12 Insurance Agent Resume Examples

Five Key Resume Tips For Writing An Insurance Agent Resume:

1.
Relevant Experience
Make sure that the jobs, experience, and accolades that you include are relevant to the position you’re applying for.
2.
The Right Skills
This is a great time to run wild with those keywords from the job description. For example, if they’re looking for someone with experience in Life Insurance, be sure to list it in your resume’s skills section.
3.
Quantifiable Achievements
Your workplace accomplishments tell the story of the unique value you bring to an organization. Stay away from dry descriptions of job duties. Use numbers to help contextualize your achievements..
4.
ATS-Friendly
An applicant tracking system (ATS) is a piece of software employers use to collect, scan, organize, and rank applications. The key to getting your resume past ATS and into the hands of hiring managers is smart keyword usage.
5.
Impeccable Formatting
Formatting a resume so that it looks professional and attractive is important. With Zippia’s resume builder, you can put together a modern-looking resume in less than 10 minutes. Just choose a resume template that suits your style, answer some questions about your background, and you’ll have a resume that’ll pass muster with both the ATS and the hiring manager.
resume document icon

Don't Have A Professional Resume?

0 selections

Choose From 10+ Customizable Insurance Agent Resume templates

Zippia allows you to choose from different easy-to-use Insurance Agent templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Insurance Agent resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

 
Ryan Sanchez
Insurance Agent
Contact Information
Chandler, AZ
(250) 555-6223
rsanchez@example.com
Skills
  • Auto Insurance
  • Retail Sales
  • Corporate Office
  • Store Management
  • Contract Renewals
  • Technical Assistance
  • Special Orders
  • RSS
  • High Performance Results
  • Windows
 
 
Employment History
Insurance Agent2018 - Present
American Income Life Insurance ...
Chandler, AZ
  • Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation
  • Reason for Leaving: Relocated to Atlanta, GA Developed new accounts and managed ongoing corporate accounts.
  • Provide knowledgeable information on Products and customer service
Agent Assistant2015 - 2018
American Income Life Insurance ...
Chandler, AZ
  • Maintained the company's A+ superior rating for customer service.
  • Conducted one on one field training to reinforce product knowledge and practically.
  • Self-employed agent working for American income Life.
  • Directed and mentored a diverse sales team throughout the Dallas/Fort Worth market in exceeding sales goals.
  • Delivered and explained to current and potential members the American Income Life no-cost benefits package.
  • Quoted and drafted personal auto and property policies Maintained client relationships Cold Calling
Retail Sales Manager2013 - 2015
Dillard's
Chandler, AZ
  • Exceeded all sales goals and new product launch targets for 2007, 2008, and 2009.
  • Achieved high sales percentage with consultative, value-focused customer service approach.
  • Process all shipment for both product knowledge and inventory control.
  • Process basic and advanced POS operations such as credit/debit, cash sales, and refunds and/or exchanges.
Education
Bachelor's Degree of Business2010 - 2013
American InterContinental University
Chandler, AZ
 
 
Gary Long
Insurance Agent
Contact Info
Olathe, KS
(280) 555-5719
glong@example.com
Skills
Financial Aid
Company Policies
Financial Status
Internet
Financial Situation
Physical Condition
Communication
Personal Lines
Customer Service
Potential Customers
Employment History
Insurance Agent2019 - Present
Farmers InsuranceOlathe, KS
  • Assist potential clients looking for auto insurance, in an inbound call center environment.
  • Assist customer with insurance needs, over the phone customer service.
  • Focus: Customer Service and writing new business, home, life, auto, and commercial.
Licensed Sales Agent2017 - 2019
TeleperformanceSalt Lake City, UT
  • Followed guidelines, regulations and company policies.
  • United Healthcare Medicare Advantage campaign, enrolled Medicare recipients into desired medical and/or prescription drug coverage plans.
  • Provided excellent customer service Assist customers with troubleshooting issues (internet / cable)
  • Open communication with customers and interdepartmental representatives.
Finance Representative2016 - 2017
Northwestern MutualLos Angeles, CA
  • Organized phone calls and meetings with clients to discuss financial goals.
  • Communicated with several clients a day about specific needs and financial goals.
  • Analyzed clients' financial situations and gave product recommendations to address insurance and retirement needs
  • Monitor loan applications and follow procedures to discard pending loans over thirty days old.
Education
Bachelor's Degree of Accounting2013 - 2016
Western Washington UniversityBellingham, WA
 
