INSURANCE CONSULTANT SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Updated: Nov 10, 2025 - The Insurance Consultant brings extensive experience in personal and commercial lines, with in-depth knowledge of property and casualty products, rating, underwriting, and agency operations. This role requires a comprehensive understanding of the end-to-end insurance policy lifecycle, strong IT proficiency, and familiarity with industry systems and procedures. The consultant also demonstrates excellent communication and presentation skills, with the ability to collaborate effectively and achieve performance targets in a team environment.

Essential Hard and Soft Skills for an Insurance Consultant Resume
  • Insurance Knowledge
  • Cross-Selling
  • Claims Handling
  • Credit Control
  • Data Entry
  • Policy Processing
  • Regulatory Compliance
  • Requirement Analysis
  • Financial Advising
  • Insurance Quoting
  • Customer Support
  • Relationship Building
  • Communication
  • Client Retention
  • Team Collaboration
  • Customer Guidance
  • Expectation Management
  • Client Rapport
  • Professional Conduct
  • Performance Ownership

Summary of Insurance Consultant Knowledge and Qualifications on Resume

1. BS in Finance with 5 years of experience

  • Working experience in relevant consulting or industry 
  • Experience in estimating and planning large-scale system Implementations
  • Experience with Guidewire, Duck Creek, Majesco or similar package
  • Experience in managing at least one large Business Integration effort and project team through all phases of the project lifecycle, from scoping and planning, requirements gathering, design, development, and testing
  • Experience in custom software development projects
  • Extensive knowledge of the life insurance industry
  • Solid understanding of Scotia Wealth Management businesses and roles
  • Bilingual in English and French
  • Must have strong communication skills
  • Able to develop a prospective Customer base and advise on financial products through Referrals, Cold calling, and Networking

2. BA in Public Relations with 8 years of experience

  • Proficient PC skills in MS Office and appropriate GuideStone system applications
  • Working experience in outside insurance-related senior account management and/or sales
  • Extensive knowledge of the insurance industry
  • Extensive knowledge of GuideStone insurance options
  • Ability to develop strategic relationships and retention plans that support annual sales and retention goals
  • Ability to manage travel plans that achieve organizational retention goals while maintaining necessary GuideStone internal office work and personal commitments
  • Proven leadership ability, including experience in mentoring in a sales and relationship management environment
  • Excellent public speaking/presentation and written communication skills
  • Excellent sales skills that can be documented through review of outside sales and retention success
  • Excellent interpersonal skills with both internal and external customers
  • Ability to establish priorities for multiple tasks
  • Working knowledge of SBC polity, philosophy, and history

3. BS in Economics with 4 years of experience

  • Professional experience in consulting and in the insurance industry
  • In-depth domain knowledge in all Lines of Business, such as Life Insurance and P&C
  • Understanding of product management and the insurance life cycle
  • Sound technology knowledge and understanding, ideally in software or cloud solutions
  • Eagerness to learn and to take responsibility for interpreting and analysing detailed design documents outlining gaps and/or issues, assuring coverage of business requirements
  • Ability to understand client requirements and recommend the best solutions, maintain and build client relationships
  • Experience in preparing various documents such as BRD, FRD, and Use Case documents
  • Must have excellent presentation skills
  • Positive, customer-focused with strong interpersonal skills
  • Effective communication and coordination skills between the client and globally located teams
  • Excellent written and spoken English language skills, combined with an international mindset

4. BS in Actuarial Science with 6 years of experience

  • Understanding of RIA eco-system/business model
  • Experience working with RIAs/IARs
  • Able to be a self-starter
  • Ability to make sense of information and learn systems and technologies at speed
  • Ability to make a connection with clients
  • Strong experience using software programs, such as MS (Outlook) and any CRM
  • Able to analyze information and data, to find opportunities, and prioritize
  • Effective communication skills, active listening, verbal and written
  • Passionate about helping people and building relationships
  • Exceptional attention to detail and accuracy
  • Strong computer skills and experience with the Microsoft Office suite
  • Experience in the Insurance and/or Finance industry 
  • Experience in a call centre environment 

5. BA in Business Administration with 3 years of experience

  • Experience in the Insurance industry
  • Strong leadership, communication (written and oral), and interpersonal skills
  • Ability to work under pressure and cope with challenging situations
  • Able to adapt to changing environments and client needs
  • Demonstrated ability to work collaboratively with client leaders and team
  • Proven success in contributing to a team-oriented environment
  • Comfortable operating in an ambiguous environment
  • Strong quantitative, analytical, problem-solving, and time management skills
  • Dynamic, adaptable and self-motivated to serve existing corporate clients and referrals

