Effective Communication Habits for Insurance and Financial Professionals
Discover the 5 essential communication habits for success in the insurance and financial services industry. Learn how to improve client satisfaction, workplace happiness, productivity, and innovation. Enhance your email management, conversation skills, agenda identification, intellectual humility, and plain language usage for effective communication.
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The 5 Communication Habits of Highly Effective Insurance & Financial Services Professionals by Jeff Heasman PGCert CELTA, LL.B (Hons), LL.M Certified Practitioner Member of the Academy of Modern Applied Psychology linkedin.com/in/jeffheasman
Learning objectives By the end of the session, participants will be able to: identify how communication contributes to being a highly effective communicator. recognise the 5 main habits that insurance and financial services professionals have for communicating effectively. implement a strategy to communicate more effectively.
The 5 Habits Highly effective insurance and financial services professionals are able to do the following: Manage emails. 1. 2. Recognise the power of talk. 3. Identify the agenda in communication. 4. Show intellectual humility. 5. Use plain language.
The impact Betterclient satisfaction. Happierworkplaces. Greater productivity. Fewer mistakes. Greater sharing of information. More creative and innovative ideas.
Habit 1 managing emails Scheduling time to read and respond. Prioritising. Organising your inbox. Unsubscribing from what you don t read.
Habit 2 recognising the power of talk Email should often be considered the secondary method of communication. We need to humanise communication. It should be combined with the ability to listen. The difference between I think (fact) and you think (guess).
Habit 3 identifying the agenda Removing hidden agendas. Identifying the right agenda. Focusing on the solution and not the problem. Looking for a sensible outcome and not a win/lose outcome (agreement v acceptance).
Habit 4 showing intellectual humility The ability to recognise that your beliefs or opinions may be incorrect. Questioning skills are key. A balance between: efficiency and effectiveness. open-mindedness and overly conciliatory.
Habit 5 using plain language Removing the legalese goggles. Paraphrasing complex information. Accessibility as well as readability. Building trust and confidence.
Summary /restatement of learning objectives During this session, we have looked at: The importanceof communication strategies. The 5 main communication habits of highly effective insuranceand financial services professionals. Strategies thatcan be implemented to be a highly effective professional.
Thank you and please stay in touch 3rdFloor, Capital Tower Greyfriars Road Cardiff CF10 3AG +44 (0) 2921 660 283 info@jeffheasman.com www.jeffheasman.com @JHTCTweet linkedin.com/in/jeffheasman