 
Kimberly Hayes
Insurance Agent
San Antonio, TX
(390) 555-3646
khayes@example.com
Experience
Insurance Agent2011 - Present
RELIABLE LIFE INSURANCESan Antonio, TX
  • Provided customer service, product information, and resolved policy issues.
  • Developed and maintained the new accounts ensuring that the sale goals are fulfilled.
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Worked with clients to customize auto insurance plans to meet their needs.
Outside Property Agent2010 - 2011
AloricaSan Antonio, TX
  • Maintain records of daily data communication transactions, problems and remedial actions taken, or installation activities.
  • Provided technical support for customers that had TV/PC software and hardware issues
Travel Consultant (Part-Time)2004 - 2005
Carlson Wagonlit TravelWashington, DC
  • Assisted administrators to VIPS with any and all aspects of travel.
  • Group reservations for vacation packages as well as airline reservations.
  • Expedited emergency travel arrangements for corporations Arranged internet travel for corporations Completed travel arrangements for Anderson Consulting and Accenture.
  • Accomplished all levels of business travel requests with confidentiality and professionalism while multitasking.
Skills
Card MembersHealth CareSales AgentsAAAProperty OwnersIncomeCustomer ServiceTravel ArrangementsCommunicationTravel Dates
Education
Bachelor's Degree In Business2002 - 2005
Strayer UniversityWashington, DC
 
 
Jack Sanders
Insurance Agent
Employment History
Insurance Agent2019 - Present
American Income Life Insurance ...Northbrook, IL
  • Enroll families in life Insurance and benefits that best fits their family's needs.
  • Provided high level of customer service for clients.
Farm Agent2018 - 2019
AllstateNorthbrook, IL
  • Utilized Internet map websites to locate members and dispatch emergency roadside service.
  • Quote new business via ABS and prospect to potential customers.
  • Certified Life Insurance producer in the state of Washington through New York Life.
Bank Specialist2015 - 2018
Wells FargoWest Des Moines, IA
  • Helped with new accounts, maintenance, analyze accounts, photocopies and money transfers.
  • Identify cross-sell opportunities and opportunities to refer customers to Private banker or advisors group.
Education
Bachelor's Degree In Business2012 - 2015
University of Maryland - College ParkCollege Park, MD
 
 
Contact Information
Northbrook, IL
(680) 555-5797
jsanders@example.com
Skills
Phone Solicitation
Review Process
Business Clients
State Farm Products
Income
Customer Relations
Bank Products
Group Health
AAA
State Farm Insurance
 
 
Lawrence Williams
Insurance Agent
Hudson, OH
(950) 555-2610
lwilliams@example.com
Skills
IncomeInsurance CompaniesGPSLife InsuranceIndividual CustomersAAAProspective GuestsPaperworkGroup HealthFinancial Resources
 
 
Employment History
Insurance Agent2019 - Present
Farmers InsuranceHudson, OH
  • Market and sell property and casualty insurance.
  • Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans.
Business Agent2018 - 2019
Revenue GroupHudson, OH
  • Received inbound calls from UHC consumers to sell Medicare advantage plans as well as Medicare prescription drug plans.
  • Briefed HR metrics in Monthly Program Reviews with Senior Leadership.
  • Provided Life Insurance Polices f Maintained high standards for customer services Recruited potential agents and clients
  • Administered labor union business affairs and contract negotiations.
Insurance Sales Agent2011 - 2018
AllstateHudson, OH
  • Processed all insurance needs from quotes,to sales,to follow up and customer service for all customer insurance needs.
Education
Bachelor's Degree of Business2003 - 2006
University of Maryland - College ParkCollege Park, MD
 
 
Ryan Sanchez
Insurance Agent
Contact Information
Chandler, AZ
(250) 555-6223
rsanchez@example.com
Skills
  • Auto Insurance
  • Retail Sales
  • Corporate Office
  • Store Management
  • Contract Renewals
  • Technical Assistance
  • Special Orders
  • RSS
  • High Performance Results
  • Windows
 
 
Employment History
Insurance Agent2018 - Present
American Income Life Insurance ...
Chandler, AZ
  • Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation
  • Reason for Leaving: Relocated to Atlanta, GA Developed new accounts and managed ongoing corporate accounts.
  • Provide knowledgeable information on Products and customer service
Agent Assistant2015 - 2018
American Income Life Insurance ...
Chandler, AZ
  • Maintained the company's A+ superior rating for customer service.
  • Conducted one on one field training to reinforce product knowledge and practically.
  • Self-employed agent working for American income Life.
  • Directed and mentored a diverse sales team throughout the Dallas/Fort Worth market in exceeding sales goals.
  • Delivered and explained to current and potential members the American Income Life no-cost benefits package.
  • Quoted and drafted personal auto and property policies Maintained client relationships Cold Calling
Retail Sales Manager2013 - 2015
Dillard's
Chandler, AZ
  • Exceeded all sales goals and new product launch targets for 2007, 2008, and 2009.
  • Achieved high sales percentage with consultative, value-focused customer service approach.
  • Process all shipment for both product knowledge and inventory control.
  • Process basic and advanced POS operations such as credit/debit, cash sales, and refunds and/or exchanges.
Education
Bachelor's Degree of Business2010 - 2013
American InterContinental University
Chandler, AZ
 
