The Role of A CSR episode artwork

EPISODE · Jul 28, 2018 · 15 MIN

The Role of A CSR

from Business of Insurance Podcast · host Debbie DeChambeau

INSURANCE PODCAST WITH LILY DOMINGUEZ Today we are talking with Lily Dominguez, who is a CSR with Brock Insurance, located in Bethesda MD. Brock Insurance is an independent insurance agency that represents a number of different insurance companies. In today's conversation, Lily talks about her experience, her position and her future opportunities. This episode of the business of insurance provides those of you considering a career in insurance the opportunity to hear what the typical day for a customer service representative at an independent insurance agency looks like. From counseling to sales, education to risk management, a customer service representative is an important position. In our last episode #8, titled Finding your Niche, I talked with Laura Biachini, about how she started as a CSR and moved into the account executive role. The knowledge she gained as a CSR helped in her success as a account exec. As we talk with Lily, we talk about the day to day specifics and the opportunities in front of her as a CSR. QUESTIONS WE ASK What did you know about insurance before you started? What does a typical day look like for you? How did you do to prepare for this career? WHAT YOU'LL LEARN FROM LISTENING The opportunities the insurance industry offers Working for  a direct writer vs. an independent agent How sales are involved in the CSR role Tips for getting your  first insurance designation ABOUT OUR GUEST –  LILY DOMINGUEZ Lily is a CSR with Brock Insurance Connect with Lily: Brock Insurance website LinkedIn Facebook HOW TO LEAVE A REVIEW If you have an iphone or an iTunes account, would you leave us a review?  It provides us the opportunity to get discovered by other agents. Log into your account, look for our podcast Business of Insurance then go to Ratings and Reviews and let us know what you think of the episode. Subscribe on iTunes, and leave us a rating or review ABOUT THE HOST This episode of the Business of Insurance is hosted by Debbie DeChambeau, CIC, AAI, CPIA. Debbie is an insurance agent with an extensive business and marketing background. Her focus is helping insurance professionals be more successful. She is the co-author of Renewable Referrals and hosts two other podcasts  Select Business Team and Divorce Exposed. Connect with Debbie on LinkedIn, Twitter or Instagram. If you are an agency principal, join our FB discussion group where we talk about how to build a better agency.

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