INSURANCE PRODUCER SKILLS, EXPERIENCES, AND JOB REQUIREMENTS
Published: Sep 24, 2025 - The Insurance Producer brings proven sales and marketing expertise, supported by licensing in Property and Casualty and experience in personal lines insurance within an independent agency setting. This role requires strong business acumen, proficiency with Microsoft Office Suite, and the ability to deliver effective presentations while maintaining a professional demeanor. The producer also emphasizes problem-solving, organization, and interpersonal skills, with self-motivation and determination as key drivers of success.
Essential Hard and Soft Skills for an Insurance Producer Resume
- Business Development
- Coverage Analysis
- Regulatory Compliance
- CRM Management
- Prospecting
- Renewal Management
- Quoting
- Claims Support
- Sales Strategy
- Documentation
- Networking
- Client Service
- Negotiation
- Relationship Building
- Communication
- Client Retention
- Presentation
- Team Collaboration
- Problem Solving
- Time Management
Summary of Insurance Producer Knowledge and Qualifications on Resume
1. BS in Finance with 5 years of Experience
- Experience in Commercial or Personal Lines
- Experience with Power Broker (The Agency Manager)
- Proven sales track record
- Exceptional verbal and written communication skills
- Proven work experience in the insurance industry and business development
- Exposure or work experience in AMS360
- Must have a coachable personality and willingness to learn
- Must have a high level of integrity and discretion
- Possess excellent customer service
- Ability to use and operate a computer and keyboard, scanner, copier, online fax, and follow protocol for each customer to complete the file
- Able to assess customers' needs and explain coverages to clients
- Must possess a strong work ethic and self-discipline
2. BS in Economics with 4 years of Experience
- Working knowledge of Microsoft Office Suite
- Strong presentation and marketing skills
- Self-motivated, with a strong desire to succeed
- Clear approach to problem-solving and good decision-making
- Strong business acumen and professional demeanor
- Must be licensed in Property and Casualty
- Working experience in personal lines insurance sales
- Working experience in an independent agency setting
- Must have a successful sales and marketing background
- Strong organizational and interpersonal skills as well as being a self-starter and extremely motivated
3. BA in Communications with 7 years of Experience
- Must have a strong network of people they can sell to, get referrals from, and network with for the purpose of hitting the goal month over month
- Prior B2B sales experience with consultative sales skills
- Proficiency with Microsoft Office products and Agency Management Systems
- Ability to engage and present with the “C” Suite
- Business Acumen/Strategic thought process
- Proven track record in the development of new clients and retention of existing relationships
- Must possess the skills to sell a full insurance portfolio while effectively growing the business
- Able to develop new business by working with the company's family of real estate agents and mortgage brokers and seek opportunities to expand existing business
- External business-to-business (B2B) sales with demonstrated sales successes
- Must be able to obtain and maintain a Life and Health insurance license, and successfully meet all Continuing Education requirements for the insurance license
- Highly motivated to generate and sell new business and ensure a high rate of client retention
- Able to communicate and work effectively with other departments to meet the clients’ expectations
- Possess excellent organizational, time management and presentation skills