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Top 50 Commercial Agent Skills

Below we've compiled a list of the most important skills for a Commercial Agent. We ranked the top skills based on the percentage of Commercial Agent resumes they appeared on. For example, 13.1% of Commercial Agent resumes contained Customer Service as a skill. Let's find out what skills a Commercial Agent actually needs in order to be successful in the workplace.

These Are The Most Important Skills For A Commercial Agent

1. Customer Service
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high Demand
Here's how Customer Service is used in Commercial Agent jobs:
  • Developed long-term relationships with members/customers and underwriters and assigned Customer Service Representatives (CSR).
  • Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
  • Provided superb customer service through integrity and dependability.
  • Delivered superior customer service to a diverse clientele.
  • Resolved problems and provided quality customer service.
  • Provided assistance to the sales team in all facets of sales, customer service, and marketing.
  • Serviced accounts through research, quote analysis, creating proposals, billing, and customer service.
  • Provide excellent customer service to RCN business customers.
  • Promoted to Commercial lines Customer Service Agent.
  • Awarded Customer Service Excellence Award 2007
  • Provided customer service, including billing assistance, for existing customers Assisted in answering phones and greeting customers.
  • Assisted Commercial Producer with quoting, customer service and invoicing.September 1999 to April 2007

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655 Customer Service Jobs

No jobs at selected location

2. Insurance Policies
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high Demand
Here's how Insurance Policies is used in Commercial Agent jobs:
  • Represented organization at meetings with businesses and trade associations and promoted company's insurance policies/products.
  • Generated customers, and Commercial Insurance policies for commission and additional services or products.
  • Transitioned into quoting, writing and servicing commercial lines insurance policies.
  • Utilize the Web to respond to quotes for insurance policies.
  • Sell insurance policies to commercial clients.
  • Key responsibilities: Account Management: Managed the service and retention of 1,000+ commercial and personal insurance policies.

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3. New Clients
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high Demand
Here's how New Clients is used in Commercial Agent jobs:
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Maintained renewals* Marketed for new clients through mail marketing, trade shows, referrals, and networking.
  • Meet with new clients and assess their insurance needs, then provide the best coverage possible.
  • Prepared quotes, applications and other miscellaneous documents for all new clients.
  • Market insurance companies to potential new clients.

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4. Real Estate
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high Demand
Here's how Real Estate is used in Commercial Agent jobs:
  • Networked extensively with real estate practitioners throughout Florida and U.S.
  • Reviewed Commercial loan documents for compliance, via PC software for both personal and Commercial Real Estate loans.
  • Represented Terra Properties and Real Living Real Estate in Northern California real estate and business venture opportunities.
  • Marketed and sold commercial real estate, businesses, and residential real estate.
  • List and market commercial real estate for Sellers.
  • Certified Commercial Investment Member, Alabama Chapter Represented buyers, sellers, lessees, and lessors in commercial real estate transactions
  • Drafted real estate documents including leases, LOIs, letters, and memos.
  • Licensed commercial real estate agent * Involved in leasing, sales and management * Assisted in development projects

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43 Real Estate Jobs

No jobs at selected location

5. General Liability
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high Demand
Here's how General Liability is used in Commercial Agent jobs:
  • Determine appropriate class codes for quoting existing and new business including General Liability and Workers Compensation.
  • Educate business owners on the classifications of general liability and workers' compensation polices to reduce dispensaries during the audit process.
  • Have acquired 2 carriers, Texas Mutual and Tapco to quote Workers Compensation and General Liability coverage.

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6. Business Proposals
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high Demand
7. Insurance Sales
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high Demand
8. Personal Lines
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high Demand
Here's how Personal Lines is used in Commercial Agent jobs:
  • Maintained a license as a Commercial and Personal lines Insurance Agent.
  • Marketed non-Allstate business to outside carriers Oversee personal lines department Trained new owner on all office process and procedures

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9. Insurance Products
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high Demand
Here's how Insurance Products is used in Commercial Agent jobs:
  • Market and provide commercial insurance products to small and middle market businesses.
  • Counseled corporate clients about insurance products their insurance needs.

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15 Insurance Products Jobs

No jobs at selected location

10. Insurance Companies
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high Demand
Here's how Insurance Companies is used in Commercial Agent jobs:
  • Understand and comply with current procedures, rates, coverage forms and appetites for fifteen separate insurance companies.

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24 Insurance Companies Jobs

No jobs at selected location

11. New Accounts
demand arrow
high Demand
Here's how New Accounts is used in Commercial Agent jobs:
  • Opened new accounts, made changes, helped on accounts, cross sold new accounts and helped with payments and billing.

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1 New Accounts Jobs

No jobs at selected location

12. Phone Calls
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high Demand
86 Phone Calls Jobs

No jobs at selected location

13. Data Entry
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high Demand
Here's how Data Entry is used in Commercial Agent jobs:
  • Documented all data entry for clients regarding E&O issues.
  • Administered filing, data entry, claims, and quota requirements.

