Insurance Agent Resume Examples & Templates
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Insurance Agent Resume Examples and Templates
Junior Insurance Agent Resume Example and Template
What's this resume sample doing right?
Strong quantifiable achievements
The resume highlights impressive accomplishments, like achieving 120% of sales targets in the first year. This shows potential employers you're effective in driving sales, a key aspect for an Insurance Agent.
Clear client relationship focus
You effectively emphasize your ability to build and maintain client relationships, having supported over 150 clients. This is crucial for an Insurance Agent, as nurturing client trust is essential for success.
Relevant skills listed
The skills section includes essential competencies like 'Sales' and 'Client Relationship Management.' These align well with the requirements typically seen in job descriptions for Insurance Agents.
Compelling introduction
Your introduction succinctly conveys your experience and focus. It effectively positions you as a motivated candidate, making a strong first impression for the Insurance Agent role.
How could we improve this resume sample?
Lacks specific technical skills
The resume could benefit from mentioning specific technical skills or software used in the insurance industry. Adding tools like CRM systems would strengthen your profile for an Insurance Agent.
More detail on internship experience
The internship section could use more details on achievements or skills developed. Highlighting specific contributions or successes would show growth and readiness for the Insurance Agent role.
No clear summary of career goals
Insurance Agent Resume Example and Template
What's this resume sample doing right?
Strong quantifiable achievements
The resume highlights impressive metrics, like increasing the client portfolio by 30% and achieving 120% of sales targets for three years. Such quantification showcases Emily's effectiveness as an Insurance Agent, demonstrating her ability to drive results which is critical in this role.
Relevant work experience
With over five years in the insurance field and roles at reputable companies, the experience section clearly aligns with the job title. Emily's experience with client portfolios and customized insurance plans directly relates to the responsibilities of an Insurance Agent.
Clear and concise introduction
The introduction succinctly summarizes Emily's experience and expertise in personal and commercial insurance. This gives potential employers a quick insight into her qualifications, making it easier for them to see her fit for the Insurance Agent role.
Diverse skill set
The skills listed span critical areas like risk assessment and client retention. This variety not only shows Emily's versatility but also ensures she's equipped with the necessary tools to succeed as an Insurance Agent.
How could we improve this resume sample?
Lacks specific industry keywords
While the resume covers many skills, it could benefit from including specific insurance terminology like 'liability coverage' or 'underwriting.' Adding these keywords can enhance ATS compatibility and appeal to hiring managers looking for specific expertise.
Limited action verbs
Although there are some action verbs used, increasing their variety can make the experience section more dynamic. Using verbs like 'cultivated' or 'enhanced' could better convey Emily's proactive contributions as an Insurance Agent.
No clear career objective
While the introduction is strong, a specific career objective could clarify Emily's goals and what she aims to achieve in the Insurance Agent position. This can help employers understand her intentions and commitment to the role.
Experience section could use more detail
The experience descriptions are effective but could include more detail about the impact of her actions. For example, explaining how her risk assessments directly benefited clients would provide deeper insights into her contributions.
Senior Insurance Agent Resume Example and Template
What's this resume sample doing right?
Strong sales achievements
Achieving 150% of sales targets and generating over $3 million in revenue highlights your strong performance. This quantifiable success is crucial for an Insurance Agent role, showing your ability to drive business growth effectively.
Client relationship focus
Maintaining relationships with over 300 clients demonstrates your commitment to customer satisfaction. This skill is vital for an Insurance Agent, as building trust leads to higher retention and sales.
Relevant skills listed
Your skills in Customer Relationship Management and Negotiation directly align with the requirements of an Insurance Agent. These competencies are essential for navigating client interactions and closing deals.
Detailed work experience
The work experience section presents clear achievements and responsibilities. Phrasing like 'increased client portfolio by 200%' showcases your impact, which is vital for an Insurance Agent's credibility.
How could we improve this resume sample?
Generic summary statement
Your summary could be more compelling by highlighting specific achievements or unique skills. Tailoring this to reflect the key attributes of a successful Insurance Agent would strengthen your initial impression.
