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9 Insurance Resume Examples - Here's What Works In 2024

Insurance gives you peace of mind and security against any unforeseen events in life. as a professional in the insurance industry, you need to provide your clients with beneficial insurance against harmful events, while at the same time protecting the insurance company against fraudulent claims and maximizing their bottom line. this guide will break down professional titles within the insurance industry, show you successful resume samples for each title, and give you tips to create your winning resume..

The insurance industry is a huge multifaceted industry with a multitude of career options. Each title has different responsibilities, required skills, and educational backgrounds. If you are an insurance sales representative, you might not even need a bachelor’s degree to get hired. In contrast, for more senior-level and associate positions, a bachelor’s degree and advanced degree or certification would be expected. 

Some overarching requirements of professionals in the insurance industry include in-depth knowledge of the industry and the services offered, great analytical skills, and great financial and accounting skills. For a front-facing position, negotiation, marketing, and communication skills are key. 

Here are some insurance industry career options with details of what recruiters are looking for when looking at your resume.

Insurance Resume Templates

Jump to a template:

• Insurance Agent
• Insurance Sales Agent
• Life Insurance Agent
• Insurance Investigator
• Insurance Case Manager
• Insurance Underwriter
• Health Insurance Agent
• Insurance Claims Manager

Jump to a resource:

• Keywords for Insurance Resumes

Insurance Resume Tips

• Action Verbs to Use
• Related Other Resumes

Get advice on each section of your resume:

Template 1 of 9: Insurance Agent Resume Example

In the simplest terms, an insurance agent sells insurance policies. Because of the nature of your job, your sales, negotiation, and communication skills must be incredibly strong. You will also have to have an in-depth understanding of the insurance industry and, more specifically, of the different insurance policies you are offering to clients. You can work for an insurance company or act as an independent broker. Educationally, a bachelor's degree in finance or an insurance-related field would be highly beneficial but is not an absolute requirement. Depending on where you would like to work, however, you may need to be certified or licensed by the relevant governing body. If such certification is needed, ensure you list your relevant certifications in your resume.

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Tips to help you write your Insurance Agent resume in 2024

   quantify your sales success as an insurance agent..

What is your success rate in closing deals? On average, how many new clients did you bring your previous employers monthly? Whatever impressive figures you may have about your success as an insurance agent should be highlighted on your resume.

   Include any experience of accolades in negotiating or communication.

If you are beginning your career in insurance as an insurance agent, you may not have a lot of directly relevant experience to add to your resume. In this situation, you can list any communication experience you have. So if you were on the debate team, or if you have a small business where you handle your sales, include that experience.

Skills you can include on your Insurance Agent resume

Template 2 of 9: insurance sales agent resume example.

An insurance sales agent’s job is to contact potential insurance customers and convince them to buy an insurance policy that suits their needs and budget. You may be meeting clients physically to discuss options, or virtually. This position includes a level of research as you source potential clients as well as admin tasks as you onboard new clients and get them registered with their policies. To do this job you should be outgoing and have strong intrapersonal and negotiation skills. In addition, you need to be persistent and resilient in the face of rejection. Recruiters will be looking to see your previous experience to get an idea of your level of success, so ensure your experience section highlights any and all success you have had in your career thus far. Here is an example of a successful insurance sales agent resume.

Tips to help you write your Insurance Sales Agent resume in 2024

   indicate your specialization within insurance (e.g. life, health, or others)..

There are many types of insurance including life insurance, health insurance, travel insurance, motor insurance, etc. Each type of insurance has its specifications and requires a different approach to sales. If you are particularly skilled in one type of insurance, be sure to highlight that in your introduction section.

   Use your network to meet people in the insurance industry.

The saying 'your network is your net worth' is particularly true in this profession. The more groups of people you have access to, the more potential clients you can reach. If you have access to a particularly relevant group of people, find a way to include that in your resume.

Skills you can include on your Insurance Sales Agent resume

Template 3 of 9: life insurance agent resume example.

Crafting a resume for a life insurance agent role isn't just about showcasing your sales acumen. The industry has been evolving lately with a stronger focus on customer relationships and digital marketing. So, in addition to sales, it’s vital to highlight your interpersonal skills and tech-savviness. Many firms are also increasingly looking for agents who can educate customers about complex insurance products effectively. Therefore, your ability to distill and communicate complex information clearly should shine through your resume.

Tips to help you write your Life Insurance Agent resume in 2024

   display proficiency in digital tools.

You should highlight your proficiency in using digital tools like customer relationship management software, email automation, and social media platforms. These skills demonstrate your ability to adapt to the evolving insurance landscape and effectively engage with today's tech-savvy customers.

   Showcase your education-focused selling approach

Potential employers value agents who can clearly explain complex insurance products to customers. So, emphasize instances where you've educated clients about their policy options and helped them make informed decisions. This approach demonstrates your commitment to customer satisfaction and ethical sales practices.

Skills you can include on your Life Insurance Agent resume

Template 4 of 9: life insurance agent resume example.

As the name suggests, life insurance agents sell life insurance. Like other agents, you can work for one insurance company or act as a broker and sell life insurance from multiple insurance companies. This is a particularly difficult profession with over 90% of agents leaving the profession within one year. Contributing to the difficulty in the profession is the fact that you will most likely not be officially employed but will probably be retained as a contractor. In addition, you will most likely be based on a commission basis which means you will only receive wages for completed deals. Add to that, the fact that life insurance unlike motor insurance, is not compulsory to have, and is not considered important by large sections of the population. On the positive side, this profession has low barriers to entry. You do not necessarily need much more than a high school diploma. What you must excel in is networking, sales, and negotiating. Ensure your resume stresses your success in these areas most of all. Take a look at this strong life insurance agent resume.

   Use numbers, like your success rate as an agent.

To survive in this profession you have to make sales. To put yourself above the multitudes of other applicants, highlight your success rate if you have been particularly successful thus far. How much money did you bring in for your previous employer? How many sales on average did you make per month?

   Show career progression in the insurance industry.

A potential employer would appreciate an applicant who can show that their career has grown in the industry. It shows dedication to the profession and affirms a wealth of knowledge and experience in the industry.

Template 5 of 9: Insurance Investigator Resume Example

Insurance investigators investigate claims that are suspected to be fraudulent. Like others in the insurance field, you can work in-house for one insurance company or as a sub-contractor for multiple insurance companies. Your investigations may range from following paper trails to physically surveilling claimants to prove fraud. While you do not need a bachelor’s degree, a potential employer would appreciate one. In addition, certain states or countries may require licensing or certification before you can begin in the profession so ensure you do your research and list your license on your resume.

Tips to help you write your Insurance Investigator resume in 2024

   state your investigative specialty and use keywords related to your niche in your resume..

Are you particularly skilled at surveillance work or at following a financial paper trail? Make sure you list that in the introduction and show figures of your success in your experience section to back that up.

   Include investigative positions outside the insurance industry.

Your ability to investigate is the core skill needed for this position. So if you used to be a private investigator or a claims examiner in any field, ensure that you include that experience in your resume. A lot of the skills from these positions will be transferable to the insurance investigator position.

Skills you can include on your Insurance Investigator resume

Template 6 of 9: insurance case manager resume example.

An insurance case manager takes care of the insurance company’s clients. They help clients decide on the most beneficial policies and ensure clients can benefit from their insurance policies. They also oversee any claims and cases. This is not usually an entry-level position as professionals in this position will usually have begun as insurance agents or advisors. Because there will be contact with clients, communication skills are very important as are problem-solving skills. Take a look at this strong insurance case manager resume.

Tips to help you write your Insurance Case Manager resume in 2024

   include experience where you were in a support or carer position..

This position requires you to root for the company's clients and assist them where necessary. Because of this, any experience in a support position can be mentioned as the soft skills are transferable. This should especially be included if you do not have a lot of professional experience in the insurance industry.

   Include your administrative skills.

It would be easy to craft your resume around your communication and negotiation skills. But a significant part of your job will include administrative work. This will include writing reports, processing claims and policy registrations, etc. Ensure that you include experience doing these tasks as well. To bolster your resume further, quantify the administrative workload that you can and have handled.

Skills you can include on your Insurance Case Manager resume

Template 7 of 9: insurance underwriter resume example.

An insurance underwriter analyzes the risk associated with insuring a potential client or their assets and then calculates an acceptable price determined by that risk. You will usually be the middle man between insurance agents eager to make sales and insurance companies who want to minimize risk at all costs. Unlike other professions in the insurance industry, you will probably work as an employee of an insurance company as opposed to working as a contractor on a commission basis. While there is software that you can use to establish risk, you will still need a very analytical mind to accomplish your tasks. You will also be expected to have a bachelor's degree - preferably in an analytical field. Your resume should highlight your experience with industry-standard technologies and software as well as your experience and educational background.

Tips to help you write your Insurance Underwriter resume in 2024

   include recognition of your underwriting success..

It is sometimes hard to judge the quality of an applicant’s underwriting experience without seeing them in action on a case. To improve an employer’s confidence in your skills and success, include any recognition for you have gotten in your previous positions. So if you had high ratings, or won awards for your work, make sure you highlight that in your resume.

   Keep an updated technical skills section.

This is a very technical job and technology is constantly evolving. Make sure you are using the latest risk calculating software at all times and ensure your list of technologies in your skill section is constantly up to date.

Skills you can include on your Insurance Underwriter resume

Template 8 of 9: health insurance agent resume example.

Health insurance agents sell health insurance. These agents, unlike health insurance brokers, will work for one insurance company as opposed to many and will work on a commission basis, so must be excellent salespeople to be able to make a living. Your tasks will include finding leads, approaching them, finding them the best cover possible, and convincing them to buy a cover. To thrive you will need soft skills like communication skills and perseverance. In most states and countries, you will need to be licensed to do their job so ensure you have researched to find out what licenses you require in your place of work.

Tips to help you write your Health Insurance Agent resume in 2024

   be experienced using crms..

You will almost definitely be using some kind of a CRM to keep track of your leads and the status of your engagement with each lead. So become experienced with all the main CRM software and list all the CRMs you are comfortable with in the tools section of your resume.

   Remember that you are obligated to get the best cover for your potential clients.

As a health insurance agent, you are obligated to offer and suggest the best cover possible for clients. So even as you try to get sales for your insurance company, remember that obligation to prevent getting into trouble and jeopardizing your job and career.

Skills you can include on your Health Insurance Agent resume

Template 9 of 9: insurance claims manager resume example.

Insurance claims managers will handle insurance claims as they are processed. Your tasks may include giving clients advice, investigating their claims, and ensuring their claims are processed to completion efficiently and fairly. You will have the added responsibility of managing a team in the claims department. You will be in charge of maximizing productivity and efficiency in processing claims. You will need to prove your ability to manage a team as well as your experience doing all tasks in the claims process. Most people in this position begin in an entry-level position (intern, broker, agent, etc.) and grow into this position. Once in this position, you may undergo further training to allow you to specialize within the insurance industry.

Tips to help you write your Insurance Claims Manager resume in 2024

   highlight the success of your team under your leadership..

Show your competency as a manager of a team by listing your team’s successes. Quantify their increased efficiency and productivity. If your team has won any internal or external awards for their work, include that as well.

   List your specializations in the insurance industry.

Are you particularly experienced in health insurance or life insurance? Ensure that you list the areas of insurance that you are particularly experienced with, in the introduction section.

Skills you can include on your Insurance Claims Manager resume

As a hiring manager who has recruited for insurance roles at companies like Geico, State Farm, and Allstate, I've seen firsthand what makes a resume stand out. The following tips will help you craft a strong resume that showcases your skills and experience in the insurance industry.

   Highlight your insurance-specific skills

Employers want to see that you have the specific skills needed for the insurance role you're applying for. Make sure to highlight your relevant skills, such as:

• Knowledge of insurance products like auto, home, life, and health insurance
• Experience with underwriting, claims processing, or risk assessment
• Familiarity with insurance software like Applied Systems or Xactimate

For example, instead of simply listing 'insurance knowledge' as a skill, you could say:

• Extensive knowledge of auto, home, and life insurance products gained through 5+ years of experience in the industry

   Quantify your accomplishments

Using numbers and metrics to quantify your achievements can make your resume more impactful. For instance:

• Processed insurance claims

This doesn't give the employer a clear idea of your capabilities. Instead, try:

• Processed an average of 50 insurance claims per week with a 98% accuracy rate
• Sold $500,000 worth of new insurance policies in 2022, exceeding quota by 20%

Quantifying your accomplishments gives employers a tangible sense of your skills and experience.

