The Insurance CSR Sales Master Class Handbook

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

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Author Biography

Sheldon he has spent thousands of hours coaching soldiers, skiers, white water rafting quests, high school athletes, masters level Ultimate Teams, and Insurance Industry Professionals around the world.

Sheldon got his first, adult taste of rigorous coaching as an airborne trained officer in the U.S. Army. He learned, only through hindsight, that force of will, repetition, and endurance are useful attributes but insufficient for the well-rounded and joyful pursuit of excellence.

As a nationally certified ski instructor for 25 years, Sheldon has coached thousands of skiers to a place of confidence and joy - never belittling, always encouraging.

A veteran white water river guide, he seeks out the guests on each trip whose silent fear nearly blinds them to the beauty and thrill of the ride – then gently coaches them through.

He built, from scratch, the first girls Ultimate Frisbee team at his city High School and through seven seasons coached them to three state finals, two tournament championships and a top 10 national ranking.

He has captained Masters level Ultimate teams, and is a competitive trail racer and triathlete who lives in the ebb and flow of daily discipline and distractions.

In 2002, Sheldon launched to help service people sell. He’s coached hundreds of insurance agencies and thousands of CSR’s in collaboration with dozens of national and regional carriers, state associations, and industry partners.

Sheldon’s energetic coaching flows from two guiding principles: lovingly meet people where they are and ignite their own desire to improve.

    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.

Gerald Goldman

This book is a treasure trove of encouragement for the salesperson. Success is the goal and the way to success has been given to us by Mr. Snodgrass.