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Associate finance representative skills for your resume and career

Updated January 8, 2025

1 min read

Below we've compiled a list of the most critical associate finance representative skills. We ranked the top skills for associate finance representatives based on the percentage of resumes they appeared on. For example, 13.0% of associate finance representative resumes contained customer service as a skill. Continue reading to find out what skills an associate finance representative needs to be successful in the workplace.

15 associate finance representative 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 associate finance representatives use customer service:

Provided administrative support and customer service for individual health insurance and life insurance.
Experience customer service associate in developing and maintaining excellent business relationships.

2. Disability Insurance

Here's how associate finance representatives use disability insurance:

Managed life and disability insurance applications for underwriting, policy owner services and investment accounts.
Prepared marketing presentations for life insurance, disability insurance, and investment products.

3. Life Insurance

Here's how associate finance representatives use life insurance:

Perform operational procedures for investment and life insurance business.
Maintained detailed administrative and procedural processes for life insurance.

4. Long-Term Care

Here's how associate finance representatives use long-term care:

Improved client's investment, life, disability, and long-term care insurance policies with appropriate asset allocation and market diversification.
Assisted clients with financial issues and planning involving the sale of life, long-term care, disability and annuity products.

5. Client Service

Here's how associate finance representatives use client service:

Created & implemented organization procedures for client services leading to increased office productivity.
Provide financial representative team support specializing in client service

6. Insurance Applications

Here's how associate finance representatives use insurance applications:

Manage an office for an insurance financial representative and oversee that all insurance applications were completed with accuracy.
Follow all insurance applications through underwriting; communicate with applicants throughout underwriting and prepare applications for policy delivery.

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7. Health Insurance

Here's how associate finance representatives use health insurance:

Market and sell various forms of health insurance including life, accident, health and other supplemental benefits.
Assisted individuals and employers in Idaho and Oregon to find cost effective health insurance coverage.

8. Client Relations

Here's how associate finance representatives use client relations:

Maintained client database by properly coding and segmenting prospects, clients and capturing critical information in client relations management system.
Maximized cross-selling opportunities and deepened client relationships to continuously improve and exceed cross-selling ratio.

9. Policy Changes

Here's how associate finance representatives use policy changes:

Assist clients over the phone with questions about their policies, and if they need to do policy changes.
Process Payments*Call Past Due Policies*Make policy changes*Quotes*Make Bank Deposits*Reconcile BankStatement*Greet customers and direct them to the proper person

10. Underwriting Process

Here's how associate finance representatives use underwriting process:

Administered all insurance underwriting process and investment accounts, facilitated calls to existing clients and scheduled all appointments and activities.
Help applications get through the underwriting process by collecting any additional needed information for the underwriters.

11. Schedule Appointments

Here's how associate finance representatives use schedule appointments:

Maintain Financial Representative's calendar and schedule appointments.
Schedule appointments for financial representatives.

12. Insurance Policies

Here's how associate finance representatives use insurance policies:

Specialize in the review of existing insurance policies to educate clients on any lapse in coverage and best ways to amend it
Service all existing client insurance policies, handle all incoming service requests, and maintain client case files.

13. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how associate finance representatives use wealth management:

Manage day-to-day operations of a growing wealth management advising practice.
Lead Associate in charge of handling the risk insurance side of a small Wealth Management firm.

14. Client Accounts

Here's how associate finance representatives use client accounts:

Collect personal and confidential information for application processing of client accounts including medical histories and employee benefits.
Managed client accounts, Serviced existing accounts, Facilitated opening of new accounts, Met with clients to finalize accounts.

15. Annuity

Here's how associate finance representatives use annuity:

Process loan/surrender requests for Variable Annuity.
Process loan/surrender requests for annuity and brokerage accounts.

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List of associate finance representative skills to add to your resume

The most important skills for an associate finance representative resume and required skills for an associate finance representative to have include:

Customer Service
Disability Insurance
Life Insurance
Long-Term Care
Client Service
Insurance Applications
Health Insurance
Client Relations
Policy Changes
Underwriting Process
Schedule Appointments
Insurance Policies
Wealth Management
Client Accounts
Annuity

Investment Accounts
Morningstar
Annuities
Process Applications
Account Forms
Insurance Services
Insurance Products
Late Payments
Client Database
Type Correspondence
PPA
Sales Process
Financial Security
Office Operations
Medical Exams

Travel Arrangements
Linkedin
Account Values
Sales Cycle
Insurance Illustrations
Client Presentations
Service Inquiries
FINRA
QuickBooks
Risk Tolerance
Client Signature
Investment Products
Client Meeting
Prospect Meeting

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

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