Insurance Agent Resume Examples & Template
Nathan Soto
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Nathan Soto is dedicated to providing practical guidance to job seekers, especially people with nonlinear career paths. Nathan’s articles and career advice have been featured on multiple platforms, including Forbes,...
Whether you're inexperienced, a seasoned insurance agent, or looking to pivot to a related role, we have a resume example for you to download on this page.

Insurance agent resumes by experience level


If you're looking for a different style of resume template, our free template library provides many options.
Insurance Agent Resume Template (Text Format)
The following text template uses a standard resume format that emphasizes work experience and certifications.
- Maintain accurate up-to-date files of 400 clients’ details, risk, exposure and premium information
- Develop and manage long-term customer relationships, scheduling and conducting an average of 10 weekly meetings with clients who request consultations
- Review insurance and liability clauses in contracts, ensuring that every contract meets the company’s risk appetite while balancing this against the expected commercial benefits of the contract
- Document results and track trends for the purpose of business forecasting
- Collaborated with senior executives to establish and execute a goal of 15% increased weekly sales in 2 regions
- Acted as a point of contact for clients with general insurance questions and mid-term adjustment queries
- Generated new business opportunities through company leads, networking, referrals and an average of 60 calls per day
- Analyzed and identified client needs, offered products tailored to their specific circumstances
- Property & Casualty Insurance License
Massachusetts Division of Insurance, MA
Expires February 20XX - Accredited Advisor in Insurance
The Institutes
June 20XX
Check out these resume samples for different types of insurance agents:
Example resumes for other insurance-related jobs
We provide three additional resume samples for common insurance roles below. All are free to download, and should give you a rough idea of how to make a resume targeting that specific job.
Life insurance agent resume
The following life insurance agent resume highlights how to effectively communicate your ability to explain complex policies, build client relationships, and meet sales targets:
Life insurance agent resume highlights
- Action verbs: The candidate begins each bullet point with a strong action verb, emphasizing their proactive contributions in previous roles.
- Client-focused language: The resume emphasizes customer service and relationship building, which are key skills for insurance sales roles.
Insurance broker resume
As an insurance broker, your resume needs to effectively present your expertise in analyzing client needs and matching them with appropriate insurance products across multiple lines of coverage. For example:
Insurance broker resume highlights
- Professional license: The candidate lists their current license in its own dedicated section, making it easy for hiring managers to quickly scan their resume and see that they’re already licensed.
- Quantified achievements: The candidate quantifies their achievements to demonstrate the impact they had in previous workplaces, which enhances their credibility as an insurance broker.
Health insurance agent resume
Our health insurance agent resume example demonstrates how to emphasize in-depth knowledge of health insurance policies and regulations, as well as the ability to guide clients through the complexities of health coverage options:
Health insurance resume highlight
- Expanded skills section: The applicant categorizes their skills and lists specific product and software knowledge, which helps employers get a better understanding of their core competencies.
How to write an insurance agent resume
Working as an insurance agent can be incredibly lucrative, but the competition is fierce. Knowing how to sell is an insurance agent’s most vital skill. The first step in practicing this skill is writing a persuasive resume that can convince a potential employer to hire you.
These five resume writing tips will help get you one step closer to landing your dream job:
1. Feature your insurance license prominently
To be able to work legally, insurance agents need to be licensed. Employers will be looking for this when they first scan your resume, so make sure that your licensure and any relevant certifications are prominently displayed on your resume in their own designated section or as part of your education section.
Be sure to include the following information:
- Name of the license
- The department or organization that issued it
- Location
- Expiration date
Here’s an example of how to list a license on your resume:
LICENSE
Life and Health Insurance License
Texas Department of Insurance
Expires: September 20XX
2. Highlight your accomplishments with hard numbers and action verbs
As an insurance agent, success in your field is measured by the number of insurance policies taken out. In other words, the amount of money you’re able to make for the company.
To give employers a clear idea of your skills as an insurance agent, be sure to include plenty of accomplishments in your work experience section backed up by hard numbers, rather than just listing off responsibilities.
Try to include the following metrics on your resume:
- Annual sales volume
- Number of policies sold per month/year
- Client retention rate
- Customer satisfaction scores
- Percentage above sales targets
- Number of new clients acquired
- Average policy value
- Cross-selling ratio
- Renewal rate for existing policies
- Lead conversion rate
- Claims processing time reduction
- Size of client portfolio
- Average response time to client inquiries
- Number of upsells or policy upgrades
- Ranking within company (e.g., top 5% of agents)
- Number of junior agents mentored or trained
In addition to adding hard numbers to your experience section, you should also start each bullet point with a strong action verb. Action verbs help show employers how you performed in your previous roles while keeping them engaged while reading your resume.
