Automatically apply for jobs with Zippia

Upload your resume to get started.

Insurance producer 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 producer skills. We ranked the top skills for insurance producers based on the percentage of resumes they appeared on. For example, 7.3% of insurance producer resumes contained casualty insurance as a skill. Continue reading to find out what skills an insurance producer needs to be successful in the workplace.

15 insurance producer skills for your resume and career

1. 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 producers use casualty insurance:

Licensed property and casualty insurance producer in 44 states, specializing in workers compensation insurance.
Licensed Property and Casualty insurance sales agent.

2. 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 producers use customer service:

Managed over 1500 association member accounts to ensure client satisfaction, claims customer service, renewal/retention and administrative support.
Assist applicants in completing insurance application process/assist in ongoing customer service and policy maintenance for existing clientele.

3. Develop Leads

Here's how insurance producers use develop leads:

Develop leads and look for opportunities to sell life and health insurance as well as bank products.
Developed marketing strategies to develop leads to expand new business.

4. Health Insurance

Here's how insurance producers use health insurance:

Licensed in Property, Casualties, Life and Health Insurance, all office essentials along with assisting clients with adequate insurance.
Worked directly with the company's Principal on the servicing and expansion of their life and health insurance business.

5. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how insurance producers use financial services:

Offer a broad array of financial services, through our affiliated companies, to individuals and families.
Self-employed in the sales and marketing of Life Insurance and Financial Services products.

6. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how insurance producers use phone calls:

Answered high volume of inbound phone calls from AARP members requesting insurance to meet their personal lines insurance needs.
Acquired new territory accounts, and managed a high volume of phone calls when not in the field selling.

Choose from 10+ customizable insurance producer resume templates

Build a professional insurance producer 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 producer resume.

7. Client Relationships

Here's how insurance producers use client relationships:

Developed client relationships to grow business opportunities.
Maintained cordial and effective client relationships.

8. Life Insurance Products

Here's how insurance producers use life insurance products:

Offered life insurance products specifically tailored to customers unique needs.
Provided professional orientation on Health and Life Insurance products while stressing the importance of having the proper amount of protection.

9. Insurance Sales

Here's how insurance producers use insurance sales:

Licensed insurance salesperson responsible for prospecting new business and managing existing accounts
Perform follow-up on product inquiries, pursue insurance sales and follow-up with clients as to needs and proper product fit.

10. 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 producers use auto insurance:

Quoted and signed up customers with auto insurance*Assisted customers with any questions*Took payments
Handled application process for property & casualty, life & auto insurance, and submit to underwriting for evaluation.

11. Lead Generation

Here's how insurance producers use lead generation:

Conducted thorough research to attain knowledge of insurance products and company demographics to develop effective lead generation and marketing strategies.
Developed and strengthened relationships of existing customers, along with building partnerships with various professional Services creating lead generation.

12. Schedule Appointments

Here's how insurance producers use schedule appointments:

Schedule appointments for one-on-one employer meetings.
Schedule appointments and weekly activity, meet with clients, and sell Union packages.

13. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how insurance producers use product knowledge:

Attended State Farm Sales University; continuing education and product seminars to enhance product knowledge and expand client coverage.
Debit insurance company, required monthly collection of premiums, daily accounting of funds, sales and product knowledge.

14. Term Care

Here's how insurance producers use term care:

Licensed in the state of South Carolina for Life & Casualty, Long Term Care, and Annuities.
Educated clients on insurance solutions including Life Insurance, Long-term Care, Disability and Estate Wealth Transfer.

15. Insurance Coverage

Here's how insurance producers use insurance coverage:

Identified leads and analyzed product lines to formulate insurance coverage tailored to individual investment objectives.
Provided monthly newsletters to educate unit owners/customers of their insurance coverage's and responsibilities.

5 Insurance Producer resume examples

Build a professional insurance producer 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 producer resume.

Create my resume

Build a professional resume in minutes using this template.

What skills help Insurance Producers find jobs?

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

What insurance producer 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 producer skills to add to your resume

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

Casualty Insurance
Customer Service
Develop Leads
Health Insurance
Financial Services
Phone Calls
Client Relationships
Life Insurance Products
Insurance Sales
Auto Insurance
Lead Generation
Schedule Appointments
Product Knowledge
Term Care
Insurance Coverage
Insurance Carriers
Insurance Claims

Client Retention
Life Insurance Policies
Cold Calls
Financial Products
Customer Relationships
Sales Plan
Policy Changes
Inbound Calls
Outbound Calls
Aflac
Annuities
Insurance Options
Administrative Tasks
Commercial Property
Bank Products
Upselling
Policy Holders

Insurance Availability
Insurance Quotes
Financial Resources
Develop Marketing Strategies
Necessary Paperwork
Customer Accounts
Underwriting Approval
Payment Method
State Farm
Phone Solicitation
Claims Process
Technical Assistance
Direct Referrals
Bank Deposits
Credit Card

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