Health Insurance Agent

Health Insurance Agent Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Health Insurance Agent job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Health Insurance
  • Life Insurance
  • Insurance
  • Term Life Insurance
  • Medicare
  • Medicare Supplements
  • Disability Insurance
  •  Find out what your resume's missing
  • Sales
  • Life & Health Insurance Licenses
  • Medicare Advantage
  • Insurance Brokerage
  • Employee Benefits Design
  • Fixed Annuities
  • Whole Life Insurance
  • Small Business
  • Individual Health Insurance
  • Long-term Care
  • Long Term Care Insurance
  • Marketing
  • Sales Management

  •   Show full list

Resume Skills: Insurance

  • Life Insurance
  • Auto Insurance
  • Health Insurance
  • Property Insurance
  • Casualty Insurance
  • Liability Insurance
  • Risk Assessment
  • Claims Management
  • Policy Servicing
  • Risk Management
  • Policy Analysis
  • Benefit Administration
  • Insurance Advisory
  • Compliance
  • Policy Development
  • Claims Handling
  • Underwriting Process
  • Pricing Strategy
  • Property & Casuality Insurance
  • Liability Assessment
  • Underwriting
  •  Match your resume to these skills

Resume Skills: Guidance & Advising

  • Medicare
  • Medicaid
  • Health Insurance Eligibility
  • Individual Health Insurance
  • Employee Benefits
  • Long-Term Care Insurance
  • Insurance codes
  • Health Insurance Portability and Accountability Act (HIPAA)
  • Affordable Care Act (ACA)
  • State Compliance Regulations
  • Insurance Contract Law
  •  Match your resume to these skills

Resume Skills: Technical

  • Microsoft Office (Word, Excel, PowerPoint)
  • Salesforce
  • IRMI Online
  • InsureHub
  • Microsoft Office
  • Database Management
  • Reporting Tools
  • InsuredMine
  • TurboRater
  • VOIP Systems
  • CRM Systems (Salesforce)
  • Microsoft Office Suite (Excel, Word, PowerPoint)
  • SQL
  • Microsoft Office Suite
  • CRM Software
  • Insurance Rating Software
  • Insurance Software (Applied Systems, COMPASS)
  • Data Analysis
  • Insurance Accounting
  • Claims Management Systems
  • Acord Software
  • Financial Modeling
  •  Match your resume to these skills

Resume Skills: Insurance Sales

  • Sales Presentations
  • Customer Relationship Management (CRM)
  • Customer Retention
  • Interpersonal Sales
  • Telemarketing
  • Cross-Selling
  • Upselling
  • Policy Recommendations
  • Client Acquisition
  • Sales Pitches
  •  Match your resume to these skills