Here’s a list of action words to include on an insurance sales resume:
| Achieve | Amplify | Present |
| Exceed | Advance | Cultivate |
| Deliver | Maximize | Network |
| Generate | Surpass | Address |
| Expand | Sold | Respond |
| Close | Secure | Communicate |
| Grow | Accrue | Advise |
| Accomplish | Bolster | Inform |
| Increase | Boost | Resolve |
| Attain | Realize | Aid |
Here are a few examples of how to write effective bullet points for your insurance agent resume. Notice that each bullet point starts with an action verb and includes hard numbers:
- Maintained a stable client base of an average of 900 personal lines clients
- Responded to 60+ customer requests daily via phone and email
- Generated high quality leads contributing to a revenue increase of 20% over a 6 month period
If this is your first time applying for an insurance agent position, make sure to include any experience gained from previous sales or customer service positions.
3. Showcase your skills
Employers want evidence that you’re results-driven and have the skills required to close sales. One of the most important parts of an insurance agent’s job is to build a loyal client base.
You need to show employers that you have what it takes to be a good insurance agent by demonstrating solid sales and customer service skills.
Here are some other skills to highlight on your resume:
- Negotiation skills
- Client relationship management
- CRM software proficiency
- Sales techniques
- Product knowledge
- Risk assessment
- Financial analysis
- Regulatory compliance
- Needs assessment
- Lead generation
- Problem solving
- Analytical skills
- Collaboration
- Presentation skills
- Conflict resolution
- Math skills
- Time management
- Organizational ability
Remember to never simply list soft skills in your skills section. Our soft skills guide demonstrates the best places to convey them on your resume.
4. Fill in your education section
Including an education section on your insurance agent resume is valuable, even though formal education isn’t typically required for the role. This section demonstrates your foundational knowledge and commitment to professional development, which can set you apart from other candidates.
It also provides insight into your academic background, which may be relevant for career advancement opportunities within the insurance industry.
Even if you don’t have a college degree, showcasing any educational achievements or ongoing professional development efforts can impress potential employers and highlight your dedication to growing in the field.
For example:
EDUCATION
Bachelor of Science in Business Administration, Concentration in Insurance and Risk Management
Florida State University, College of Business, Tallahassee, FL
May 20XX
Insurance agents often come from academic backgrounds in:
- Business
- Finance
- Economics
- Marketing
Even if you didn’t major in one of these subjects but took a related course, you can still include this on your resume in an expanded education section.
Here’s an example of how to include relevant coursework on your resume:
EDUCATION
Bachelor of Arts in Communications
University of Michigan
May 20XX
Relevant coursework:
- Successful Negotiation Strategies: Researched negotiation strategies and presented the results in a 30-page final paper
- Business Communication: Developed clear and concise writing skills for professional settings
- Interpersonal Communication: Learned effective relationship-building and active listening techniques
5. Sum up your experience with a strong resume objective
A well-written resume objective can quickly capture a hiring manager’s attention and set the tone for your entire application. For insurance professionals, this statement should concisely highlight your expertise, key strengths, and career goals.
Here are some examples:
Life insurance agent resume
Dedicated life insurance agent with 7+ years of experience in estate planning and wealth protection strategies. Seeking to leverage my expertise to help [Company Name] expand its high net worth client base. Proven track record of increasing policy sales by 25% annually and maintaining a 98% client retention rate. Eager to apply my deep understanding of complex financial products and tax implications to provide comprehensive solutions for clients’ long-term security needs.
Property and casualty insurance agent resume
Licensed P&C agent with a proven track record of increasing policy sales by 30% annually. Eager to bring my risk assessment skills and client-first approach to [Company Name]. Experienced in handling diverse property types and liability scenarios, with a knack for identifying coverage gaps and cross-selling opportunities.
Auto insurance agent resume
Customer-focused auto insurance agent with 5+ years of experience and consistent 110% quota achievement. Looking to enhance claims processing efficiency at [Company Name] while maintaining high customer satisfaction. Skilled in explaining policy details, recommending appropriate coverage levels, and streamlining the claims process.

Resume examples for different industries
Not sure what your resume should look like? The best way to learn is by taking inspiration from resume examples written by other candidates in your industry.
Average insurance agent salaries in the US
After you’ve written your resume, make sure you use it to apply for jobs within a fair salary range.
The following table includes information from the US Bureau of Labor Statistics’ latest Occupational Employment and Wage Statistics report for 2025. Here are the ten states with the highest salaries for insurance agents, as well as the national average for your reference when applying for work.
Top 10 states by average insurance agent salary
| State | Salary / Year |
|---|---|
| District of Columbia | $106,600 |
| New York | $105,490 |
| Massachusetts | $102,020 |
| Connecticut | $100,950 |
| New Jersey | $100,100 |
| Minnesota | $98,220 |
| Illinois | $96,810 |
| Alabama | $91,730 |
| California | $91,620 |
| Georgia | $91,300 |
| National Average | $81,510 |
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