Research Summary. Below we've compiled a list of the most important skills for an insurance agent. We ranked the top skills based on the percentage of insurance agent resumes they appeared on. For example, 24.8% of insurance agent resumes contained customer service as a skill. Let's find out what skills an insurance agent actually needs in order to be successful in the workplace.

  • The most common hard skill for an insurance agent is customer service. 24.8% insurance agents have this skill on their resume.
  • The second most common hard skill for an insurance agent is insurance sales appearing on 8.2% of resumes. The third most common is health insurance on 6.3% of resumes.
  • Three common soft skills for an insurance agent are analytical skills, communication skills and initiative.

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.

Below we've compiled a list of the most important skills for an insurance agent. We ranked the top skills based on the percentage of insurance agent resumes they appeared on. For example, 24.8% of insurance agent resumes contained customer service as a skill. Let's find out what skills an insurance agent actually needs in order to be successful in the workplace.

15 Essential Insurance Agent Skills For Your Resume And Career

1. Customer Service

Here's how customer service is used on insurance agent resumes:
  • Assisted the account executives in resolving customer service situations, assessed and presented applicable recommendations based on customers' needs.
  • Provided excellent customer service to new and existing customers by completing applications and deliver policies on a timely basis.
  • Collaborated with members of other departments and companies to complete transactions and provide exceptional customer service.
  • Provided continued customer service to maximize account revenue potential and ensure solid policyholder relationships.
  • Deliver top -notch customer service with scheduled policy reviews and consistent proactive communication.

2. Insurance Sales

Here's how insurance sales is used on insurance agent resumes:
  • Created an annual process to manage renewals while building relationships that extended into additional commercial insurance sales.
  • Participated in business activities and events to prospect for potential membership and insurance sales opportunity.
  • Processed and maintained routine information related to departmental operations and handling insurance sales.
  • Automobile and Homeowner insurance sales and customer service.
  • Automobile Insurance Sales Representative - AIC/Multi-Carrier Program.

3. Health Insurance

Here's how health insurance is used on insurance agent resumes:
  • Promoted and managed insurance needs within individual and business markets for retirement, health insurance, disability and life insurance.
  • Communicated to C-Level positions marketing major medical supplemental health insurance / term life insurance to employers as payroll account.
  • Licensed insurance agent responsible for assisting individuals, families and those self-employed with obtaining health insurance.
  • Worked as independent contractor marketing individual health insurance plans throughout Southeast Michigan on 100% commission
  • Collaborated with fellow associates on small business health insurance and retirement plans.

And if you’re looking for a job, here are the five top employers hiring now:

  1. Aflac Jobs (2,620)
  2. Mutual of Omaha Jobs (294)
  3. Combined Insurance Jobs (647)
  4. New York Life Insurance Jobs (819)
  5. Liberty Mutual Insurance Jobs (352)

4. Life Insurance Products

Here's how life insurance products is used on insurance agent resumes:
  • 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.
  • Developed investment and retirement plans utilizing life insurance products.
  • Promote H2m Insurance Group products from multiple insurance carriers, including home, automobile, mortgage protection and life insurance products.
  • Provided clients with life insurance products, annuities, profit sharing plans, long term care, and disability insurance.

5. Financial Resources

Here's how financial resources is used on insurance agent resumes:
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interview prospective clients; identifying financial resources and needs to create customized insurance solutions covering a variety of risks within budget.
  • Interview prospective clients to get data about their financial resources and discuss existing coverage and explain the features of various policies.
  • Interview prospective clients to gather data about their financial resources, needs and physical condition of the client to be insured.
  • Identify prospective client s financial resources and needs, offer insurance policy recommendations, provide continuous customer service to client base.

6. Auto Insurance

Here's how auto insurance is used on insurance agent resumes:
  • Specialized in bringing in new business and providing individual services for personal and commercial auto insurance accounts.
  • Identified and analyzed complex rate filings to understand and explain significant auto insurance rating index.
  • Specialized in providing mortgage and auto insurance, upgrading existing policies and servicing existing accounts.
  • Developed relationships with sales staff at automobile dealerships for referrals to customers without auto insurance.
  • Educated customers about their auto insurance needs based on thorough coverage counseling discussions.

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7. Develop Contacts

Here's how develop contacts is used on insurance agent resumes:
  • Develop contacts, learn the local area and community, and gain experience in planning and making sales calls.3.

8. House Training

Here's how house training is used on insurance agent resumes:
  • Secured health insurance license and completed 60 hours of in-house training before initiating sales effort and earning Fast Start Award.

