Automatically apply for jobs with Zippia

Upload your resume to get started.

Agent assistant skills for your resume and career

Updated January 8, 2025

3 min read

Below we've compiled a list of the most critical agent assistant skills. We ranked the top skills for agent assistants based on the percentage of resumes they appeared on. For example, 17.2% of agent assistant resumes contained customer service as a skill. Continue reading to find out what skills an agent assistant needs to be successful in the workplace.

15 agent assistant skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how agent assistants use customer service:

Provided customer service to insured travelers regarding: policy benefits, verification of coverage, claim adjudication and process.
Assisted personal and commercial insurance agents Provided administrative support including customer service, policy review, certificate issuance.

2. Life Insurance

Here's how agent assistants use life insurance:

Investigated competitive policy pricing strategies for automobile and life insurance.
Worked as a temporary clerk for the group health insurance agent of the local agency of Northwestern Mutual Life Insurance.

3. Insurance Policies

Here's how agent assistants use insurance policies:

Received payments from walk-in customers and answered any questions concerning their insurance policies.
Developed and implemented insurance policies which resulted in increased company efficiency and productivity.

4. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how agent assistants use outbound calls:

Make outbound calls to current clients to schedule reviews and update information to ensure no lapse in health coverage.
Place outbound calls on demand for Marketing, Enrollment, and other departments as appropriate.

5. Inbound Calls

Here's how agent assistants use inbound calls:

Received inbound calls regarding digital transition.
Handled 70-80 inbound calls daily from customers located throughout the U.S. and Canada who are in immediate need of emergency assistance.

6. Auto Insurance

Auto insurance is an insurance policy that covers you from incurring financial losses when your vehicle meets with harm.

Here's how agent assistants use auto insurance:

Calculated premiums, provided home and auto insurance quotes, and processed policies.
Job Description: Helping clients/ Dealing with claims/ Auto insurances/ Setting appointments.

Choose from 10+ customizable agent assistant resume templates

Build a professional agent assistant resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your agent assistant resume.

7. Health Insurance

Here's how agent assistants use health insurance:

Set appointments for our sales team to go out and sign new customers with health insurance.
Established and maintained state licenses in Property, Casualty, Life and Health insurance.

8. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how agent assistants use scheduling appointments:

Performed various clerical and administrative duties, including scheduling appointments and meetings, providing public information on properties.
Answer and forward calls, providing information, taking messages and scheduling appointments.

9. Policy Changes

Here's how agent assistants use policy changes:

Answer phones, make policy changes, collect premiums, make past due and cancel status phone calls.
Process new policies, policy changes, post billing payments, enter claims, maintain filing system.

10. Develop Leads

Here's how agent assistants use develop leads:

Find and develop leads by involvement in community and business organizations.
Used marketing strategies to develop leads by community involvement.

11. Roadside Assistance

Here's how agent assistants use roadside assistance:

Accomplished and diligent roadside assistance agent dedicated to client satisfaction.
Coordinated emergency roadside assistance to customers in distress

12. Customer Calls

Here's how agent assistants use customer calls:

Aided incoming customer calls with insurance information and quote estimates.
Handled inbound customer calls related directory assistance.

13. MLS

MLS means multiple listings services that depict a private or personal offer and contribution of an organization done by listing brokers and other real estate brokers. It refers to a database created involving real estate brokers to give information or data concerning all property or estates on sale. In it, both parties involved in the agreement benefit by sharing the commission and information.

Here's how agent assistants use mls:

Assisted with open house displays, organized client records, contracts, and MLS reports for client-buyers.
Conduct searches to find needed information, such as MLS (Fusion).

14. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how agent assistants use payroll:

Compiled and submitted reports for incoming authorization for payroll deductions.
Processed payroll direct deposits to individual bank accounts.

15. Travel Arrangements

Here's how agent assistants use travel arrangements:

Planned all travel arrangements and logistics for domestic and international travel for Executive Vice President.
Assisted customers with travel arrangements, vacation packages, airline/sailing tickets and hotel reservations.

5 Agent Assistant resume examples

Build a professional agent assistant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your agent assistant resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Agent Assistants find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of agent assistant skills to add to your resume

The most important skills for an agent assistant resume and required skills for an agent assistant to have include:

Customer Service
Life Insurance
Insurance Policies
Outbound Calls
Inbound Calls
Auto Insurance
Health Insurance
Scheduling Appointments
Policy Changes
Develop Leads
Roadside Assistance
Customer Calls
MLS

Payroll
Travel Arrangements
Administrative Tasks
Front Desk
Open Houses
Insurance Quotes
Telephone Calls
Computer System
Casualty Insurance
Bank Deposits
Customer Inquiries
Office Equipment
PowerPoint

Process Payments
Service Calls
Word Processing
Insurance Claims
Customer Complaints
Insurance Applications
Expense Reports
Multi-Line Phone System
QuickBooks
Policy Holders
Customer Issues

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse sales jobs