   Tailor your resume to the specific role

Insurance is a broad field with many different types of roles, such as underwriter, claims adjuster, sales agent, and actuary. Make sure to tailor your resume to the specific role you're applying for.

For example, if you're applying for an underwriter position, emphasize your experience with risk assessment and policy analysis. If you're applying for a sales role, highlight your track record of meeting sales quotas and building client relationships.

Tailoring your resume shows employers that you understand the specific requirements of the role and have the relevant skills and experience.

   Include relevant certifications and licenses

Many insurance roles require specific certifications or licenses. Make sure to include any relevant certifications you have, such as:

• Chartered Property Casualty Underwriter (CPCU)
• Associate in Risk Management (ARM)
• Certified Insurance Counselor (CIC)
• Life Underwriter Training Council Fellow (LUTCF)

If you have a state-specific insurance license, make sure to include that as well. For example:

• Licensed Life and Health Insurance Agent in California

   Demonstrate your customer service skills

Many insurance roles involve working directly with customers, so it's important to highlight your customer service skills on your resume. For example:

• Provided exceptional customer service to policyholders, answering questions and resolving issues in a timely manner
• Maintained a customer satisfaction rating of 95% or higher

If you have experience handling customer complaints or working in a call center environment, make sure to include that as well. Employers value candidates who can communicate effectively with customers and handle difficult situations with professionalism.

   Show your industry involvement

Employers like to see candidates who are actively involved in the insurance industry. If you're a member of any industry associations or have attended industry conferences or events, make sure to include that on your resume.

For example:

• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Attended the Risk and Insurance Management Society (RIMS) Annual Conference in 2022

Showing your industry involvement demonstrates your passion for the field and your commitment to staying up-to-date with industry trends and best practices.

Writing Your Insurance Resume: Section By Section

  header, 1. put your name front and center.

Your name should be the most prominent element in your header, positioned at the very top of your resume. Use a larger font size than the rest of your resume text to make it stand out.

Avoid nicknames or shortened versions of your name. Use your full name as it appears on your official documents, such as your driver's license or passport.

Johnny Smith, CPCU

John William Smith

2. Include your professional title

Below your name, add your professional title or the job title you're targeting. This helps recruiters quickly identify your area of expertise and career level.

Examples of effective professional titles for insurance resumes:

• Senior Claims Adjuster
• Life Insurance Sales Agent
• Risk Management Specialist

Avoid using generic titles or buzzwords that don't clearly convey your role or level.

• Insurance Guru
• Jack of All Trades
• Customer Service Ninja

3. Add key contact details

Include essential contact information so hiring managers can easily reach you:

• Phone number
• Professional email address
• LinkedIn profile URL
• City and state of residence

Avoid outdated contact details like fax numbers or full mailing addresses. Keep it simple and modern.

123 Main St, Apt 4B, Anytown, ST 12345 | 123-456-7890 | [email protected]

Anytown, ST | 123-456-7890 | [email protected] | linkedin.com/in/johnsmith

  Summary

A resume summary for an insurance position is optional, but it can be a helpful way to provide context and highlight your most relevant qualifications. While an objective statement is outdated and should be avoided, a well-crafted summary can help you stand out to hiring managers and applicant tracking systems (ATS).

When writing your insurance resume summary, focus on showcasing your unique value proposition and the specific skills and experience that make you an ideal candidate for the role. Avoid repeating information that is already covered in other sections of your resume, and keep your summary concise and targeted.

To learn how to write an effective resume summary for your Insurance resume, or figure out if you need one, please read Insurance Resume Summary Examples , or Insurance Resume Objective Examples .

1. Highlight your insurance expertise and specializations

When crafting your insurance resume summary, it's essential to showcase your specific areas of expertise and the types of insurance you specialize in. This helps employers quickly understand your background and determine if you're a good fit for their open positions.

For example, instead of a generic summary like this:

Experienced insurance professional seeking a challenging role in the industry. Strong communication and problem-solving skills.

Try highlighting your specific areas of expertise:

Licensed property and casualty insurance specialist with 5+ years of experience in personal lines coverage. Skilled in risk assessment, policy interpretation, and customer service.

2. Quantify your achievements and impact

To make your insurance resume summary more impactful, include quantifiable achievements that demonstrate the value you've brought to previous employers. This helps hiring managers understand the scope of your responsibilities and the results you're capable of delivering.

• Experienced insurance claims adjuster with strong investigation and negotiation skills.
• Skilled underwriter with a keen eye for detail and risk assessment.

Instead, try incorporating specific numbers and metrics:

• Claims adjuster with a 98% customer satisfaction rate, handling an average of 50 complex claims per month.
• Underwriter who implemented a new risk assessment model, resulting in a 15% reduction in loss ratios for the commercial auto line of business.

3. Tailor your summary to the specific role

One of the most effective ways to grab the attention of hiring managers is to tailor your resume summary to the specific insurance role you're applying for. Review the job description carefully and identify the key skills, experience, and qualifications the employer is seeking.

For example, if you're applying for a health insurance sales position, your summary might look like this:

Dynamic health insurance sales professional with 7+ years of experience driving revenue growth and building strong client relationships. Proven track record of exceeding sales quotas by an average of 20% annually and maintaining a client retention rate of 95%.

In contrast, if you're seeking a role as a life insurance underwriter, your summary should focus on your risk assessment and analytical skills:

Detail-oriented life insurance underwriter with 4+ years of experience evaluating complex risk profiles. Skilled in analyzing medical records, financial data, and actuarial tables to make sound underwriting decisions. Collaborated with cross-functional teams to develop and implement new underwriting guidelines, resulting in a 10% improvement in risk selection.

  Experience

The work experience section is the heart of your resume. It's where you prove to employers that you have the skills and experience to excel in the role. Use the tips below to write a strong work experience section that will make you stand out from other candidates.

1. Highlight insurance-specific skills

When describing your work experience, focus on skills that are relevant to the insurance industry. This could include:

• Processing claims and managing customer inquiries
• Assessing risk and underwriting policies
• Collaborating with agents, brokers, and other insurance professionals
• Staying up-to-date with industry regulations and compliance requirements

For example, instead of a generic bullet point like "Processed customer requests", write something more specific like:

• Processed 50+ insurance claims per week, collaborating with adjusters and investigators to verify documentation and determine payouts

2. Quantify your impact with metrics

Numbers jump off the page and really showcase the impact you've made. Whenever possible, include metrics to quantify your achievements. Ask yourself:

• How many claims did you process per day/week/month?
• By what percentage did you increase customer retention or policy renewals?
• How much revenue did you generate through upselling or cross-selling?
• By what percentage did you reduce processing times or error rates?

Grew book of business by 25% year-over-year by nurturing relationships with 50+ independent brokers and agents

If you don't have access to hard numbers, estimates are fine too. The key is to provide concrete examples of how you added value.

3. Showcase your career progression

Hiring managers love to see candidates who have progressively taken on more responsibility. If you've been promoted or expanded your role, make sure that's clearly reflected in your work experience section.

One way to do this is by grouping multiple positions within the same company under one entry. For example:

ACME Insurance Senior Claims Adjuster (2019-Present) Claims Adjuster (2016-2019)

Avoid simply listing your responsibilities for each role. Instead, focus on new challenges you took on with each step up and the results you achieved.

4. Demonstrate industry knowledge

Show that you're well-versed in the latest trends and challenges facing the insurance industry. You can do this by:

• Highlighting experience with industry-specific software like Guidewire or Duck Creek
• Mentioning relevant certifications like CPCU or ARM
• Describing how you've adapted to regulatory changes like GDPR or CCPA
• Sharing examples of how you've innovated to meet evolving customer expectations

For instance:

• Implemented new claims management system based on Guidewire InsuranceSuite, reducing processing times by 30%
• Earned Chartered Property Casualty Underwriter (CPCU) designation, deepening knowledge of risk assessment and underwriting principles

  Education

The education section of your insurance resume is a key element that showcases your academic background and qualifications. It helps employers understand your foundational knowledge and determine if you have the necessary skills for the role. Here are some tips to craft a strong education section on your insurance resume.

1. List your degrees in reverse chronological order

Start with your most recent or highest degree first. Include the name of the institution, location, degree earned, and graduation year. If you have multiple degrees, list them in descending order.

Here's an example:

• Bachelor of Science in Risk Management and Insurance, University of Georgia, Athens, GA, 2018
• Associate of Arts in Business Administration, Georgia State University, Atlanta, GA, 2016

2. Include relevant coursework and academic achievements

If you are a recent graduate or have limited work experience, highlight relevant coursework, projects, or academic achievements in your education section. This shows employers that you have a strong foundation in insurance-related topics.

Relevant coursework for insurance professionals may include:

• Risk Assessment and Management
• Insurance Law and Regulations
• Actuarial Science
• Underwriting Principles

Academic achievements can include:

• Dean's List, Fall 2016 - Spring 2018
• Gamma Iota Sigma (Insurance Honor Society), Member

3. Showcase industry-specific certifications

In the insurance industry, professional certifications demonstrate your expertise and commitment to the field. If you have earned any certifications, include them in your education section or create a separate 'Certifications' section.

Some common insurance certifications include:

When listing certifications, include the full name of the certification, the awarding organization, and the year you obtained it.

Certifications: Chartered Property Casualty Underwriter (CPCU), The Institutes, 2020 Associate in Risk Management (ARM), The Institutes, 2018

4. Keep it concise for senior-level positions

If you are a senior-level insurance professional with extensive work experience, your education section should be brief. Include only your highest degree and any relevant certifications.

Here's an example of what to avoid:

• Bachelor of Business Administration, ABC University, Anytown, USA, 1985-1989
• Courses: Introduction to Business, Marketing 101, Business Law, Accounting I & II
• GPA: 3.5/4.0

Instead, keep it concise:

Education: Bachelor of Business Administration, ABC University

Action Verbs For Insurance Resumes

Strong action verbs help recruiters understand your role in specific tasks. Insurance professionals’ resumes should use action verbs that are relevant to the sale of policies and the processing of claims. Action verbs like "Authorized", "Contacted" or “Negotiated" are examples of strong action verbs for this profession.

• Investigated
• Interviewed

For a full list of effective resume action verbs, visit Resume Action Verbs .

Action Verbs for Insurance Resumes

Skills for insurance resumes.

When you speak of skills for someone in insurance, you will want to list skills associated with selling insurance, and processing and investigating claims.

Here is a list of skills you would expect to see in an insurance professional’s resume. Add those that you are experienced with to your resume to impress recruiters. 

• General Insurance
• Insurance Brokerage
• Life Insurance
• Customer Service
• Health Insurance
• Stockbroking
• Casualty Insurance
• Property & Casualty Insurance
• Business Strategy
• Commercial Insurance
• Strategic Planning
• Business Planning
• Risk Management
• Microsoft Access
• Term Life Insurance
• Umbrella Insurance
• Homeowners Insurance
• Disability Insurance
• Whole Life Insurance
• Underwriting
• Fixed Annuities
• Insurance Sales
• Retirement Planning
• Auto Insurance

How To Write Your Skills Section On an Insurance Resumes

You can include the above skills in a dedicated Skills section on your resume, or weave them in your experience. Here's how you might create your dedicated skills section:

Skills Word Cloud For Insurance Resumes

This word cloud highlights the important keywords that appear on Insurance job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more 'important' it is.

How to use these skills?

Other other resumes, account manager.

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• Insurance Agent Resume Example
• Insurance Sales Agent Resume Example
• Life Insurance Agent Resume Example
• Insurance Investigator Resume Example
• Insurance Case Manager Resume Example
• Insurance Underwriter Resume Example
• Health Insurance Agent Resume Example
• Insurance Claims Manager Resume Example
• Tips for Insurance Resumes
• Skills and Keywords to Add
• All Resume Examples
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Insurance Agent Resume: Free Template & Top Tips

As an Insurance Agent, you’re likely highly capable of identifying sales opportunities for insurance plans. But does your own resume sell what you can bring to the table? Our professional resume advice can help you establish a productive working relationship with your most important client – your career!