9. Life Insurance Policies

Here's how life insurance policies is used on insurance agent resumes:
  • Administered automobile, homeowners, annuities and life insurance policies to customers based on individualized needs.
  • Processed automobile and life insurance policies including writing new policies and renewing existing policies.
  • Conducted field underwriting analyses to determine clients' potential eligibility for life insurance policies.
  • Qualify and administer life insurance policies to individuals based on need eligibility.
  • Engaged in direct underwriting of Disability and Life insurance policies.

Insurance Agent Jobs

10. Casualty Insurance

Here's how casualty insurance is used on insurance agent resumes:
  • Performed Verification check of entries made by Telephone Service Representatives concerning Life and Health/Property and Casualty Insurance policies.
  • Recruit and maintain new property and casualty insurance policies, while retaining customers and saving/increasing monthly recurring revenue.
  • Serviced property and casualty insurance policies for businesses and individuals on behalf of insurance companies.
  • Provided customer Service and sold Property/Casualty Insurance to prospective Personal and Commercial Lines Clients.
  • Commission only compensation based on personal sales production of Property and Casualty insurance.

11. Field Development

Here's how field development is used on insurance agent resumes:
  • Conduct an effective marketing plan to Area Manager, Branch Manager and Field Development Specialist.

12. Financial Products

Here's how financial products is used on insurance agent resumes:
  • Work as an autonomous unit directing sales and marketing of personal/commercial insurance and financial services products.
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services
  • Marketed various financial products and services to small businesses and professionals
  • Determined specific insurance/financial products based on customer needs analysis.
  • Continued education on current financial products and services.

13. Develop Leads

Here's how develop leads is used on insurance agent resumes:
  • Develop leads, schedule appointments, identify costumer need, and establish client relationships, market appropriate products and services.
  • Facilitated approximately 60 - 80 calls daily, to acquire new sales opportunities and further develop leads into closed transactions.
  • Leveraged cold-calling expertise to generate prospects, develop leads, and sell a wide range of insurance policies.
  • Network extensively to develop leads & referrals; contact existing clients for business retention & cross-selling opportunities.
  • Develop leads, schedule appointments, identify clients needs, market and quote the appropriate products.

14. Annuities

Here's how annuities is used on insurance agent resumes:
  • Consulted small business owners and individuals with life insurance, disability income benefits and annuities.
  • Recommended appropriate annuities, insurance and investment products to existing and potential customers.
  • Specialized in Annuities and Retirement Planning seminars.
  • Sell life insurance, health insurance, disability insurance and annuities for individuals and group plans for large and small companies.
  • Market, sale, and service life, Health, accident insurance, fire and renters insurance as well as annuities.

15. Insurance Coverage

Here's how insurance coverage is used on insurance agent resumes:
  • Analyze insurance requirements for a diverse range of individual, and family and provide personalized recommendations of insurance coverage plans.
  • Explained policy provisions, made recommendations and assisted with implementation and maintenance of life, health and supplemental insurance coverage.
  • Provide accurate rate quotations and appropriate insurance coverage information to qualified prospects to achieve assigned goals.
  • Educated and provided personal liability insurance coverage for those who qualified or needed additional insurance protection.
  • Conducted personal and telephone interviews for the purpose of assessing individuals eligibility for insurance coverage
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The eight most common skills based on Insurance Agent resumes in 2023.

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Insurance Agent Skills

List Of Skills To Add To Your Insurance Agent Resume

According to recent trends, the most relevant insurance agent Resume Keywords for your resume are:

  • Customer Service
  • Insurance Sales
  • Health Insurance
  • Life Insurance Products
  • Financial Resources
  • Auto Insurance
  • Develop Contacts
  • House Training
  • Life Insurance Policies
  • Casualty Insurance
  • Field Development
  • Financial Products
  • Develop Leads
  • Annuities
  • Insurance Coverage
  • Medicare Advantage
  • Long-Term Care
  • Customer Inquiries
  • Administrative Tasks
  • Payment Method
  • Outbound Calls
  • Product Knowledge
  • Cold Calls
  • Supplemental Insurance
  • Inbound Calls
  • Policy Changes
  • Annuity
  • Dental Insurance
  • Insurance Claims
  • Sales Presentations
  • Underwriting Approval
  • Policy Holders
  • Medicare Supplements
  • Insurance Quotes
  • Processing Changes
  • Necessary Paperwork
  • Phone Solicitation
  • Technical Assistance
  • Submit Forms
  • Aflac
  • Retirement Planning
  • Bank Deposits
  • Develop Marketing Strategies
  • Insurance Policy Options
  • Long-Term Strategy Implementation
  • Allstate

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Online Courses For Insurance Agents

One of the best ways to acquire the skills needed to be an insurance agent is to take an online course. We've identified some online courses from Udemy and Coursera that will help you advance in your career. Since insurance agents benefit from having skills like customer service, insurance sales, and health insurance, we found courses that will help you improve these skills.

