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Tips on Becoming a Better Benefits Broker

HR pros are rarely in the mood to take a call from a broker, which is why cold calling is never exactly a pleasant experience. But you can increase your odds, I think, if you do two things: Avoid calling on a Monday, Tuesday, or Fridayu2014Monday and Tuesday, because thatu2019s usually when theyu2019re focused on payroll, Friday because folks usually arenu2019t in the mood for a big chat at the end of the week.

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Tips on Becoming a Better Benefits Broker

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  1. Tips on Becoming a Better Benefits Broker

  2. Don’t Cold Call When Nobody’s in the Mood To Listen To You HR pros are rarely in the mood to take a call from a broker, which is why cold calling is never exactly a pleasant experience. But you can increase your odds, I think, if you do two things: Avoid calling on a Monday, Tuesday, or Friday—Monday and Tuesday, because that’s usually when they’re focused on payroll, Friday because folks usually aren’t in the mood for a big chat at the end of the week.

  3. Make It Easy For Yourself To Notice Big Wins For Your Clients…And Then Send Them A Note About It Well, it feels good in the business world, too. And getting handwritten notes via snail mail is only getting more rare with every year. Which is why I think it’s a good idea to do it. Sure, it takes a little extra time to find a notecard and stamp, and drop it in the mail, but it’s the kind of effort that the recipient will really appreciate.

  4. Take The Initiative in Scheduling Reviews With Your Clients–And Do It Over Lunch We make a point to have a WWW/CBBI (What went well, could have been better if) meeting in the months after a client’s open enrollment, when it’s still sort of fresh; we set it up ourselves, so the client doesn’t have to do any heavy lifting, and we do it over lunch, so it’s a little more fun than just sitting in a board room for a few hours.

  5. Be A Listener And Problem-Solver First, A SalesPerson Second When we do get a meeting with a prospect, we try to avoid having a ‘dump truck mentality,’ in which you just throw everything you can do for a client at them all at once. Instead, we make a point to have a conversation with that person, more along the lines of a discovery session.

  6. Contact Blue Hill Benefits Experienced Benefits Broker with a demonstrated successful history of working in the insurance industry. Strong knowledge of medical, dental and ancillary benefits. I work with all sized groups, and provide unparalleled service to all my clients. I'm happy to help in any way possible. Address :Blue Hill Benefits PO Box 71 Milton, Ma. 02186 Email :bill@bluehillbenefits.com Website :https://bluehillbenefits.com Call Us :617-842-0989 Social Links : Linkedin :https://www.linkedin.com/in/bill-tierney-55485814

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