In this episode of Awkward Insurance, Dustyne Bryant, CIC, CISR, MBA, and Heath Shearon, the Mayor of Insurance Town, have a candid conversation about the evolution of their relationship as account manager and marketing manager, respectively. Heath offers his perspective on communication, being a marketing representative for insurance carriers, and how brief dabbles as a producer helped transform the way he returned to marketing.
For account managers, communicating their needs and expectations to carriers can be frustrating. Carriers have specific ideas on what preferred business looks like, but what comes across the desk may not always fit the mold. What clients are looking for, may not match what a carrier is offering. Carrier marketing representatives, territory managers, and the likes are there to bridge the gap between insurance companies and agency professionals.
Listen closely to pick up golden nuggets about how both agency professionals and carrier marketing representatives can squeeze the most out of their meetings together. Cultivating these relationships will add value for the client and to the agency as these relationships help build profitable books of business.