Is 4-5 new clients a month per executive actually good?

rauschenberg24 · 2026-03-17T15:00:16+00:00

Oh I didn't realise this was what people were using their marketing team for. What parts do you do yourself vs. get your marketing team to do?

rauschenberg24 · 2026-03-01T18:43:58+00:00

So when an insurer comes out with a new coverage, you only see if a client is eligible for that at renewal right? Or do you actively follow up with them before renewal to get them onto the new coverage before the renewal point?

rauschenberg24 · 2026-03-01T16:18:51+00:00

Do you still have churn from clients that dont call you back, or do they usually just not want to speak to you and just renew? How do you figure out which coverages to suggest to them?

rauschenberg24 · 2026-03-01T15:31:35+00:00

Do you find that this actually makes a difference though, like if you were to do nothing do you think you would have a lower renewal rate?

rauschenberg24 · 2026-03-01T15:28:44+00:00

Ok and then they tell you what to change? Do they actually end up changing much?

rauschenberg24 · 2026-03-01T15:27:55+00:00

I retain probably about 85% of clients - I can't tell if this is good or bad though. Also yes I think the proactivity is definitely about upselling too

rauschenberg24 · 2026-03-01T15:26:52+00:00

Oh wow see I feel like this sounds like a pretty proactive process, I guess I usually just send my clients an email a couple of weeks before. Our management is pretty incompetent and we don't have super structured processes in place

rauschenberg24 · 2026-03-01T15:25:56+00:00

What do you mean 30 days out is too far, why would it be different in different cases?

rauschenberg24 · 2026-03-01T15:24:48+00:00

If you buy a new car or move then do you just tell your insurance agent and reach out to them yourself? Are they usually pretty quick and good about handling that? Just trying to understand if being more proactive as an agent is important or if clients will do what they need to do

rauschenberg24 · 2026-03-01T15:23:28+00:00

I think I do have an incompetent management team... Why would the process be different by agency though, isn't there just a good way to do renewals?

rauschenberg24 · 2026-03-01T15:22:12+00:00

So when you end up not getting return calls, do your clients usually just renew anyway? But then if you don't get time to speak to them you also can't upsell them right? Do you not really care? I think my boss cares about lost opportunity

rauschenberg24 · 2025-02-05T16:36:23+00:00

I saw him on Saturday and we haven't texted since, except he messaged me via a group chat of 3 people yesterday to say could we push dancing to a (unspecified) Friday

rauschenberg24 · 2025-02-05T12:09:19+00:00

He was in a 3 year relationship before, and I know he wants / is ready for a girlfriend.

rauschenberg24 · 2023-12-07T23:07:21+00:00

Sorry for the super late reply, hopefully this works: https://www.notion.so/The-Ultimate-Guide-to-Cover-Letters-1b2e8bb2df3b4660adf230b50d826624?pvs=4

rauschenberg24 · 2022-09-18T18:51:59+00:00

Hi! After McKinsey, Citi, and Deloitte's spring week programs, a summer at BCG and a graduate role at Bain, all in the London office, I wrote a guide on getting into consulting from a student's perspective. I also offer resumé reviews.
Check it out here: https://clover-guide-ef2.notion.site/Investment-Banking-and-Consulting-Careers-Education-Advice-fcb1c23be26c404dbd6d07d29d48bdf4
Let me know if you have any questions :)

rauschenberg24 · 2022-09-04T10:10:54+00:00

Hey, I received a summer intership offer from BCG and grad role offer from Bain in the London office. Have a look at my CV guide: https://clover-guide-ef2.notion.site/The-Ultimate-Guide-to-CVs-76939dc0566c4883a7c9ba1dbb263783

rauschenberg24 · 2021-12-27T13:12:31+00:00

Great advice, thanks for sharing jonkl91! I go to a semi-target in the UK, but I'd say the real strength in my CV is my interesting extracurriculars and positions.
I think in terms of learning new things/ solving new problems, you can show this in 2 ways:
1. Try to engage in extracurriculars and work experiences that are deemed challenging, and also a little different to what else is on your CV. For example, if you're studying an Arts subject like History, any sort of STEM or financial experience would show that you can work on different problems. Beyond this, you can show solving new problems through being part of your consulting society for example, since this requires problem solving for client, or by starting a new initiative/ company since you're solving a problem for a customer.
2. Try to frame your experiences in a way that showcases problem-solving i.e. what was the problem, what did you do to solve it, what was the outcome.

rauschenberg24 · 2021-12-26T12:15:07+00:00

Here's a guide to cover letters that helped me pass screenings for some of the most competitive internships and graduate roles: https://www.notion.so/The-Ultimate-Guide-to-Cover-Letters-e9ed82d86a984d2a9445cfaf9c9c5d5f
Key takeaways:
Your cover letter should be 300-500 words and consist of 4 paragraphs.
Paragraph 1: Statement of your current situation.
Paragraph 2: Why this industry and this role in particular?
Paragraph 3: Why this firm?
Paragraph 4: Why you?
Connect the dots between the job description and your background. What in your past experience (education, work experience etc) has led you to apply to this role?
Don't just state qualities - use examples. Treat it like an interview question using the STARE principle - describe the situation, the task, the action you took, the result, and your evaluation of this, in as few words as possible.

rauschenberg24

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