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General agent skills for your resume and career

Updated January 8, 2025

2 min read

Quoted expert

Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r)

Below we've compiled a list of the most critical general agent skills. We ranked the top skills for general agents based on the percentage of resumes they appeared on. For example, 11.2% of general agent resumes contained health insurance products as a skill. Continue reading to find out what skills a general agent needs to be successful in the workplace.

15 general agent skills for your resume and career

1. Health Insurance Products

Here's how general agents use health insurance products:

Manage all activities relating to the sales and service of commercial, property casualty, life and health insurance products.
Provide supplemental life and health insurance products to union members and homeowners.

2. Life Insurance Policies

Here's how general agents use life insurance policies:

Served the entire metro- Denver area, specifically blue collar workers and veterans seeking affordable Life Insurance policies.
Facilitate the opening of new life insurance policies for individuals and families in California.

3. Life Insurance

Here's how general agents use life insurance:

Represented independent life insurance brokerage carriers catering to independent agents seeking competitively priced term insurance.
Company and individual procurement for major medical, supplemental and life insurance products.

4. Life Insurance Products

Here's how general agents use life insurance products:

Launched, developed and managed an insurance agency focusing on Property/Casualty and Life Insurance products.
Marketed life insurance products to individuals and businesses through prepared needs analysis and illustrations.

5. Long-Term Care

Here's how general agents use long-term care:

Presented workshops on long-term care and health insurance issues affecting seniors Certified in Long term Care (CLTC).
Educated seniors regarding Medicare guidelines resulting in enrollment in long-term care plans.

6. Disability Insurance

Here's how general agents use disability insurance:

Canvassed door-to-door selling supplemental accidental injury insurance, cancer and disability insurance.
Apprenticed in the marketing and sale of Life, Health and Disability Insurance to individuals and professional groups.

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7. Annuities

Here's how general agents use annuities:

1990-1996Prepared Financial Plans and implemented structured client portfolios with Mutual Funds and annuities.
General Lines Agent covering all lines of Life, Health and Annuities.

8. Inbound Calls

Here's how general agents use inbound calls:

Answered inbound calls from customers regarding issues or help with their home security systems.
Performed as a Performance Monitoring Analyst by monitoring inbound calls for execution of company quality and interaction standards.

9. Sales Techniques

Here's how general agents use sales techniques:

Asked to form new District Recruit and trained new Sales Representatives to Colonial Life's direct marketing program and sales techniques.
Coach new agents in proven prospecting, consultative sales techniques, and product knowledge.

10. RAN

RAN stands for "revenue anticipation note," which refers to a practice where an organization (often the government) borrows money to support a specific project. When these funds are then repaid, the money given to the lenders comes from the profits generated by the business originally funded.

Here's how general agents use ran:

Process return Authorizations for various pharmaceutical companies, ran effectiveness checks on returned and or recalled products.
Developed and ran basic training classes as well as advanced training classes for new agents.

11. Insurance Sales

Here's how general agents use insurance sales:

Recruited, trained, and mentored all new agents on every aspect of insurance sales.
Specialized in commercial insurance sales and service.

12. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how general agents use product knowledge:

Mastered product knowledge, and quickly advanced to the highest attainable position offered under the State General Agent.
Recruited, trained, and supported agents with extensive product knowledge & sales experience.

13. Sales Presentations

Here's how general agents use sales presentations:

Developed sales presentations and provided training in sales and presentation techniques.
Created and developed sales and marketing programs, made sales presentations to business groups and individuals.

14. Insurance Programs

Here's how general agents use insurance programs:

Explain necessary bookkeeping requirements for customer to implement and provide insurance program.
Recognized by senior management to lead sales team; spearheaded ACE Commercial Risk Insurance program.

15. HMO

Here's how general agents use hmo:

Licensed as General Lines Agent for Life, Accident and Health (LAH) and HMO.
LICENSE General Lines Agent: Life, Accident, Health & HMO License Number 1188023

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What skills help General Agents find jobs?

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What general agent skills would you recommend for someone trying to advance their career?

Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r)

Clinical Professor, Butler University

Being an agent provides freedom. Most agents set their own hours meaning there is time for family and other activities. Of course, since it is a commission-based position, the harder you work, the more you make! Plus, property and casualty agents (home, auto and commercial lines) can build up their client list to the point where they make a very good living just off renewal commissions. At that point, an agent can truly work whenever they want and still get paid. (That takes a few years to get to, though.)

As to dislikes, being a commissioned salesperson is difficult for some people. And the freedom that comes with being an agent is a double-edged sword. If someone takes advantage and doesn't work very hard, they won't last very long! And, depending on the company, etc., paperwork can be pretty extensive!

Do you want to know more?

List of general agent skills to add to your resume

The most important skills for a general agent resume and required skills for a general agent to have include:

Health Insurance Products
Life Insurance Policies
Life Insurance
Life Insurance Products
Long-Term Care
Disability Insurance
Annuities
Inbound Calls
Sales Techniques
RAN
Insurance Sales
Product Knowledge
Sales Presentations

Insurance Programs
HMO
Policy Holders
Training Programs
Insurance Carriers
Account Management
Insurance Options
Financial Resources
PowerPoint
Client Retention
Technical Assistance
Insurance Claims
Customer Complaints

Medicare Supplements
Labor Unions
Credit Unions
Sales Prospects
MGA
Financial Products
Direct Referrals
Group Presentations
Retirement Planning
Sales Plan
Commercial Property

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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