Insurance Agent Resume Example MSWord® Download our free Insurance Agent Resume template in Word and establish a risk management strategy for your career!

When it comes to starting or advancing your career as an insurance agent, one of your biggest assets will be a strong resume for insurance agent that has all the details a hiring manager is looking for in the right candidate.

It’s highly unlikely that Jake from State Farm got his job only because he was wearing nice khakis!

When you have a strong insurance agent resume , you could well be the beneficiary of the dream job you’ve been looking for. In fact, a licensed insurance agent resume that lacks the information most hiring managers look for could be a liability!

Well, before you start to create your resume, be sure to ask yourself:

• Which format is best for my insurance agent resume?
• How should I best provide details about my licensed insurance agent job description for resume?
• What insurance agent resume skills are the most desirable to include in my document?

With our insurance agent resume example, you’re well on your way to producing a resume that will pay dividends! We can also provide an insurance agent resume template, or other sample resume templates and resume examples , to help get you started on the type of insurance agent resume that will land you a premium job in the field.

Look Over a Premium Insurance Agent Resume Sample

Not sure where to begin to write an insurance agent resume that covers all bases? Use this resume example for insurance agent as a primary reference to create your own document.

Experienced Insurance Agent Resume Sample

[ William Easton ]

[ Licensed Insurance Agent ]

[4000 E. 54 th Street, NY 10001 | 212-555-0826 | [email protected]]

Driven, upbeat insurance professional with 6+ years of experience and a proven track record of turning prospects into clients. Outstanding interpersonal, presentation, and leadership skills. Long history of building trust with clients and maintaining high retention rates. Consistently exceeds agency goals. Well versed in life, auto, and home insurance products.

Insurance Agent

02/2018 to Current

MetWide Insurance Company, New York, NY

• Met with prospective clients to review existing insurance coverage and discuss coverage needs and expectations.

• Contacted prospected clients through cold calling, networking, and referrals; exceeded company goals for contacting prospective clients on a daily basis.

• Oversaw training of new agents on insurance sales practices, company policies, and product knowledge.

• Exceeded company goals in new client signings and existing policy updates.

• Monitored insurance claims to ensure client satisfaction.

• Attended regular workshops, classes, and webinars for career development purposes.

Licensed Life Insurance Agent

08/2016 to 01/2018

All Life Insurance Company, New York, NY

• Created marketing strategies targeting potential clients.

• Promoted term and whole life insurance products to new and existing clients.

• Pursued sales leads through referrals, cold calls, and review of lead databases.

• Wrote new life insurance policies and updated existing policies to meet client needs.

• Provided policy guidance and management for asset protection purposes.

• Maintained client records.

• Presented life insurance products to no fewer than six potential clients on a daily basis; this exceeded company goals.

• Attended continuing education classes to maintain licensure.

Bachelor of Science in Business Administration, 2015

Rutgers University, New Brunswick, NJ

MBA in Sales and Marketing, 2017

New York University, New York, New York

• Microsoft Office
• OneLink and NowCerts
• Organizational skills
• Communication skills
• Multitasking
• Team player
• Fluent in Spanish

Certifications and Licensures

• Certified Insurance Counselor (CIC)
• Life and Health Insurance License
• Property & Casualty Insurance License
• Certified Professional, Life and Health Insurance Program (CPLHI)

Memberships

• Member, National Association of Insurance & Financial Advisors (NAIFA)
• Member, MDRT, 2019, 2020, 2021

Covering the Best Insurance Agent Resume Format

No matter which field you’re seeking to enter, the basic policy of hiring managers is to give each resume only several seconds of attention. An appraisal of your resume might only last about seven seconds.

A detailed, well-written insurance agent resume might not get the attention it deserves if it’s not formatted correctly. Put a hiring manager on your side with a resume that’s in the right format .

Basically, you’ll start off with a professional summary (or career objective for an entry level insurance agent resume), followed by a reverse-chronological work history, education section, then a list of skills.

You should also list areas of expertise within the insurance industry , and any licenses and/or professional certifications.

Check out our free professional resume templates and modern resume templates for insurance that you’re producing the type of document that will attract the eye of a hiring manager. While you might not specifically see an insurance agent resume template, these templates are suitable for all professional and aspiring insurance agents. 

Make a Claim with Your Insurance Agent Resume Summary or Objective

Recruiters and hiring managers nationwide will appreciate a summary or objective on your insurance agent resume to get a quick idea whether you possess the skills and background they are seeking in a job candidate.

Seasoned, dedicated insurance sales agent with more than five years’ experience in auto, life, and home insurance policies. Established reputation for providing top customer service, claims resolution, and team motivation. Over 80% conversion rate of cold calls to sales. Consistent sales of $300,000+ annually. Upsell rate 10% over department average.

You’re in good hands with an insurance agent summary like this!

Experienced insurance agent with a long track record of new sales and upsells in various types of insurance coverage. Customer-oriented, goals-driven, organized individual providing leadership and motivation for junior sales agents. Salesman of the Year 2011. Focused on policy upgrades and claims management.

No concrete details except for that Salesman of the Year recognition, which is vastly outdated. Not much of a chance that you get to a better state with a professional summary like this.

Rather than a professional summary , you would write a career objective if putting together a resume for insurance agent with no experience.

Entry-Level Insurance Agent Resume Objective

Having no experience is no issue on a resume for insurance agent.

Simply highlight relevant accomplishments and skills in a career objective.

Something like this:

Ambitious, hardworking individual with retail sales experience seeking to fill a challenging role in insurance sales. Knowledgeable in strong presentation and sales techniques. Accomplished in exceeding sales goals. Ability to work well under pressure and provide motivation in team settings. Above-average organizational, communication, and leadership skills.

Plenty of relevant abilities and skills here that can lead to mutual interest between you and the insurance company you hope to work for.

Strong Experience Section on Your Insurance Agent Resume

Just like an insurance agent will thoroughly review a potential client to ensure that they are getting the coverage they need, a hiring manager will thoroughly go over your experience to ensure that you have the qualities and qualifications for the job you’re applying for.

To that end, if you have relevant or related experience you’ll need the right responsibilities and duties to list in the work history section. Have you worked as an insurance agent before? Did you work as a junior insurance agent? Or did you perform administrative work for an insurance company? You’ll want to provide as many details as you can.

A good idea is to review an insurance agent job description for resume to get an idea of exactly what the employer is looking for in a job candidate.

Then, you can be sure to put in details that you know a specific employer wants to see. For example, if the job description posting mentions upselling, and you have an upsell rate that’s higher than average, you’ll definitely want to put that in your insurance agent resume. 

Other details such as exact sales you brought into a company, conversion rates, and cold calling-to-sales statistics are helpful.

Writing an entry level insurance agent resume and don’t have the type of experience or statistics that can catch the eye of an employer?

That’s ok. You can do this!

Highlight any work experience you might have had in sales, communications, or management. Maybe you were good at solving problems for customers, or building effective teams for company projects, or trained new hires where you last worked.

All of these are useful for an insurance agent resume and could help you stand out to other inexperienced candidates.

Review our resume examples to get a clear idea of what your experience section might look like. Remember, we’re here to help your professional life go right!

A Good Education Section is the Right Policy for an Insurance Agent Resume

A strong education section on a resume for insurance agent shows dedication, hard work, and commitment. If you earned a degree, by all means list it along with the name of the school and the year you earned the degree.

Do you hold an undergraduate and graduate degree? Of course list both; start with the most recent degree.

If you’re not experienced in the industry, you could list relevant coursework that you took in this section. Add your GPA, too, as long as it’s at least 3.0.

Add in any clubs or associations you were part of during your college years. This will show teamwork, leadership, and diversity.

Insurance Agent Resume List of Skills

Meeting and speaking with potential clients of course requires strong communication , listening, and presentation skills, so those should be listed on your insurance agent resume.

What other hard and soft skills would hiring managers and recruiters like to see?

Soft Skills

• Collaboration
• Time management
• Attention to detail
• Problem solving
• Interpersonal skills

Hard Skills

• CRM and other insurance-related software
• Cold calling
• Product knowledge (life, auto, home, and property insurance)

It’s not necessary to list every skill you might have; review the job posting for the insurance agent position you are applying for and identify those particular skills the employer is seeking.

Filling in your insurance agent skills for resume is just one of the many things you can do with our free resume templates —check them out!

Your Insurance Agent Resume Will Rate with Extra Sections

You might add a “Certifications and Licensure” section to your insurance agent resume to list in which areas you are licensed. Hold a real estate license as well? Are you a certified notary public? List any additional credentials you might hold!

Boast of any sales records, employee recognitions, awards, or other notable details in an “Accomplishments” or “Additional Information” section.

Since insurance agents typically meet with clients on a daily basis, showing that you are a “people” person can be essential. Any volunteer position you’ve held or extracurricular activity you’ve been a part of, such as coaching a Little League team, would show that you are outgoing and reliable.

While some details for any additional sections might seem inconsequential, hiring managers and recruiters could get a clearer picture of who you are when you add in this information. Without it, no insurance agent resume is complete.

Key Takeaway

Armed with a premium insurance agent resume that includes all of the sections needed to impress potential employers, you’re ready to take the next step and start applying to all of the companies in your area seeking a life insurance, health insurance, auto insurance, or even entry level insurance agent.

You’re in good hands with our resume examples and templates , the latter of which you can conveniently download in Google Docs or Microsoft Word . Our templates make it easy to add in pre-written text so you’ll have a polished, ready-to-go resume in no time.

Simply follow the checklist below to ensure that you have all the information you’ll need for a top-notch resume for insurance agent:

• Lead off with a powerful professional summary or career objective.
• Provide details about your past and current work experiences, listing responsibilities, duties, and accomplishments in bullet points. Start with most recent position first.
• Name what degree or degrees you’ve earned, staring with the most recent. Remember to add the name of the school and the date you earned the degree.
• List both hard and soft skills. Specifically name any systems or applications you are knowledgeable about or are familiar with. 
• Identify your achievements, certifications/licenses, hobbies/interests, civic involvement, awards, and extracurricular activities in additional sections if needed.

Once you’re sure that your insurance agent resume has the coverage it should have in all areas, you’re ready to make the claim that YOU are the person for the job! With a solid resume built with our free online resume builder that’s there for you like a good neighbor, it’s likely that any employer will agree with that claim.

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Insurance Agent Resume Samples

As an insurance agent or underwriter, your expertise has played an important role in your success; now you are preparing for the next step in your career. Would you be pleased to learn the U.S. Bureau of Labor Statistics predicts insurance sales agent jobs to grow 9 percent between now and 2024? That’s much faster than the national average for all occupations, and it’s 43,500 new jobs!

Whether promoting products and services that drive insurance sales or processing claims in compliance with regulatory requirements and industry standards, your experience and best attributes can distinguish you from other qualified candidates if presented using the latest resume writing strategies that emphasize your full value.

Your resume must immediately make a powerful first impression; to do so, it is critical that your strengths and ability to excel in insurance sales and underwriting stand out. It’s essential to incorporate critical keywords and phrases based upon your unique background and current goals so your job application sails through Applicant Tracking Systems (ATS) and impresses hiring managers quickly.

Let’s get you there. To start, take a look at the insurance agent resume sample below to see what yours could look like:

Why Does this Insurance Agent Resume Example Work?

The above insurance agent resume sample works because:

• Skills are apparent and relevant. Few people list their related skills at the top, or at all. The skills area can provide searchable key industry words for applicant tracking systems (ATS) and search engines and yet only one or two resumes show skills or include a skills area that lists specific skills for the position. Learn more about the top skills employers look for in candidates .
• Quantitative data is used throughout. Not only are numbers concise and easy to digest, the human mind naturally responds better to numbers compared to words. Rather than using words to describe your achievements, use numbers and symbols when creating a resume.
• It showcases the benefits to the employer. It’s easy to talk about your strengths, skills, and past accomplishments, but how does that benefit the company you’re applying to? Your resume should show how you positively impacted your previous employers, whether through company growth, profit margin increases, employee retention rates or other successes –not just list your job duties.
• Space is conserved and perfectly balanced, including white space. A great resume uses bullet points, active verbs and industry-specific acronyms. All of these which can help reduce clutter and overwhelming text. Remember to avoid stating the obvious - statements like "references available upon request" aren't needed.

