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Licensed agent 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 licensed agent skills. We ranked the top skills for licensed agents based on the percentage of resumes they appeared on. For example, 30.8% of licensed agent resumes contained hipaa as a skill. Continue reading to find out what skills a licensed agent needs to be successful in the workplace.

15 licensed agent skills for your resume and career

1. HIPAA

Here's how licensed agents use hipaa:

Handled, processed and accurately recorded confidential financial and health customer information following all applicable HIPAA privacy laws.
Complied with all regulatory guidelines as well as HIPAA and privacy guidelines, demonstrated client/customer confidentiality.

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 licensed agents use customer service:

Provide superior customer service that exceeds our customers/members expectations by promptly responding to questions and addressing needs that routinely come up.
Assisted customers in purchasing small business and workers' compensation insurance and provided minimal customer service to maintain their policy.

3. Inbound Calls

Here's how licensed agents use inbound calls:

Answer inbound calls concerning Medicare Advantage plans, inform consumers of the plans offered and find one that fits their needs.
Received inbound calls from UHC consumers to sell Medicare advantage plans as well as Medicare prescription drug plans.

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 licensed agents use casualty insurance:

Make endorsements to policies and keep up to date on all applicable laws and policies relating to property and casualty insurance.
Licensed by the state to offer insurance asset protection through life, health, accident, property and casualty insurance.

5. Life Insurance Products

Here's how licensed agents use life insurance products:

Assist individuals and families in the selection of a broad range of affordable, quality health and life insurance products.
Marketed and sold life insurance products (whole life, term life, universal life and annuities).

6. 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 licensed agents use financial services:

PROFILE Results driven manager possessing deep operational expertise directing proprietary partnerships in the Insurance, Financial Services and Investment Management Industry.
Generated new business including financial services.

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7. Lead Generation

Here's how licensed agents use lead generation:

Perform outbound calls for lead generation, member outreach, and follow up as defined by the program.
Develop new business through lead generation and prospecting potential clients.

8. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how licensed agents use outbound calls:

Place outbound calls to customers in our database about their health insurance and/or prescription drug plans to educate customers on plans.
Completed outbound calls to members to make sure they understood their policies and answered any questions they may have had.

9. Medicare Advantage

Here's how licensed agents use medicare advantage:

Educate, qualify and enroll Medicare beneficiaries into Medicare Advantage and Prescription Drug Plans, Medicare Supplements and Optional Supplemental Benefits
Provided Medicare Advantage Plans to Medicare beneficiaries.

10. Health Insurance Products

Here's how licensed agents use health insurance products:

Solicit and sell health insurance products through networking and cold-calling.
Field incoming calls on life & health insurance products.

11. Life Insurance Policies

Here's how licensed agents use life insurance policies:

Prospected, quoted, and wrote Life Insurance policies, while assisting customers with life insurance questions and concerns.
Maintain knowledge on all updated laws and ordinances on life insurance policies for the state of California.

12. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how licensed agents use real estate:

Perform residential/commercial/industrial real estate transactions and commercial site selection.
Interview clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts.

13. Health Insurance

Here's how licensed agents use health insurance:

Determine client's particular needs and financial situation and provide MarketPlace Health Insurance eligibility.
Processed health insurance applications for Medicare and Medicaid recipients.

14. Term Care

Here's how licensed agents use term care:

Offer valuable life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning.
Offer life insurance, fixed annuities, long term care insurance, and other products for insurance and retirement needs.

15. Insurance Options

Here's how licensed agents use insurance options:

Educate clients in the difference between different life insurance options and always doing what is best for the client.
Receive large call volume from customers regarding inquiries on Medicare and educate on health care insurance options.

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What skills help Licensed Agents find jobs?

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What licensed agent 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 licensed agent skills to add to your resume

The most important skills for a licensed agent resume and required skills for a licensed agent to have include:

HIPAA
Customer Service
Inbound Calls
Casualty Insurance
Life Insurance Products
Financial Services
Lead Generation
Outbound Calls
Medicare Advantage
Health Insurance Products
Life Insurance Policies
Real Estate
Health Insurance

Term Care
Insurance Options
Policy Changes
Open Enrollment
Insurance Coverage
Annuities
Medicaid
CMS
Customer Inquiries
Administrative Tasks
Cold Calls
Policy Holders
Financial Products

Financial Resources
Hippa
Payment Method
Marketplace
Annuity
Medicare Part D
Technical Assistance
Bank Deposits
ACA
Retirement Planning
Aflac

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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