Insurance Agent Resume Examples & Writing Guide

Insurance Agent Resume Template (Text Format)

The ideal resume format helps your greatest achievements and skills stand out.

Copy-Paste Insurance Agent Resume Template

FIRST AND LAST NAME

Email: your.email@email.com

Phone: (123) 456-7891

Address: Street, City, State

LinkedIn: linkedin.com/in/yourprofile

SUMMARY

Dedicated insurance agent with [number] years of experience. Seeking to leverage my experience in [relevant abilities] to fill the open insurance agent position. Hold a [degree/diploma/certification] in [Degree/Diploma/Certification Title]. Skilled at [2–3 relevant skills]. A [adjective #1] and [adjective #2] worker aiming to contribute to the success of [Company Name].

PROFESSIONAL EXPERIENCE

Current Job Title (e.g., Senior Insurance Agent)Company/Organization Name, City, State | Month 20XX–Present

• Include a bulleted list of your achievements as an insurance agent
• Start each bullet point with an action verb (like “develop” or “manage”) to grab attention
• Use the present tense for your current insurance agent role, unless describing a completed project or initiative
• Use hard numbers when possible to quantify your accomplishments as an insurance agent
• Mention how you’ve used some of the sales and customer service skills listed in your skills section to demonstrate your mastery of these abilities

Previous Job Title (e.g., Insurance Agent)Company/Organization Name, City, State | Month 20XX–Month 20XX

• List relevant accomplishments from your previous role as an insurance agent
• Assuming you’re no longer working in this insurance agent role, use past tense verbs to describe your work
• Include 3–6 bullet points for each past insurance agent role, both your current one and previous ones
• Skip the pronoun “I” and begin directly with a verb
• Although you’ll usually list work experience, feel free to include insurance industry-relevant internships as well as any volunteer work and extracurricular activities if you lack formal work experience

EDUCATION

Degree Name / MajorUniversity, City, State | Graduation Month, Year

GPA: 3.X/4.0 (optional)
Latin honors (if applicable)

LICENSE

Insurance License NameIssuing body or organization

Expiration date

SKILLS & CERTIFICATIONS

• List skills and certifications relevant to the insurance agent job you’re applying for
• Look at the job description for ideas of the skills the employer wants and that are common in the insurance industry
• Emphasize insurance industry-specific hard skills and technical skills in this section
• Be as specific as possible by including names of tools, equipment, and software you’ve mastered that are used in the insurance industry

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Check out these resume samples for different types of insurance agents:

Life insurance agent resume

The example below highlights how to effectively communicate your ability to explain complex policies, build client relationships, and meet sales targets:

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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:

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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:

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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.

Average insurance agent salaries in the US

The following table includes information from O*NET Resource Center by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. The data is presented based on the top states in the USA.

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:

1. Name of the license
2. The department or organization that issued it
3. Location
4. Expiration date

Here’s an example of how to list a license on your resume:

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.

You could 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:

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

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 in your skills section:

• Negotiation skills
• Client relationship management
• CRM software proficiency
• Sales techniques
• Product knowledge
• Risk assessment
• Financial analysis
• Regulatory compliance
• Needs assessment
• Lead generation
• Problem solving
• Persuasion skills
• Analytical skills
• Collaboration
• Presentation skills
• Flexibility
• Technical skills
• Conflict resolution
• Math skills
• Time management
• Organization

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:

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:

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:

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.

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