Hard Skills
AdvancedInsurance Product KnowledgeIn-depth understanding of different types of insurance policies, coverage options, and exclusions across life, health, property, and casualty lines.
IntermediateRisk AssessmentThe process of evaluating the risk profile of a potential client to determine eligibility and appropriate premium levels.
IntermediateCRM Software ProficiencyHands-on experience using Customer Relationship Management tools to manage leads, track policy renewals, and document client interactions.
AdvancedRegulatory ComplianceKnowledge of and adherence to state and federal insurance laws, licensing requirements, and ethical sales standards.