Resume Skills: Techniques

Resume Skills: Regulations & Compliance

Resume Skills: Certifications

Resume Skills: Regulatory

Resume Skills: Financial

Resume Skills: Insurance Applications

Resume Skills: Data Management

Resume Skills: Administrative

Resume Skills: Languages

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Health Insurance Agent Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Health Insurance Agent Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Health Insurance Agent
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2019 - Present
Senior Health Insurance Agent
Managed a team of 5 junior insurance agents, increased team efficiency by 35% through the introduction of new sales methodologies.
Developed and executed strategic Medicare Advantage plans resulting in a 20% increase in acquired clients.
Amplified small business client base by 30% through the implementation of targeted marketing strategies.
Generated annual policy renewals at a rate consistently exceeding 90%, ensuring stable recurring revenue.
Leveraged advanced knowledge of Whole Life and Term Life Insurance to educate clients, resulting in increased customer satisfaction.
Resume Worded January 2020 - Present
Senior Health Insurance Broker
Oversaw the growth of customer base by 30% in the span of 2 years by implementing a competitive market analysis strategy
Developed a training program resulting in a 20% increase in team efficiency and knowledge of emerging healthcare regulations
Secured $15M in premium sales in 2020, exceeding the sales target by 45%
Utilized Big Data analysis to improve client profiling, enhancing customer satisfaction by 18%
Initiated and led regular team meetings, resulting in improved communication and a decrease in procedural errors by 30% October 2015 - December 2018
Insurance Broker
Grew the company's Life and Health Insurance client base by 25% through effective client relationship management.
Managed marketing initiatives which resulted in a 15% increase in new clients for Fixed Annuities and Long Term Care Insurance.
Managed a vast portfolio of Individual Health Insurance and Disability Insurance clients, ensuring timely renewals.
UnitedHealth Group April 2016 – December 2019
Health Insurance Specialist
Initiated an automated system for policy handling that increased productivity by 40%
Identified a key market for expansion and managed negotiation of 200+ policies, contributing to a 25% increase in revenue
Managed an annual budget of $1.5M, reducing operational costs by 12%
MetLife June 2013 - September 2015
Junior Insurance Agent
Increased sales numbers by 10% through effective implementation of sales principles during client meetings.
Collaborated with senior agents to design Employee Benefits, resulting in a 15% increase in corporate clients.
Successfully sold various insurance products including Medicare Supplements and Disability Insurance to a diverse clientele.
Aetna January 2013 – March 2016
Insurance Sales Representative
Executed sales strategies that resulted in exceeding revenue targets by 18% in the first year of employment
Managed client accounts and increased policy renewals by 20%
Reduced client complaints by 25% by streamlining the communication process
Resume Worded Institute December 2018
Certified Health Insurance Specialist (CHIS)
Completed while working full time as an Insurance Broker at
Resume Worded University May 2013
Bachelor of Business Administration - Insurance
Specialization in Health Insurance
Graduated with Merit
Guidance & Advising: Medicare, Medicaid, Health Insurance Eligibility, Individual Health Insurance, Employee Benefits, Long-Term Care Insurance
Sales & Customer Service: Sales Presentations, Customer Relationship Management (CRM), Customer Retention, Interpersonal Sales, Telemarketing
Technical Skills: Microsoft Office, Database Management, Reporting Tools, InsuredMine, TurboRater, VOIP Systems
Regulation & Compliance: Health Insurance Portability and Accountability Act (HIPAA), Affordable Care Act (ACA), State Compliance Regulations, Insurance Contract Law
Certifications: Certified Insurance Service Representative (CISR, 2017), Life & Health Insurance License (2013)
Leadership & Volunteering: Health Insurance Awareness Campaign Volunteer (2016 - 2018), Chairperson at the Annual Insurance Profession Meetup (2015 - Present)
Awards & Recognitions: Top Producer in Health Insurance Sales (Resume Worded, 2020), Best New Agent (MetLife, 2013)
Professional Development: Attended Annual National Medicare Supplement Insurance Summit (2015 - Present), Regular participant in Insurance Professional Webinars (2015 - Present)
Your Name
Insurance Sales Associate
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded May 2018 - Present
Insurance Sales Associate
Successfully drove a 20% increase in annual sales revenue through strong sales of Whole and Term Life Insurance.
Successfully converted prospects into policyholders, resulting in a 30% increase in sales of Long Term Care Insurance.
Implemented an effective follow-up system which improved policy renewals by 25% maintaining steady revenue.
Serviced a broad client base with Medicare Supplements and Disability Insurance, ensuring 90% customer retention.
Enhanced the company's Small Business clientele by 20% through diligent outreach and negotiation. January 2016 - April 2018
Customer Service Associate
Played a key role in the acquisition of 100+ new clients for Life & Health Insurance Licenses, contributing to a 15% increase in annual revenue.
Assisted with selling insurance products to a wide array of clients, leading to an overall sales increase of 12%.
Developed a strong understanding of Employee Benefits Design helping to address client queries effectively.
Geico August 2014 - December 2015
Excelled in selling Fixed Annuities over the phone, leading to a 10% sales boost in the first year.
Contributed to marketing strategies that resulted in 150+ insurance policies sold in a year.
Supported the sales team by setting up 20+ weekly appointments with potential clients.