Whether you are an Underwriter who monitors premium pricing and coverage to ensure they're in line with exposures, an Insurance Broker with a solid track record of researching and recommending the most cost effective plans, or a Claims Adjuster who evaluates and settles reinsurance claims, a skillfully crafted resume will position you for success. Put our proven methodologies and strategies to work for you and get the attention you deserve with a new insurance agent resume.

Ready to refresh your insurance underwriter or sales agent resume? Use our resume writing service today!

Samples by Category

• Administrative Office Assistant
• Advertising & Marketing
• Construction Contractor
• Customer Service
• Executive Assistant
• Executive/CEO
• Graphic Designer
• Industrial Engineer
• Insurance Agent
• Information Technology
• Mid-Career Professional
• Military-to-Civilian
• Nurse Practitioner
• Nursing (Healthcare)
• Public Relations
• Real Estate Management
• Retail Merchandising
• Safety Management
• Sales Management
• Student (or Recent Graduate)
• Teacher / Professor / Librarian
• Telecommunications

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• • Oversaw a team that handled over 1,200 customer service calls monthly, consistently maintaining a 95% customer satisfaction rating.
• • Implemented a callback system that reduced average call waiting time by 30%, enhancing overall customer experience.
• • Provided detailed monthly reports on call metrics and customer feedback, resulting in a 10% improvement in service efficiency.
• • Led training initiatives for new hires, boosting team productivity by 15% within the first quarter.
• • Resolved an average of 50 complex customer complaints per week, retaining customer loyalty in 90% of the cases.
• • Contributed to a product knowledge database that reduced training time for new employees by 25%.
• • Administered customer satisfaction surveys and analyzed feedback, leading to a 15% enhancement in service protocols.
• • Collaborated with the sales team to cross-sell services, increasing quarterly sales targets by 5%.
• • Managed a portfolio of 150+ client accounts, ensuring timely resolution of inquiries, with a 98% success rate.
• • Participated in weekly team meetings to discuss customer challenges and strategies to increase satisfaction levels.

5 Insurance Agent Resume Examples & Guide for 2024

Your insurance agent resume must reflect a deep understanding of insurance policies and regulations. It should also showcase your success in sales and client retention. Highlight your excellent communication skills and your ability to build trust with clients. Demonstrate your organizational prowess and attention to detail, essential in managing policies and claims effectively.

All resume examples in this guide

Insurance Account Manager

Insurance Agent

Insurance Product Manager

Insurance Sales

Resume Guide

Resume Format Tips

Resume Experience

Skills on Resume

Education & Certifications

Resume Summary Tips

Additional Resume Sections

Key Takeaways

As an insurance agent, your resume challenge may involve finding the right balance between showcasing your sales proficiency and demonstrating your expertise in complex insurance products. Our guide provides targeted advice to help you effectively communicate both your sales achievements and your industry knowledge, ensuring your resume stands out to potential employers.

• Sample industry-leading professional resumes for inspiration and insurance agent resume-writing know-how.
• Focus recruiters' attention on what matters most - your unique experience, achievements, and skills.
• Write various resume sections to ensure you meet at least 95% of all job requirements.
• Balance your insurance agent technical expertise with personality to stand out amongst candidates.

If the insurance agent resume isn't the right one for you, take a look at other related guides we have:

• Lead Generation Resume Example
• National Sales Manager Resume Example
• Sales Officer Resume Example
• Wine Sales Representative Resume Example
• Sales Executive Resume Example
• Customer Relations Manager Resume Example
• Sales Support Specialist Resume Example
• Leasing Manager Resume Example
• Fashion Retail Resume Example
• Beauty Consultant Resume Example

Don't stress out over your insurance agent resume format

Remember, the elaborate design of your insurance agent resume isn't what impresses recruiters most. They are primarily searching for candidates who meet the job requirements. The main aim of your resume should be to clearly and concisely explain why employers should hire you.

Here are four straightforward steps to consider in your insurance agent resume design:

• Organize your resume based on experience : Start with your most recent roles. Besides using reverse chronological order, choose jobs relevant to the position you're applying for.
• Include your contact details (and portfolio or LinkedIn link) in your resume's header to ensure recruiters can easily reach you. If considering adding a professional photo, check acceptable practices in different countries first.
• Don't omit essential insurance agent resume sections such as the summary or objective, experience, and education. These sections should reflect your career progression and align with job requirements.
• Maintain conciseness in your resume. For those with less than ten years of experience, a one-page format is advisable.

Regarding the format to submit your insurance agent resume, PDF is preferable . PDFs are more likely to maintain their formatting when processed through recruitment software or ATS, saving you time in the application process.

When selecting a font for your insurance agent resume, consider the following:

• Choose ATS-friendly fonts such as Exo 2, Volkhov, Lato, etc., to keep your resume's content legible;
• All serif and sans-serif fonts are easily readable by ATS;
• While Arial and Times New Roman are common choices, opting for unique typography can help your resume stand out.

Concerned about ATS compatibility with charts and infographics? Our recent study has debunked this and other myths .

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If you happen to have some basic certificates, don't invest too much of your insurance agent resume real estate in them. Instead, list them within the skills section or as part of your relevant experience. This way you'd ensure you meet all job requirements while dedicating your certificates to only the most in-demand certification across the industry.

Insurance Agent resume sections to answer recruiters' checklists:

• Header to help recruiters quickly allocate your contact details and have a glimpse over your most recent portfolio of work
• Summary or objective to provide an overview of your career highlights, dreams, and goals
• Experience to align with job requirements and showcase your measurable impact and accomplishments
• Skills section/-s to pinpoint your full breadth of expertise and talents as a candidate for the Insurance Agent role
• Education and certifications sections to potentially fill in any gaps in your experience and show your commitment to the industry

What recruiters want to see on your resume:

• Proven sales record of insurance policies to demonstrate successful customer acquisition and revenue generation.
• Knowledge of various types of insurance products (life, health, property, auto, etc.) and the ability to tailor policies to individual client needs.
• Strong communication and interpersonal skills, showcasing the ability to explain complex insurance concepts clearly to clients.
• Licenses and certifications relevant to the insurance industry (e.g., state insurance licenses, Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), etc.).
• Experience with customer relationship management (CRM) tools and insurance quoting software to illustrate technical proficiency in managing client data and preparing quotes.

Creating your insurance agent resume experience to catch recruiters' attention

Remember that for the insurance agent role, hiring managers are looking to see how your expertise aligns with their requirements. Here's where your resume experience section can help out. Make sure you:

• Include mainly roles that are relevant to the insurance agent job you're applying for;
• Don't go too far back in your experience - recruiters will only care what you did a decade ago if it's really important for the insurance agent role;
• Each bullet you include should say what you did, followed by the skills you used and the actual end result of your efforts;
• Quantify each of your achievements with numbers and possibly the overall effect it had on the organization;
• Highlight transferrable skills - or personal skills you've attained thanks to past jobs - that could be applicable within your potential workplace. This would showcase your unique value as a professional.

Formatting the experience section of your resume doesn't have to be an over-the-top deep dive into your whole career. Follow the insurance agent resume examples below to see how industry-leading professionals are presenting their experience:

• Spearheaded the development of a comprehensive life insurance program tailored to high-net-worth individuals, resulting in a 25% increase in policy sales within the first year of implementation.
• Established and nurtured relationships with over 100 clients, consistently maintaining a 90% customer satisfaction rate through personalized service and meticulous follow-up.
• Collaborated with cross-functional teams to integrate advanced CRM software, which enhanced client data organization and improved lead response time by 30%.
• Redesigned insurance portfolio strategies for more than 200 clients facilitating a diversified protection plan that catered to their unique risk profiles.
• Effectively managed continuous policy renewals with a retention rate exceeding 95%, by implementing targeted client education and service initiatives.
• Led a successful campaign focused on comprehensive insurance education for young adults, which expanded our market reach by 40% in the 20-30 year-old demographic.
• Orchestrated a strategic alliance with local businesses, expanding commercial insurance sales by 150% within a two-year time frame.
• Conducted thorough risk assessments and policy reviews for over 80 businesses, contributing to a revenue increase of $1.2 million.
• Implemented a comprehensive training program for new agents, which reduced average onboarding time by 25% and increased salesforce productivity.
• Developed and led a workshop series on the Affordable Care Act that educated over 500 individuals on health insurance options, which directly led to a 35% uptick in policy enrollments.
• Designed a bespoke health insurance package for small businesses that saw a 45% adoption by the target market in its first year.
• Streamlined the claim processing system, cutting processing times by 50% and significantly improving customer experience.
• Brokered complex insurance deals tailored to high-value properties, which resulted in growing the luxury estate insurance portfolio by $800,000.
• Optimized lead generation techniques via digital marketing efforts, which saw a quarterly increase in leads by 20% every year.
• Partnered with mortgage lenders to provide packaged financial solutions, enhancing customer value and boosting referral business by 50%.
• Analyzed and underwrote insurance policies for over 1,000 clients, maintaining a loss ratio 15% better than the company average.
• Contributed to developing an underwriting automation tool, reducing manual review times by 40% and improving overall team efficiency.
• Led quarterly underwriting training sessions for new hires, resulting in a quicker ramp-up period and more consistent adherence to underwriting guidelines.
• Drove a 200% increase in auto insurance policy sales through targeted marketing strategies and diligent follow-up with leads.
• Negotiated and closed policy contracts with clients, emphasizing the benefits of comprehensive coverage and securing an average deal size increase of 15%.
• Collaborated with the claims department to understand frequent issues, using the insights to refine our offerings and improve customer satisfaction scores.
• Designed tailor-made financial plans that incorporated insurance products, resulting in a year-over-year client financial portfolio growth of 20%.
• Innovated a client review process which enhanced service delivery and led to a client retention improvement of 95%.
• Executed an inter-agency workshop to boost knowledge sharing on the latest financial products, which resulted in our team achieving the top sales regionally for two consecutive years.

Quantifying impact on your resume

• List the total number of policies you have sold to showcase your sales achievements and ability to generate revenue for the company.
• Include the percentage growth in your client base to demonstrate your skills in expanding the company's market share.
• Mention the total value of claims you have handled to highlight your experience with managing significant financial transactions.
• Specify the reduction in processing time for claims or customer applications to show your efficiency in handling tasks and improving operational processes.
• Quantify the increase in customer satisfaction ratings you contributed to, proving your commitment to excellent client service.
• Detail the amount of cross-selling or upselling of insurance products to illustrate your ability to recognize and capitalize on sales opportunities.
• State the number of training sessions or workshops you have conducted or attended to emphasize your dedication to professional development.
• Include the size of the team you've managed or collaborated with, if applicable, to highlight your teamwork and leadership skills.

Action verbs for your insurance agent resume

Guide for insurance agent professionals kicking off their career

Who says you can't get that insurance agent job, even though you may not have that much or any experience? Hiring managers have a tendency to hire the out-of-the-blue candidate if they see role alignment. You can show them why you're the best candidate out there by:

• Selecting the functional skill-based or hybrid formats to spotlight your unique value as a professional
• Tailoring your insurance agent resume to always include the most important requirements, found towards the top of the job ad
• Substituting the lack of experience with other relevant sections like achievements, projects, and research
• Pinpoint both achievements and how you see yourself within this specific role in the insurance agent resume objective.

Recommended reads:

• Should You Include Eagle Scout On Your Resume?
• How to List Continuing Education on Your Resume

Highlight any significant extracurricular activities that demonstrate valuable skills or leadership.

How to showcase hard skills and soft skills on your resume

Reading between the lines of your dream job, you find recruiters are looking for candidates who have specific software or hardware knowledge, and personal skills.

Any technology you're adept at shows your hard skills. This particular skill set answers initial job requirements, hinting at how much time your potential employers would have to invest in training you. Showcase you have the relevant technical background in your skills section , as well as your certificates ones.

