Building an Effective Insurance Team

Building an Effective Insurance Team

Jeff Gipson Jeff Gipson | August 23, 2019

An effective insurance team is the key to a successful insurance business. To create a strong team, you need to consider more than technical skills. Teams that succeed have a plethora of technical skills and personalities. These elements result in a positive team dynamic and can help your business be more successful. 

Personalities You Need for Your Team

Personality determines your position on a team and, since there are a lot of different roles, there should be different characters as well. Having a balance of different personalities will create a more cohesive team that is ultimately more successful. 

Results-oriented people are naturally organized, self-starters. These individuals are energetic and will likely take charge of a project, ensuring every team member is focused on the common goal.  

Relationship focused team members are attuned to the feelings of others in the group and want to create personal relationships within the team. These individuals are often diplomatic yet approachable and will help address emotional strains within the team. 

Rule followers have incredible attention to detail and like to stick to the book. These people are reliable and organized, keeping the team on track. 

Disruptive thinkers crave innovation. They enjoy finding new solutions to old problems and challenging traditional methods. 

Pragmatic individuals are the most prudent and emotionally stable members of a team. They are good at keeping teams focused but may resist change. 

While these types of individuals can sometimes clash, it is imperative each is represented on the team. Having a balance of personalities results in better communication, new ideas and a higher level of performance. 

What is a good team?

With the right combination of personalities, you can create a strong team with the essential traits of a good team dynamic:

Appreciation: Team members have to respect each other and the common goal. Recognizing each other’s strengths and reveling in each member’s successes helps everyone feel they really belong. This appreciation goes a long way in keeping team morale strong. 

Purpose: Every team has a goal and every member serves a role in accomplishing that goal. Strong teams recognize how each member plays into that end goal.

Respect: While having different personalities on a team leads to greater success, sometimes emotions run high and personalities can clash. Good teams must create ways to tackle disagreement in a respectful way.

Dependability: Team members need to be able to rely on each other. It can be distracting for other members when one isn’t pulling their weight. Unfulfilled responsibilities can put the entire team behind schedule and result in unnecessary conflict. 

Teams with these traits are happier and, therefore, achieve more. 


Effective insurance teams aren’t just technically successful, but also have complementing personalities and a strong team dynamic. When hiring individuals to join your team, it’s important to consider more than just experience and competence. The James Allen Companies specializes in finding candidates with personalities to complement your culture and a track record of being successful team members. If you’re interested in developing your team, contact The James Allen Companies today. 

About the Author

Jeff Gipson
Jeff Gipson
Jeff Gipson Sr. is a veteran of the staffing industry, with more than 30 years of experience. He got his start working for an international staffing organization where he focused on information technology placements across the country. In July 1992, Jeff continued his staffing career with a St. Louis based information technology staffing company. There, he was strategically involved in launching the organization’s first branch office — and subsequently three additional branch offices over the next several years. In July 2000 Jeff made another move — this time to launch his own staffing company, continuing his IT focus. In 2003 the organization was reinvented. Relying on his earlier sales career in the insurance industry, the company changed course and began building the firm around the insurance industry. The company continues to put all their energy in the insurance sector filling positions of all titles across the country. Jeff and his wife Carolyn have been married since 1980. They have three children and seven grandchildren.
Contact Us

Landing Page Form

Share our blog with others