Skills
Insurance Agent Skills & Tools
The technical skills, people skills and tools employers look for in insurance agents, and how to build and show them.
What skills do insurance agents need?
Insurance Agents need technical skills such as insurance products and coverage, quoting and rating software, and needs analysis, plus people skills like trustworthiness and persistence. They also use tools such as Agency management systems and Comparative rating software.
Technical (hard) skills
- Insurance products and coverage
- Quoting and rating software
- Needs analysis
- Sales and prospecting
- CRM management
- Regulations
People (soft) skills
- Trustworthiness
- Persistence
- Communication
- Empathy
Tools, equipment and technology
- Agency management systems
- Comparative rating software
- CRM tools
- Phones and video calls
- E-signature tools
- Carrier portals
Skills in action: common tasks
These step-by-step guides show how insurance agents put their skills to work:
- How to conduct an insurance needs review
- How to compare auto insurance quotes
- How to help a client file a claim
How to show these skills on a resume
- Lead your skills section with the technical skills from the job posting, for example, “Insurance products and coverage” and “Quoting and rating software.”
- Prove soft skills with results: instead of listing “trustworthiness,” describe a situation where you used it.
- List credentials such as State insurance producer license near the top, with the issuing organization and date.
- Use the employer’s vocabulary. Our insurance agent glossary covers the terms hiring managers expect.
How to build these skills
Formal training, supervised practice and certification are the most direct routes. Our Insurance Agent training introduces each of these skills with plain-language lessons, procedures and a final knowledge check: a strong foundation before hands-on training or your first day.