Meanwhile, soft skills hint at how well you communicate, solve problems, and adapt to new environments . Basically, your interpersonal communication skills that show recruiters if you'd fit into the team and company culture. You could use the achievements section to tie in your greatest wins with relevant soft skills.

It's also a good idea to add some of your hard and soft skills across different resume sections (e.g. summary/objective, experience, etc.) to match the job requirements and pass the initial screening process. Remember to always check your skill spelling and ensure that you've copy-pasted the name of the desired skills from the job advert as is.

Top skills for your insurance agent resume:

Knowledge of insurance policies and products

Risk assessment and evaluation

Customer service-oriented

Salesmanship and negotiation

Understanding of financial planning

Policy underwriting

Insurance market knowledge

Regulatory compliance

Claims handling

Data analysis and interpretation

Communication

Active listening

Problem-solving

Attention to detail

Time management

Adaptability

If you happen to have plenty of certificates, select the ones that are most applicable and sought-after across the industry. Organize them by relevance to the role you're applying for.

Certifications and education: in-demand sections for your insurance agent resume

Your academic background in the form of certifications on your resume and your higher degree education is important to your application.

The certifications and education sections pinpoint a variety of hard and soft skills you possess, as well as your dedication to the industry.

Add relevant certificates to your insurance agent resume by:

• Add special achievements or recognitions you've received during your education or certification, only if they're really noteworthy and/or applicable to the role
• Be concise - don't list every and any certificate you've obtained through your career, but instead, select the ones that would be most impressive to the role
• Include the name of the certificate or degree, institution, graduation dates, and certificate license numbers (if possible)
• Organize your education in reverse chronological format, starting with the latest degree you have that's most applicable for the role

Think of the education and certification sections as the further credibility your insurance agent resume needs to pinpoint your success.

Now, if you're stuck on these resume sections, we've curated a list of the most popular technical certificates across the industry.

Have a look, below:

The top 5 certifications for your insurance agent resume:

• Chartered Property Casualty Underwriter (CPCU) - The Institutes
• Certified Insurance Counselor (CIC) - The National Alliance for Insurance Education & Research
• Certified Risk Manager (CRM) - The National Alliance for Insurance Education & Research
• Life Underwriter Training Council Fellow (LUTCF) - The American College of Financial Services
• Accredited Advisor in Insurance (AAI) - The Institutes

Mention specific courses or projects that are pertinent to the job you're applying for.

• Should I Put In An Incomplete Degree On A Resume?
• How to List a Major & Minor on Your Resume (with Examples)

Writing the insurance agent resume summary or objective: achievements, keywords, dreams, and more

Deciding on whether to include a resume summary or resume objective should entirely depend on your career situation.

If you have:

• Plenty of relevant achievements you'd like to bring recruiters' focus to, make use of the resume summary. Ensure each of your achievements is quantified with concrete proof (e.g. % of cases solved).
• Less applicable experience, utilize the resume objective. Within the objective include a few noteworthy, past successes, followed up by your professional dreams.

As a bonus, you could define in either your insurance agent resume summary or objective what makes you the perfect candidate for the role.

Think about your unique hard and soft skills that would make your expertise even more important to the job.

These insurance agent professionals have completely covered the formula for the ideal resume introduction:

Resume summaries for a insurance agent job

• With over a decade of experience in the insurance industry, this seasoned professional has consistently exceeded sales targets by mastering policy customization and client relationship management. Adept at leveraging data-driven analysis to optimize coverage options, their leadership led to a 30% increase in policy renewals for a top-tier insurance firm in New York.
• An accomplished financial consultant with 7 years of experience, now seeking to apply analytical skills and a customer-centric approach to the insurance domain. Having excelled at comprehensive financial planning, the candidate offers a wealth of expertise in risk assessment and a track record of boosting client investment portfolio performance.
• Former healthcare administrator with strong interpersonal skills and extensive experience in managing patient care operations, now aspiring to pivot to the insurance industry. Brings an in-depth understanding of healthcare policies, regulatory compliance, and exceptional organizational abilities to navigate complex insurance landscapes efficiently.
• This impassioned recent graduate aspires to launch a career in insurance, bringing forth strong analytical abilities, a detail-oriented mindset, and a fervent commitment to learning industry regulations and market trends. Keen to apply academic achievements from a Bachelor’s in Business Administration to deliver value through meticulous policy analysis and client service excellence.
• As an innovative educator transitioning into the insurance sector, this candidate is eager to harness their strong communication skills and a proven track record in curriculum development to simplify and explain complex insurance products. Their value lies in the ability to engage and educate a diverse client base, just as effectively as they have in the classroom.
• Seeking to jumpstart an insurance career, this motivated individual offers a blend of fresh enthusiasm and a Bachelor’s in Finance. They are dedicated to applying their quantitative aptitude and eagerness to absorb new information to aid clients in making informed insurance decisions while contributing to sustained business growth.

Extra insurance agent resume sections and elements

Creating a winning insurance agent resume isn't about following a rigid formula. The key is to tailor it to the job requirements while maintaining your unique personality.

Consider including these additional resume sections to enhance your profile:

• Awards - Highlight industry-specific awards as well as any personal accolades to demonstrate recognition of your expertise and achievements;
• Hobbies and interests - Share your interests outside of work. This can provide insights into your personality and indicate whether you'd be a good cultural fit for the organization;
• Projects - Detail significant projects you've been involved in, focusing on your contributions and the outcomes;
• Publications - If you've authored or co-authored academic papers or other publications, include them to establish your credibility and in-depth knowledge of the field.

These sections can give a more comprehensive view of your capabilities and character, complementing the standard resume content.

Key takeaways

• Ensure your insurance agent resume uses a simple, easy-to-read format that reflects upon your experience and aligns with the role;
• Be specific within the top one-third of your resume (header and summary or objective) to pinpoint what makes you the ideal candidate for the insurance agent role;
• Curate information that is tailored to the job by detailing skills, achievements, and actual outcomes of your efforts;
• List your certifications and technical capabilities to demonstrate your aptitude with specific software and technologies;
• The sections you decide on including on your insurance agent should pinpoint your professional expertise and personality.

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Insurance Agent Resume Examples & Writing Guide for 2024

Five great tips for your insurance agent resume

Insurance is a highly competitive industry, and the best jobs are highly sought after. Ensure your insurance agent resume jumps to the top of the shortlist with these great tips.

If you're looking for a new role as an insurance agent, it's vital to have your interpersonal skills in order. Then, it's all about crafting a resume that proves to employers you not only understand the insurance industry like the back of your hand, but you have the drive and determination to help clients find the best policies for their needs.

Furthermore, while you want to do what's best for customers and clients, it's imperative to remember that your job, first and foremost, will often be to sell.

There's no better way to verify with a recruiter that you're capable of selling before they even meet you than to prove you can sell yourself.

Beyond the standard resume guidelines, a great insurance agent resume will consider the following factors.

1. Get your insurance agent resume format right

Recruiters have a lot of resumes to go through. The chances are you've applied to a job because something specific about it appeals to you, and that's like to be the case for all the people also competing for the job. With so much competition, the seven seconds you typically have to make an impression might be cut even further, so it's vital to get the format right and catch the eye immediately.

Visuals are often overlooked, and some of your competition will feel that it's the content that matters, not the aesthetics. However, when they've got lots to get through, why would a recruiter devote time to a resume that looks boring?

Take the time to create a dedicated header, and generally stick to the professional resume format. Also, go with professional fonts like Calibri, and avoid older, more conventional ones like Times New Roman and Arial.

Put your name and title in the header and make your contact information clear – after all, there's no point winning the job if nobody can tell you about it!

Choose your preferred template and make your resume shine.

2. Open with an appealing summary or resume objective

Some employers will go straight to the experience. However, many appreciate the chance to read a slimmed-down version of the resume before deciding whether to read on. So naturally, it's crucial to grab their attention here – think of it as the blurb on the back of a book. Your summary won't necessarily win you the job, but it's the gateway to capturing attention.

Insurance agent professional summary example

Certified Insurance Agent possessing exceptional communication skills and the crucial ability to think critically and solve complex problems. With 4 years of relevant experience paired with a bachelor's degree in Business & Management from the University of Surrey, Susanna is looking for an Insurance Sales Agent job within a forward-moving company.

3. Tailor your work experience section to a specific role

Too many candidates believe that only the cover letter needs to change between applications. However, if you intend to secure an interview, you need to tailor your resume to the role. Try to go out of your way to prove you've read and understood the insurance agent job description by addressing specific points.

Include your most recent insurance agent experience and pick out parts of the role related to numbers. For example, if you sold twice as many policies as anyone else on the team, make sure you mention it! Be as specific as possible without losing sight of the job at hand.

Insurance agent work experience section example

BNM Group, Inc., London, United Kingdom Insurance Sales Agent 2014-2017

• Provided professional insurance advice to clients, ensuring that everything was in compliance with their needs and goals.
• Analyzed market trends, assisted in the account management, and worked on the development and implementation of new sales strategies.
• Conducted annual reviews, produced required forms and documents, and pro-actively participated in the creation of new insurance products.
• Completed contracts, resolved any customer inquiries, and constantly monitored and evaluated the sales performance.
• Won the Employee of the Year Award once for meeting and exceeding all assigned sales targets.  

Find out your resume score!

4. Your education still matters

You might not need a specific qualification to become an insurance agent. Still, your educational achievements demonstrate a well-rounded employee with a personality beyond their sales and customer service skills.

Wherever possible, associate education achievements with skills that matter in the insurance agent role. Even if you've never done the job before, you'll appreciate that being great at it involves:

• Working as part of a team
• Communicating clearly both internally and externally
• Showing a willingness to solve problems and find solutions
• The ability to understand potentially complex policies and terminology

If you don't have extensive experience to verify these skills, your educational accomplishments can quickly come into their own. For example, being part of a winning sports team, serving in the debate society, or enacting change at your educational institution can all serve as transferrable skills that will encourage employers to sit up and take notice.

Listing education in your insurance agent resume

University of Surrey, Guildford, United Kingdom Business & Management 2012-2016

• First Class Honours (Top 10% of the Programme)
• Clubs and Societies: FinTech Society, Marketing Society, Tennis Club

5. The best skills to put on your insurance agent resume

Insurance agent roles can span everything from entry-level positions to senior management. Once again, it's all about tailoring your resume to the job at hand. Affirm through your resume that you have both the hard and soft skills required to succeed in the role.

Remember, you don't have infinite space. Your resume will almost always perform better when it takes up a single sheet than if it goes on for multiple pages. Some recruiters even consider multi-page resumes as demonstrating a lack of respect for their time!

In essence, don't list everything you're capable of. Instead, focus on the skills you'll bring to the role that will enable you to succeed and work to the company's benefit.

Depending on the role, the most important hard skills might include

• Sales experience
• Upselling and cross-selling products
• Cold calling
• Use of CRM software
• Existing product knowledge

Even this shortlist can demonstrate the importance of tailoring. For example, your new role might involve only following up with warm leads and existing customers. In that case, there's no need to take up valuable space on your resume with cold calling.

Similarly, you might have no knowledge of a company's insurance products beyond what they list on their website. There's no point championing your product knowledge if you don't yet have enough to make a difference – although you can always refer to your abilities as a fast learner!

Soft skills matter too in insurance. If you've got experience, you'll already know what you're good at and will be capable of judging how much those skills matter in a new role.

Effective soft skills for your insurance agent CV

• Teamworking and collaboration
• Clear communication – a must in sales
• Problem-solving abilities
• Time management and being a self-starter
• Excellent listening skills

You can focus on what you're good at, decide which skills are most appropriate for the role, or, ideally, include a mix of both on your insurance agent resume.

With these five ideas in hand, you'll be able to put together a resume that stands out even in the highly competitive world of insurance, ensuring your skills, experience, and education receive the attention from hiring managers they deserve.

A documentary photographer and writer. Noel has worked for International publications like Deutsche Welle in Germany to News Deeply in New York. He also co-founded the global multimedia project Women Who Stay and collaborated as a journalist fellow with the University of Southern California . He went from traveling around the world to sitting on a couch thanks to the pandemic, but he gets to help other people actually do things (like find jobs) thanks to Kickresume, so he won't complain.

