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Health insurance agent skills for your resume and career

Updated January 8, 2025

3 min read

Quoted expert

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

Below we've compiled a list of the most critical health insurance agent skills. We ranked the top skills for health insurance agents based on the percentage of resumes they appeared on. For example, 57.5% of health insurance agent resumes contained hipaa as a skill. Continue reading to find out what skills a health insurance agent needs to be successful in the workplace.

15 health insurance agent skills for your resume and career

1. HIPAA

Here's how health insurance agents use hipaa:

Received training for HIPAA standards, making ethical business decisions, maintaining integrity, Anti-Money Laundering course.
Adhere to all HIPAA privacy requirements when dealing with the client's confidential information.

2. Health Insurance

Here's how health insurance agents use health insurance:

Advised and directed commercial and non-profit organizations on group health insurance, employer sponsored benefit plans, and disability insurance.
Completed telephone appointments with prospective customers to provide consultation and information on various health insurance options available.

3. 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 health insurance agents use customer service:

Provided exemplary customer service and work quality while demonstrating attention to detail, flexibility and innovation in resolving problems.
Achieved client trust and loyalty through periodical policy reviews and delivering exemplary customer service that consistently surpassed expectations.

4. Health Insurance Products

Here's how health insurance agents use health insurance products:

Identify consumers and initiate client interaction to introduce and implement supplemental health insurance products.
Present health insurance products and process enrollments for medicare beneficiaries.

5. Health Insurance Sales

Here's how health insurance agents use health insurance sales:

Group health insurance sales and marketing, client benefit administration, group insurance renewal quotes, employee meetings and enrollment.
Average a 15,000 AV per week on health insurance sales, and membership.

6. Inbound Calls

Here's how health insurance agents use inbound calls:

Handled one hundred Inbound calls daily providing senior citizens and disabled individuals with information and enrollment in annual Medicare.
Handled inbound calls from members to determine eligibility for enrollment and/or renewal of member accounts.

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7. Medicare Advantage

Here's how health insurance agents use medicare advantage:

Called national leads that were interested in purchasing Medicare supplement or Medicare Advantage insurance.
Obtained a detailed understanding of requirements associated with Medicare Advantage plans.

8. Develop Leads

Here's how health insurance agents use develop leads:

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

9. Financial Resources

Fіnаnсіаl rеѕоurсеѕ аrе ѕоurсеѕ оf fundѕ thаt a buѕіnеѕѕ can drаw uроn tо bе successful, to finance its investments, саріtаl, and day-to-day operations. It соvеrѕ аll fіnаnсіаl fundѕ оf the organization fоr the іmрlеmеntаtіоn оf сurrеnt costs and extended rерrоduсtіоn еxреnѕеѕ, fоr the fulfіllmеnt оf financial оblіgаtіоnѕ аnd economic incentives fоr еmрlоуееѕ.

Here's how health insurance agents use financial resources:

Interviewed prospective clients to obtain data about their financial resources
Interview prospective clients to obtain data about their financial resources and needs, and to discuss any existing coverage.

10. 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 health insurance agents use product knowledge:

Mastered follow up communication with clients by demonstrating superior product knowledge.
Skilled in problem solving and product knowledge designed to meet customers' individual needs.

11. 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 health insurance agents use outbound calls:

Place outbound calls to customers in our database Support Insurance and/or Prescription Drug Plans Educate customers on plans and process.
Manage in/ outbound calls pertaining to clients application and concerns in answering customer inquires while understanding the basics of Medicare.

12. Insurance Options

Here's how health insurance agents use insurance options:

Review plan information and answer question regarding insurance options.
Call to set appointments, meet face to face with clients and discuss different insurance options available for Union members.

13. Customer Inquiries

Here's how health insurance agents use customer inquiries:

Resolved inbound customer inquiries, escalating only when necessary.
Responded to customer inquiries regarding their specific benefit packages.

14. Life Insurance Policies

Here's how health insurance agents use life insurance policies:

Personalize life insurance policies for individuals based on their needs, budget and eligibility for underwritten products.
Assisted agents with writing life insurance policies, provided information for accurately writing quotes on policies for new clients.

15. Life Insurance Products

Here's how health insurance agents use life insurance products:

Perform Needs Analysis fact gathering process to obtain information required to make appropriate recommendations for various life insurance products.
Cold-Called prospects, sett appointments and sold health and life insurance products.

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What skills help Health Insurance Agents find jobs?

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What health insurance 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 health insurance agent skills to add to your resume

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

HIPAA
Health Insurance
Customer Service
Health Insurance Products
Health Insurance Sales
Inbound Calls
Medicare Advantage
Develop Leads
Financial Resources
Product Knowledge
Outbound Calls
Insurance Options
Customer Inquiries
Life Insurance Policies

Life Insurance Products
CMS
Open Enrollment
Term Care
ACA
Medicaid
Cold Calls
Marketplace
Annuities
Hippa
Dental Insurance
Payment Method
Underwriting Approval
Sales Presentations

Medicare Part D
Administrative Tasks
Insurance Claims
Health Insurance Policies
Policy Holders
Medicare Supplements
Phone Solicitation
HMO
Aflac
Humana
Policy Renewals
Long-Term Strategy Implementation
Cigna

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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