How can you meet deadlines and maintain quality work in Insurance?

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Meeting deadlines and maintaining quality work are essential skills for any insurance professional. Whether you are an agent, a broker, an underwriter, a claims adjuster, or a risk manager, you need to balance speed and accuracy in your daily tasks. But how can you achieve this without compromising your performance, your reputation, or your sanity? Here are some tips to help you manage your time and your work effectively.

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Josip Malenica

1 Plan ahead

The first step to meet deadlines and maintain quality work is to plan ahead. You need to have a clear idea of what you need to do, when you need to do it, and how you will do it. Start by prioritizing your tasks according to their urgency and importance. Use a calendar, a planner, or a software tool to keep track of your deadlines and milestones. Break down large or complex projects into smaller and manageable steps. Estimate how much time each task will take and allocate enough buffer time for unexpected delays or changes. Review your plan regularly and adjust it as needed.

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Josip Malenica
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Well, it is basically a project management thing. Of course, outlining the needed steps depending on the complexity of the project/account is always necessary but things don't always go according to plans. The key is focus and prioritization. Insurance industry is seasonal, very much so - the feared renewal season brings November and December deals to a chaotic rush of emotions for everybody involved in the process. As a insurance broker, you need to control the process from both sides, the client's and the underwriter's. It is fairly simple in the end, a strong relationships on both sides, coupled with a clean and efficient documentation of the whole process makings things easy.

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Michael M.

? Insurance Pro? 53k of our peers LOVE The Insurance Soup FREE group on Facebook! facebook.com/groups/insurancesoup ?
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The best way to do this is to list out your tasks in terms of highest and best use of your time in conjunction with the goals that require you to do work you look forward to the least. Clear the stuff you hate to do first. Get it out of the way. It will be a minor blockage in your day until you do. From there focus on the items that are the highest and best use of your time. Revenue generating activity.

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2 Communicate clearly

The second step to meet deadlines and maintain quality work is to communicate clearly. You need to keep your clients, your colleagues, and your managers informed of your progress, your challenges, and your expectations. Use clear and concise language to convey your messages and avoid misunderstandings or confusion. Confirm that you have received and understood the instructions, the requirements, and the feedback for each task. Ask questions if you need clarification or assistance. Update your stakeholders on the status of your work and any issues or risks that may affect the outcome. Be honest and realistic about what you can deliver and when.

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Michael M.

? Insurance Pro? 53k of our peers LOVE The Insurance Soup FREE group on Facebook! facebook.com/groups/insurancesoup ?
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Use a program like Slack to keep communication open all day with the teams you work with. Keep meetings to a minimum and only tackle conversation that requires it to be a meeting. Too many organizations as they grow and scale get mired down in meetings that could have been emails or DMs. Ongoing but brief communication throughout the day keep people on task and free to accomplish the tasks at hand.

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3 Focus on quality

The third step to meet deadlines and maintain quality work is to focus on quality. You need to ensure that your work meets the standards and expectations of your industry, your company, and your clients. Use reliable sources, methods, and tools to perform your tasks. Check your work for accuracy, completeness, and consistency. Avoid distractions and interruptions that may affect your concentration and productivity. Seek feedback and suggestions from others to improve your work. Review and revise your work before submitting it or presenting it.

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Michael M.

? Insurance Pro? 53k of our peers LOVE The Insurance Soup FREE group on Facebook! facebook.com/groups/insurancesoup ?
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Leveraging tools like AI for idea development and proof reading can not only increase your effectiveness and efficiency but also increase your credibility in the marketplace by articulating it in ways your skill set may not put together.

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4 Manage stress

The fourth step to meet deadlines and maintain quality work is to manage stress. You need to cope with the pressure and the challenges that come with working in a fast-paced and competitive environment. Use positive coping strategies such as breathing exercises, meditation, or physical activity to calm your mind and body. Maintain a healthy lifestyle by eating well, sleeping enough, and staying hydrated. Set boundaries and limits for your work and personal life. Learn to say no to unreasonable or unrealistic demands. Seek support from your friends, family, or professional help if you feel overwhelmed or burned out.

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Michael M.

? Insurance Pro? 53k of our peers LOVE The Insurance Soup FREE group on Facebook! facebook.com/groups/insurancesoup ?
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Work life harmony is key to keeping stress down. Too often we convince ourselves early in our careers that we must hustle and grind and neglect our families to make it to the promised land. Often we wind up burnt out and divorced as a result. The reality is small adjustments to how we socialize and enjoy our loved ones can allow us to both grow our business and have experiences with those we love while weathering the storm of early business ownership.

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5 Learn from experience

The fifth step to meet deadlines and maintain quality work is to learn from experience. You need to reflect on your performance and identify your strengths and weaknesses. Recognize your achievements and celebrate your successes. Acknowledge your mistakes and failures and learn from them. Seek feedback and suggestions from others to improve your skills and knowledge. Keep track of your progress and set goals for your future development. Stay curious and open-minded about new trends and opportunities in your field.

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Josip Malenica
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Speaking from an reinsurance renewal perspective, taking notes on each market's preferences helps greatly coming into a renewal the next year. Keeping things as standardized as possible as well.

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6 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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Josip Malenica
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Long story short, meeting deadlines is actually fun. A relaxed, passionate approach always works best. Just remember your there, as a broker, to bring value and help to your client and on the other hand to bring business to your underwriter partners. A win - win situation!

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How can you meet deadlines and maintain quality work in Insurance?

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1 Plan ahead

2 Communicate clearly

3 Focus on quality

4 Manage stress

5 Learn from experience

6 Here’s what else to consider

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