You’re starting a new job in insurance. How can you make sure you get off to a good start? (2024)

The first thing you need to do is to understand what your employer expects from you. What are your main responsibilities, tasks, and deadlines? How will your performance be measured and evaluated? How do you fit into the overall strategy and vision of the company? Ask your manager, mentor, or colleagues for clarification and feedback. Set realistic and achievable goals for yourself and track your progress.

Insurance is a complex and dynamic industry that requires a lot of knowledge and skills. You need to familiarize yourself with the products, policies, regulations, and terminology of your specific area. You also need to learn the systems, tools, and processes that you will use in your daily work. Take advantage of any training, resources, or support that your employer offers. Don't be afraid to ask questions, do research, or seek help when you encounter something new or difficult.

One of the most important aspects of working in insurance is building trust and rapport with your clients, colleagues, and partners. You need to communicate effectively, listen actively, and show empathy and professionalism. You also need to network and collaborate with people from different backgrounds, departments, and levels. Be respectful, courteous, and helpful. Show interest and appreciation for others' work and opinions. Be open to feedback and constructive criticism.

Working in insurance can be demanding and fast-paced. You may have to deal with multiple projects, deadlines, and requests at the same time. You need to prioritize your tasks, plan your schedule, and organize your workflow. You also need to balance your work and personal life, and avoid burnout and stress. Use tools and techniques that help you manage your time effectively, such as calendars, lists, reminders, and timers. Delegate or outsource tasks that you can't handle alone. Take breaks and recharge your energy.

The insurance industry is constantly changing and evolving. You need to be ready to adapt to new situations, challenges, and opportunities. You need to be flexible, creative, and proactive. You need to embrace change and innovation, and learn from your mistakes and successes. You need to update your skills and knowledge regularly, and seek new ways to improve your work. You need to welcome feedback and suggestions, and implement them in your practice.

Last but not least, you need to have fun and enjoy your work. Working in insurance can be rewarding and fulfilling, as you help people protect their assets, health, and lives. You can also find satisfaction and growth in your personal and professional development. You can also make friends and connections that enrich your life. Celebrate your achievements and milestones, and appreciate the value and impact of your work.

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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