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Insurance account representative skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Tom Faulconer JD, CPCU, CLU, ChFC, CASL,CFP(r),
Li Zhang Ph.D.
Below we've compiled a list of the most critical insurance account representative skills. We ranked the top skills for insurance account representatives based on the percentage of resumes they appeared on. For example, 11.4% of insurance account representative resumes contained schedule appointments as a skill. Continue reading to find out what skills an insurance account representative needs to be successful in the workplace.

15 insurance account representative skills for your resume and career

1. Schedule Appointments

Here's how insurance account representatives use schedule appointments:
  • Schedule appointments to go over coverages and any gaps in policies.
  • Schedule appointments for one-on-one employer meetings.

2. 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 insurance account representatives use customer service:
  • Utilized strong customer service and client focused ability to develop solid relationships with current policyholders and potential customers.
  • Exceeded excellent customer service regarding eligibility, rates, pharmacy information, and termination of members.

3. Develop Leads

Here's how insurance account representatives use develop leads:
  • Develop leads, to increase sales in all lines of business.
  • Develop leads and follow up with prospects to market appropriate products.

4. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how insurance account representatives use customer relationships:
  • Obtain referrals for potential new business through quality service and customer relationships.
  • Represent the agency both in and outside of the office through networking, community involvement and customer relationships.

5. Work Ethic

Here's how insurance account representatives use work ethic:
  • Maintained a strong work ethic with a total commitment to succeed in every day tasks.
  • Maintained a strong work ethic with a total commitment to success each and every day.

6. Review Process

Here's how insurance account representatives use review process:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Meet with customers for IFR appointments or needs-based review process to educate about insurance options.

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7. Insurance Options

Here's how insurance account representatives use insurance options:
  • Initiated sales of State Farm insurance options in Home and Auto as well as Life products.
  • Meet with policy holders and discuss insurance options that best fits their needs.

8. Patients

Here's how insurance account representatives use patients:
  • Call patients to inform of information needed from insurance companies or verifying insurance information.
  • Verified patients insurance benefits via phone and electronically.

9. Telemarketing

Here's how insurance account representatives use telemarketing:
  • People-oriented, extremely good with telemarketing.
  • Managed and trained telemarketing staff.

10. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how insurance account representatives use financial products:
  • Achieved personal sales goals in all lines of business including auto, fire, life, health, and financial products.
  • Assist our current and potential customers acquire and understand their insurance and financial products based on their needs.

11. Policy Changes

Here's how insurance account representatives use policy changes:
  • Provided quotes and executed online policy changes with medical insurance and benefits.
  • Answer all incoming calls, handle all policy changes, underwriting, verify we receive all signed forms and handle billing.

12. Insurance Availability

Here's how insurance account representatives use insurance availability:
  • Provide prompt response to inquiries regarding insurance availability, eligibility and coverages.

13. State Farm Products

Here's how insurance account representatives use state farm products:
  • Resolve billing issues and educate customers regarding the value of State Farm products.
  • Sell auto, home, business, life, and health State Farm products.

14. Billing Clarification

Here's how insurance account representatives use billing clarification:
  • Serviced existing policyholders regarding insurance eligibility, coverage's, billing clarification, payment plans, and procedures.

15. State Farm Insurance

Here's how insurance account representatives use state farm insurance:
  • Sell various types of insurance policies to businesses and individuals on behalf of State Farm Insurance.
  • Certified in all lines of business with State Farm Insurance, including State Farm Bank.
top-skills

What skills help Insurance Account Representatives find jobs?

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

What insurance account representative skills would you recommend for someone trying to advance their career?

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

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!

What soft skills should all insurance account representatives possess?

Li Zhang Ph.D.

Professor, St. Cloud State University

I'd say communication skills. Many positions in insurance need to interact with others. The ability to listen carefully and responding effectively, conveying thoughts/ideas fluently is very important. Also, communicating throng writing is also important (it could range from simply completing the paperwork accurately to preparing annual reports for supervisors)
Do you want to know more?
Read more about what experts have to say about insurance account representative

List of insurance account representative skills to add to your resume

Insurance account representative skills

The most important skills for an insurance account representative resume and required skills for an insurance account representative to have include:

  • Schedule Appointments
  • Customer Service
  • Develop Leads
  • Customer Relationships
  • Work Ethic
  • Review Process
  • Insurance Options
  • Patients
  • Telemarketing
  • Financial Products
  • Policy Changes
  • Insurance Availability
  • State Farm Products
  • Billing Clarification
  • State Farm Insurance
  • Financial Services
  • Appeals
  • EOB
  • Insurance Products
  • Insurance Carriers
  • A/R
  • Medicaid
  • CPT
  • Health Insurance
  • Insurance Accounts
  • Data Entry
  • Patient Accounts
  • Billing Issues
  • Bank Products
  • Casualty Insurance
  • Insurance Coverage
  • Insurance Verification
  • Insurance Billing
  • Insurance Claims
  • Auto Loans
  • Medical Claims
  • Customer Inquiries
  • Life Insurance Policies
  • ICD-9
  • Customer Accounts
  • Patient Payments
  • Insurance Payments
  • Outbound Calls
  • Payment Arrangements
  • Hippa
  • Bank Deposits
  • Policy Holders
  • Administrative Tasks

Updated January 8, 2025

Zippia Research Team
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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