7 Essential Soft Skills for Insurance Sales Agents (2 Bonus Skills that Will Help You THRIVE)

Becoming an insurance agent is not as easy as you think. Have you wondered what it takes to excel in your role as an insurance sales agent? You can explore opportunities that you’ve never thought of. Also, it can be very profitable for you. However, a specific set of skills is necessary, be it hard or soft skills.  

So, What makes an insurance agent thrive? What are the qualities that you should possess? What skills must they have?

Having a thorough knowledge of insurance policies is not enough. It is equally important to have the soft skills that help you to set an impression with your prospects. These skills will be decisive to distinct yourself from your competitors. 

Do you, as an insurance sales agent, want to learn about some soft skills that every insurance agent should have? Before we jump right into those soft skills, let’s look at its importance. 

Why are Soft Skills Necessary? 

According to National soft skills, 85% of job success is because of well-developed communication skills. Out of that, only 15% comes from hard skills.  

A lot of agents today have queries on how to sell insurance to millennials.  Moving towards technology or going online for insurance marketing, maybe few of the various options. However, it doesn’t mean that you don’t need soft skills to cater to this segment.  

Having a sound soft skill set can help you: 

  • Increase productivity 
  • Improve teamwork 
  • Improve leadership 
  • Attract new clients 

Technical skills help you perform the tasks in your job. But your soft skills help you ace your tasks with flying colors! 

Soft Skills for Insurance Sales Agents 

Looking at data by Data USA, insurance sales agents need a variety of skills, of which Active Listening, Reading Comprehension, and Speaking are the most important.

It also shows that the agents need a fair amount of Negotiation, Persuasion, and Service Orientation skills.

Now let’s jump into the essential soft skills that you need to have.


The job of Insurance sales agents demands them to work and communicate with customers daily. As an agent, you need to be clear about how you are communicating with your ideas to them.  

Insurance sales agents must communicate in a way that ensures that the clients are well informed. If you want to be considered as an expert, you should be able to get information across the table accurately and concisely. 

Listening skills

You, as an insurance sales agent, must know the needs of your clients. But how can you do it? By listening, of course! 

You need excellent listening skills to understand the needs of customers. It helps you relate to people. Interact with them ways in which makes them feel valued.

Interpersonal skills

Just like any other skill, interpersonal skills are equally crucial for insurance sales agents. For you to sell your policies, you need to establish a good rapport with your clients. Get your listening skills into action, understand their needs, and make them choose you as a client. 

An undervalued skill is body language, which must project confidence. 

Learn how you can flourish as an agent after one call!

Schedule a call right now and learn how you can ease your work, sell more, and increase your profits!

Problem-solving skills  

You come across multiple problems while working as an insurance sales agent. These problems would require creative solutions. For instance, you find a gap in your client’s homeowner policy. What could you do? You could recommend an additional endorsement policy to fill that gap. 

Whether its dealing with your clients or your daily tasks, always have a solution-based approach to tackle issues. 

Time management  

Insurance sales agents have a lot of work to do. If you want to succeed, time management is key. Use calendars and journals to organize your time effectively. Learning to prioritize your work and assign a deadline to yourself will always help you manage your time.  

Organizational skill 

Do you want to effectively and efficiently use resources to get the desired outcome? If yes, then you should have the ability to organize. It will help you develop a systematic approach. Executing your organized tasks will always yield quality results.  

Flexibility and adaptability 

Insurance sales agents ought to be flexible and adaptable. Why? Because it helps you react well to changes.

Apart from the skills mentioned, creativity, persuasion, collaboration, and adaptability are the most in-demand soft skills in 2019, according to CNBC. 

A few bonus skills that will help you thrive are:

Leadership skills

Do you want to progress? Leadership skills will help you do so.

Teamwork and managerial skills

An agent must be ethically assertive, a self-starter, and ready to influence others.

In conclusion

Soft skills are the essentials for an agent’s growth. Having good command over them makes the customer experience you provide as positive as possible. Furthermore, it could launch you into a successful position in the insurance sector. But remember, soft skills alone will not do the job for you — hard work and passion are a must too. They assist you in carrying out your tasks effectively and efficiently.    

The first step on how to become an insurance agent is to get a license. Having industry knowledge to become an insurance agent is certainly a requirement. But, these seven soft skills will help you thrive. 

So, what are you waiting for? Improve your soft skills and thrive as an insurance sales agent! 

Do you agree with us? Let us know in the comments below! 

Learn how you can flourish as an agent after one call!

Schedule a call right now and learn how you can ease your work, sell more, and increase your profits!

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