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Writer's pictureLeMareschal

The Crucial Role of Customer Care in Close Protection

Updated: May 28, 2023

Executive protection agents play a pivotal role in safeguarding the lives, families, and reputations of ultra-high-net-worth individuals (UHNW), C-Suite executives, and celebrities. These prominent figures often lead very demanding lifestyles, and face unique security challenges due to their high-profile status, which necessitates the presence of professional protectors. To add to that, they have personal traits, unique preferences, and their day-to-day needs as well. While the primary responsibility of an executive protective team is to ensure the safety and well-being of their clients, it's also essential for protective agents to adopt a customer care approach when working with these individuals.


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In the realm of protective agents who cater to these individuals, the need for a customer care approach cannot be overstated. To maintain the working relationship, provide for the requirements of the clients, and keep the contracts for employment, it requires a tedious balance of strict procedures and a “can do” customer service mentality. Unlike conventional security roles, protective agents working with this caliber of clientele must understand the unique demands and expectations of their clients, ensuring their safety while providing exceptional service.


One thing that we must clarify is the misconception and the belief that providing executive protective services with a customer care approach means that your efficiency as a security provider is low. No, taking into consideration the client’s needs, wants and unique expectations doesn’t necessarily mean you are lowering your protective services. Knowing the balance between the two is the key. And the new or misled agent whose mantra is always, “That’s not security’s job” when asked to provide that “go the extra mile” service, will find themselves unemployed rapidly if they can’t adapt to the protection vs service matrix that is unique to each client. No two situations are the same.


Adopting a customer care approach means treating the client as a customer and providing them with excellent service, just like any other business. It involves listening to their needs and concerns, communicating clearly and effectively, and addressing any issues or challenges promptly and professionally. And always keep in mind, while providing care, there will be some circumstances to address when it comes to maintaining this care and yet not compromising the strict security protocols keeping the client, staff, or their family safe.


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One critical aspect of a customer care approach (and executive protection services) is maintaining confidentiality. UHNW individuals, C-Suite executives, and celebrities often have personal traits and sensitive personal and professional information that they do not want to be disclosed publicly. Protective agents must be trusted to keep this information confidential and always protect their client’s privacy. With this trust comes an enormous amount of responsibility to use strict discretion and maintain the insulation of their private lives from scrutiny.


Protective agents must also be adaptable and flexible in their approach, as every client's needs and preferences can differ greatly. For example, some clients may prefer a highly visible security presence, while others may prefer a more discreet approach. Some may require a high level of personal interaction, while others may prefer to keep their distance. Quite a number of corporate figures demand a nearly “hands-off” approach which requires that their security team understand the low profile, or “covert” EP model for their agents.


Understanding the Customer Care Approach

Customer care refers to the practice of understanding and meeting the needs and expectations of your clients, focusing on their satisfaction and well-being. Traditionally, this approach has been associated with businesses and service industries, but it holds equal relevance in the realm of protective services. By adopting a customer care mindset, while not compromising the needed layers of security, a professional protective agent can provide personalized attention and support, enhancing the overall client experience. Executive protection service providers who adopt a customer care approach when working with this specific line of clientele can reap several benefits. By delivering personalized and exceptional service, executive protection companies (or agents) can enhance their reputation, attract new business opportunities, differentiate themselves from competitors, increase revenue, and foster long-term partnerships. In an industry where the combination of security protocol, trust, and satisfaction are paramount, prioritizing the client's needs and preferences is key to success.


The unique demands of UHNW individuals, C-Suite executives, and celebrities

UHNW individuals, C-Suite executives, and celebrities are often subject to intense scrutiny, invasive media coverage, and potential threats from overzealous fans or even dangerous individuals. The nature of their very lives, such as corporate posture, public appearances, high-profile events, decision-making, or traveling, increases their vulnerability. Consequently, they require protective agents who not only ensure their physical safety but also understand the intricacies of their lifestyle, preferences, and privacy concerns and can adapt to their needs accordingly.


The importance of a customer care approach

Building Trust and Rapport: By adopting a customer care approach, protective agents can foster trust through open communication, empathy, and a genuine concern for the well-being and daily life operations of their clients. This trust forms the foundation for effective protection and allows clients to feel comfortable and secure in their presence. And a professional agent also must understand the balance between “Friendly, not friends”. This mindset is sometimes the most difficult for new agents to fully understand and implement properly. Excellent customer service can be provided and their unique needs satisfied without losing perspective in the overall dynamic of “Employer vs employee”.


The need for tailored services to individual needs

Each client has unique requirements based on their personal circumstances, schedules, and preferences. By actively listening to and understanding their specific needs, protective agents can customize their services accordingly. Tailored executive protection services are necessary to address unique security threats, offer flexibility, minimize disruption, and build trust and confidence between the individual and the security team. An agent with a creative and “can do” mindset is a must. Every day may present challenges and we must rise to meet them with overall customer satisfaction in mind.


Managing Public Perception

UHNW individuals, C-Suite executives, and celebrities often rely on their public image for personal and professional success. One seemingly innocent blunder can do irreparable damage. Protective agents who adopt a customer care approach must do all they can to assist in managing public perception by ensuring privacy, coordinating with media teams, and handling public interactions with professionalism and discretion. “Perception is reality” is so true, particularly in today’s society. How the public views you rapidly becomes who you are, what you are, and they can be merciless. Any mistakes, no matter how little, are viewed quite critically, and repairing mistakes made takes time or may not be correctable at all. A professional protective agent must always stay ahead of possible damaging or embarrassing moments. Maintaining this type of proactive approach helps safeguard the client's reputation and minimizes potential risks associated with public exposure.



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Anticipating and Mitigating Risks

Another aspect of a customer care approach is being proactive and anticipating the client's needs. This means being attentive to their surroundings, identifying potential risks or threats, and taking appropriate measures to prevent them from happening. Executive protection agents with a strong focus on customer care prioritize the safety of individuals by diligently examining potential risks and adjusting their strategies accordingly. Through the acquisition of in-depth knowledge about their clients' routines, preferences, and potential threats, these agents are able to proactively anticipate and effectively minimize risks. Many of these can be, and quite often are, the direct result of their clients’ specific lifestyle, protective needs, or selective wants. By employing this approach, an ever-conscious agent can create a secure and productive environment while minimizing any disruptions to their clients' everyday activities.


Providing Emotional Support

Clients often face emotionally demanding circumstances stemming from heightened public attention, personal or professional setbacks, or security incidents. Emotional understanding and empathy are crucial at these times. Protective agents who embrace a customer care mindset go beyond physical protection by providing needed emotional support. They serve as trustworthy confidants, lending a compassionate ear and offering stability during difficult moments due to the trust and, and faith that the clients place in their agents.



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In the realm of protective services for UHNW individuals, C-Suite executives, and celebrities, adopting a customer care approach is indispensable and can be considered part of your ‘risk mitigation’ approach. To provide effective protection, protective agents must be skilled in risk assessment, threat detection, conflict resolution etc., However, they must also possess excellent communication and interpersonal skills to be able to establish and maintain a positive and trusting relationship with their clients. By prioritizing trust, tailoring services, managing public perception, mitigating risks, and providing emotional support, protective agents can deliver comprehensive and holistic protection to their clients. The customer care mindset fosters long-term relationships, enhances client satisfaction, and reinforces the vital role of protective agents in maintaining the well-being and security of UHNW individuals, C-Suite executives, and celebrities.


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