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125 Data Entry Jobs

No jobs at selected location

14. Technical Support
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high Demand
Here's how Technical Support is used in Commercial Agent jobs:
  • Assisted Online customers through technical support and efficiently performed trouble shooting procedures to resolve technical issues through remote access.
  • Delivered and installed phototherapy instruments and electrical medical beds Provided technical support and replaced components; Explained product features to physicians

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1 Technical Support Jobs

No jobs at selected location

15. Policy Changes
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average Demand
Here's how Policy Changes is used in Commercial Agent jobs:
  • Prospect new sales, manage/write policy changes, and manage all other offered services from end to end.
  • Provided quotes and executed online policy changes for auto, home and excess liability.
  • Completed ongoing training to stay abreast of product, service and policy changes.
  • Keep abreast of all policy changes.

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16. Residential Properties
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average Demand
17. Client Relationships
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average Demand
18. Oversaw
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average Demand
Here's how Oversaw is used in Commercial Agent jobs:
  • Consulted negotiated and oversaw all transactional details

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19. New Policies
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average Demand
Here's how New Policies is used in Commercial Agent jobs:
  • Identified new business opportunities and utilized cold-calling skills to secure new policies.
  • Worked directly with consumers in insurance sales which included quoting, underwriting and binding new policies within Arizona State Statutes.
  • Solicit new business prospects by providing quotes for new policies that meet their needs.

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20. Landlords
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average Demand
Here's how Landlords is used in Commercial Agent jobs:
  • Developed custom templates to assist in various functions for Tenants and Landlords.

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21. Insurance Programs
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average Demand
22. Life Insurance
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average Demand
Here's how Life Insurance is used in Commercial Agent jobs:
  • Developed life insurance and commercial insurance leads to meet monthly sales targets.

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3 Life Insurance Jobs

No jobs at selected location

23. R
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average Demand
Here's how R is used in Commercial Agent jobs:
  • Innovated and executed new strategies to bring profits to insurance organization.
  • Researched claims history of potential clients and performed workers compensation audits.
  • Reviewed and resolved customer complaints within stipulated time period.
  • Uploaded and saved important insurance documents to database.
  • Contacted clients regarding policy renewals and cancellations.
  • Prepared and reviewed Supplemental and ACORD applications.
  • Provide service to customers and prospects pertaining to the commercial insurance needs.
  • Generated new leads from field activity and actively followed up on referrals.
  • Attended networking events and networking meetings for marketing and sales related objectives.
  • Licensed in Missouri: Property & Casualty, Life & Health Agent.
  • Interact with company field representatives from other carriers we represented.
  • Achieved sales targets on a month by month basis.
  • Market to local Artisan Trade Contractors.
  • Obtained license in Property & Casualty
  • Focused on meeting customers' needs by utilizing different banking services Focused on customer satisfaction to improve the customer relationship.
  • Acquired a first-hand knowledge in a practical approach to salesmanship, competitor research and competitor comparison.
  • Created deployment plan and implementation plan for the change requests and got IT signoff on the same.
  • Assessed potential clients risks and exposure and built relationships with clients and carrier partners.
  • Create relationships with an array of clients, local businesses and investors.
  • Develop, Implement, Maintain the delivered product Analyzing existing defects.

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24. Business Development
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average Demand
1 Business Development Jobs

No jobs at selected location

25. AMS
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average Demand
Here's how AMS is used in Commercial Agent jobs:
  • Marketed property and casualty insurance products and programs to businesses.
  • Identified customers' needs and closed deals only after systematic consultation - Customized insurance programs to suit customer needs.
  • Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes.
  • Trained new employees on basic procedures and programs to be used on daily bases.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Work with talent teams to secure relevant press opportunities.
  • Suggested changes to insurance programs.

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26. Special Projects
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average Demand
Here's how Special Projects is used in Commercial Agent jobs:
  • Performed all duties as assigned by Management including calling customers with Disconnection Notices (collections) and completing other special projects.

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9 Special Projects Jobs

No jobs at selected location

27. Credit Card Transactions
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average Demand
28. Health Care
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average Demand
14 Health Care Jobs

No jobs at selected location

29. BOP
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average Demand
Here's how BOP is used in Commercial Agent jobs:
  • Quote and produce Commercial Auto, BOP, WC, and Personal Line products.

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30. Prospective Customers
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low Demand
Here's how Prospective Customers is used in Commercial Agent jobs:
  • Identified prospective customers using lead generating methods * Recommended and helped customers select merchandise based on their needs
  • Compiled lists of prospective customers via current membership and outside public and provided leads for additional business.
  • Identified prospective customers using lead generating methods Assisted customers in merchandise selection

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31. Client Database
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low Demand
32. Account Management
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low Demand
33. Allstate
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low Demand
Here's how Allstate is used in Commercial Agent jobs:
  • Assist customers with selecting and purchasing Allstate Insurance and Financial Products including: Home, Auto, and Commercial.
  • Hired to kick off the new ABI (Allstate Business Insurance) program.
  • Attend all Allstate Commercial training events as required by the certification process.

