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Insurance counselor skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

Dr. Thomas Dearden Ph.D.,

Kacie Blalock Ph.D.

Below we've compiled a list of the most critical insurance counselor skills. We ranked the top skills for insurance counselors based on the percentage of resumes they appeared on. For example, 19.1% of insurance counselor resumes contained insurance coverage as a skill. Continue reading to find out what skills an insurance counselor needs to be successful in the workplace.

15 insurance counselor skills for your resume and career

1. Insurance Coverage

Here's how insurance counselors use insurance coverage:

Obtained Certification from State of Florida as a Certified Application Counselor Responsibilities included assisting customer to obtain insurance coverage through ObamaCare.
Advised customers on insurance coverage needs on personalized basis.

2. Patients

Here's how insurance counselors use patients:

Provided timely assessments and guidance to patients regarding their insurance and ensured insurance related issues were resolved.
Assisted in prescription processing, processed prescription insurance claims, administered immunizations and counsel patients on medications

3. Litigation

Here's how insurance counselors use litigation:

Developed early litigation strategies and formal Litigation Plans with outside counsel.
Managed civil litigation matters such as general and complex litigation.

4. Medicaid

Here's how insurance counselors use medicaid:

Assist people with insurance information and application process for Medicaid, Hip 2.0 and Healthcare Marketplace in an unbiased manner.
Discussed legal documentation such as green cards and permanent residence cards for qualification of Medicaid.

5. Medicare

Medicare is a federal government insurance program that offers health care coverage to people who are 65 and above. In some cases, younger people with disabilities whose status is identified by the SSA can also avail the insurance program. Medicare covers the health expenses of people who are not able to afford it plus it protects the payee from rising health care costs.

Here's how insurance counselors use medicare:

Solicited sponsorship and participation by all Wisconsin Medicare Health plans.
Certified Medicare Counselor: Counseled Medicare beneficiaries on Medicare Options

6. Payment Arrangements

Here's how insurance counselors use payment arrangements:

Support education on and completion of patient financial evaluations to determine if payment or payment arrangements are an option.
Negotiate and formalize repayment arrangements with customers in foreclosure when appropriate.

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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 counselors use customer service:

Received multiple commendations on superior performance and customer service* Was handpicked for a special cross sell project soliciting new business.
Licensed insurance agent in telephone customer service including billing and payments, policy endorsements, and conflict resolution

8. Insurance Products

Here's how insurance counselors use insurance products:

Designed and coordinated financial strategies with implementation of various insurance products for said clientele to achieve their financial objectives.
Worked closely within the district to identify individuals and businesses that requested information about insurance products.

9. Health Insurance

Here's how insurance counselors use health insurance:

Evaluated employee group health insurance plans and programs to accurately interpret and provide education on benefits options specific to government insurance.
Proposed, developed and produced informational YouTube videos explaining the rights consumers have to appeal health insurance claim denials.

10. Facility Administrators

Here's how insurance counselors use facility administrators:

Partnered with Facility Administrators and Social Workers to evaluate and identify patient's insurance options.

11. AAA

American Automobile Association, commonly pronounced as AAA or triple A, is an organization in North America. AAA is a privately held non-profit driven public party affiliation and administration association with more than 60 million members in the United States and Canada. AAA offers types of assistance to its individuals, including emergency aide.

Here's how insurance counselors use aaa:

Supported the sales and service of all AAA Clubs, products, and benefits
Provide members with sales/service experience to enhance member affinity to AAA brand.

12. Policy Changes

Here's how insurance counselors use policy changes:

Processed account payments related to customer policy changes.
Delighted customers by responding to incoming phone inquiries, answered their questions and met all of their policy changes and needs.

13. Insurance Carriers

Here's how insurance counselors use insurance carriers:

Administered in assisting decision-making skills over 10,000+ property and casualty insurance contracts and acquisitions to over 10 different insurance carriers.
Prepared submissions and presented prospects to insurance carriers; and in the process established relationships with insurance underwriters.

14. Insurance Benefits

Here's how insurance counselors use insurance benefits:

Verify insurance benefits through the online insurance portals and over the phone.
Confirmed and verified insurance benefits, deductibles and co-pays with appropriate payers using on-line verification systems and telephone inquiries.

15. FMLA

Here's how insurance counselors use fmla:

Ensured compliance of group plans with state and federal laws including COBRA, FMLA, and Disability.

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What skills help Insurance Counselors find jobs?

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

What type of skills will young insurance counselors need?

Dr. Thomas Dearden Ph.D.

Assistant Professor of Sociology, Virginia Polytechnic Institute and State University

Indeed, the way we work is changing. The skills that young graduates will need are diverse. Transferable skills and soft skills will certainly be marketable. These include traditional crafts such as communication, but I also think the world expects more empathy from its employees. Young graduates with an understanding of racism, sexism, and environmental responsibility will become increasingly important.

What soft skills should all insurance counselors possess?

Kacie Blalock Ph.D.

Associate Professor; Director, Master of Counseling, Louisiana State University at Shreveport

Soft skills that are essential for counselors include emotional intelligence, empathy, multicultural competency, interpersonal abilities, and authenticity.

What hard/technical skills are most important for insurance counselors?

Kacie Blalock Ph.D.

Associate Professor; Director, Master of Counseling, Louisiana State University at Shreveport

It is important that counselors are able to effectively take notes and summarize progress, interpret assessments, memorize and recall information, and keep clear yet concise records.

Do you want to know more?

List of insurance counselor skills to add to your resume

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

Insurance Coverage
Patients
Litigation
Medicaid
Medicare
Payment Arrangements
Customer Service
Insurance Products
Health Insurance
Facility Administrators
AAA
Policy Changes

Insurance Carriers
Insurance Benefits
FMLA
Patient Growth
Computer Applications
Term Care
Intranet
Inbound Calls
Life Insurance
Outbound Calls
Billing Issues
Policy Holders

Processing Payments
Customer Inquiries
Product Knowledge
Underwriting Guidelines
Auto Insurance Policies
Customer Complaints
Insurance Verification
DMV
Financial Resources
Arbitration

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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