Lacks industry-specific keywords
While your skills are strong, adding more industry-specific keywords like 'claims processing' or 'underwriting' could improve ATS matching. This helps ensure your resume gets noticed by hiring managers.
Missing professional certifications
Including relevant certifications, such as a license to sell insurance, can enhance your credibility. This is important for Insurance Agent roles as it shows your commitment to professional standards and compliance.
Limited education detail
Your education section mentions a thesis but lacks specifics on how it's relevant to insurance. Expanding this could demonstrate your deeper understanding of consumer behavior, which is crucial for tailoring insurance solutions.
Insurance Sales Manager Resume Example and Template
What's this resume sample doing right?
Strong experience section
The resume showcases substantial experience in insurance sales, particularly as an Insurance Sales Manager. Phrases like 'achieving a 30% increase in sales revenue' demonstrate clear impact, which aligns well with the expectations for an Insurance Agent role.
Effective use of quantifiable results
The resume includes impressive metrics, such as a '50% increase in team performance metrics.' This quantification of achievements is crucial for showcasing effectiveness in an Insurance Agent role, where results matter.
Relevant skills listed
The skills section includes essential skills like 'Customer Relationship Management' and 'Sales Management,' which are vital for an Insurance Agent. This alignment strengthens the overall presentation for the role.
Compelling introduction
The intro effectively highlights over 10 years of experience and key abilities like leading sales teams and driving revenue growth. This sets a strong tone for the resume and is relevant for an Insurance Agent position.
How could we improve this resume sample?
Lacks targeted keywords
The resume could benefit from adding specific keywords related to the Insurance Agent role, such as 'policy sales' or 'client consultations.' This would help improve ATS matching for the desired position.
Limited detail on customer service
The resume mentions 'exceptional customer service' but doesn't elaborate. Expanding on customer service experiences would provide more depth and relevance to the Insurance Agent role.
Generic title
The title 'Insurance Sales Manager' may confuse ATS systems looking for 'Insurance Agent.' Consider adjusting the title to match the target job more closely for better visibility.
No summary of achievements
A section summarizing key achievements across roles would enhance the resume. Highlighting awards or recognitions would further demonstrate credibility and fit for an Insurance Agent role.
Regional Insurance Manager Resume Example and Template
What's this resume sample doing right?
Strong quantifiable results
The resume showcases impressive achievements, such as a 30% increase in regional sales and a 95% client retention rate. These metrics clearly demonstrate the candidate's capability to drive growth, which is essential for an Insurance Agent role.
Relevant skills listed
The skills section includes key competencies like Sales Strategy and Client Relations. These are directly relevant to the Insurance Agent position, ensuring the resume aligns well with industry expectations.
Clear and concise introduction
The introduction effectively highlights over 10 years of experience and a proven track record in sales growth and client satisfaction. This sets a strong foundation for the candidate's profile as an Insurance Agent.
How could we improve this resume sample?
Lacks specific insurance keywords
The resume could benefit from incorporating specific insurance-related terms like 'policy underwriting' or 'claims management.' This would enhance ATS compatibility and appeal to hiring managers looking for industry-specific expertise.
Limited work experience detail
While the work experience section includes strong achievements, it could provide more context around daily responsibilities. Describing tasks related to client interactions or policy management would further align with the Insurance Agent role.
No tailored summary for insurance agent role
The summary is more focused on management rather than the specific duties of an Insurance Agent. A more targeted statement addressing client acquisition and policy sales would make the resume more relevant to the position.
1. How to write an Insurance Agent resume
Breaking into the Insurance Agent role feels frustrating when you send resumes and hear nothing back. Are you wondering how to show your real value beyond duties? Hiring managers care about measurable results and clear proof of client impact. Many job seekers instead pile on buzzwords and long duty lists that don't prove impact.
This guide will help you turn your experience into concise, measurable resume lines. For example, change "Sold policies" to "Closed 120 policies and raised renewal rates 14%" to show impact. Whether you need a stronger summary or sharper work experience bullets, we'll walk you through the edits. After reading, you'll have a focused resume that helps you get interviews.