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How to write a professional resume summary [+examples], how to put your education on a resume [+examples], how to describe your work experience on a resume [+examples], let your resume do the work..

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1 Insurance Agent Resume Example for Your 2024 Job Search

Insurance agents are experts at assessing risk and providing solutions to protect their clients. As an insurance agent, your resume should be just like an insurance policy. It should be tailored to the needs of the employer, provide a comprehensive overview of your skills, and be held to a high standard. In this guide, we'll review X insurance agent resume examples to help you craft the perfect resume.

Resume Examples

Resume guidance.

• High Level Resume Tips
• Must-Have Information
• Why Resume Headlines & Titles are Important
• Writing an Exceptional Resume Summary
• How to Impress with Your Work Experience
• Top Skills & Keywords
• Go Above & Beyond with a Cover Letter
• Resume FAQs
• Related Resumes

Common Responsibilities Listed on Insurance Agent Resumes:

• Develop and maintain relationships with clients to ensure customer satisfaction
• Analyze clients' current insurance policies and recommend additional coverage
• Prepare and present insurance quotes to clients
• Negotiate terms and conditions of insurance policies
• Process applications for new and existing policies
• Maintain accurate records of client information
• Respond to client inquiries and resolve any issues
• Monitor changes in the insurance industry and adjust policies accordingly
• Educate clients on insurance policies and coverage
• Identify opportunities to cross-sell additional products
• Participate in industry events and conferences
• Develop marketing strategies to attract new clients

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

Insurance Agent Resume Example:

• Developed and maintained relationships with over 100 clients, resulting in a 90% customer satisfaction rate and a 25% increase in policy renewals.
• Analyzed clients' current insurance policies and recommended additional coverage, resulting in a 15% increase in policy premiums and a 10% increase in cross-selling opportunities.
• Participated in industry events and conferences, networking with over 50 potential clients and generating $50,000 in new business.
• Negotiated terms and conditions of insurance policies, resulting in a 20% increase in policy premiums and a 15% increase in policy renewals.
• Prepared and presented insurance quotes to clients, resulting in a 25% increase in policy sales and a 10% increase in cross-selling opportunities.
• Identified opportunities to cross-sell additional products, resulting in a 15% increase in policy premiums and a 10% increase in customer satisfaction.
• Processed applications for new and existing policies, resulting in a 95% approval rate and a 20% increase in policy sales.
• Maintained accurate records of client information, ensuring compliance with industry regulations and reducing errors by 30%.
• Educated clients on insurance policies and coverage, resulting in a 15% increase in customer satisfaction and a 10% increase in policy renewals.
• Client relationship management
• Policy analysis and recommendations
• Networking and business development
• Negotiation skills
• Insurance quoting and sales
• Cross-selling techniques
• Application processing
• Record keeping and compliance
• Insurance policy education
• Customer satisfaction and retention
• Industry knowledge and trends
• Time management and organization
• Effective communication skills
• Problem-solving abilities
• Attention to detail

High Level Resume Tips for Insurance Agents:

Must-have information for a insurance agent resume:.

Here are the essential sections that should exist in an Insurance Agent resume:

• Contact Information
• Resume Headline
• Resume Summary or Objective
• Work Experience & Achievements
• Skills & Competencies

Additionally, if you're eager to make an impression and gain an edge over other Insurance Agent candidates, you may want to consider adding in these sections:

• Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Insurance Agents:

Insurance agent resume headline examples:, strong headlines.

• Experienced Insurance Agent with a proven track record of exceeding sales targets and delivering exceptional customer service
• Detail-oriented Insurance Agent with expertise in risk assessment and a focus on providing customized insurance solutions to clients
• Innovative Insurance Agent with a specialization in digital marketing and a passion for leveraging technology to drive business growth

Why these are strong: These resume headlines are strong for Insurance Agents as they highlight key skills and experiences that are highly valued in the industry. The first headline emphasizes the candidate's sales and customer service skills, which are essential for success in this role. The second headline showcases the candidate's expertise in risk assessment and their ability to provide tailored insurance solutions to clients. Finally, the third headline highlights the candidate's innovative mindset and their ability to leverage technology to drive business growth, which is becoming increasingly important in the insurance industry.

Weak Headlines

• Experienced Insurance Agent with Strong Sales Skills
• Skilled Insurance Professional with Knowledge in Risk Management
• Insurance Agent with a Focus on Customer Service

Why these are weak:

• These resume headlines need improvement for Insurance Agents as they lack specificity and fail to highlight the candidate's unique value or accomplishments. The first headline mentions experience and sales skills, but doesn't provide any context or results, such as revenue generated or client retention rates. The second headline highlights knowledge in risk management, but doesn't showcase any measurable achievements or certifications that could strengthen the candidate's profile. The third headline mentions a focus on customer service, but doesn't provide any examples of how the candidate has gone above and beyond to provide exceptional service to clients.

Writing an Exceptional Insurance Agent Resume Summary:

Resume summaries are crucial for Insurance Agents as they provide a concise yet impactful way to showcase their skills, experience, and unique value proposition. A well-crafted summary can immediately capture the attention of hiring managers, setting the tone for the rest of the resume and positioning the candidate as an ideal fit for the role.

For Insurance Agents specifically, an effective resume summary is one that highlights their ability to provide exceptional customer service, manage risk, and drive revenue growth.

Key points that Insurance Agents should convey in a resume summary include:

Relevant Experience: Clearly mention the number of years of experience you have in the insurance industry, highlighting any notable achievements or career highlights. If you have experience with different types of insurance products or industries that are particularly relevant to the job, mention that too.

Technical and Domain Expertise: Showcase your knowledge of insurance products and services, as well as any industry-specific knowledge that would be beneficial to the role (e.g., property and casualty, life insurance, health insurance).

Customer-Centric Mindset: Highlight your ability to identify customer needs, empathize with clients, and provide tailored insurance solutions that meet their unique requirements.

Risk Management: Demonstrate your ability to assess risk, develop risk management strategies, and ensure that clients are adequately protected against potential losses.

Sales and Revenue Growth: Show that you can drive revenue growth by identifying new business opportunities, cross-selling insurance products, and building long-term relationships with clients.

To create a compelling resume summary, use your best judgment to choose the right combination of these that align closest with the individual role you’re applying for. Remember, your resume summary will be one of the first things that a potential employer will see about you and your insurance career.

Here are some key writing tips to help you make the most of it:

Tailor the Summary: Customize your summary for each job application, ensuring that it aligns with the specific requirements and expectations of the hiring company.

Be Concise: Keep your summary brief and to-the-point, ideally within 3-4 sentences. Avoid using buzzwords or jargon, and focus on concrete skills and accomplishments.

Use Metrics and Tangible Outcomes: Whenever possible, include quantitative data to back up your claims, such as revenue growth, client retention rates, or policy sales.

Begin with a Strong Statement: Start your summary with a compelling statement that captures your unique value proposition as an Insurance Agent, and then build on that foundation with your key attributes and experiences.

Insurance Agent Resume Summary Examples:

Strong summaries.

• Experienced Insurance Agent with a proven track record of exceeding sales targets and building long-lasting relationships with clients. Skilled in risk assessment and analysis, adept at tailoring insurance solutions to meet the unique needs of each client.
• Customer-focused Insurance Agent with 5 years of experience in the property and casualty insurance industry. Proficient in identifying coverage gaps and recommending appropriate policies to mitigate risks. Consistently recognized for exceptional customer service and maintaining a high client retention rate.
• Results-driven Insurance Agent with expertise in commercial insurance, specializing in the construction industry. Proven ability to develop and maintain strong relationships with key decision-makers, resulting in a 30% increase in revenue within the first year. Skilled in risk management and analysis, adept at identifying potential exposures and recommending appropriate coverage solutions.

Why these are strong: These resume summaries are strong for Insurance Agents as they highlight the candidates' key strengths, accomplishments, and industry-specific experience. The first summary emphasizes the candidate's sales skills and ability to build relationships with clients, while also showcasing their expertise in risk assessment and analysis. The second summary highlights the candidate's customer service skills and ability to identify coverage gaps, making them highly appealing to potential employers. Lastly, the third summary demonstrates the candidate's results-driven approach and expertise in commercial insurance, specifically in the construction industry, which is a highly sought-after skillset in the insurance industry.

Weak Summaries

• Insurance Agent with experience in selling policies and providing customer service, seeking a new opportunity to grow and develop in a reputable company.
• Experienced Insurance Agent skilled in building relationships with clients and analyzing risk, with a background in various insurance products, looking to leverage my expertise to drive sales in a forward-thinking agency.
• Insurance Agent with a focus on providing excellent customer service and meeting sales targets, committed to helping clients find the right coverage for their needs and budget.

Why these are weak: These resume summaries need improvement for Insurance Agents as they lack specific details on the candidate's achievements, skills, and industry knowledge. The first summary provides only a general overview of the candidate's experience, without mentioning any specific types of policies sold or customer satisfaction rates. The second summary, though longer, still lacks concrete examples of sales performance or risk analysis that resulted from the candidate's expertise in insurance products. The third summary mentions customer service and sales targets but doesn't provide any quantifiable results or details on the candidate's successes in meeting or exceeding these goals, which would make their profile more compelling to potential employers.

Resume Objective Examples for Insurance Agents:

Strong objectives.

• Goal-oriented and customer-focused Insurance Agent seeking a challenging position to utilize my exceptional communication skills and extensive knowledge of insurance policies to provide excellent service and build lasting relationships with clients.
• Recent graduate with a degree in Insurance and Risk Management, seeking an entry-level position as an Insurance Agent to apply my knowledge of insurance policies, risk assessment, and customer service to provide comprehensive coverage and support to clients.
• Experienced Insurance Agent with a proven track record of exceeding sales targets and delivering exceptional customer service, seeking a position to leverage my expertise in insurance policies, risk management, and client relationship management to contribute to the growth and success of a reputable insurance company.

Why these are strong: These resume objectives are strong for up and coming Insurance Agents because they showcase the candidates' relevant skills, education, and experience, while also highlighting their eagerness to learn and contribute to the success of the organization. The first objective emphasizes the candidate's customer-focused approach and exceptional communication skills, which are important attributes for an Insurance Agent. The second objective showcases the candidate's educational background and knowledge of insurance policies and risk assessment, demonstrating a strong foundation for success in the role. Lastly, the third objective highlights the candidate's experience in exceeding sales targets and delivering exceptional customer service, making them a promising fit for an Insurance Agent position where they can further develop their skills and contribute to the company's growth.

Weak Objectives

• Seeking an Insurance Agent position where I can utilize my skills and knowledge to help clients protect their assets and grow my career in the industry.
• Recent graduate with a degree in finance and some experience in customer service, looking for an entry-level Insurance Agent role to gain more experience and learn about the insurance industry.
• Aspiring Insurance Agent with a passion for helping people, seeking a position where I can develop my skills and knowledge in the industry.

Why these are weak: These resume objectives need improvement for up and coming Insurance Agents because they lack specificity and don't effectively showcase the unique value or skills the candidates possess. The first objective is generic and doesn't provide any information about the candidate's background, passion, or relevant experience. The second objective hints at some experience in customer service and a degree in finance, but it doesn't mention any specific achievements, skills, or industries the candidate is interested in. The third objective, although it mentions a passion for helping people, doesn't elaborate on the candidate's expertise, skills, or any particular area of insurance they are passionate about, which would make their profile more appealing to potential employers.

Generate Your Resume Summary with AI

Speed up your resume creation process with the ai resume builder . generate tailored resume summaries in seconds., how to impress with your insurance agent work experience:, best practices for your work experience section:.

• Highlight your experience in selling insurance policies and meeting sales targets.
• Showcase your knowledge of insurance products, regulations, and industry trends.
• Describe how you have built and maintained relationships with clients, and how you have provided excellent customer service.
• Provide examples of how you have handled claims and resolved customer issues.
• Demonstrate your ability to analyze and assess risks, and how you have used this skill to advise clients on the best insurance options.
• Mention any awards, recognition, or unique accomplishments associated with your work as an Insurance Agent.
• Use industry-specific language and avoid jargon that may not be familiar to HR, recruiters, and hiring managers.

