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Insurance service representative skills for your resume and career

Updated January 8, 2025
4 min read
Below we've compiled a list of the most critical insurance service representative skills. We ranked the top skills for insurance service representatives based on the percentage of resumes they appeared on. For example, 26.8% of insurance service representative resumes contained customer service as a skill. Continue reading to find out what skills an insurance service representative needs to be successful in the workplace.

15 insurance service representative 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 service representatives use customer service:
  • Key > Attained numerous awards in recognition for exceptional customer service and product knowledge; regularly received referrals from satisfied customers.
  • Received the 2016 InSynch customer service award by committing to provide exceptional customer experiences by consistently following through and communicating positively.

2. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how insurance service representatives use data entry:
  • Provided data entry for current policy holders and potential customers.
  • General data entry; includes setting up new customer accounts, entering contact information and equipment information.

3. Life Insurance

Here's how insurance service representatives use life insurance:
  • Processed moderately complex life insurance and investment products and service transactions.
  • Generated approximately 4 life insurance policies per month.

4. Insurance Products

Here's how insurance service representatives use insurance products:
  • Analyze policyholder financial and risk information to make recommendations regarding policy options and insurance products.
  • Research and respond to customer inquiries regarding insurance products, benefits, eligibility, and claims resolution.

5. Inbound Calls

Here's how insurance service representatives use inbound calls:
  • Handled inbound calls pertaining to consumers homeowners insurance.
  • Support the call center/department by taking inbound calls as required including Mondays, Mid-month, and other high call volumes days.

6. 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 service representatives use aaa:
  • Counseled AAA members regarding insurance coverage's and changes to their Auto, Home, Boat and Motorcycle policies.
  • Promoted AAA insurance to current, former, and potentially new customers by providing quality and accurate product knowledge.

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7. Customer Inquiries

Here's how insurance service representatives use customer inquiries:
  • Provide answers to customer inquiries on accounts and make appropriate underwriting decision based on information gathered.
  • Communicate directly to customers and respond to customer inquiries.

8. Business Applications

Here's how insurance service representatives use business applications:
  • Quote insurance rates, qualify applicants, and verify/enter new business applications and related documents.
  • Reviewed all new business applications for sales agents within office; identified and corrected any errors.

9. 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 service representatives use phone calls:
  • Answer 60-80 incoming phone calls to service existing Auto, Home and Recreational Vehicle policies.
  • Answer telephone calls, respond to routine questions and reroute calls when appropriate.

10. Policy Coverage

Policy coverage is an agreement between a person and an insurer outlining the coverage - what is covered, what is not, and other details of the agreement. Policy coverage is typically a combination of several standard forms, including a declaration page, coverage form, and endorsements. These forms delineate the coverage term, the policy limits, the grant of coverage, exclusions and other limitations of coverage, and the duties and responsibilities of the insured in the event of a loss.

Here's how insurance service representatives use policy coverage:
  • Counseled agents on insured's eligibility, assisted customers on policy coverage and/or options.
  • Counseled agents on underwriting eligibility and policy coverage or options.

11. Insurance Coverage

Here's how insurance service representatives use insurance coverage:
  • Generate brief descriptions outlining insurance coverage, interview clients to ascertain insurance coverage level of cellular devices.
  • Process Loan Modifications by verifying insurance coverage, updating policy information and making payment when necessary.

12. Computer System

Here's how insurance service representatives use computer system:
  • Perform order entry activities utilizing company computer system.
  • Maintain an ability to utilize hospital computer systems, patient management information system, including registration, e-mail and Word Perfect.

13. Strong Customer Service

Here's how insurance service representatives use strong customer service:
  • Demonstrated strong customer service skills to resolve inquires quickly and effectively.
  • Possess strong customer service skills; all basic office skills, proficient computer knowledge and very good organizational skills.

14. Billing Statements

Here's how insurance service representatives use billing statements:
  • Provide high quality service to members and insured's regarding changes in insurance policies, renewal information, and billing statements.
  • Review billing statements with customers in order to resolve discrepancies and to answer questions.

15. Auto Insurance Policies

Here's how insurance service representatives use auto insurance policies:
  • Assisted customers with auto insurance policies and changes within a call center environment.
  • Serviced customers auto insurance policies by answering insurance inquiries, making amendments to policies and review and reinstatement of at-risk policies.
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List of insurance service representative skills to add to your resume

Insurance service representative skills

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

  • Customer Service
  • Data Entry
  • Life Insurance
  • Insurance Products
  • Inbound Calls
  • AAA
  • Customer Inquiries
  • Business Applications
  • Phone Calls
  • Policy Coverage
  • Insurance Coverage
  • Computer System
  • Strong Customer Service
  • Billing Statements
  • Auto Insurance Policies
  • Customer Interaction
  • ISR
  • Outbound Calls
  • Policy Changes
  • Insurance Claims
  • Process Payments
  • Customer Complaints
  • Policy Holders
  • Billing Inquires
  • Customer Issues
  • Insurance Carriers
  • Health Insurance
  • Processing Endorsements
  • Insurance Applications
  • Billing Issues
  • Medicare
  • Customer Accounts
  • AMS
  • Administrative Tasks
  • Underwriting Guidelines
  • Insurance Quotes
  • AS400
  • Insurance Programs
  • Coverage Changes
  • Underwriting Eligibility
  • Contract Forms
  • Customer Calls

Updated January 8, 2025

Zippia Research Team
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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