Use the right format for an Insurance Agent resume
Pick the format that shows your strengths clearly. Use chronological if you have steady insurance sales or underwriting roles. Recruiters like this for track record and promotions.
Use combination if you have transferable skills from other fields or gaps. Use functional only if you must hide a gap, and then pair it with a strong summary and projects.
- Chronological: best for steady agents with clear career growth.
- Combination: best for career changers or producers who want to highlight results first.
- Functional: use sparingly; it can confuse ATS and hiring managers.
Keep your layout ATS-friendly. Use clear headings, single columns, and simple fonts. Avoid tables, images, and fancy graphics so the ATS parses your content correctly.
Craft an impactful Insurance Agent resume summary
Your summary tells a quick story. It shows who you are, your key skills, and your top result. Use a summary if you have several years of sales, client service, or underwriting experience.
Use an objective if you are entry-level or switching into insurance. Keep it short, targeted, and tied to the job you want. Use this formula for a strong summary: "[Years of experience] + [Specialization] + [Key skills] + [Top achievement]."
Align keywords from the job posting with your summary. That helps both recruiters and ATS find you. Keep sentences short and active.
Good resume summary example
Experienced (summary):
"8 years insurance sales experience specializing in personal and small commercial lines. Strong at needs analysis, policy placement, and retention. Closed 120+ new policies last year and boosted renewal rates by 14% through client outreach."
Why this works:
It follows the formula and shows clear impact. Recruiters see specialization, skills, and a measurable result quickly.
Entry-level / Career changer (objective):
"Recent financial services associate moving into insurance sales. Trained in client needs analysis and CRM tools. Seeking to apply strong relationship skills to drive new business for a regional agency."
Why this works:
The objective explains intent and links past skills to the insurance role. It stays brief and relevant.
Bad resume summary example
"Insurance professional seeking a challenging role where I can grow and add value to the team. Hard worker with great communication skills and a willingness to learn."
Why this fails:
This version feels vague. It lacks specialization, metrics, and clear fit for an insurance role. It won't help ATS match specific keywords.
Highlight your Insurance Agent work experience
List jobs in reverse-chronological order. Put job title, employer, city, and dates on one line if possible. Add 3-6 bullet points per role that show outcomes.
Start bullets with strong action verbs. Use verbs like "sold," "advised," "renewed," and "underwrote." Quantify your impact with numbers, rates, or dollar amounts when you can.
Use the STAR method to craft bullets. State the Situation, Task, Action, and Result in one or two lines. Replace vague phrases like "responsible for" with results-focused lines.
Also mirror keywords from the job posting. That helps ATS and shows clear fit.
Good work experience example
"Senior Insurance Agent — Sporer-Schimmel, Chicago, IL | 2019–2024
• Sold 320 personal and small commercial policies annually, growing new business by 28% year over year.
• Improved client renewal rate from 72% to 86% by implementing quarterly outreach and cross-sell playbooks.
"Why this works:
It starts with a clear action verb, shows scale, and gives a concrete percentage for impact. The items align with sales and retention goals.
Bad work experience example
"Insurance Agent — Cremin, Lynch and Bauch, Cleveland, OH | 2017–2020
• Managed client accounts and sold policies to individuals and businesses.
"Why this fails:
The bullet is accurate but vague. It lacks numbers and specific outcomes. Hiring managers need measurable results to assess fit.
Present relevant education for an Insurance Agent
List school name, degree, city, and graduation year. Include major only if relevant to insurance, like finance or risk management.
If you're a recent graduate, add GPA, relevant coursework, and internships. If you have years of experience, keep education brief and list only degrees and key certifications. Put certifications in their own section if you have several.
Good education example
"Bachelor of Science in Finance — State University, 2016, Columbus, OH"
Why this works:
It shows a relevant major and date in a clean format. Recruiters can quickly confirm fit and timeline.
Bad education example
"B.S., 2016 — Some College, City"
Why this fails:
It omits a major and the school name looks generic. That leaves recruiters guessing about relevance to insurance.
