Resume Skills and Keywords for Insurance Agent Updated for 2024

Self-reflection gives you the opportunity to see how you have succeeded in an interaction and utilize the same methods in the future. Conversely, viewing your failures will greatly contribute to your professional improvement. Can you identify the specific point where your communication could have been more effective? You must remain optimistic, even after rejection, that you are offering a service that is beneficial for anyone.

  1. They’ll be able to communicate effectively with their clients to explain complex policies and ensure they meet their requirements by using active listening skills.
  2. Ensure your resume stresses your success in these areas most of all.
  3. Additionally, agents should read books and articles on sales techniques, customer service, and other relevant topics.

This helps ensure you understand what they meant, or provide them with the opportunity to explain things in a better way. Once you have a full picture of their needs, then respond with your perspective and recommendations. At SmartFinancial, it’s our job to make sure every insurance agent we work with succeeds. One of the most important traits of a good insurance agent is that they appear to be excited and eager at all times. A worn-down or dreary disposition will immediately rub off on clients and discourage them from buying anything.

Because many clients will approach a business relationship with skepticism, having a strong foundation of integrity builds your clients’ trust. Speaking honestly and keeping your promises, both to your client and to yourself, will further your success and build your professional reputation. Hard skills are abilities and knowledge developed through training programs and formal education. These are quantifiable skills that workers must have to perform a specific job. These skills are ones that can be tested or evaluated, such as computer proficiency.

Use training analytics to take a data-driven approach

In an era where customer expectations are constantly evolving, and the regulatory environment is becoming ever more stringent, effective training has never been more crucial. Customer service skills incorporate elements of problem solving and communication. They involve active listening to understand each client’s unique situation and experiences. Thus, your candidates with customer service skills are able to connect with clients on a deeper, more personal level.

How to highlight insurance agent skills

Insurance agents with sales skills can better sell insurance policies to clients. They’ll be able to identify the client’s requirements and emphasize the key selling points of your company’s insurance policy. A well-diversified array of skills will get you where you want to go in the insurance sales business. Along with empathy, drive, and communication, you can also add soft skills such as emotional intelligence and teamwork. And you’ll want a great place to land while flashing those attributes. Claro is the perfect destination for budding agents who want to grow and be accompanied by expert guidance along the journey.

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. When you are listing your skills as an insurance agent on your resume, be sure to include both your hard and soft skills.

Whatfix’s self-help feature provides agents with immediate, context-specific assistance within their applications. This means that agents can access help resources, FAQs, and troubleshooting guides in real-time, without needing to exit their workflow. Your candidates’ responses to custom questions can help you create a shortlist of applicants to invite to an interview. For example, you might remove candidates who mention they lack sales skills or prioritize candidates who were able to clearly get their ideas across in a video-style custom question. TestGorilla helps you find quality hires by ensuring you focus on candidates with the best skills. Those new hires can quickly settle into their roles and are more likely to perform better from the start.

The US Bureau of Labor Statistics states that the employment of insurance agents will grow by 6% by 2031. As the market becomes more competitive, the number of roles increases, so evaluating your candidates’ skills is crucial to narrowing your candidate pool. Keep reading for our test recommendations that you can use to check if your candidates’ skills are a good fit for the role.

Customer service

The world of corporate training has moved well beyond strict adherence to traditional classroom-based learning, and the insurance industry is no exception. In order to maximize the effectiveness of training programs, leverage technology for training that meets the needs of agents and keeps them engaged as they become highly effective in their roles. First things first, insurance agents need to be intimately familiar with the different policies they offer. The bulk of training should focus on learning the ins and outs of insurance policies, compliance requirements, and state-mandated regulations. This information will form the foundation from which agents work and grow. They’ll be able to communicate effectively with their clients to explain complex policies and ensure they meet their requirements by using active listening skills.

For example, when explaining what “exclusions” means, they may specify that the term refers to elements the policy doesn’t cover. This skill enhances transparency between themselves and the client, ensuring the client understands the complex information they receive. Insurance agents may use negotiation skills when working with underwriters on their client’s behalf.

They may explain why having travel insurance is beneficial, such as for trip cancellation or medical expenses, and support customers in selecting the most appropriate coverage. Communication skills, whether in person or over the phone, are some of the most useful soft skills a successful professional can possess. A good communicator is able to adapt their style to each person and situation. In some ways, having emotional wisdom is more important for insurance agents than book knowledge.

Financial math skills test

Soft skills, also called people skills or interpersonal skills, distinguish leaders and valued team members in professional fields. Most employers seek people who have strengths in these interpersonal skills in addition to technical know-how. These may not be the skills you think to put on your resume, but they are important skills to develop to excel in the insurance industry. Insurance agents who use deception to close business seldom stay with the same company for very long—and can end up behind bars in some cases. A good agent knows that telling the truth upfront will win them clients’ respect and trust and is likely to lead to repeat business over time.

Continuous Learning and Adaptability

Address any client concerns openly, and follow through with any promise you make. If you notice a bias, examine it and question why the feeling exists. Many biases are developed because of the differences we see between “us” and “them.” To move beyond this ideology, it is best to begin by recognizing your similarities. When you speak to others, ask them about what is important in their lives.

Our tests reveal each applicant’s strengths and weaknesses, ensuring you know what your candidates will need to work on if you hire them. This feature helps you create onboarding and training sessions soft skills for insurance agents that are customized to your new hire’s abilities. This test is an excellent option if you need to review candidates who will work with numbers to calculate risks for your insurance business.

A mix of skills and traits are essential to succeed as an insurance agent. Refer to the skills in this section to ensure your candidates can handle the role’s demands. This helps you secure cross-sell opportunities and builds customer loyalty. For this, you’ll need to prioritize time management and organization to remember to touch base with your customers and continue the conversation. Having integrity is living with authenticity toward your values and having confidence in your principles. As an agent, integrity comes into play when making promises to your clients.

Internships and mentorships with seasoned salespeople are always best. You get to hear how the pros do it by listening in on calls and possibly attending meetings. No matter how many experts you shadow, however, you will say and do the wrong things at first. But you will learn from those negative experiences, which will happen far less frequently once you analyze the mistakes that cost you. To be a successful insurance agent, you will have a great work ethic, which can sometimes mean strengthening some core people skills, which we’ve outlined below for you.

In most states and countries, you will need to be licensed to do their job so ensure you have researched to find out what licenses you require in your place of work. Selling insurance and cross selling insurance are insurance agent skills that are learned on the job. Some insurance companies train their captive insurance agents, but for the most part, you have to pave your own career path as you meet the insurance needs of each customer. Of course, an insurance company may offer some assistance if you’re a captive insurance agent, but it’s really up to you to attract and retain customers.

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