection. Perhaps in sales, this is most evident. I constantly try and remind myself that by stepping out of my comfort zone, I can unlock doors to opportunities and experiences that my irrational fears once prevented me from enjoying. I post the expression in my phone, on my wall, and in my truck to serve as a constant reminder.
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