Example Work Experiences for Insurance Agents:

Strong experiences.

Successfully managed a portfolio of 150+ clients, resulting in a 95% client retention rate and a 20% increase in revenue through cross-selling and upselling.

Conducted thorough risk assessments and provided customized insurance solutions to clients, resulting in a 98% satisfaction rate and a 25% increase in referrals.

Collaborated with underwriters to negotiate favorable terms and pricing for clients, resulting in a 15% reduction in premiums and a 10% increase in policy retention.

Developed and implemented a comprehensive marketing strategy to increase brand awareness and generate leads, resulting in a 30% increase in website traffic and a 40% increase in qualified leads.

Conducted regular training sessions for new and existing team members on insurance products and sales techniques, resulting in a 25% increase in team productivity and a 15% increase in sales.

Utilized data analysis to identify trends and opportunities in the market, resulting in the development of new insurance products and a 10% increase in revenue.

Why these are strong:

• These work experiences are strong because they demonstrate the candidate's ability to effectively manage clients, provide customized solutions, and negotiate favorable terms. Additionally, the candidate showcases their skills in marketing, training, and data analysis, which are all important skills for Insurance Agents. The use of specific metrics also helps to quantify the candidate's achievements and impact.

Weak Experiences

Answered customer inquiries and provided basic insurance information over the phone.

Processed insurance claims and updated customer information in the company's database.

Assisted with administrative tasks such as filing and data entry.

Conducted cold calls to potential clients to sell insurance policies.

Attended networking events to promote the company's insurance services.

Generated leads and followed up with prospects via email and phone.

• These work experiences are weak because they lack specificity and quantifiable results. They provide generic descriptions of tasks performed without showcasing the impact of the individual's work or the benefits brought to the company. To improve these bullet points, the candidate should focus on incorporating metrics to highlight their achievements, using more powerful action verbs, and providing clear context that demonstrates their sales skills and direct contributions to successful outcomes.

Top Skills & Keywords for Insurance Agent Resumes:

Top hard & soft skills for insurance agents, hard skills.

• Risk Assessment and Management
• Policy Underwriting
• Claims Processing and Investigation
• Sales and Marketing
• Customer Service
• Insurance Regulations and Compliance
• Product Knowledge
• Negotiation and Communication
• Data Analysis and Reporting
• Time Management and Organization
• Computer Skills (Microsoft Office, CRM software)
• Networking and Relationship Building

Soft Skills

• Communication and Interpersonal Skills
• Sales and Persuasion Abilities
• Customer Service and Relationship Building
• Attention to Detail and Accuracy
• Time Management and Prioritization
• Adaptability and Flexibility
• Problem Solving and Critical Thinking
• Empathy and Customer-Centric Mindset
• Decision Making and Strategic Planning
• Active Listening and Feedback Incorporation
• Emotional Intelligence and Relationship Building
• Ethics and Professionalism

Go Above & Beyond with a Insurance Agent Cover Letter

Insurance agent cover letter example: (based on resume).

As an Insurance Agent, you understand the importance of building trust with clients and providing exceptional service. Similarly, pairing your resume with a well-crafted cover letter can make a significant impact on potential employers and increase your chances of securing an interview. A cover letter is an extension of your resume, an opportunity to showcase your skills and experience in a more personalized way. Contrary to popular belief, writing a cover letter doesn't have to be a daunting task, and the benefits are well worth the effort.

Here are some compelling reasons for submitting a cover letter as an Insurance Agent:

• Personalize your application and demonstrate your genuine interest in the company and role
• Highlight your experience in the insurance industry and how it aligns with the specific job requirements
• Communicate your understanding of the company's needs and how you can contribute to their success
• Share success stories and achievements that couldn't be included in your resume, such as exceeding sales targets or resolving complex client issues
• Demonstrate your strong communication skills, which are essential for building relationships with clients and colleagues in the insurance industry
• Stand out from other applicants who may have only submitted a resume, and show that you are willing to go the extra mile to secure the job.

In summary, a cover letter is a valuable tool for Insurance Agents to showcase their skills and experience in a more personalized way. By taking the time to craft a compelling cover letter, you can increase your chances of landing an interview and ultimately securing your dream job in the insurance industry.

Resume FAQs for Insurance Agents:

How long should i make my insurance agent resume.

In general, a resume should be one to two pages long. However, for Insurance Agents, it's important to focus on the most relevant and recent experience, skills, and achievements. This means that if an Insurance Agent has a lot of experience, they may need to prioritize and condense their resume to fit within two pages. It's also important for Insurance Agents to tailor their resume to the specific job they are applying for. This means highlighting skills and experience that are most relevant to the position and the company. Overall, the length of an Insurance Agent's resume should be determined by the relevance and importance of the information included, rather than a strict page limit.

What is the best way to format a Insurance Agent resume?

The best way to format an Insurance Agent resume is to start with a clear and concise summary statement that highlights your experience and skills in the insurance industry. This should be followed by a section that lists your relevant work experience, including the name of the company, your job title, and the dates of employment. Under each job listing, include bullet points that detail your responsibilities and accomplishments, such as the number of policies you sold or the percentage of customer retention you achieved. It is also important to include any relevant certifications or licenses you hold, such as a Property and Casualty license or a Certified Insurance Counselor designation. In terms of formatting, use a clean and professional font, such as Arial or Times New Roman, and make sure the layout is easy to read and visually appealing. Avoid using too many colors or graphics, as this can distract from the content of your resume. Overall, the key

Which Insurance Agent skills are most important to highlight in a resume?

When highlighting skills on a resume as an Insurance Agent, it is important to focus on both technical and interpersonal skills. Technical skills may include knowledge of insurance products, underwriting, risk assessment, and claims processing. Interpersonal skills may include communication, customer service, problem-solving, and sales. Insurance Agents should also highlight their ability to build and maintain relationships with clients, as well as their ability to work independently and as part of a team. Additionally, highlighting any relevant certifications or licenses, such as a Property and Casualty license or a Certified Insurance Counselor designation, can demonstrate a commitment to professional development and expertise in the field. Overall, Insurance Agents should aim to showcase a combination of technical and interpersonal skills, as well as relevant certifications and licenses, to demonstrate their value to potential employers.

How should you write a resume if you have no experience as a Insurance Agent?

If you have no experience as an Insurance Agent, it is important to focus on highlighting your transferable skills and relevant experiences. Here are some tips for writing a resume: 1. Start with a strong objective statement that highlights your interest in the insurance industry and your willingness to learn and grow in the field. 2. Emphasize your education and any relevant coursework or certifications you have completed. This can include courses in insurance, risk management, finance, or business. 3. Highlight any customer service experience you have, as this is a key skill for insurance agents. This can include retail or hospitality experience, as well as any volunteer work or internships where you interacted with customers. 4. Showcase your communication skills, as insurance agents need to be able to explain complex policies and procedures to clients. This can include any public speaking or writing experience, as well as any experience working in a team or collaborating with others. 5. Use keywords and phrases from the job description to tailor your resume to the

Compare Your Insurance Agent Resume to a Job Description:

• Identify opportunities to further tailor your resume to the Insurance Agent job
• Improve your keyword usage to align your experience and skills with the position
• Uncover and address potential gaps in your resume that may be important to the hiring manager

Related Resumes for Insurance Agents:

Insurance agent resume example, more resume guidance:.

Insurance Agent Resume Sample

The resume builder.

Create a Resume in Minutes with Professional Resume Templates

Work Experience

• Have a thorough knowledge of surety insurance
• Have a thorough knowledge of personal lines insurance
• Has a thorough knowledge of employee benefits insurance. INDBBTINS
• Work with CSA?s to prepare proposals and present to prospects
• Monitor surety expiration lists
• Product Expertise & Internal Coordination
• Meet daily, weekly and monthly call goals and other key performance metrics
• Assist with the development and refinement of sales and contact scripts
• Maximize sales opportunities on every call
• Document key call details including contact information and call disposition
• Property and Casualty Insurance License is required
• Demonstrated success in meeting defined objectives, quotas, and deadlines
• Empathize with the member
• Responsible for member inquiries/questions
• Assist members with their policy questions
• Assist members with their Policy updates
• Assist members with their Policy billing
• Responds to servicing inquiries
• Acts on referral triggers and provides additional product offerings based on member needs
• Provide excellent member service at all times
• Critical thinking, proactive attitude, strong communication skills displaying empathy and caring
• Focused on production-oriented goals
• Experience with MS business applications
• Participates in training as needed

Professional Skills

• Excellent organizational skills, ability to demonstrate initiative and capacity to prioritize workload
• Proven sales aptitude and customer interaction skills, handling customer concerns and objections effectively
• Strong organizational, planning and negotiation skills
• Computer experience and good organizational skills
• Proven oral/written communication skills
• Strong team-building and leadership skills focused on production-oriented goals
• Answer inbound sales calls demonstrating intermediate skills and knowledge of products and benefits

How to write Insurance Agent Resume

Insurance Agent role is responsible for negotiation, travel, insurance, planning, immigration, benefits, training, events, leadership, typing. To write great resume for insurance agent job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Insurance Agent Resume

The section contact information is important in your insurance agent resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Insurance Agent Resume

The section work experience is an essential part of your insurance agent resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous insurance agent responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance agent position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Agent resume experience can include:

• Listen effectively and empathize with the member
• Experience with multi-tasking in a Windows operating systems environment
• Experience with cross selling or up-selling products
• Experienced with standard business applications including MS Office
• Proven track record for hitting sales goals
• Experience cold calling to potential customers

Education on an Insurance Agent Resume

Make sure to make education a priority on your insurance agent resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance agent experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Agent Resume

When listing skills on your insurance agent resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance agent skills:

• Have good negotiation skills to close the new business or renewal offer & be target focused, if joining the sales team
• Excellent skills in communication and presentation
• Use procedures effectively and seamlessly during calls
• PC and typing skills, Excel, Word, and Outlook
• Previous insurance experience or customer service or sales experience is an asset
• People skills, tact and diplomacy are essential

List of Typical Experience For an Insurance Agent Resume

Experience for personal lines insurance agent resume.

• Two years’ successful personal lines insurance sales experience
• Training rate of $20.51 up to 6 months; then commission + draw
• Training Rate of $20.51 per hour up to 6 months; then commission based
• Prospect and initiate new business sales while building business referral relationships
• Work directly with current and potential customers making presentations
• Meet new business production goals and objectives as established
• Develop insurance quotes, makes sales presentations, and closes sales
• Possess a genuine willingness to learn, be intuitive and resourceful

Experience For Licensed Property & Casualty Insurance Agent Resume

• Be a great self-starter with a sense of urgency
• Create relationships from a cold start
• Respond to customer and broker queries in an efficient and timely manner
• Manage all customer and broker queries and escalate questions if necessary
• Assist members with their Vehicle Policy questions
• Assist members with their Non-Vehicle Policy questions
• Meet weekly and monthly goals
• Assist clients in the application process and ensure that all required information is accurate and compliant
• Uses Client and EXL approved Call Guides and Closes Sales of Life & Health Insurance Products

Experience For Damage Insurance Agent, RBC Insurance Resume

• Work with CSA’s to prepare proposals and present to prospects
• Be able to make outbound calls to current customers to review current coverage’s, upsell additional coverage’s and limits and obtain leads for cross-sell opportunities
• Participates in industry organizations and events
• Market and sell personal lines P&C insurance policies
• Proactively contact all leads to recommend appropriate insurance, quote and place coverage
• Identify and assess client risk exposures
• Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

Experience For Licensed Property & Casual Insurance Agent Resume

• Execute, plan and implement office processes
• Maintain reports and records of insurance policies
• Possess a genuine and willingness to learn, be intuitive and resourceful and be coachable
• Quote insurance premiums and complete applications for insurance
• Process policy changes as requested by insureds
• Take first loss report if required and advise insureds of claims procedures
• Assist in problem resolution(i.e., refund of cancellation requests, reinstatements, rewrites, service complaints, etc.), review assigned accounts for cross sale and upgrade potential
• Sales of property and casualty insurance products, both personal and commercial. This duty is performed daily, about 50% of the time

