Automatically apply for jobs with Zippia

Upload your resume to get started.

Insurance consultant skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

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

David Smith

Below we've compiled a list of the most critical insurance consultant skills. We ranked the top skills for insurance consultants based on the percentage of resumes they appeared on. For example, 13.1% of insurance consultant resumes contained insurance products as a skill. Continue reading to find out what skills an insurance consultant needs to be successful in the workplace.

15 insurance consultant skills for your resume and career

1. Insurance Products

Here's how insurance consultants use insurance products:

Supervised ten insurance sales agents in selling life insurance policies and insurance products including investments products.
Collaborated with agent to develop sales campaigns to promote insurance products to existing and potential customers.

2. PowerPoint

Here's how insurance consultants use powerpoint:

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

3. Term Care

Here's how insurance consultants use term care:

Represent half a dozen top-rated carriers offering life, disability, mortgage protection, final expense, annuities and long-term care.
Provide one-on-one advocacy in assisted living, nursing homes, and long-term care facilities.

4. 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 consultants use casualty insurance:

Provided property and casualty insurance sales and service to customers nationwide.
Licensed provider of banking and financial services, as well as property & casualty insurance sales in a highly competitive marketplace.

5. 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 consultants use customer service:

Provide customer service to participants who are requesting retirement packages, or have questions regarding their retirement benefits.
Licensed Producer/ Customer Service Representative for a large commercial insurance company through business process outsourcing.

6. Health Insurance

Here's how insurance consultants use health insurance:

Generated new business by contacting potential customers and selling supplemental health insurance.
Consult individuals on Medicare regulations and health insurance options.

Choose from 10+ customizable insurance consultant resume templates

Build a professional insurance consultant resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your insurance consultant resume.

7. Workers Compensation

Here's how insurance consultants use workers compensation:

Advise employers on insururance premium and classifications for workers compensation and general liability.

8. Insurance Coverage

Here's how insurance consultants use insurance coverage:

Worked alongside Methodist Hospital Foundation as a liaison to hospital donors carrying this terminated insurance coverage.
Provide consultative services focused on personalized, affordable insurance coverage of all major carriers.

9. 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 consultants use auto insurance:

Handled inbound customer calls converting inquires into written Personal Auto Insurance Policies.
Gathered relevant information from customers in order to provide them with an accurate auto insurance quote.

10. Life Insurance Policies

Here's how insurance consultants use life insurance policies:

Contacted existing clients regarding the possible acquisition of life insurance policies.
Quoted and sold auto, fire, and life insurance policies.

11. State Agencies

State Agencies, also called government agencies, are organizations associated with the government that oversee various aspects of society. These handles often handle administrative paperwork to ensure all laws, rules, and regulations are followed. State agencies include the Tennessee Valley Authority, Washington State Department of Labor, and Texas Health and Human Services Commission.

Here's how insurance consultants use state agencies:

Interacted with state agencies including Department of Employment Security to provide information regarding unemployment claims.
Supplied state agencies with employment separation details and wage verification.

12. Administrative Tasks

Here's how insurance consultants use administrative tasks:

Complete administrative tasks, such as processing required paperwork, maintaining production logs and handling policy renewals.
Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.

13. Unemployment Claims

Here's how insurance consultants use unemployment claims:

Evaluated employee's separation documentation in accordance with state laws and regulations before processing unemployment claims.
Directed clients in disputing/allowing unemployment claims by utilizing client payroll records and termination status.

14. State Laws

Here's how insurance consultants use state laws:

Respond to state agency with all pertinent details within time line and follow state laws and regulations.
Interpreted state laws, procedures, and other components of unemployment insurance programs to customers.

15. Client Calls

Here's how insurance consultants use client calls:

Document details of client calls while on the phone, inputting this directly into the system for future review.
Document details of client calls for future review.

5 Insurance Consultant resume examples

Build a professional insurance consultant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 5+ resume templates to create your insurance consultant resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Insurance Consultants find jobs?

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

What insurance consultant 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!

What type of skills will young insurance consultants need?

David Smith

Consultant, Coach and Speaker, David J. Smith Consulting

Of course, the need for tech-based skills will continue. But moreover, in the next couple of years, there will be increased demands for careers where personal and humanistic approaches are needed. These are wide-ranging: from home health aids to life coaches. For that reason, the ability to show empathy, apply good listening abilities, and understand and respond to a client's personal challenges will be critical. As society continues to diversify along ethnic, cultural, political, and economic lines, there will be an urgent need for professionals who can seek to connect with clients and help them build bridges, at times, with those who are different.

Do you want to know more?

List of insurance consultant skills to add to your resume

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

Insurance Products
PowerPoint
Term Care
Casualty Insurance
Customer Service
Health Insurance
Workers Compensation
Insurance Coverage
Auto Insurance
Life Insurance Policies
State Agencies
Administrative Tasks
Unemployment Claims
State Laws
Client Calls

Commercial Property
Insurance Carriers
Medical Claims
Unemployment Insurance
Inbound Calls
Annuities
Insurance Programs
Insurance Claims
Outbound Calls
AAA
Medicaid
Insurance Business
Insurance Options
Financial Products
Life Insurance Sales

HIPAA
HR
Financial Resources
Policy Changes
Insurance Quotes
CMS
Payment Method
ACA
Aflac
DB2
Corporate Clients
VSAM
State Farm

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

Browse sales jobs