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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)
Insurance Agent Example Skills
Below we've compiled a list of the most critical insurance agent skills. We ranked the top skills for insurance agents based on the percentage of resumes they appeared on. For example, 24.8% of insurance agent resumes contained customer service as a skill. Continue reading to find out what skills an insurance agent needs to be successful in the workplace.

15 insurance agent skills for your resume and career

1. 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 agents use customer service:
  • Assisted the account executives in resolving customer service situations, assessed and presented applicable recommendations based on customers' needs.
  • Provided excellent customer service to new and existing customers by completing applications and deliver policies on a timely basis.

2. Insurance Sales

Here's how insurance agents use insurance sales:
  • Created an annual process to manage renewals while building relationships that extended into additional commercial insurance sales.
  • Participated in business activities and events to prospect for potential membership and insurance sales opportunity.

3. Health Insurance

Here's how insurance agents use health insurance:
  • Promoted and managed insurance needs within individual and business markets for retirement, health insurance, disability and life insurance.
  • Communicated to C-Level positions marketing major medical supplemental health insurance / term life insurance to employers as payroll account.

4. Life Insurance Products

Here's how insurance agents use life insurance products:
  • Launched, developed and managed an insurance agency focusing on Property/Casualty and Life Insurance products.
  • Marketed life insurance products to individuals and businesses through prepared needs analysis and illustrations.

5. 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 insurance agents use financial resources:
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interview prospective clients; identifying financial resources and needs to create customized insurance solutions covering a variety of risks within budget.

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 insurance agents use auto insurance:
  • Specialized in bringing in new business and providing individual services for personal and commercial auto insurance accounts.
  • Identified and analyzed complex rate filings to understand and explain significant auto insurance rating index.

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7. Develop Contacts

Here's how insurance agents use develop contacts:
  • Develop contacts, learn the local area and community, and gain experience in planning and making sales calls.3.
Select Skills To Add To Your Resume

8. House Training

Here's how insurance agents use house training:
  • Secured health insurance license and completed 60 hours of in-house training before initiating sales effort and earning Fast Start Award.

9. Life Insurance Policies

Here's how insurance agents use life insurance policies:
  • Administered automobile, homeowners, annuities and life insurance policies to customers based on individualized needs.
  • Processed automobile and life insurance policies including writing new policies and renewing existing policies.

10. 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 agents use casualty insurance:
  • Performed Verification check of entries made by Telephone Service Representatives concerning Life and Health/Property and Casualty Insurance policies.
  • Recruit and maintain new property and casualty insurance policies, while retaining customers and saving/increasing monthly recurring revenue.

11. Field Development

Here's how insurance agents use field development:
  • Conduct an effective marketing plan to Area Manager, Branch Manager and Field Development Specialist.

12. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how insurance agents use financial products:
  • Work as an autonomous unit directing sales and marketing of personal/commercial insurance and financial services products.
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services

13. Develop Leads

Here's how insurance agents use develop leads:
  • Develop leads, schedule appointments, identify costumer need, and establish client relationships, market appropriate products and services.
  • Facilitated approximately 60 - 80 calls daily, to acquire new sales opportunities and further develop leads into closed transactions.

14. Annuities

Here's how insurance agents use annuities:
  • Consulted small business owners and individuals with life insurance, disability income benefits and annuities.
  • Recommended appropriate annuities, insurance and investment products to existing and potential customers.

15. Insurance Coverage

Here's how insurance agents use insurance coverage:
  • Analyze insurance requirements for a diverse range of individual, and family and provide personalized recommendations of insurance coverage plans.
  • Explained policy provisions, made recommendations and assisted with implementation and maintenance of life, health and supplemental insurance coverage.
top-skills

What skills help Insurance Agents find jobs?

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

What Insurance Agent skills would you recommend for someone trying to advance their career?

T

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 Insurance Agent

List of insurance agent skills to add to your resume

Insurance Agent Skills

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

  • Customer Service
  • Insurance Sales
  • Health Insurance
  • Life Insurance Products
  • Financial Resources
  • Auto Insurance
  • Develop Contacts
  • House Training
  • Life Insurance Policies
  • Casualty Insurance
  • Field Development
  • Financial Products
  • Develop Leads
  • Annuities
  • Insurance Coverage
  • Medicare Advantage
  • Long-Term Care
  • Customer Inquiries
  • Administrative Tasks
  • Payment Method
  • Outbound Calls
  • Product Knowledge
  • Cold Calls
  • Supplemental Insurance
  • Inbound Calls
  • Policy Changes
  • Annuity
  • Dental Insurance
  • Insurance Claims
  • Sales Presentations
  • Underwriting Approval
  • Policy Holders
  • Medicare Supplements
  • Insurance Quotes
  • Processing Changes
  • Necessary Paperwork
  • Phone Solicitation
  • Technical Assistance
  • Submit Forms
  • Aflac
  • Retirement Planning
  • Bank Deposits
  • Develop Marketing Strategies
  • Insurance Policy Options
  • Long-Term Strategy Implementation
  • 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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