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34. Payment Arrangements
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low Demand
Here's how Payment Arrangements is used in Commercial Agent jobs:
  • Assist customer with setting specific billing for accounts and payment arrangements.

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35. Powerpoint
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low Demand
11 Powerpoint Jobs

No jobs at selected location

36. Market Research
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low Demand
Here's how Market Research is used in Commercial Agent jobs:
  • Conducted market research and provided detailed reports on prospective client investments.
  • Conduct market research to find hot products with current carriers and identify potential niche sales opportunities.

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37. Unix
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low Demand
Here's how Unix is used in Commercial Agent jobs:
  • Live Chat Experience + Active Directory, Unix, and VPN experience + Experience with POS Systems and troubleshooting

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38. Counsel
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low Demand
Here's how Counsel is used in Commercial Agent jobs:
  • Passed two Certified Insurance Counselor tests on first try.

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39. Payment Method
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low Demand
Here's how Payment Method is used in Commercial Agent jobs:
  • Calculate premiums and establish payment method.

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40. Insurance Certificates
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low Demand
41. Engagement Letters
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low Demand
43. Spanish Speaking Customers
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low Demand
Here's how Spanish Speaking Customers is used in Commercial Agent jobs:
  • Direct and maintain quoting, issuing and file handling for all Spanish speaking customers.
  • Worked with Spanish speaking customers Cold called on business SERVICE U.S. Army Ft. Knox Kentucky Track Vehicle Mechanic Graffenwohr Germany

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44. Policy Holders
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low Demand
45. Administrative Tasks
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low Demand
Here's how Administrative Tasks is used in Commercial Agent jobs:
  • Perform administrative tasks, such as maintaining records and handling policy renewals.

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20 Administrative Tasks Jobs

No jobs at selected location

46. Individual Customers
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low Demand
47. Special Events
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low Demand
4 Special Events Jobs

No jobs at selected location

48. Policy Requirements
demand arrow
low Demand
Here's how Policy Requirements is used in Commercial Agent jobs:
  • Ensured that clients met policy requirements.

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49. Different Companies
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low Demand
Here's how Different Companies is used in Commercial Agent jobs:
  • Quoted and sold commercial insurance by placing it with one of 6-7 different companies.

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50. Credit Accounts
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low Demand
Here's how Credit Accounts is used in Commercial Agent jobs:
  • Serviced inbound calls in reference to commercial Home Depot credit accounts.

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Commercial Agent Jobs

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20 Most Common Skills For A Commercial Agent

Customer Service

17.0%

Insurance Policies

14.5%

New Clients

7.6%

Real Estate

6.3%

General Liability

5.8%

Business Proposals

5.6%

Insurance Sales

5.3%

Personal Lines

5.1%

Insurance Products

4.3%

Insurance Companies

4.3%

New Accounts

4.3%

Phone Calls

3.8%

Data Entry

2.5%

Technical Support

2.5%

Policy Changes

2.0%

Residential Properties

2.0%

Client Relationships

1.8%

Oversaw

1.8%

New Policies

1.8%

Landlords

1.5%
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Typical Skill-Sets Required For A Commercial Agent

Rank Skill
1 Customer Service 13.1%
2 Insurance Policies 11.2%
3 New Clients 5.9%
4 Real Estate 4.9%
5 General Liability 4.5%
6 Business Proposals 4.3%
7 Insurance Sales 4.1%
8 Personal Lines 3.9%
9 Insurance Products 3.3%
10 Insurance Companies 3.3%
11 New Accounts 3.3%
12 Phone Calls 2.9%
13 Data Entry 2.0%
14 Technical Support 2.0%
15 Policy Changes 1.6%
16 Residential Properties 1.6%
17 Client Relationships 1.4%
18 Oversaw 1.4%
19 New Policies 1.4%
20 Landlords 1.2%
21 Insurance Programs 1.2%
22 Life Insurance 1.2%
23 R 1.0%
24 Business Development 1.0%
25 AMS 1.0%
26 Special Projects 1.0%
27 Credit Card Transactions 1.0%
28 Health Care 1.0%
29 BOP 0.8%
30 Prospective Customers 0.8%
31 Client Database 0.8%
32 Account Management 0.8%
33 Allstate 0.8%
34 Payment Arrangements 0.8%
35 Powerpoint 0.8%
36 Market Research 0.8%
37 Unix 0.6%
38 Counsel 0.6%
39 Payment Method 0.6%
40 Insurance Certificates 0.6%
41 Engagement Letters 0.6%
42 Legal Documents 0.6%
43 Spanish Speaking Customers 0.6%
44 Policy Holders 0.6%
45 Administrative Tasks 0.6%
46 Individual Customers 0.6%
47 Special Events 0.6%
48 Policy Requirements 0.6%
49 Different Companies 0.6%
50 Credit Accounts 0.6%
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3,245 Commercial Agent Jobs

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