Making effective phone calls to insurance customers

idd
Effektiv mit Versicherungskundinnen und -kunden telefonieren
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Selling

clock

Total time 80 minutes

There are a number of challenges to overcome when dealing with customers on the phone. The e⁠-⁠training explains how to use one's own voice professionally on the phone, how to prepare customer phone calls in the best possible way and which techniques are particularly important for customer-oriented telephone conversations. There are also tips for dealing with complaints and for convincing rhetoric in telephone conversations with customers.

Teaser

Target group

  • Intermediaries and advisors who are active in the distribution of insurance products and employees who assist in the mediation or provision of advice.

Learning objectives

  • Know the typical challenges that arise when contacting customers in the insurance industry by telephone.

  • Using your own voice convincingly and authentically on the phone

  • Plan and prepare telephone calls with insurance customers

  • Guide the clientele professionally through telephone conversations

  • Dealing with complaint calls in a customer-oriented and confident manner

  • Use rhetorical techniques to convince customers of the insurance offers and to advise them in a customer-oriented manner.

Competencies

Focusing on customer satisfaction
Asserting yourself
Managing your own time
Getting a grip
Providing clarity

Authoring tool

Rise

Methods

Animated illustrative videos
Key messages
Knowledge Check
Transfer tasks
Interactive elements
Moderated video lectures
Enacted scenes
These macrolearnings may also interest you
Kundenberatungen in der Versicherungswirtschaft erfolgreich abschließen
iddSuccessfully complete customer consultations in the insurance industry
Strategischer Vertrieb in der Versicherungswirtschaft – Kundinnen und Kunden strategisch betreuen
iddStrategic sales in the insurance industry - looking after customers strategically
Wertschätzende Beziehungen in der Kundenberatung aufbauen
iddBuilding appreciative relationships in client counselling
New e-trainings at PINKTUM
Lernen fördern – Eine Lernkultur im Team etablieren
macrolearningPromoting learning - establishing a learning culture in the team
Mental Health: Achtsam handeln im Arbeitsalltag
macrolearningMental Health: Being Mindful in Your Daily Work Routine
Probleme lösen – Von der Analyse bis zur Umsetzung
macrolearningEffective Problem-Solving—Strategies for Identifying and Solving Issues