Broker Unplugged: Candid Conversation With PrimeService’s Top Performing Brokers -Stan Dubinsky
In 2017, Stan Dubinsky made the transition from being a financial advisor to becoming an independent insurance broker. Since then, he has become an invaluable asset to PrimeService Insurance. Stan’s distinctive combination of financial acumen and people-centric approach has seamlessly complemented his career as a full-service insurance broker.
One-stop solution for all client needs
In the insurance industry, achieving success hinges on one crucial thing: Providing exceptional service. When asked about the driving force behind his success, Stan mentioned, ‘People choose to work with me not solely for my competitive pricing, but primarily for the level of service I provide.’ He is a firm believer in being a one-stop solution for all his clients, offering a comprehensive array of services ranging from Property and casualty (P&C) insurance to life insurance, retirement plans, group benefits, disability coverage, and more. Along with providing various insurance solutions, Stan is confident that his ability to understand his client’s needs and explain insurance options clearly has helped him stand out for his clients. With PrimeService’s ongoing training and assistance, he effortlessly addresses clients’ inquiries, leading to client satisfaction and growing business.
Leveraging professional alliances
When it comes to acquiring new clients, Stan employed a distinctive approach that delivered impressive results. Instead of chasing down potential clients, he tapped into the strength of his existing relationships. Over time, Stan had built a solid client base in the life insurance sector. The trust he had nurtured among these clients created opportunities to address a wider range of insurance needs, with many choosing to transfer their home and commercial policies under his guidance.
Moreover, Stan had established a remarkable network of professional alliances, including peers from the life insurance industry, as well as accountants, lawyers, and real estate agents. Collaborating with these professionals proved instrumental in generating referrals for Stan.
Providing personalized service
For building and nurturing client relationships, Stan adopts a client-centric approach. He places a strong emphasis on accessibility, maintaining an open line of communication for clients to pose questions and express any financial concerns. Also, it is important to be consistent with the deadline and ensure that client’s needs are addressed promptly and efficiently.
Stan’s dedication extends to clients who receive group benefits through their employers. When given the opportunity, he actively engages with these clients’ employees. He takes the initiative to arrange lunch meetings where he can attentively respond to their queries and offer valuable guidance. Delivering personalized service is essential to earn clients’ trust and build long-lasting relationships.
Becoming the trusted advisor
For fellow insurance brokers seeking to excel in their field, Stan offers some invaluable advice: strive to become a one-stop shop for your clients. When you offer a comprehensive range of services and take a proactive approach to their needs, you’re more likely to earn their trust and continued business. It is important to provide holistic solutions, showcasing your expertise across various aspects of insurance. Ultimately, the goal is to make your customers believe in you wholeheartedly, becoming their go-to advisor.
Whether you are a seasoned broker or just starting your journey in insurance, the wisdom shared here underscores the importance of being a versatile and client-centric professional. Aim to become a one-stop shop, expand your knowledge, collaborate with other professionals that complement your services and prioritize going above and beyond for your clients. These elements equip you to achieve success in the highly competitive insurance field.