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Licensed 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)
Licensed insurance producer example skills
Below we've compiled a list of the most critical licensed insurance producer skills. We ranked the top skills for licensed insurance producers based on the percentage of resumes they appeared on. For example, 50.8% of licensed insurance producer resumes contained work ethic as a skill. Continue reading to find out what skills a licensed insurance producer needs to be successful in the workplace.

15 licensed insurance producer skills for your resume and career

1. Work Ethic

Here's how licensed insurance producers use work ethic:
  • Licensed to sell health and life insurance in Maryland Earned the Work Ethic, Attitude and Coachability (W.E.A.C.)
  • Position required life insurance licensing, independent work ethic, confidentiality training, and a dedication for extreme customer service.

2. Lead Generation

Here's how licensed insurance producers use lead generation:
  • Developed and implemented marketing concepts and lead generation.
  • Developed client base through outside prospecting, cold calling, and lead generation program.

3. Annuities

Here's how licensed insurance producers use annuities:
  • Present and Sell Insurance Policies including Health Supplements, Medicare Supplements, Life Insurance and Annuities.
  • Secure Appointments Write Life insurance DI, LTC, Annuities, IRA Knowledge of investments and protection strategies

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 producers use customer service:
  • Proved customer service skills by retaining high percentage of customers who were involuntarily transferred by Nationwide to different insurance products.
  • Supervised and trained licensed customer service representatives to provide exemplary service while maintaining and performing at a high level.

5. Insurance Sales

Here's how licensed insurance producers use insurance sales:
  • Compiled coverage and rating information, necessary paperwork to process insurance sales and renewals.
  • Organized and presented insurance sales presentations to area individuals, businesses and organizations.

6. Auto Insurance

Auto insurance is an insurance policy that covers you from incurring financial losses when your vehicle meets with harm.

Here's how licensed insurance producers use auto insurance:
  • Licensed sales professional working within a team focused primarily on auto insurance
  • Handle inbound and outbound calls to establish, secure, and maintain clientele relationships for auto insurance business.

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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 licensed insurance producers use casualty insurance:
  • Received incoming calls from prospective insureds seeking quotes on property and casualty insurance.
  • Obtained State of Michigan Property and Casualty Insurance certification.

8. 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 insurance producers use financial services:
  • Develop new Financial Services opportunities.
  • Consulted with clients in debt reduction, insurance needs and sales, retirement planning, and all aspects of financial services.

9. Life Insurance Policies

Here's how licensed insurance producers use life insurance policies:
  • Presented financial planning presentations and advised about life insurance policies and investments.
  • Utilized Agency marketing systems developed to solicit and sell insurance and related products including Auto, Home, Life Insurance policies.

10. Health Insurance Products

Here's how licensed insurance producers use health insurance products:
  • Licensed in the State of Illinois to sell life and health insurance products.
  • Educated customers about available Auto, Homeowners, Life and Health Insurance products.

11. Policy Changes

Here's how licensed insurance producers use policy changes:
  • Process policy changes and transactions for existing customers using a computerized system to track, gather, and answer all inquiries.
  • Handled all customer requests, policy changes, and claim filings in a timely, well documented manner.

12. Schedule Appointments

Here's how licensed insurance producers use schedule appointments:
  • Call prospects/clients to offer products or schedule appointments and conduct insurance and financial service reviews for clients.
  • Developed leads, schedule appointments, identify customer needs, and market appropriate products and services.

13. Medicare Advantage

Here's how licensed insurance producers use medicare advantage:
  • Created and maintained a book of Medicare Advantage, Supplemental, and Medicare Rx clients from 2007 - 2014.
  • Licensed in North Carolina and South Carolina for Medicare Supplement and Medicare Advantage sales.

14. 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 licensed insurance producers use cold calls:
  • Demonstrated successful business development via cold calling, face-to-face meetings, and referrals.
  • Established sales and marketing program requiring cold calling, solicitation, trade show and business networking attendance, and referral requests.

15. 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 insurance producers use outbound calls:
  • Managed Inbound and Outbound calls for customer inquiries resulting in sales Recommended product based on customer needs and desires.
  • Handled inbound and outbound calls to prospect and sell insurance products to customers around Kansas City metro area.
top-skills

What skills help Licensed Insurance Producers find jobs?

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

What licensed insurance producer skills would you recommend for someone trying to advance their career?

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

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?
Read more about what experts have to say about licensed insurance producer

List of licensed insurance producer skills to add to your resume

Licensed insurance producer skills

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

  • Work Ethic
  • Lead Generation
  • Annuities
  • Customer Service
  • Insurance Sales
  • Auto Insurance
  • Casualty Insurance
  • Financial Services
  • Life Insurance Policies
  • Health Insurance Products
  • Policy Changes
  • Schedule Appointments
  • Medicare Advantage
  • Cold Calls
  • Outbound Calls
  • Develop Leads
  • Client Relationships
  • Insurance Availability
  • Inbound Calls
  • Administrative Tasks
  • Financial Products
  • Processing Payments
  • Policy Holders
  • Insurance Quotes
  • Underwriting Approval
  • Customer Relationships
  • Insurance Options
  • Payment Method
  • Insurance Claims
  • Professional Organizations
  • Bank Deposits
  • Customer Retention
  • Phone Solicitation
  • Financial Resources
  • Bank Products
  • Customer Inquiries
  • Customer Accounts
  • Account Management
  • Health Policies
  • State Farm
  • Underwriting Guidelines
  • Submit Forms
  • Life Insurance Products
  • Notary
  • Allstate

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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