Add essential skills for an Insurance Agent resume
Technical skills for a Insurance Agent resume
Soft skills for a Insurance Agent resume
Include these powerful action words on your Insurance Agent resume
Use these impactful action verbs to describe your accomplishments and responsibilities:
Add additional resume sections for an Insurance Agent
Use extra sections to show depth. Add Certifications, Projects, Awards, Languages, and Volunteer work.
Certifications like P&C license or CISR help a lot. Add client-facing projects or sales contests to show impact.
Good example
"Certifications
• Licensed Property & Casualty Agent, Illinois — 2018
Project
• Client Retention Campaign — Led a cross-sell email campaign that lifted renewals by 12% in six months."
Why this works:
It lists a required license and shows a project with measurable impact. That proves both compliance and results.
Bad example
"Volunteer
• Helped at a community fair handing out brochures about insurance."
Why this fails:
The entry shows activity but lacks measurable outcome and relevance. Tie volunteer work to skills or results when possible.
2. ATS-optimized resume examples for an Insurance Agent
Applicant Tracking Systems (ATS) parse resumes and look for keywords that match job postings. They scan text for skills, roles, certifications, and dates. If your resume lacks key phrases for an Insurance Agent role, an ATS can skip you even before a human reads it.
Keep sections clear. Use headers like "Work Experience", "Education", and "Skills". Avoid headers that sound fancy or creative.
- Include specific insurance keywords. Think "life insurance sales", "property and casualty", "policy administration", "claims handling", "underwriting support", "customer retention", "state insurance license", "PL/PD limits", "annual premium", and CRM names like "Salesforce" or "Applied Epic".
- List certifications such as "State Life & Health license", "Property & Casualty license", or "LUTCF" if you have them.
- Use plain bullet points for achievements with numbers when you can.
Avoid complex formatting. Do not use tables, columns, text boxes, headers, footers, images, or charts. Many ATS tools misread those elements. Stick to standard fonts like Arial, Calibri, or Times New Roman.
Save your file as a .docx or a simple PDF. Fancy templates often break parsing. Also avoid embedding dates or contact details inside headers or footers.
Common mistakes include swapping exact keywords for synonyms, such as using "client adviser" instead of "insurance agent". Another mistake is hiding skills inside images or tables. Finally, leaving out core items like your state license or experience with policy types hurts your chances.
ATS-compatible example
Experience
Insurance Agent, Mills-O'Kon — 2019–2024
- Sold life and health policies to 600+ clients, increasing annual premium revenue by 28%.
- Handled property and casualty claims and worked with underwriters to resolve coverage gaps.
- Maintained active State Life & Health license and Property & Casualty license.
- Used Applied Epic and Salesforce CRM to track renewals and reduce lapses by 15%.
Why this works: This example uses clear section titles and keyword phrases that ATS look for. It shows measurable results and lists licenses and tools relevant to Insurance Agent roles. Each bullet starts with an action verb and includes keywords like "life and health", "property and casualty", "Applied Epic", and "State License".
ATS-incompatible example
Professional Highlights
| Top performer at client relations | Handled complex policies |
Why this fails: The header is nonstandard and the content sits inside a table. ATS may skip the table text and miss key phrases like "life insurance" or your license. Also the bullets lack numbers and specific policy types, so an ATS and a recruiter get little useful data.
3. How to format and design an Insurance Agent resume
Pick a clean, professional template with a reverse-chronological layout. That layout shows recent sales and client experience first, which hiring managers and ATS prefer.
Keep the resume length to one page if you have under 10 years of relevant work. Use two pages only if you have long, relevant agency or management history to show.
Use ATS-friendly fonts like Calibri, Arial, Georgia, or Garamond. Set body text to 10–12pt and headers to 14–16pt so readers scan quickly.
Leave clear white space between sections and use consistent margins. Use short bullet points under each role to show policies sold, retention rates, and client growth.
Keep formatting simple. Avoid heavy graphics, multi-column layouts, and unusual fonts that break ATS parsing or distract human readers.
Use standard headings like Contact, Summary, Experience, Licenses, Skills, and Education. Put licenses and certifications near the top for quick visibility.
