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Andrew 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.
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Guide
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Mistakes happen in retirement plan administration, but they can cost you time, money, and trust. This guide will help identify and resolve 401(k) errors quickly to save significant costs and maintain compliance.
Guide
Sponsored by ArmadaCare
Benefit Changes Are Hard. Complementing Is Easy!
Help clients meet new employee benefit needs even if they don’t want to make primary health insurance plan changes.
eBook
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Navigating Obesity Care and GLP-1 Coverage
As obesity rates soar and new treatments like GLP-1s emerge, understanding coverage options has never been more critical. This guide can help you navigate the complexities of obesity treatment to find an effective, sustainable solution for your clients.
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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