I just got fired by my life insurance rep at the Washington Financial Group.
She concluded our phone discussion by telling me to “call the 800 number if I have any questions or needs.”
Umm, no thanks. I plan to switch providers when my policy renews later this year. Candidly, this is a good move for her and for me.
That’s because we have a philosophical disagreement about the definition of the word relationship. For me, in professional services it’s all about a quality offering delivered at a reasonable cost in a way that is convenient and respects my time.
My dentist is an example. Yes…he’s knowledgeable, personable and very good at what he does. I expect that of any successful professional. My loyalty to his practice results from the flexibility when scheduling my appointments and because they always take me on time.
The life insurance rep views a relationship as a more personal connection. During today’s call she cited “everything she’s done for me” and how much she “cares about me.”
That’s why she wants me to take time out of my hectic schedule serving Strategic Communications Group’s (Strategic) clients to come to her office to meet with her and a colleague. My suggestion to schedule a conference call was greeted with a frown.
I think she believes the warmth she has for clients to be sincere and, for many, that may be important. For me though my expectation is that she simply does her job well. Plus, the “caring for me” bit is something I ask of my family and friends, not my insurance rep.
So…we will part ways. I’ll spend my money with an alternate provider who is just as competent and who is in sync with me on expectations of the relationship.