You’re working remotely in an insurance career. How can you stay productive and focused?

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Working remotely in an insurance career can offer many benefits, such as flexibility, autonomy, and cost savings. However, it also comes with some challenges, such as distractions, isolation, and communication issues. How can you stay productive and focused while working from home or anywhere else? Here are some tips to help you manage your time, tasks, and tools effectively.

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Eduardo Cano

Consultor de Seguros | Atención al Cliente | Motivador | Marca Personal | Planificación Estratégica | Indemnizaciones |…
Cynthia Mortimer

Claims Liability Manager

1 Set a routine

One of the keys to staying productive and focused is to create and follow a consistent routine. This means having a regular schedule, a dedicated workspace, and a clear separation between work and personal life. A routine can help you establish boundaries, prioritize your tasks, and avoid procrastination. It can also help you maintain your physical and mental health by ensuring you have enough sleep, exercise, and breaks.

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Davnit Singh

Linkedin Top Insurtech Voice | Delivery & Thoughtleader for Financial Enterprises
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Boost Collaboration: Visualize ideas with Mural/Miro for clear communication & leverage chat/email/meetings for effective messaging in async work. Master asynchronous communication! Leverage a mix of platforms like chat, email, and video meetings to ensure the right message reaches the right people at the right time. This is especially important in remote setups with asynchronous work styles. Stay Relevant: Daily 30 min industry trend deep dives keep your knowledge sharp on market dynamics. Peer Learning: Schedule remote coffee chats to replicate casual office breaks & foster knowledge exchange.

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2 Plan your work

Another way to stay productive and focused is to plan your work ahead of time. This means setting realistic and specific goals, breaking down large projects into smaller tasks, and prioritizing the most important and urgent ones. It also means tracking your progress, reviewing your results, and adjusting your plan as needed. Planning your work can help you stay organized, motivated, and accountable.

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Eduardo Cano

Consultor de Seguros | Atención al Cliente | Motivador | Marca Personal | Planificación Estratégica | Indemnizaciones | Indicadores de Gestión | Desarrollo de Negocios | Insurtech | Insuranse | Risk Consulting |
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Debemos entender que la productividad mejora con la eficiencia de los empleados. La planificación y organización en el trabajo establece rutinas, brindando instrucciones sobre cómo priorizar las tareas diarias y enfrentar posibles obstáculos. Cuando los empleados tienen días organizados, se dedica menos tiempo a tratar de averiguar qué hacer a continuación. El resultado final es menos tiempo perdido, mayor eficiencia y mayor productividad. Mantén la planificación y organización de actividades de trabajo simples para maximizar la efectividad.

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3 Communicate effectively

Communication is crucial for any insurance career, but especially for remote workers. You need to communicate clearly, frequently, and respectfully with your clients, colleagues, and managers. This means using the right tools and channels, such as phone, email, chat, or video conferencing, depending on the purpose and urgency of the message. It also means being responsive, proactive, and collaborative, as well as giving and receiving feedback.

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Cynthia Mortimer

Claims Liability Manager
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It is important to use all forms of communication. It helps to occasionally meet in person to keep connections with coworkers, partners, and customers. Email and call, use the webcam. When you stay in communication with your partners you remember your commitments to them and can keep your focus and motivation.

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4 Use technology wisely

Technology can be a great ally or a great enemy for remote workers. You need to use technology wisely to enhance your productivity and focus, not to hinder it. This means choosing the best software and hardware for your insurance tasks, such as CRM, quoting, policy management, or risk analysis. It also means securing your devices and data, avoiding technical glitches, and minimizing distractions, such as social media, notifications, or online games.

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5 Learn new skills

Working remotely in an insurance career can also be an opportunity to learn new skills that can boost your performance and career prospects. You can take advantage of online courses, webinars, podcasts, or blogs that can help you improve your insurance knowledge, sales techniques, customer service, or digital literacy. You can also seek mentorship, coaching, or networking opportunities that can help you grow professionally and personally.

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6 Reward yourself

Finally, working remotely in an insurance career can also be rewarding if you acknowledge and celebrate your achievements. You can reward yourself for completing a challenging task, meeting a deadline, closing a deal, or receiving positive feedback. You can also reward yourself for maintaining a healthy work-life balance, taking care of yourself, or having fun. Rewarding yourself can help you stay positive, motivated, and focused.

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7 Here’s what else to consider

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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You’re working remotely in an insurance career. How can you stay productive and focused?

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1 Set a routine

2 Plan your work

3 Communicate effectively

4 Use technology wisely

5 Learn new skills

6 Reward yourself

7 Here’s what else to consider

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