Hard Skills

• Insurance policy sales
• Risk assessment
• Needs-based analysis
• Coverage recommendations
• Policy underwriting support
• Claims assistance
• Policy renewals
• Cross-selling and upselling
• Quote generation
• Lead qualification
• Cold calling
• Prospecting and pipeline management
• Market analysis
• Account management
• Client onboarding

Technical Proficiencies

• Agency management systems (AMS)
• Customer relationship management (CRM) software
• Salesforce CRM
• Applied Epic / Vertafore
• Online quoting platforms
• Microsoft Office (Word, Excel, Outlook)
• Electronic document management
• E-signature platforms (DocuSign, Adobe Sign)
• Call center software
• Virtual meeting tools (Zoom, Teams)

Product & Industry Knowledge

• Property and casualty insurance
• Auto insurance
• Homeowners insurance
• Life insurance
• Health insurance
• Commercial insurance
• Business liability coverage
• Workers’ compensation
• Annuities and retirement products
• Underwriting guidelines
• Insurance regulations and compliance
• State licensing requirements

Soft Skills

• Consultative selling
• Customer service
• Relationship building
• Active listening
• Negotiation skills
• Persuasion and influence
• Problem-solving
• Time management
• Attention to detail
• Conflict resolution
• Communication skills (verbal and written)
• Client education
• Goal-oriented mindset

Compliance & Process

• Regulatory compliance
• Documentation and recordkeeping
• Data privacy and confidentiality
• Policy review and audits
• Underwriting documentation
• Claims documentation
• Quality assurance

Sales & Performance Metrics

• Sales targets achievement
• Premium growth
• Retention and renewal rates
• Lead conversion rate
• Book of business growth
• Territory management
• Referral generation

Action Verbs

• Advised
• Consulted
• Assessed
• Educated
• Negotiated
• Closed
• Generated
• Retained
• Expanded
• Developed
• Implemented
• Analyzed
• Resolved
• Collaborated
• Managed