Resume Worded University May 2014
Bachelor of Business Administration - Insurance Studies
GPA: 3.8/4.0
Recognised for excellent grasp of Insurance terminology & principles
Resume Worded Institute July 2013
Certificate - Professional Selling
Acquired hands-on sales technique and negotiation skills
Insurance Specific: Life Insurance, Auto Insurance, Health Insurance, Property Insurance, Casualty Insurance, Liability Insurance
Technical: Microsoft Office (Word, Excel, PowerPoint), Salesforce, IRMI Online, InsureHub
Techniques: Upselling, Cross-selling, Risk management, Prospecting, Customer Retention, Policy analysis
Certifications: Chartered Property Casualty Underwriter (CPCU)
Awards: Winner, 2019 Insurance Sales Award - Resume Worded
Volunteering: Provide financial literacy education for local community - ongoing
Personal Development: Participated in ‘The Art of Negotiation’ workshop - 2020
Your Name
Health Insurance Consultant
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE February 2021 - Present
Lead Insurance Advisory Consultant
Championed the management of 500+ corporate client accounts, resulting in a 95% renewal rate
Achieved an overall client satisfaction rating of 89%, the highest in the team
Identified and resolved compliance issues, resulting in a 40% decrease in audit findings
Led policy negotiation sessions, securing over $10M in premium sales and exceeding sales target by 30% annually
Conducted quarterly risk assessments, reducing insurance claims by 20%
Cigna June 2016 – January 2021
Insurance Benefits Coordinator
Coordinated 30+ client meetings weekly, enhanced customer service standards and increased sales by 15%
Managed a portfolio worth $5M, driving a 20% increase in annual profits
Utilized data analytics tools to predict customer behaviour, informing strategies to improve customer retention by 15%
Allstate March 2013 – May 2016
Licenced Insurance Agent
Exceeded sales targets by 25% in first year, selling a range of health insurance policies to diverse clients
Delivered customized insurance policies, leading to policy renewals increasing by 20%
Utilized CRM software to track client interactions, contributing to personalized service and increasing client retention by 30%
Resume Worded University February 2013
Master of Business Administration- Healthcare Management
Specialization in Insurance and Risk Management
Resume Worded Academic Center June 2012
Bachelor of Science - Finance
Minors in Business Administration
Awards: Dean's List 2012 (Top 10%)
Insurance Specialties: Health Insurance, Risk Management, Policy Analysis, Benefit Administration, Insurance Advisory, Compliance
Technical Knowledge: Insurance Accounting, Claims Management Systems, Data Analysis, Microsoft Office Suite (Advanced), Acord Software, Financial Modeling
Certifications: Insurance Sales License, Certified Benefits Professional (CBP), Certified Insurance Consultant (CIC)
Certifications: Certified Healthcare Insurance Consultant (CHIC, 2021)
Volunteering: American Red Cross (Healthcare Outreach Volunteer, 2018-Present)
Professional Developments: Attended National Conference on Healthcare Risk Management (2020), Participated in Employee Benefits Certification Course (2017)
Industry Membership: Member of the National Association of Insurance and Financial Advisors (NAIFA) since 2016
Your Name
Insurance Benefit Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded February 2019 - Present
Senior Insurance Benefit Advisor
Managed a portfolio of 800+ clients while maintaining a service rating of 4.5/5
Implemented AI technology resulting in dynamic policy pricing, contributing to a 25% increase in clients
Negotiated policies worth over $20M in 2020, breaking company sales record
Initiated use of CMS platform to manage client policies efficiently, increasing client retention by 30%
Supervised a team of 12 junior insurance advisors, and maintained the team's service rating above 4.0/5
Anthem July 2014 – January 2019
Insurance Sales Representative
Managed clientele and ensured a customer retention rate of 90% thereby driving 15% growth in policy renewals
Directed 20+ client meetings weekly leading to an increase in revenue by 12%
Implemented sales strategies leading to consistent growth in annual sales targets by 30%
MetLife January 2013 – June 2014
Insurance Intern
Worked on market analysis & client profiling assignments leading to a 15% increase in client base
Contributed to lead generation activities resulting in 20% growth in new clients
Resume Worded Institute January 2019
Chartered Insurance Professional (CIP)
Awarded Graham A. Vyse Award for highest academic achievement
Resume Worded University June 2014
Bachelor of Commerce - Insurance and Risk Management
Institution's Gold Medal for highest aggregate marks
Successfully managed student-run insurance society
Insurance Sales: Cross-Selling, Upselling, Customer Retention, Policy Recommendations, Client Acquisition, Sales Pitches
Insurance Concepts: Risk Assessment, Claims Management, Policy Servicing, Property Insurance, Casualty Insurance, Life Insurance
Technical Skills: Microsoft Office Suite (Advanced), CRM Software (Advanced), Insurance Rating Software (Intermediate)
Regulations & Compliance: NAIC Regulations, Insurance Contract Laws, Ethical Guidelines, Underwriting Principles, Anti-Money Laundering Policies
Certifications: Certified in Advanced Insurance Sales Techniques, Certified in Risk Management Principles
Leadership and Volunteering: Volunteer Insurance Advisor at Community Help Center, Team Leader for Annual Insurance Symposium at Resume Worded University
Professional Membership: Active Member of the Insurance Institute, Involved in the Professional Insurance Agents Association
Your Name
Insurance Sales Specialist
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE October 2019 - Present
Principal Insurance Sales Specialist
Developed referral networks and partnership, diversifying the company's client base leading to 20% increase in new leads
Forecasted premium income through a turf-analysis tool resulting in accurate sales targets and a 15% increase in profits