Avoid these mistakes: long paragraphs, dense blocks of text, and inconsistent date formats. Don't hide key achievements in generic duties.
Use active verbs and numbers. Show how many policies you sold, percentage growth, or client retention you improved.
Well formatted example
Marco Brakus | (555) 555-0123 | marco.brakus@email.com | State Licenses: Life, Property
Summary
- Licensed insurance agent with 6 years selling personal and commercial policies.
- Average annual premium growth 18% per territory.
Experience
- Insurance Agent — Legros-Nicolas, 2019–Present
- Sold 450+ policies and grew renewals by 22%.
- Trained three new agents on client outreach and quoting tools.
Skills & Licenses
- Life, Auto, Commercial lines
- Client retention, policy review, CRM: Salesforce
Why this works: This layout uses clear headings, short bullets, and measurable results. It highlights licenses near the top so recruiters see qualifications fast.
Poorly formatted example
Bernie Renner — Licensed Agent
Profile
I have many years selling insurance products. I handled client relationships and did a lot of policy work. I also trained staff and helped the office.
Work History
- Agent — Goldner-Wehner
- Handled policy issuance, claims support, and client meetings. Dates listed as ‘several years’. Multiple small paragraphs describe daily tasks.
Other
References available on request. Skills: insurance, sales, customer service.
Why this fails: The layout uses long paragraphs and vague dates. ATS and hiring managers want numbers, clear dates, and short bullets.
4. Cover letter for an Insurance Agent
If you want the Insurance Agent role, a tailored cover letter helps you connect your skills to the job. It complements your resume and shows you care about this company and role.
Header: include your contact details, the employer's name if you know it, and the date. Keep this short and clear.
Opening paragraph: name the Insurance Agent job you want. Say why you like the company and mention one top qualification or where you found the listing.
Body paragraphs:
- Show how your experience matches key duties. Mention policies you sold, client retention, or compliance work.
- List technical skills, like quoting software, CRM use, or claims handling. Keep each sentence focused.
- Mention soft skills such as communication, problem solving, and relationship building.
Use numbers when you can. Say how many policies you placed, percentage growth in sales, or client retention rates.
Closing paragraph: restate your interest in this Insurance Agent role and in the company. Say you can help meet goals and request an interview or call. Thank the reader for their time.
Tone and tailoring matter. Keep your tone professional, confident, and warm. Write directly to the hiring manager when possible. Avoid generic text and reuse only tailored points from the job listing. Use the employer's keywords naturally.
Write like you talk to a helpful friend. Use short sentences. Cut extra words. Make each sentence earn its place.
Sample an Insurance Agent cover letter
Dear Hiring Team,
I am writing to apply for the Insurance Agent position at State Farm. I found this opening on LinkedIn and I want to bring my client service and sales record to your team.
For the past four years I sold personal and small business policies at a regional agency. I increased my book of business by 38% and kept a 92% client retention rate. I built lasting client relationships by explaining coverage clearly and matching products to real needs.
I use AgencyBloc and Salesforce for client tracking and quoting software for fast estimates. I handle claims intake, policy changes, and renewals every week. I also train new hires on customer calls and compliance steps.
One recent win: I led a cross-sell campaign that added 120 policies in six months. That work raised agency revenue by 22% and improved client satisfaction scores. I focus on accurate documentation and clear client communication on every case.
I am excited about State Farm because you emphasize local service and long-term client care. I believe my sales record and client-first approach will fit your team. I would welcome a meeting to discuss how I can help reach your growth goals.
Thank you for considering my application. I look forward to the chance to speak with you.
Sincerely,
Jordan Lee
5. Mistakes to avoid when writing an Insurance Agent resume
When you apply for an Insurance Agent role, small resume errors can cost you interviews. Recruiters look for clear licensing, measurable sales results, and client service examples. Pay attention to wording, layout, and proofing so your experience reads strong and honest.
Below are common mistakes agents make, with short examples and fixes you can apply right away.
Vague duty descriptions instead of measurable results
Mistake Example: "Handled insurance accounts and assisted clients."
