X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.
BardAndrew Bard is a senior health care entrepreneur with U.S. and international experience in operations and business development, first dollar insurance and reinsurance. He has been vice president for HCC Insurance Holdings Inc. since 2008.

Your customer is always right. Choose your clients wisely. I don’t recommend taking on every client who wants to work with you. Learn to walk. Know your limitations and know what you’re willing to provide. If you don’t set the expectations up front and agree to them, at some point you’ll disappoint your client.

Knowledge is key. Know your products. Know your competition. If you stumble or waiver on a question regarding the benefits of the product you’re selling, you’ll raise doubt with your client. If you don’t know the answer to a specific question, don’t fake it. Simply tell the client you need to research it and get back to them on the answer. They will appreciate your attention to detail. Then ALWAYS remember to get back to them.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

BenefitsPRO Broker Expo 2021Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information
 

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.