The Insurance CSR Sales Master Class Handbook


Non-Fiction - Business/Finance
98 Pages
Reviewed on 10/24/2020
Buy on Amazon

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    Book Review

Reviewed by Jamie Michele for Readers' Favorite

The Insurance CSR Sales Master Class Handbook by J. Sheldon Snodgrass is a non-fiction business guide that promises increased sales through a tried and true method established by the author for other customer service representatives. Over the course of five distinct modules, Snodgrass applies a series of steps that cover multiple situations and work in tandem with one another to optimize success in property and casualty insurance sales. In each module, a foundational structure exists to streamline the learning process to ensure understanding and implementation, as well as for a refresher or reference down the road. The module begins with the intent of the section, the “takeaway” as Snodgrass labels it, the practice, toolkit, and instructions, and several worksheets to engage the reader.

It's clear that J. Sheldon Snodgrass has a knack for coaching and frankly, as a former sales representative, I wish I'd had a source in the same vein as The Insurance CSR Sales Master Class Handbook. The simplicity of Snodgrass' approach is a testament to how his method can work for many as it feels approachable and well within our grasp. This is not to undermine the work that must go into it, only the ease of access the information and formatting provides. The worksheets are fantastic and the message is succinct and direct. Whereas most agents or representatives are thrown into the deep end with a transcript of objection-busters, Snodgrass digs deeper and allows for multiple angles to be worked at the same time to maximize the potential for great results. This is a fantastic guide that will undoubtedly help many in the industry as well as those who work in sales outside the financial world.