Managed 1000+ client accounts ensuring high satisfaction rates thereby providing a consistent revenue stream
Negotiated, underwrote, and sold innovative insurance policies leading the team in sales figures for 3 consecutive years
Coached a team of 15, improving overall productivity by 25%, and reducing staff turnover by 15%
Humana August 2014 – September 2019
Insurance Benefit Consultant
Delivered high-quality customer service to 650+ clients resulting in a 90% policy renewal rate
Monitored market trends and competitor offerings assisting in devising marketing strategies that increased client base by 20%
Leveraged customer feedback to improve communication and customer service leading to a reduction in customer complaints by 20%
BlueCross BlueShield February 2011 – July 2014
Associate Insurance Advisor
Delivered consultative sales presentations to prospective clients contributing to a 15% increase in annual sales
Organized recreational events for major clients thus ensuring a high level of customer satisfaction and a renewal rate over 85%
Resume Worded University August 2011
Master's in Business Administration - Finance
Specialization: Risk Management
Resume Worded Institute May 2014
Certified Insurance Professional (CIP)
Part-time course done simultaneously with role at BlueCross BlueShield
Insurance: Policy Development, Claims Handling, Risk Assessment, Underwriting Process, Pricing Strategy, Property & Casuality Insurance
Technical: CRM Systems (Salesforce), Microsoft Office Suite (Excel, Word, PowerPoint), Database Management, SQL
Regulatory & Industry Knowledge: Insurance codes, Health Insurance Portability and Accountability Act (HIPAA), Affordable Care Act (ACA), Medicare, Medicaid
Certifications: CLF (Chartered Leadership Fellow) from The American College of Financial Services (2015), CLU (Chartered Life Underwriter) from The American College of Financial Services (2017)
Leadership & Volunteering: Volunteer at the National Insurance Association, mentoring young insurance professionals since 2016
Projects: Led the project for implementing customer relationship management (CRM) system at, improving sales efficiency by 34%
Your Name
Insurance Advisor
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded January 2019 - Present
Senior Insurance Advisor
Developed and executed a go-to-market strategy yielding a 30% increase in sales
Evaluated and resolved complex client issues leading to a 35% decrease in customer complaints
Managed a portfolio worth $25M, influencing a growth rate of 15% yearly
Implemented CRM tools resulting in 40% quicker query resolution
Influenced annual premium revenue generation to increase by 20% through strategic sales planning
Kaiser Permanente March 2015 – December 2018
Insurance Specialist
Boosted client service rates by 25% by instituting a monthly feedback mechanism
Played a key role in policy negotiation, underwriting & selling leading a 15% increase in annual revenue
Formulated strategies that resulted in retaining 90% of the existing client base
Progressive January 2012 – February 2015
Junior Insurance Consultant
Participated in a team of 5 that exceeded sales targets by 20% year on year
Provided consultation on 10+ insurance policies daily, leading to high customer satisfaction rates
Adopted a client-first approach contributing to a renewal rate of 80% annually
Resume Worded Institute January 2015 - December 2016
Master of Business Administration - Insurance Management
GPA: 3.7/4.0, Dean's List 2016 (Top 5%)
Resume Worded Academic Center June 2007 - August 2011
Bachelor of Science - Risk Management and Insurance
Distinction: Cum Laude (Top 10% of class)
Related Coursework: Advanced Risk Management, Underwriting Practices, CAS Exams 1 and 2 (Part-time)
Insurance: Policy Analysis, Claims Management, Risk Assessment, Pricing Strategy, Liability Assessment, Policy Servicing, Underwriting
Technical: Microsoft Office (expert), CRM Software (advanced), Insurance Software (Applied Systems, COMPASS), Data Analysis (Basic)
Regulatory: ACA Compliance, Medicare/Medicaid regulations, State Insurance Laws
Financial: Financial Analysis, Budgeting, Forecasting, Financial Reporting, Strategic Planning
Certifications: Licensed Insurance Advisor (LIA), Certified Risk Management Professional (CRMP)
Volunteering: Claim Help Initiative (Volunteer Advisor, 2018 - Present)
Awards: Kaiser Permanente Excellence Award (2017), Progressive Top Performer Award (2014)

How do I add skills to a Health Insurance Agent resume?

Review the job posting closely.

Go through the Health Insurance Agent posting you're applying to, and identify hard skills the company is looking for. For example, skills like Medicare Supplements, Health Insurance and Medicare are possible skills. These are skills you should try to include on your resume.

Add industry skills like Term Life Insurance and Life Insurance.

Add other common skills from your industry - such as Sales, Disability Insurance and Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Insurance Brokerage, Marketing and Long-term Care - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Health Insurance Agent, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Health Insurance Agent Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Health Insurance Agent job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Health Insurance Agent Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

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Health Insurance Agent Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

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Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on a Health Insurance Agent resume?

Here are some of the most popular skills we see on Health Insurance Agent resumes:

  • Health Insurance
  • Life Insurance
  • Insurance
  • Term Life Insurance
  • Medicare
  • Medicare Supplements
  • Disability Insurance
  • Sales

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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