6 Tips to help producers keep their pipeline moving in 2025
Is that pipeline emptier than you’d like? You have the entire year to build – but ya gotta get movin’ NOW if you want to hit that goal! Here are my top 6 tips that helped when I was producing:
Standing Out in the Current Job Market
There’s a lot of chatter about a “white collar recession”. I have client companies (and see many others) still eager to pick up top talent, but there are certainly some companies out there scaling back. Couple that with the fact that there has been a great deal of layoffs in the past 6 months, and that can make for a challenging market in which to be on the hunt for a new role.
Networking 101
As a millennial with nearly 20 years in the working world under my belt, I’m guilt of taking for granted some of the basic skills I’ve refined that might not be so obvious to someone new to the working world.
Producers: Which is better…big broker or small?
I’m often asked, which is best – big broker or small? My short answer is – neither is “better” but one is absolutely better FOR YOU.
When Company Shakeups are a Blessing in Disguise
About 10 years ago, my husband and I were working for the same insurance company. A new CEO took over and with that came a bunch of changes, one of which being that we all had to reapply for our positions...
Interview Tips for Commercial Account Managers & Underwriters
Focusing in such a niche space means I see lots of the same stuff day in and day out. 90% of the roles I work on are commercial agency service or commercial underwriting. Here are some of my best interview tips for those positions.
Job Searching: Be Your Most Marketable Self
At a time when there’s stiff competition for jobs (especially those that are fully remote which tend to have more applicants), standing out is key. You only get one chance to make a first impression (it’s so true!!), so your LinkedIn profile and resume must be on point.
Career Advice I’d Give my 23 Year Old Self If I Had to Start Over
If I were starting a new career in insurance today knowing what I know now (after 17 years in the industry), here's the advice I'd give myself:
How to Stay Sane in the Current Job Market
It’s no secret that this is a weird and wild job market. Are you seeing it? Everyone’s in need of people, yet it seems no one’s hiring. Roles are urgently in need of filling, yet hiring processes are dragging on for weeks, sometimes even months.
Is there such thing as work/life balance?
Today’s employee juggles a lot. Whether that’s caring for children, caring for elderly parents (or for some – both!), we are shouldering more than ever outside of the office. There’s also been a shift in recent years as to how we approach this thing called work life balance.
When it’s finally time to move on…
A candidate recently told me that when she gave her notice, her boss said to her: "I think you will find the grass is not greener where you're headed. If that turns out to be the case, call me." I know how she was feeling after that comment…
Where to Find Producers
Most every broker is looking for new producers. But, where to find them? 🤔
Underwriters: How to Get More New Business
Underwriters love to dodge phone calls and send emails instead. I was absolutely guilty of it in the early days of my career because it was easier to figure out the answer and respond by email, than feel uncomfortable not knowing the answer on the phone.
Recruiting Tips for Brokers & Carriers
Culture matters - people want more out of life and work than ever before. Culture isn't a ping pong table in your breakroom. It's giving people the flexibility to juggle a career and a homelife. Being generous with time off and remote work. Getting rid of toxic employees even if they are top sales people (yes, really!). Supporting causes that are important to your teams. You'll be surprised how much harder people will work when they feel valued and appreciated.
Submission Narratives Matter
It takes time and effort to get in front of a client to earn the opportunity in the first place. Put the same amount of effort into getting a great option from your Under Writer or you're working way harder than you need to.
Underwriting is a Sales job.
People do business with people they know, like and trust. Producers have lots of choices when marketing a new account - they are going to gravitate to those they like working with.
Career Death by Stagnation
Spending your entire career at one company was once the thing to do. It was stable. You had a pension. You were respected for your loyalty to the company.
Are you a “woman’s woman”?
Do you mentor and guide other women without regard for how it could help you? Do you share your wisdom or keep it guarded for fear of someone one-upping you?
Don’t be Afraid to Fire a Client.
Having worked with many different producers in my underwriting days, and along side many others when I became a producer myself, I've come to realize there are essentially 2 types of people:
What Successful Producers DON’T do.
Insurance can feel like the wild west at times. Some of the stuff I have seen and stories I've heard lately.... I'm dumbfounded.