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Agent skills for your resume and career

Updated January 8, 2025
4 min read
Agent Example Skills
Below we've compiled a list of the most critical agent skills. We ranked the top skills for agents based on the percentage of resumes they appeared on. For example, 10.9% of agent resumes contained insurance products as a skill. Continue reading to find out what skills an agent needs to be successful in the workplace.

15 agent skills for your resume and career

1. Insurance Products

Here's how agents use insurance products:
  • Provide a variety of insurance products for various individuals/businesses utilizing independent insurance agents throughout Texas with two in-house Independent Agents.
  • Performed as a representative of Prudential and offered financial services that encompassed life, health and disability insurance products.

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 agents use customer service:
  • Oversee operations for full-service agency to include sales, customer service, marketing/business development, underwriting, claims and financial operations.
  • Provided results-orientated customer service as an energetic customer service professional with solid experience in high volume call center environment.

3. Life Insurance

Here's how agents use life insurance:
  • Researched and provided financial services ranging from health/disability/life insurance to financial packages such as mutual funds and stock options.
  • Design and market life insurance solutions to families and individuals who need or have inadequate insurance coverage

4. HR

HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.

Here's how agents use hr:
  • Scheduled tours for sales reps. City of Fort Walton Beach Human Resources: -Maintained employee files and the HR filing system.
  • Assisted in HR Department with multiple tasks, including the creation of Excel spreadsheets and entering of all new employee data.

5. Inbound Calls

Here's how agents use inbound calls:
  • Receive inbound calls on a retention contract while maintaining a positive/happy disposition in a very melancholy office.
  • Answer inbound calls from potential/established customers solicited through advertisement, or migration campaigns.

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 agents use financial services:
  • Developed and grew agency through both property casualty lines, and financial services products in increasingly competitive and highly regulated marketplace.
  • Licensed Colorado insurance producer and Series 6 broker providing consultative insurance/financial services.

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7. 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 agents use real estate:
  • Audit transaction documents for compliance with Maryland real estate laws and regulations to include fair housing and equal opportunity requirements.
  • Prepared, processed and recorded security instruments of real estate properties for financial institutions and private investors.
Select Skills To Add To Your Resume

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 agents use outbound calls:
  • Contacted customers through outbound calls to verify legitimacy of account activity.
  • Verify correct information with customers during outbound calls.

9. Health Insurance

Here's how agents use health insurance:
  • Provide health insurance for potential customers who have been solicited through advertisement as well as established customers for migration campaigns.
  • Provided various health insurance information to new business and existing customers.

10. Windows

Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.

Here's how agents use windows:
  • Utilized Netscape Navigator in Windows NT to research and corroborate account information and to verify disconnection orders.
  • Used an advanced Intranet system built on Windows Network Technology to monitor criminal offender activity.

11. Customer Issues

Here's how agents use customer issues:
  • Provided team support by investigation of customer issues, responded to urgent customer service requirements, and supported/implemented leadership decisions.
  • Provided technical phone support for a variety of customer issues regarding peripheral compatibility, and parts replacements on retail equipment.

12. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how agents use credit card:
  • Processed subscriptions and cancellations of promotional magazine offers for customers that were included in their credit card statements.
  • Research fraudulent activities on credit card accounts and communicate with customers and merchants until satisfactory resolution is reached.

13. Troubleshoot

Troubleshooting is the process of analyzing and fixing any kind of problem in a system or a machine. Troubleshooting is the detailed yet quick search in the system for the main source of an issue and solving it.

Here's how agents use troubleshoot:
  • Provided customers with banking solutions for Bank of America Troubleshoot technical online banking issues Upheld a positive and friendly attitude with customers
  • Diagnose and troubleshoot customer Internet Service Provider problems following documented and written procedures and following those procedures to a resolution.

14. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how agents use telephone calls:
  • Processed third party personal and business telephone calls between hearing and hearing impaired individuals.
  • Received inbound telephone calls from customers and responded using prerecorded scripts.

15. Insurance Policies

Here's how agents use insurance policies:
  • Assisted the insurance agent with paperwork pertaining to insurance policies poke to schools and community organizations about parenting and adolescent issues.
  • Support existing customers by analyzing insurance policies ensuring customer needs are covered and advise policy additions or changes.
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List of agent skills to add to your resume

Agent Skills

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

  • Insurance Products
  • Customer Service
  • Life Insurance
  • HR
  • Inbound Calls
  • Financial Services
  • Real Estate
  • Outbound Calls
  • Health Insurance
  • Windows
  • Customer Issues
  • Credit Card
  • Troubleshoot
  • Telephone Calls
  • Insurance Policies
  • Computer System
  • Administrative Tasks
  • Customer Inquiries
  • Product Knowledge
  • PowerPoint
  • Customer Care
  • Customer Calls
  • Customer Complaints
  • Customer Accounts
  • Customer Support
  • Cold Calls
  • Call Handling
  • Travel Industry
  • Annuities
  • Pay Structure
  • Financial Products
  • Technical Issues
  • Quality Customer Service
  • Customer Interaction
  • Insurance Programs
  • Groceries
  • Pricing Strategy
  • Aflac
  • FedEx
  • DIRECTV

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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