Customer Service Tips To Manage End-of-Year Stress

Burnout is a common challenge for insurance professionals this time of year. To help you achieve optimum customer service while juggling existing workload and the increase in year-end activities, we put together some tips to help.

Use the time of year to your advantage.?

This time of year is a great excuse to show customer appreciation. Distribute end-of-year gifts to customers with a personal note of appreciation. Take a few minutes to catch up, build a stronger connection, and enjoy a light moment while thanking the people who trust your insurance agency.?

Plan ahead.?

Call your customers if your schedule doesn’t allow for many in-person meetings this time of year. Thank them for choosing you as their insurance agency, and ask them what they hope to see in the new year. This question makes them feel valued as a customer, and it might help you get ahead on a conversation they were already planning for the new year.?

Be honest.?

When speaking with your customers, don’t overpromise and underdeliver. Unless a customer needs urgent assistance, allow yourself some extra time. There is a good chance “calling their insurance company” was on their end-of-year list of items to check off their list, and they will appreciate the genuine honesty.?

Remember to give yourself a break! The end of the year can quickly become hectic, both professionally and personally. Staying genuine, positive, and honest with your customers is the easiest way to stay on top of your work while maintaining excellent customer service.?

Looking for more customer service tips and education? Consider attending one of our Certified Professional Insurance Agent (CPIA) seminars and making building your insurance marketing and sales knowledge a goal for 2023! To learn more about the curriculum and upcoming courses, visit our website at www.cpia.com.