Exec: Brokers gain trust by helping clients understand voluntary benefits

Brokers and agents who help clients choose the most appropriate voluntary benefits become trusted advisers, says Kathy O’Brien of Unum National Client Group. Voluntary benefits fill gaps in coverage and can boost employee engagement, she says. Brokers “need to understand how the benefits coordinate with other benefits and the best methods for employee communication and participation so they can make recommendations to their clients and the carriers who provide the overall best client experience,” O’Brien says. BenefitsPro.com (8/19)