Advertising Disclosure

1. Risk Management in Personal Finance


This course is primarily aimed at those who want to understand more about how they can protect their finances from unexpected events. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course covers the role insurance plays into your financial plan, including what kinds of insurance to explore, how to determine how much insurance you need, and how different kinds of insurance works. The course includes life insurance, health insurance, disability insurance, homeowners insurance,...

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2. Fundamentals of Insurance - 2


Part 2...

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3. Fundamentals of Insurance - 1


Part 1...

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4. Excel Skills for Insurance Professionals


From Vlookups to Pivot Tables: Learn the Excel basics anyone working in the insurance industry needs to know!...

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5. Customer Service, Customer Support, And Customer Experience


Customer service, customer support, and customer experience training. Loyal clients through world-class customer service...

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6. Customer Service


How to Approach New Customers and Maintain Existing Ones...

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7. Customer Service & Support For Customer Service Executives


Learn Customer Service Skills & Provide Excellent Customer Support, Customer Experience & How To Manage Upset Customers...

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8. Customer Service Mastery: Delight Every Customer


Master Customer Service using this practical customer care course...

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9. Customer Service Training Keys To Satisfy Your Customers


An introduction to customer service and its importance in any business...

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10. Start Improving Customer Service


Creating a Customer Service advantage in Your department or business through communication and Customer Management...

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11. Your Customer Service Toolbox: Best Practices for Beginners


Excel as a front-line customer service agent using problem-solving & relationship-building skills, etiquette, and more...

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12. Customer Retention: Maximise Your Profits


How CRM, Customer Care, Customer Service, Customer Satisfaction, and Customer Experience will 10X yourprofits...

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13. Customer Service Success: Take Your Skills to the Next Level


3-in-1 Customer Service Training: Levels 1, 2, 3 Improve Your Soft Communication Skills, Customer Support & Experience...

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14. The Customer: Build a Customer Service Strategy (BITE SIZE)


For you and your team to be successful in providing great customer service, start by putting your customer first...

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15. Outstanding Customer Service - The Ultimate Guide!


Unlocking the Powerful Secrets of OUTSTANDING Customer Service - Transform Your Business!...

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16. Brilliant Customer Service: How to Impress your Customers!


Enhance your customer support and truly differentiate yourself from your competition!...

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17. [2023] Customer Service 2.0: Learn Digital Customer Service


Used by Chase, Intel, & more! Learn soft skills, social media customer service, diagnosing user problems, & more...

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18. Financial Analysis of Insurance Companies – Industry Overview and Analysis of Financial and Regulatory Reporting

edX (Global)

Want to gain a solid understanding of the unique analysis methods needed to assess the financial strength and operating performance of insurance companies in the US and Europe? We’ll begin this course with a look at the main lines of business and the current operating environment of the Life and Health sector of the industry. We will also discuss the impact of changes in interest rates on investment earnings and sales of annuity products. Next, we’ll turn our attention to the property and...

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19. Financial Analysis of Insurance Companies Professional Certificate Examination

edX (Global)

Ready to earn a professional certificate and stand out in your field? If you've gained a clear, comprehensive understanding of the courses, your next step is to complete the Financial Analysis of Insurance Companies Professional Certificate Examination from the New York Institute of Finance. The exam comprises 24 questions, timed at one hour. To qualify for the certificate, learners must receive a grade of at least 70% or higher. Prerequisite for this exam: Earn a Verified Certificate in all...

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20. Insurance Reserving, Risk Management and Analysis of Key Performance and Financial Indicators

edX (Global)

In this course, learners will look at how reserving works for P&C, Life and Annuity lines of business. Next, we look at how the capital and surplus for an insurance company is calculated and also the use of Surplus Notes to increase statutory capital. Learners will also explore how regulators calculate risk-based capital (RBC) and use it to monitor the solvency of insurance companies under their jurisdiction. Next, we’ll cover reinsurance which is a key component of risk management for...

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