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Licensed insurance agent skills for your resume and career

Updated January 8, 2025

3 min read

Quoted expert

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

Below we've compiled a list of the most critical licensed insurance agent skills. We ranked the top skills for licensed insurance agents based on the percentage of resumes they appeared on. For example, 17.4% of licensed insurance agent resumes contained excellent time management as a skill. Continue reading to find out what skills a licensed insurance agent needs to be successful in the workplace.

15 licensed insurance agent skills for your resume and career

1. Excellent Time Management

Here's how licensed insurance agents use excellent time management:

Position requires excellent time management, superior verbal and written abilities.

2. Work Ethic

Here's how licensed insurance agents use work ethic:

Maintain excellent work ethic and a strong analytical organizational policy for Agency etiquette.
Exceeded customer satisfaction goals while maintaining a professional level of work ethics without direct Supervision.

3. Strong Customer Service

Here's how licensed insurance agents 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.

4. 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 insurance agents use customer service:

Provided marketing support and customer service/administrative assistance to registered financial representative.
Provided professional customer services, responsible to assist providing customers insurance quotes, answered customers insurance needs, organized company files.

5. Insurance Sales

Here's how licensed insurance agents use insurance sales:

Become a licensed insurance sales professional and receive inbound calls from highly interested potential policyholders.
Licensed insurance sales for personal life, medical and investment insurance to individual customers.

6. Financial Resources

Fіnаnсіаl rеѕоurсеѕ аrе ѕоurсеѕ оf fundѕ thаt a buѕіnеѕѕ can drаw uроn tо bе successful, to finance its investments, саріtаl, and day-to-day operations. It соvеrѕ аll fіnаnсіаl fundѕ оf the organization fоr the іmрlеmеntаtіоn оf сurrеnt costs and extended rерrоduсtіоn еxреnѕеѕ, fоr the fulfіllmеnt оf financial оblіgаtіоnѕ аnd economic incentives fоr еmрlоуееѕ.

Here's how licensed insurance agents use financial resources:

Interviewed prospective clients to uncover needs, physical condition, existing coverage, and financial resources.
Interviewed prospective clients to obtain data about their financial resources and needs.

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7. Insurance Products

Here's how licensed insurance agents use insurance products:

Contracted producer, making direct sales/presentations of supplemental insurance products to union members in their homes.
Provided customers information on various insurance products, claim procedures and serviced existing auto insurance policies.

8. Inbound Calls

Here's how licensed insurance agents use inbound calls:

Performed as a Performance Monitoring Analyst by monitoring inbound calls for execution of company quality and interaction standards.
Received inbound calls from individuals responding to television or mail advertisements for major life insurance companies.

9. Health Insurance

Here's how licensed insurance agents use health insurance:

Conduct field medical underwriting for qualifying applicant for health insurance.
Provided detailed health insurance plan information and prescription drug coverage.

10. Lead Generation

Here's how licensed insurance agents use lead generation:

Installed, and maintained new software programs utilized for mass mailings, lead generation, tracking of products and sales personnel.
Increased client base through marketing, referrals, lead generations, cold calling and utilizing personal book of business.

11. Annuities

Here's how licensed insurance agents use annuities:

Provided financial services through life insurance, disability insurance and annuities.
Serviced and supported clients with all insurance needs (Medicare Supplement, Major Medical, Life, LTC and Annuities).

12. 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 insurance agents use casualty insurance:

Issued property/casualty insurance policies and created electronic records in accordance with carrier and agency guidelines.
Licensed insurance agent specializing in customer account support for property and casualty insurance.

13. Medicare Advantage

Here's how licensed insurance agents use medicare advantage:

Worked with community-based organizations and senior housing communities to conduct marketing and educational presentations on Medicare Advantage.
Enrolled potential customers into Medicare Advantage Plans Explained plan benefits Performed Needs Assessments by means of Telesales

14. Life Insurance Policies

Here's how licensed insurance agents use life insurance policies:

Provide customer service, answer phone, write life insurance policies, provide services in the office and in the field.
Assist potential clients with the sale and servicing of Life Insurance policies, Medicare Supplements, and Long Term Care products.

15. Customer Inquiries

Here's how licensed insurance agents use customer inquiries:

Provided professional and timely responses to resolve customer inquiries related to insurance coverage issues and billing issues, efficiently and effectively.
Consulted and coordinated with various internal departments and government agencies to obtain information and ensure resolution of customer inquiries.

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What skills help Licensed Insurance Agents find jobs?

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What licensed insurance 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 insurance agent skills to add to your resume

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

Excellent Time Management
Work Ethic
Strong Customer Service
Customer Service
Insurance Sales
Financial Resources
Insurance Products
Inbound Calls
Health Insurance
Lead Generation
Annuities
Casualty Insurance
Medicare Advantage
Life Insurance Policies
Customer Inquiries
Outbound Calls

Long-Term Care
Insurance Coverage
Administrative Tasks
Policy Changes
Policy Holders
Open Enrollment
Insurance Options
Insurance Quotes
Payment Method
Product Knowledge
Cold Calls
Insurance Claims
Medicaid
Financial Products
Underwriting Approval
CMS

Leading Training
Client Retention
Bank Deposits
Submit Forms
Technical Assistance
Phone Solicitation
ACA
Auto Insurance Policies
Develop Marketing Strategies
Aflac
Medicare Supplements
Allstate
Health Insurance Policies
Humana
Long-Term Strategy Implementation

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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