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Insurance underwriter, sales skills for your resume and career

Updated January 8, 2025

3 min read

Quoted experts

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

Robert Hoyt, Ph.D.

Below we've compiled a list of the most critical insurance underwriter, sales skills. We ranked the top skills for insurance underwriters, sales based on the percentage of resumes they appeared on. For example, 27.4% of insurance underwriter, sales resumes contained lead generation as a skill. Continue reading to find out what skills an insurance underwriter, sales needs to be successful in the workplace.

15 insurance underwriter, sales skills for your resume and career

1. Lead Generation

Here's how insurance underwriters, sales use lead generation:

Developed and maintained professional network of contacts to expand and grow lead generation.
Lead generation and consulting on insurance products.

2. 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 underwriters, sales use financial services:

Created an independent financial advisory organization aimed at educating and providing financial services to those nearing and in retirement.
Develop new Financial Services opportunities.

3. 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 underwriters, sales use customer service:

Provided exceptional customer service in a production-oriented and time-sensitive environment.
Provide customer service in various situations: billing, insurance limits, claims, new and existing policies.

4. Sales Process

Here's how insurance underwriters, sales use sales process:

Performed all aspects of the Sales Process including prospect lists, cold calling, presentations, up selling, and closing.
Developed broker leads and worked with brokers through entire sales process.

5. Strong Work Ethic

Here's how insurance underwriters, sales use strong work ethic:

Maintain a strong work ethic with a total commitment to success each and every day.

6. Insurance Carriers

Here's how insurance underwriters, sales use insurance carriers:

Established and maintained relationships with clients as well as multiple insurance carriers and underwriters.
Contacted insurance carriers in order to provide eligibility information for immediate coverage update as well as resolving coverage issues.

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7. 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 underwriters, sales use casualty insurance:

Licensed producer for sale of life/health and property/casualty insurance.
Market life, health, property and casualty insurance.

8. 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 underwriters, sales use auto insurance:

Managed new and existing auto insurance clientele.
Answered auto insurance questions and gave quotes

9. Annuities

Here's how insurance underwriters, sales use annuities:

Licensed in life, health and annuities.CLU certificate in pension planning.
Field agent selling life and health insurance policies and annuities.

10. Life Insurance Products

Here's how insurance underwriters, sales use life insurance products:

Called on Union members to provide free benefits offered by their respective Unions and also sold life insurance products to members.
Sell Medicare Supplement Plans, Medicare Advantage Plans, and Final Expense Life Insurance Products.

11. Securities

Here's how insurance underwriters, sales use securities:

Completed a multitude of training courses focused on securities marketing, product selling, and technical knowledge.
Earned Series 6 and Series 7 Securities, and NY State Life and Health Insurance Licenses.

12. Life Insurance Sales

Here's how insurance underwriters, sales use life insurance sales:

Participated life insurance sales training Visited 11 potential customers and recorded visiting results
Licensed Life Insurance Sales Representative.

13. Develop Leads

Here's how insurance underwriters, sales use develop leads:

Develop leads; Make sales of Property/Casualty lines of Insurance.
Find and develop leads by involvement in community and business organizations.

14. Term Care

Here's how insurance underwriters, sales use term care:

Average over 200 outbound phone calls to set up in-person meeting to discuss life insurance and long term care for clients
Licensed in: Life, Disability, Medicare Supplements, Long Term care, Home Health Care and Annuity Sales.

15. Cold Calls

Cold calling is a kind of business solicitation from customers who didn't express interest in their product and services before. In this technique, a salesman conducts a call with potential customers with whom they haven't had a prior interaction. Cold calling can include phone calls or telemarketing. However, in-person visits like door-to-door marketing are also a type of cold calling

Here's how insurance underwriters, sales use cold calls:

Followed by field work, door knocking and selective cold calling of listed of retired educators, family and friends.
Identified prospective customers using lead generating methods and performing an average of 200 cold calls per day.

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What skills help Insurance Underwriters, Sales find jobs?

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

What insurance underwriter, sales 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 technical skills for an insurance underwriter, sales stand out to employers?

Robert Hoyt, Ph.D.

Department Head and Dudley L. Moore Jr. Chair of Insurance, University of Georgia

The ability to collect information, work with data, and translate this into insights and knowledge is key in insurance going forward. An important focus in our classes is helping students apply what they are learning to real business situations through projects that are often carried out in teams. The growth of digital strategies in insurance means that emerging graduates are excited by and embrace the use and application of such approaches. However, the ability to engage with people to assist them in managing their personal or business risks is what matters most in this business. At the end of the day, building relationships and trust are the key in insurance.

What soft skills should all insurance underwriter, saleses possess?

Sonya DiPalma Ph.D.

Associate Professor, Chair, Academic Policies Committee, Director of MCOM Internship Program, University of North Carolina at Asheville

Be personable and a person someone wants to talk with and work with on a continuing basis. Listening and note-taking skills will be critical. Great employees listen well and ask good follow up questions. Be versatile and adaptable. If you find some downtime between projects, ask how you may help with another project.

Do you want to know more?

List of insurance underwriter, sales skills to add to your resume

The most important skills for an insurance underwriter, sales resume and required skills for an insurance underwriter, sales to have include:

Lead Generation
Financial Services
Customer Service
Sales Process
Strong Work Ethic
Insurance Carriers
Casualty Insurance
Auto Insurance
Annuities
Life Insurance Products
Securities
Life Insurance Sales

Develop Leads
Term Care
Cold Calls
Medicare Advantage
Life Insurance Policies
Inbound Calls
Insurance Programs
Insurance Quotes
Policy Changes
AAA
Health Insurance License
Financial Products

Commercial Property
Product Knowledge
Outbound Calls
Lieu
Administrative Tasks
Policy Holders
Insurance Options
RAN
Financial Resources
Allstate
Bank Deposits
Tax Returns

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 Underwriter, Sales Skills

Updated January 8, 2025

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