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Insurance agent/office manager skills for your resume and career

Updated January 8, 2025

4 min read

Quoted expert

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

Below we've compiled a list of the most critical insurance agent/office manager skills. We ranked the top skills for insurance agent/office managers based on the percentage of resumes they appeared on. For example, 26.4% of insurance agent/office manager resumes contained customer service as a skill. Continue reading to find out what skills an insurance agent/office manager needs to be successful in the workplace.

15 insurance agent/office manager skills for your resume and career

1. 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 agent/office managers use customer service:

Translate technical insurance terms using persuasion to prompt customers to purchase recommended packages through up-selling while providing excellent customer service.
Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service and retention.

2. 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 agent/office managers use auto insurance:

Earned 24 state licenses to sell Home and Auto insurance, 11 included Life and Health.
Researched, quoted, wrote, and put in force Home and Auto Insurance policies.

3. Bank Deposits

Any money that a customer chooses to leave with their bank account is a deposit. Deposits can vary in amounts and different banks have limits on the deposits their customers can have as a minimum. Banks charge customers for deposits especially when a teller is used by the customer to deposit money into their account.

Here's how insurance agent/office managers use bank deposits:

Prepared bank deposits and went to bank on a daily basis.
Balanced payment accounts daily, made bank deposits daily.

4. 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 insurance agent/office managers use financial resources:

Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.
Assessed prospective clients by obtaining information about their financial resources and deficiencies.

5. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how insurance agent/office managers use payroll:

Executed office payroll, quarterly tax deposits and on occasion business and personal accounts utilizing QuickBooks.
Maintained accounts payable, accounts receivable and payroll functions.

6. Health Insurance

Here's how insurance agent/office managers use health insurance:

Licensed in Property/Casualty and Life/Health insurance.
Answer phones, Take customers payments, open policies for homeowners, auto, life and health insurance.

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7. Administrative Tasks

Here's how insurance agent/office managers use administrative tasks:

Perform administrative tasks that include maintaining records and handling policy renewals.
Performed administrative tasks including issuing payments and making deposits.

8. Insurance Products

Here's how insurance agent/office managers use insurance products:

Participated in local community activities to educate on insurance products and value
Introduced prospective customers to insurance products and explained coverage and benefits.

9. Property

Here's how insurance agent/office managers use property:

Conducted home inspections before binding property.
Licensed Insurance Agent-AR Property & Casualty

10. Casualty

Here's how insurance agent/office managers use casualty:

Job Duties:Commercial / Main contact for Property/casualty business.
Quote, Sales, and Service of Personal Lines Licensed in Life/Health and Property/Casualty Office Manager for 8 years

11. Casualty Insurance

Casualty Insurance is a form of liability insurance that protects companies and individuals from a wide range of accidents and negligence claims. Casualty insurance can protect against car accident damage, theft from a home or business, and workers' compensation. Broadly speaking, casualty insurance protects against claims resulting from injuries to an individual.

Here's how insurance agent/office managers use casualty insurance:

Licensed Property/Casualty insurance agent in the state of Oregon from 2005-2007
Earned promotion as Personal lines Quality Control/Operations Manager due to outstanding performance Sales of personal insurance property and casualty insurance products

12. Life Insurance Policies

Here's how insurance agent/office managers use life insurance policies:

Quoted and wrote auto, home and life insurance policies.
Presented financial planning presentations and advised about life insurance policies and investments.

13. Policy Changes

Here's how insurance agent/office managers use policy changes:

Provide responses to specific inquiries regarding insurance eligibility, coverage, policy changes, etc.
Report policy changes, endorsements, claims, cancellations, additional premiums to underwriting departments.

14. Insurance Claims

Here's how insurance agent/office managers use insurance claims:

Write and file insurance claims identified by clients.
Executed daily operations to meet sales objectives, Monitoring of insurance claims, Trained and managed new hires

15. Payment Method

Here's how insurance agent/office managers use payment method:

Contacted policyholders to deliver and explain policy Analyzed insurance program and suggested additions or changes Calculated premiums and established payment method.
Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.

5 Insurance Agent/Office Manager resume examples

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What skills help Insurance Agent/Office Managers find jobs?

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What insurance agent/office manager 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 agent/office manager skills to add to your resume

The most important skills for an insurance agent/office manager resume and required skills for an insurance agent/office manager to have include:

Customer Service
Auto Insurance
Bank Deposits
Financial Resources
Payroll
Health Insurance
Administrative Tasks
Insurance Products
Property
Casualty
Casualty Insurance
Life Insurance Policies
Policy Changes
Insurance Claims
Payment Method
Office Management

Office Operations
Necessary Paperwork
Insurance Coverage
Office Equipment
Insurance Quotes
Customer Complaints
Insurance Policies
Office Procedures
Insurance License
Insurance Carriers
Policy Holders
PowerPoint
Customer Inquiries
Submit Forms
Insurance Options
Medicare

Underwriting Guidelines
Premium Payments
Client Accounts
Professional Development
QuickBooks
Customer Relations
Technical Assistance
Dental Insurance
Customer Accounts
Client Retention
Financial Products
Commission Statements
Annuities
Commercial Property
Develop Marketing Strategies

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.

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Insurance Agent/Office Manager
Insurance Agent/Office Manager Skills

Updated January 8, 2025

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