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Insurance adviser 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 insurance adviser skills. We ranked the top skills for insurance advisers based on the percentage of resumes they appeared on. For example, 54.1% of insurance adviser resumes contained insurance sales as a skill. Continue reading to find out what skills an insurance adviser needs to be successful in the workplace.

15 insurance adviser skills for your resume and career

1. Insurance Sales

Here's how insurance advisers use insurance sales:

Licensed insurance sales producer in property and casualty and in life, accident and health.
Exceeded company expectations for first year agents as an agent with zero insurance sales experience.

2. Insurance Options

Here's how insurance advisers use insurance options:

Partnered closely with state of Michigan licensed insurance agents to finalize insurance options.
Advised and educated clients on insurance options using consultative selling techniques.

3. Annuities

Here's how insurance advisers use annuities:

Run illustrations for annuities, life policies and provide quotes for auto, home, and commercial insurance.
Fielded questions from clients concerning mutual funds, 529 plans, annuities, life and health insurance.

4. Insurance Solutions

Here's how insurance advisers use insurance solutions:

Identify Commercial Insurance needs and close deals after providing a systematic consultation which results in customized insurance solutions.
Provide customized insurance solutions to individual and small business owners.

5. Insurance Coverage

Here's how insurance advisers use insurance coverage:

Verified hospitalization insurance coverage, computed patients benefits and compiled itemized hospital bills.
Answered patient questions regarding statements and insurance coverage.

6. Administrative Tasks

Here's how insurance advisers use administrative tasks:

Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.
Perform administrative tasks, such as maintaining records and handling policy renewals and documenting ongoing conversations between clients

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7. 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 advisers use customer service:

Provided customer service to Medicare eligible customers to include needs assessments and enrollment assistance.
Developed expertise in highly satisfying customer experience, offering high level of customer service.

8. PowerPoint

Here's how insurance advisers use powerpoint:

Trained on Smart Office, Excel, PowerPoint, and Screen sharing technology.
Designed web, SharePoint, and PowerPoint applications for the Project Management Organization.

9. Inbound Calls

Here's how insurance advisers use inbound calls:

Handle inbound calls and facilitate outbound calls from/to Patients inquiring about their prescription drug benefits.
Receive inbound calls and make outbound calls to customers.

10. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how insurance advisers use estate planning:

Provided high net worth member's advice on estate planning, investing, risk management, and tax management.

11. Auto Insurance

Auto insurance is an insurance policy that covers you from incurring financial losses when your vehicle meets with harm.

Here's how insurance advisers use auto insurance:

Greet and establish customer interest on phone referrals from life insurance division for a home and auto insurance quote.
Inform customers of the benefits of having home and auto insurance through The Hartford and AARP.

12. Health Insurance Products

Here's how insurance advisers use health insurance products:

Market, consult and sell life and health insurance products and financial solutions to individuals and small businesses.
Marketed life and supplemental health insurance products to individuals and employer groups.

13. Life Insurance Policies

Here's how insurance advisers use life insurance policies:

Serviced and sold individual and commercial health, dental and term life insurance policies.
Counseled clients in choosing appropriate private health and life insurance policies

14. Medicare Advantage

Here's how insurance advisers use medicare advantage:

Assisted seniors with Medicare enrollments during open enrollment selling numerous Medicare Advantage and Pharmacy Plans.
Key Responsibilities: Sales of Medicare Advantage Plans and Medicare Supplement Plans Sales of Auto and Home Insurance

15. Insurance Carriers

Here's how insurance advisers use insurance carriers:

Established relationships with insurance carriers and adjusters working closely to resolve issues.
Contracted with 10 insurance carriers to explain their products and services to clients and assist those clients with the application process.

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What skills help Insurance Advisers find jobs?

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What insurance adviser 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 insurance adviser skills to add to your resume

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

Insurance Sales
Insurance Options
Annuities
Insurance Solutions
Insurance Coverage
Administrative Tasks
Customer Service
PowerPoint
Inbound Calls
Estate Planning
Auto Insurance
Health Insurance Products
Life Insurance Policies

Medicare Advantage
Insurance Carriers
Product Knowledge
Long-Term Care
Cold Calls
Financial Products
Outbound Calls
Insurance Claims
Insurance Programs
Policy Changes
Financial Resources
Underwriting Approval
ACA

Professional Publications
Phone Solicitation
Medicaid
Processing Changes
Hippa
Customer Calls
Client Retention
Professional Organizations
Marketplace
Policy Holders
Customer Complaints
Retirement Planning
Metlife

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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