Insurance Agent Skills For Your Resume And Career

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.

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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.

Customer Service, 24.8%

Insurance Sales, 8.2%

Health Insurance, 6.3%

Life Insurance Products, 6.1%

Financial Resources, 5.7%

Auto Insurance, 5.1%

Develop Contacts, 5.1%

Other Skills, 38.7%

skills are in demand

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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

Real Examples Of Insurance Agent Resumes That Use These Skills

Build a professional insurance agent resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 12+ resume templates to create your insurance agent resume.


Lawrence Williams Insurance Agent Contact Information Hudson, OH (950) 555-2610 lwilliams@example.com Skills Income Insurance Companies GPS Life Insurance Individual Customers AAA Prospective Guests Paperwork Group Health Financial Resources Employment History Insurance Agent 2019 - Present Farmers Insurance Hudson, OH Market and sell property and casualty insurance. Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans. Business Agent 2018 - 2019 Revenue Group Hudson, OH Received inbound calls from UHC consumers to sell Medicare advantage plans as well as Medicare prescription drug plans. Briefed HR metrics in Monthly Program Reviews with Senior Leadership. Provided Life Insurance Polices f Maintained high standards for customer services Recruited potential agents and clients Administered labor union business affairs and contract negotiations. Insurance Sales Agent 2011 - 2018 Allstate Hudson, OH Processed all insurance needs from quotes,to sales,to follow up and customer service for all customer insurance needs. Education Bachelor's Degree Business 2003 - 2006 University of Maryland - College Park College Park, MD


Samantha Bennett Insurance Agent Contact Info Atlanta, GA (940) 555-9989 sbennett@example.com Skills Customer ServiceCasualty InsuranceProceduresPolicy RequirementsIncomeFinancial InstitutionsHealth CareAAANew CustomersCommunication Employment History Insurance Agent 2015 - Present Farmers Insurance Atlanta, GA License insurance producer, office manager, collections, customer service Serviced customers and marketed for new customers. Quote and update client's files as requested, working with municipalities and other insurance companies. Insurance Broker 2010 - 2015 American Income Life Insurance ... Atlanta, GA Earned life insurance license while training for American Income Life. Complete applications containing personal, medical and bank information including income. Developed strong relationship with established accounts while acquiring new accounts. Insurance Broker 2003 - 2010 Aflac Columbus, GA Obtain new accounts through prospecting and referrals. Educate client in Aflac policies and provide excellent customer service - thus upholding Aflac's expectations for their agents. Maintained an excellent rapport with clients as I provided availability for customer service Developed B2B contacts and sales, obtained and scheduled new clients, provided customer service to existing accounts. Negotiate with Insurance companies for Renewal rates and other Insurance needs. Education Bachelor's Degree Business 1994 - 1997 Colorado Technical University Colorado Springs, CO


Shirley Wood Insurance Agent Charlottesville, VA (860) 555-4770 swood@example.com Experience Insurance Agent2020 - Present BB&T•Charlottesville, VA Searched for and negotiated with potential new insurance companies. Trained new sales agents, including MDP employees. Motivated all teams to reach sales goals and coached methods for improving call flow and QA scores. Direct Improvement Program) * Developed effective relationships with all call center departments through clear communication and D.I.P. Insurance Representative2019 - 2020 Aflac•Charlottesville, VA Researched and cold called companies and municipalities Provided customer service to existing accounts and individuals Planned and executed large benefit enrollments Performed presentations in front of business owners and employers. Appealed insurance claims and answered rejections from insurance companies. Insurance Broker2015 - 2019 State Farm•Charlottesville, VA Provided customer service to clients. Pivoted into additional insurance needs when handling daily customer service issues.\ Achieved and surpased sales goals. Skills AAALife InsuranceProspective CustomersSales AgentsInsurance CompaniesInsurance OptionsCustomer ServiceProduct KnowledgeSpecial-Interest GroupsSales Goals Education Bachelor's Degree Business2006 - 2009 Northeastern University•Boston, MA

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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.

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