6. BA in Liberal Arts with 7 years of experience

  • Working on Property and Casualty/Life Insurance experience
  • Demonstrate exceptional requirement gathering techniques with minimal direction from engagement management
  • Able to design, conduct and facilitate requirements sessions
  • Able to organize and sequence requirements into a user requirements document
  • Able to use appropriate tools to record, track and manage requirements
  • Excellent analytical and conceptual abilities
  • Professional experience in Business Analysis
  • Strong communication skills in English, French, German, or Italian
  • Affinity to information technology, profound MS Office skills
  • Strong team player and social skills
  • Professional experience in Insurance Underwriting, Finance, or Accounting 

7. BS in Mathematics with 4 years of experience

  • Must have Property and Casualty Insurance license
  • Experience with Property and Casualty insurance products
  • Possess an upbeat, positive, and enthusiastic attitude
  • Ability to operate proprietary software, to enter data and generate quotes, PL Rater
  • Knowledge of insurance underwriting standards, guidelines, and requirements
  • Experience with Mercury 
  • Ability to establish priorities and meet tight deadlines, to contact prospects promptly and follow up on their needs
  • Excellent communication, customer service, and telephone etiquette skills 
  • Good decision-making and judgment abilities to ensure the highest level of standards and guidelines of the insurance program are maintained

8. BA in Human Resource Management with 8 years of experience

  • Experience working in an agency environment
  • Working knowledge of rating and underwriting personal lines products
  • Full knowledge of property and casualty products and their application
  • Understanding of insurance markets, agency management systems and procedures
  • Previous Insurance Industry experience
  • Working experience in commercial lines Insurance 
  • Able to work collaboratively
  • Able to work towards targets
  • Good all-round IT ability
  • Experience of working in the insurance sector
  • Solid understanding of the end-to-end insurance policy lifecycle from Customer Acquisition through to Claims
  • Must have outstanding communication skills 
  • Ability to articulate ideas, bringing them to life visually and presenting them formally to clients
  • Experience of working as part of a team

9. BS in Real Estate with 4 years of experience

  • Experience within Financial Services, ideally giving advice
  • Experience within a telephone-based role
  • Enthusiastic, confident, customer service-focused
  • Energetic with a positive attitude
  • Excellent customer service and communication skills
  • Ability to build rapport very quickly and develop professional relationships
  • Hardworking, passionate, self-disciplined and good time management skills
  • Able to build rapport, trust and client loyalty
  • Must have a confident, friendly, outgoing personality
  • Ability to engage effectively with customers
  • Able to problem-solve and find a solution that suits the needs of each situation and present this to the client in an easy-to-understand manner
  • Must have excellent telephone manner

10. BA in International Relations with 3 years of experience

  • Excellent communication and interpersonal skills
  • Ability to learn quickly
  • Able to work well under pressure at all times
  • Strong customer orientation and engagement skills
  • Highly motivated with a drive to deliver sales targets and outstanding customer outcomes
  • Ability to manage personal time and focus to maximise productivity and results
  • Ability to build and maintain excellent relationships
  • Previous experience in a customer service environment
  • Strong, proven, customer-focused and positive approach to work
  • Knowledge of Mortgages and Insurance

11. BS in Management Information Systems with 4 years of experience

  • Must have a "can-do" manner
  • Must have excellent interpersonal skills
  • Able to work well under pressure
  • Experience in a consultative sales role
  • Excellent client service and communication skills
  • Must have basic computer skills
  • Demonstrated experience working in a structured and fast-paced contact centre or phone-based environment
  • Ability to deal with complex enquiries and the desire to go above and beyond for the customer
  • Ability to commit to a rotating roster across seven days, with opening hours between 0800 and 2100
  • Working knowledge of French, Dutch and English

12. BA in Risk Management with 7 years of experience

  • Experience within the insurance industry, working within the insurance sector or a consultancy firm
  • Knowledge of an Individual or Group’s Life product, processes, lifecycle, tools, etc.
  • Hands-on, can-do mentality and dynamic spirit
  • Ability to work autonomously and as part of a team
  • Strong communication, presentation and interpersonal skills
  • Able to work and liaise with various stakeholders, ranging from very technical to very non-technical
  • Strong innovator with the ability to translate abstract ideas into valuable business propositions
  • Excellent proficiency in English, Dutch and/or French with a solid understanding of the other language
  • Experience in process, product and project management
  • Knowledge of the Life insurance laws, regulations and ecosystem (Sigedis, Datassur, Portima, etc.)
  • Awareness of the latest innovative trends in the market
Relevant Information
Insurance Agent Skills, Experiences, and Job Requirements
Insurance Administrator Skills, Experiences, and Job Requirements
Insurance Producer Skills, Experiences, and Job Requirements
Insurance Specialist Skills, Experience, and Job Requirements