Randy Schwantz in Insurance Agencies
Menu
June 19, 2023 – 4 min read
Randy Schwantz in Insurance Agencies
Randy Schwantz in Insurance Agencies
You’ve got the drive, the ambition, and the clientele—everything that makes a top-notch producer. But have you ever stopped to think that your Account Manager might be the secret weapon you didn’t know you needed? Let’s face it: in the fast-paced, never-stop world of insurance, even Superman needed a Lois Lane.
Today, we’ll delve into how the synergy between a Producer and an Account Manager can drive success to new heights. Get ready to find your professional soulmate.
Before you set out to find your Account Manager counterpart, understand the gaps you have as a producer. Are you great at closing deals but not so good at maintaining long-term client relationships? Are you a visionary but not detail-oriented? Recognize these areas where an Account Manager can come in to complement your skill set.
Finding an Account Manager is not unlike dating. You want someone who understands your quirks and can fill in the gaps where you lag. Here are some tips:
You wouldn’t marry someone without knowing if you’re compatible, right? Same goes for your professional relationship. Use personality tests like Myers-Briggs or DISC profiles to gauge how you and your potential Account Manager will mesh. If you’re a risk-taker, maybe you need someone who approaches things more cautiously. Balance is key.
Accountability is not a one-way street. Setting up clear responsibilities, timelines, and metrics for success ensures that both you and your Account Manager are on the same page. Regular check-ins and open lines of communication help maintain accountability. Consider using tools like shared calendars or project management software to keep track.
In any relationship, respect is paramount. As a producer, you’ll likely be the face of many deals, but understand that the Account Manager plays an equally crucial role behind the scenes. Acknowledge each other’s wins, no matter how small. A simple “good job” can go a long way.
They say behind every great man is a great woman, or vice versa, or any mix of the above. In our world, behind every great producer should be an equally great Account Manager. The dynamic duo isn’t just for comic books; it’s essential for smashing quotas and delighting clients in the insurance space.
How The Wedge Sales Culture Drove New Business Growth
The Wedge Sales Culture is credited as the engine of this growth, and this case study explores how the agency has implemented and benefited from this process.
“Hire Producers with Confidence” Use Our Evidence-Based Interview Process to Eliminate Candidates Who Don’t Have GRIT
With my evidence based interview process you can be sure that your next hire has the GRIT to fight through walls and achieve success selling commercial insurance.
Growing Your Agency Just Got Way Easier
Do you want to work with me to grow your agency?
Take 90-seconds to complete this application
to see if you are eligible for a Growth Session.
How the Wedge Sales Culture Drove New Business Growth
The Wedge Sales Culture is credited as the engine of this growth, and this case study explores how the agency has implemented and benefited from this process.
“Hire Producers with Confidence” Use Our Evidence-Based Interview Process to Eliminate Candidates Who Don’t Have GRIT
With my evidence based interview process you can be sure that your next hire has the GRIT to fight through walls and achieve success selling commercial insurance.
Growing Your Agency Just Got Way Easier
Do you want to work with me to grow your agency?
Take 90-seconds to complete this application
to see if you are eligible for a Growth Session.
Returning visitors only, limited stock
Get your free book by the renowned Mr. Randy Schwantz
Disclaimer: This offer also comes with 3 FREE BONUSES valued at $935, so be ready to turn your world upside down
Warning:
This book provides blueprint on how to hire REAL brokers with a 73.4% success rate, and turn them into Million Dollar Producers.