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

Ever had the idea of becoming an insurance agent? Becoming an insurance agent can lead to independence and flexibility. Also, it can be very profitable for you. However, a certain 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?

Just like it’s necessary to have a thorough knowledge of insurance policies, it is equally important to have soft skills in this competitive industry.     

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 the soft skills, let’s look at its importance.  

Why are Soft Skills Necessary? 

Hard skills are essential, and you should not ignore them. However, soft skills are a must for insurance sales agents too. Luckily, in the insurance industry, there is a great need for employees who have a variety of soft skills.

Having a strong soft skillset can help you:

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

While the technical skills help you in your job, soft skills help you do your job.

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.


Insurance sales agents have to work with clients day in and out. As an agent, you are responsible for multiple things, and thus you must always be communicating.

Insurance sales agents must communicate in a way that ensures that the clients are well informed. As an expert, you must be able to get information across the table accurately and concisely using this soft skill.

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, 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.

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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.

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.

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 to have a systematic approach.

Flexibility and adaptability 

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

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 key to an agent’s growth. It makes the customer experience 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 just assist you in carrying out your tasks effectively and efficiently.   

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!