Correction: Use numbers and outcomes. Show how you helped clients and grew business. For example: "Grew book of business by 28% in 12 months by cross-selling life and auto policies to 150 existing clients."
Hiding or omitting licenses and certifications
Mistake Example: "Licensed professional with years of experience."
Correction: Put licenses where recruiters see them. List license type, number, and state. For example: "Property & Casualty License (P&C), CA #123456. Series 6, FINRA (active)."
Poor formatting that breaks ATS parsing
Mistake Example: A resume using headers inside images and tables, so key terms like "policy renewals" don't parse.
Correction: Use plain text headings, bullet lists, and standard fonts. Put skills like "Applied Epic" and "IVANS" in a Skills section. That makes keywords readable by both ATS and hiring managers.
Long, generic objective statements
Mistake Example: "Seeking a challenging role at a reputable company to leverage my insurance experience and interpersonal skills."
Correction: Replace it with a short value statement tied to the job. For example: "Licensed P&C agent with five years of retention work. Reduced client churn by 15% through proactive review calls."
Typos, inconsistent numbers, and unclear terminology
Mistake Example: "Increased premium by 10 percent in 2019, 20% in 2020 and thirty percent in 2021."
Correction: Proofread for typos and keep number formats consistent. Write: "Increased premium revenue 10% (2019), 20% (2020), and 30% (2021)." Also avoid unclear words like "handled" without context.
6. FAQs about Insurance Agent resumes
These FAQs and tips help you shape a resume for an Insurance Agent role. They focus on the skills, format, and evidence employers want. Use the advice to highlight sales results, licensing, and client work clearly.
What core skills should I list for an Insurance Agent?
What core skills should I list for an Insurance Agent?
List skills that match daily work and sales goals.
- Sales and relationship building
- Policy knowledge and product placement
- State insurance licensing and compliance
- Client needs analysis and risk assessment
- CRM use and basic claims coordination
Which resume format works best for an Insurance Agent?
Which resume format works best for an Insurance Agent?
Use reverse-chron or a hybrid format.
Reverse-chron shows recent roles clearly. A hybrid highlights skills and top sales metrics first.
How long should my Insurance Agent resume be?
How long should my Insurance Agent resume be?
Keep it to one page if you have under 10 years of experience.
Use two pages only if you have many quantifiable results or leadership roles to show.
How do I showcase policies sold or a client portfolio?
How do I showcase policies sold or a client portfolio?
Quantify results with clear metrics.
- List annual premium sold or growth percentage
- Show retention rate and renewal percentage
- Mention major client wins or niche markets you served
How should I explain employment gaps or part-time work?
How should I explain employment gaps or part-time work?
Be honest and brief.
- State the reason in one line, like caregiving or licensing study
- Highlight relevant training or volunteer insurance work during gaps
- Emphasize recent client-facing activity or continuing education
Pro Tips
Quantify Your Sales Impact
Use numbers to show your value. Add annual premium sold, conversion rates, and retention percentages. Recruiters trust metrics more than vague claims.
Lead with Licenses and Certifications
Put state licenses and certifications near your top section. Include license numbers and renewal dates if space lets. This proves you can legally sell policies.
Show Client Work and Soft Skills
Mention case examples where you solved client risks or improved coverage. Name specific products you placed and a short outcome. That shows both product knowledge and client focus.
7. Key takeaways for an outstanding Insurance Agent resume
Here are the key takeaways to polish your Insurance Agent resume.
- Use a clean, professional, ATS-friendly format with clear headings and simple fonts.
- Tailor your skills and experience to Insurance Agent duties: policy sales, client advising, risk assessment, licensing, and claims support.
- Lead with strong action verbs like "closed," "advised," "retained," and "cross-sold." Quantify results when you can, for example sales numbers, retention rates, or portfolio size.
- Include job-relevant keywords naturally: life insurance, property and casualty, underwriting, client retention, quotes, renewals, compliance, and state license(s).
- Keep bullet points short, focus on outcomes, and remove unrelated details.
If you want, try a resume template or builder and update one targeted version for each Insurance Agent role you apply to.
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