Experience For Inbound Insurance Agent Resume

• Service of personal and commercial insurance products. This duty is performed daily, about 50% of the time
• $19.23 per hour for up tothe first 6 months; then commission based with forgivable draw
• A comprehensive benefits package that includes: Medical, Prescription, Dental, Vision, Life Insurance, Disability Coverage and 401(k) Savings Plan with Company Match
• Paid time off benefits: vacation time, sick time, Holidays
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the point of first-call, demonstrating the ability to connect through discussion and escalate as necessary
• Stay abreast of competitor’s programs and sales techniques. Communicate with management on competition activities

Experience For On-call Life & Health Insurance Agent Resume

• Identify and analyze possible loss exposure and historic losses
• Evaluate risk management alternatives available to manage the exposure
• Follow-up on loss control recommendations with management to assure appropriate action has been taken
• Keep accounts updated on trends and changes that affect the insurance industry and their business. Communicate to clients any legal ramifications that affect coverage in their products
• Assist in efforts to educate and inform customers about safety and loss control
• Follow-up in a timely manner on questions, requests for information or assistance
• Assist the Carrier Claims group when needed to ensure a timely flow of report and settlement activity. Provide information and follow-up as necessary
• Provide customer service and sales of Ag insurance to producers and ranchers to include: Crop Insurance, Farm / Ranch insurance, Home Owners, Auto. No life / health insurance sales required
• Build and maintain relationships with producers and ranchers

Experience For Licensed Insurance Agent, Life & Health Resume

• Identify potential risks, provide counsel, make recommendations, and provide solutions to producers and ranchers through sales techniques
• Appropriate state agent/broker personal lines insurance license
• Knowledge of federal crop insurance program and other crop offerings outside of the federal program
• Obtain or currently hold state licensure to solicit insurance business
• Property & Casual Insurance Licensed
• Microsoft Office & Business Professional desired
• Process insurance policies
• Base Rate + Commission
• $20.51 per hour for the first 6 months, then commission based with forgivable draw

Experience For Licensed Insurance Agent Supervisor Resume

• $20.51 per hour for the first 6 months, then commission based
• Hourly rate for up to 6 months, then commission based
• $20.51 per hour for up tothe first 6 months; then commission based with forgivable draw
• A comprehensive Total Rewards Program that includes flexible benefits and long-term investment and savings plans
• A variety of set schedules to accommodate individual work-life balance and client needs
• Follow up on quotations and complete sales over the phone

Experience For Farm Insurance Agent Resume

• An enthusiastic, positive and flexible approach that includes the ability to self-motivate
• Work well in a team environment with a high energy
• Work in a fast paced or stressful environment
• Process policy changes as requested by customers. Follow up with customers for company requested information
• Accept insurance premium payments and process for delivery to appropriate carriers
• Document all customer contacts and correspondence
• Take first loss reports as required. Advise insureds of claims procedures and assist them with the claims process as needed

Experience For Account Manager / Insurance Agent Resume

• Acts as a resource for customers relative to sales and service of individual home and auto insurance products in an Advice Centre environment
• Identifies and analyzes risks and provides complete solutions to customers
• Maintain strict adherence to Scotiabank’s Guidelines for Business Conduct and security procedures with respect to assigned authorities and responsibilities, reporting any unusual occurrences to a supervisor immediately
• Customer Relations and Interpersonal Skills—Understanding and anticipating members’ needs and expectations, and striving to meet or exceed those expectations; using good customer relations and interpersonal skills in helping solve members’ problems and answer their questions
• Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
• Current book of business

List of Typical Skills For an Insurance Agent Resume

Skills for personal lines insurance agent resume.

• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
• A direct sales background with demonstrated success in developing new business
• Strong familiarity in personal lines carriers underwriting guidelines and appetite
• Establish and maintain strong lines of communication with all carriers, customers, management and support staff
• 6+ months of sales or customer service experience
• Property/casualty insurance experience
• MPCI knowledge and experience
• Stable customer service experience in a high volume environment

Skills For Licensed Property & Casualty Insurance Agent Resume

• Continuously demonstrate a sense of urgency
• Ag insurance sales experience
• Personal lines sales/service experience
• Relevant industry practice or Line of Business experience required
• Prioritise urgent work and manage resources for timely delivery

Skills For Damage Insurance Agent, RBC Insurance Resume

• A current and valid AZ/FL health license
• A current and valid FL health license
• A current and valid AZ health license
• Previous sales experience
• Quality management—Ability to demonstrate accuracy, thoroughness and quality. Highly organized and attentive to detail, producing thorough, quality work
• Training and licensing in all provinces where RBC Home and Auto Insurance is sold
• Training for licensing for Ontario and the Maritimes
• Prospecting and generating new business through leads & referral sources

Skills For Licensed Property & Casual Insurance Agent Resume

• Quoting policies for existing and new clients
• Ongoing management support and sales coaching
• Working knowledge of risk assessment and risk management techniques
• Willing to work on an on call basis
• Willing to drive within defined geographic territory
• Understanding of MS Office Products
• Active Listening—Listening to, interpreting, understanding, and processing verbal information; probing to ensure all key information is obtained from member
• Acts as a single point of contact for customers in servicing, selling and renewing property and casualty (home and auto) insurance policies
• Respond to customer inquiries and make recommendations regarding coverage for new and existing insurance policies

Skills For Inbound Insurance Agent Resume

• Apply critical thinking during client interactions in order to identify and analyze acceptable and unacceptable risks
• Quick learning capabilities and an aptitude for understanding the variable elements of insurance products
• Manage customer relationship independently while also taking instruction and coaching from Team Coaches and senior underwriters
• Respond to customer queries relating to our products (home, motor & travel) in a timely and efficient manner – striving to exceed quality customer service
• A challenging and stimulating career that provides growth and development
• Service existing customers and assist with processing new insurance applications
• Provide property and casualty risk management consulting for local producers and other clients
• Provide multiple peril crop insurance (MPCI) and other crop risk management consulting for local farmers and ranchers
• Develop marketing plans to grow insurance business

Skills For On-call Life & Health Insurance Agent Resume

• Screen and underwrite prospects using established company and agency guidelines for proper placement with agency carriers
• Perform front-line underwriting of Home and Auto policies
• Self-motivation with full commitment to building a profitable business
• Current Property & Casualty license for the State of Minnesota or Ability to acquire Needed Licensing
• Identify and develop calls likely to result in new business which is consistent with our underwriting guidelines
• Able to meet multiple performance targets @ or above benchmark sales levels; including but not limited to accuracy, call quality, timeliness, and productivity

Skills For Licensed Insurance Agent, Life & Health Resume

• Thorough understanding of personal lines carriers
• Assist Medicare-eligible individuals in selecting the products and services that best meets their needs
• Aptitude for selling over the phone
• A comprehensive training program on internal processes and systems
• Diary and follow up with claims Adjusters and related personnel to ensure prompt claim handling
• Solicits for new business via telephone, networking, and other lead sources

Skills For Licensed Insurance Agent Supervisor Resume

• Deliver telephone based support to customers & brokers on all aspects of general insurance underwriting
• Assist members with their Vehicle Policy billing questions
• Responds to servicing inquiries through various channels
• Participates in additional training courses when needed
• Cross promoting - other insurance products i.e. Home / Commercial
• Maintains all current licensing, agency and carrier compliance requirements
• Shows and creates a positive and professional working environment towards both customers and peers

Skills For Farm Insurance Agent Resume

• An outstanding portfolio of products. We work with some of the top Insurance carriers in the country like CSAA, Progressive and Travelers
• Corporate sponsored marketing initiatives
• Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities
• Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner
• Maintain regular contact with clients and answer questions and make changes to existing policies
• Currently Active or willing to obtain Property & Casualty, Life & Disability State Licenses

Skills For Account Manager / Insurance Agent Resume

• Respond to customer inquiries and make recommendations regarding coverages
• Diary and follow up with claims Adjustors and related personnel to ensure prompt claim handling
• Complete annuall continuing education requirements. This duty is performed annually
• Deliver telephone based support to customers on all aspects of general insurance underwriting
• Affinity for customer focussed work
• Act as a subject matter expert on all products to provide new and existing clients key recommendations on the property/casualty, crop and other coverages available
• Devote time to building prospective client relationships. Develop an organized yet flexible sales approach including the use of all sales tools available such as literature, direct mailing and PowerPoint
• Manage the timely and professional output of all proposal requests as well as all follow-up conversations

List of Typical Responsibilities For an Insurance Agent Resume

Responsibilities for personal lines insurance agent resume.

• Flexibility and Adaptability—Adapting to change and being flexible in adjusting approach to meet the needs in different situations
• Current life and health license in State of Minnesota
• Flexibility to staff events on short notice
• Knowledgeable in life and health insurance.
• CA Licensed P&C Broker/Agent
• Responsive and team oriented

Responsibilities For Licensed Property & Casualty Insurance Agent Resume

• Self starter who can work independently and follow procedures
• Handle negotiations
• A current Health Insurance License
• A desire to help people prepare for their future health needs
• Knowledgeable, supportive and engaged leadership

Responsibilities For Damage Insurance Agent, RBC Insurance Resume

• Diverse, inclusive and community-minded organization
• Accept inbound calls and handle appointments that are pre-set
• Explain features and offer solutions of various policies to matches the needs for each client’s situation
• Communication and Telephone Skills—Using proper telephone etiquette and speaking in a clear, understandable manner; tactfully controlling interactions in order to efficiently obtain and give necessary information; clearly explaining itineraries, costs, and other travel related information; preparing written communications and documents
• Decision Making and Problem Solving—Analyzing information, identifying alternatives, and making sound, logical decisions; deviating from standard procedures when appropriate for delivering excellent member service, subject to the agency agreements with the various insurance companies

Responsibilities For Licensed Property & Casual Insurance Agent Resume

• Dealing with High Volume—Dealing effectively with high volume and time pressure; displaying a positive, caring attitude with each customer and with fellow employees
• An Annual Salary Review and an Incentive program
• A professional and supportive team environment
• Insurance knowledge required
• Insurance Sales: 1 year
• Answer questions related to coverage and annual changes on healthcare plans, pharmacy networks and drug formularies
• Aid customers with the enrollment process

Responsibilities For Inbound Insurance Agent Resume

• Qualify customers to join community meetings and schedule in-home appointments
• Career minded vision
• An array of benefits
• 3 week annual vacation
• Advantages for employees who successfully complete courses required for the PAA certification
• Career development and various career opportunities

Responsibilities For On-call Life & Health Insurance Agent Resume

• Assist in problem resolution (i.e., refund of cancellation requests, reinstatements, rewrites, service complaints, etc.)
• Review assigned accounts for cross sale and upgrade potential
• Assist customers with their needs on a first come, first served basis, subject to insurance licensing requirements, regardless of which employee issued the customer’s policy or prepared the quotation for coverage
• LLQP and/or OTL

Related to Insurance Agent Resume Samples

Insurance broker resume sample, insurance sales agent resume sample, life insurance resume sample, director, assurance resume sample, financial services insurance resume sample, associate, assurance resume sample, resume builder.

Time in Lobnya , Moscow Oblast, Russia now

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Time zone info for Lobnya

• The time in Lobnya is 8 hours ahead of the time in New York when New York is on standard time, and 7 hours ahead of the time in New York when New York is on daylight saving time.
• Lobnya does not change between summer time and winter time.
• The IANA time zone identifier for Lobnya is Europe/Moscow.

Time difference from Lobnya

Sunrise, sunset, day length and solar time for lobnya.

• Sunrise: 04:14AM
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• Day length: 16h 26m
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• The current local time in Lobnya is 26 minutes ahead of apparent solar time.

Lobnya on the map

• Location: Moscow Oblast, Russia
• Latitude: 56.027. Longitude: 37.468
• Population: 62,000

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Lobnya Localisation : Country Russia , Oblast Moscow Oblast . Available Information : Geographical coordinates , Population, Altitude, Area, Weather and Hotel . Nearby cities and villages : Dolgoprudny , Khimki and Mytishchi .

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