 
Gary Long
Insurance Agent
Contact Info
Olathe, KS
(280) 555-5719
glong@example.com
Skills
Financial Aid
Company Policies
Financial Status
Internet
Financial Situation
Physical Condition
Communication
Personal Lines
Customer Service
Potential Customers
Employment History
Insurance Agent2019 - Present
Farmers InsuranceOlathe, KS
  • Assist potential clients looking for auto insurance, in an inbound call center environment.
  • Assist customer with insurance needs, over the phone customer service.
  • Focus: Customer Service and writing new business, home, life, auto, and commercial.
Licensed Sales Agent2017 - 2019
TeleperformanceSalt Lake City, UT
  • Followed guidelines, regulations and company policies.
  • United Healthcare Medicare Advantage campaign, enrolled Medicare recipients into desired medical and/or prescription drug coverage plans.
  • Provided excellent customer service Assist customers with troubleshooting issues (internet / cable)
  • Open communication with customers and interdepartmental representatives.
Finance Representative2016 - 2017
Northwestern MutualLos Angeles, CA
  • Organized phone calls and meetings with clients to discuss financial goals.
  • Communicated with several clients a day about specific needs and financial goals.
  • Analyzed clients' financial situations and gave product recommendations to address insurance and retirement needs
  • Monitor loan applications and follow procedures to discard pending loans over thirty days old.
Education
Bachelor's Degree of Accounting2013 - 2016
Western Washington UniversityBellingham, WA
 

What Should Be Included In An Insurance Agent Resume

1

1. Add Contact Information To Your Insurance Agent Resume

Your name should be the biggest text on the page and be at or near the top of the document.

Your address doesn't need to include your street name or house number - listing your city and state works just fine.

Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching).

Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

Insurance Agent Resume Contact Information Example #1
DHRUV JOHNSON
d.johnson@email.com | 333-111-2222 | www.linkedin.com/in/dhruv-johnson

Insurance Agent Jobs You Might Like

Our resume builder tool will walk you through the process of creating a stand-out Insurance Agent resume.

resume icon
2

2. Add Your Relevant Education To The Resume

Your resume's education section should include:

  • The name of your school
  • The date you graduated (Month, Year or Year are both appropriate)
  • The name of your degree
If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

  • Academic awards (Dean's List, Latin honors, etc. )
  • GPA (if you're a recent graduate and your GPA was 3.5+)
  • Extra certifications
  • Academic projects (thesis, dissertation, etc.)

Other tips to consider when writing your education section include:

  • If you're a recent graduate, you might opt to place your education section above your experience section
  • The more work experience you get, the shorter your education section should be
  • List your education in reverse chronological order, with your most recent and high-ranking degrees first
  • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Majors
Show More
Insurance Agent Resume Relevant Education Example #1
Bachelor's Degree In Business 2014 - 2016
American InterContinental University Chandler, AZ
Insurance Agent Resume Relevant Education Example #2
Bachelor's Degree In Accounting 2014 - 2016
Western Washington University Bellingham, WA
3

3. Next, Create An Insurance Agent Skills Section On Your Resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

  • Include 6-12 skills, in bullet point form
  • List mostly hard skills; soft skills are hard to test
  • Emphasize the skills that are most important for the job
Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Top Skills for an Insurance Agent
Source: Zippia.com
Not sure which skills are really important?
3 Big Tips For Listing Skills On Your Resume
resume document image

Build A Professional Resume In Minutes

Our AI resume builder helps you write a compelling and relevant resume for the jobs you want.

Create The Perfect Resume

Our resume builder tool will walk you through the process of creating a stand-out Insurance Agent resume.

resume icon
4

4. List Your Insurance Agent Experience

The most important part of any resume is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of engineers" and "Managed a team of 6 engineers over a 9-month project."

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.


Work History Example # 1
Claims Assistant
State Farm
  • Handled auto injury claims and claims in litigation providing effective communication with attorneys and customers.
  • Maintained effective communications through continuous follow-up until satisfactory resolution of claim.
  • Utilized Xactimate and ECS to efficiently resolve claims.
  • Displayed versatility by working catastrophe claims and homeowner's claims.
  • Reviewed and investigated claims as part of an SIU team.

Work History Example # 2
Commercial Agent
American Income Life Insurance ...
  • Acquired new relationships with qualified clients through direct referral program, increasing policyholder portfolio by 30%.
  • Provided life insurance benefits to labor union members.
  • Joined company after earning my Life and Health Insurance License.
  • Gained valuable knowledge about sales, marketing, business development and communications
  • Developed a successful, company recognized team of personal producers through ongoing guidance, support and extensive field training.

Work History Example # 3
Insurance Agent (Part-Time)
Fred Loya Insurance
  • Incorporated a variety of sales techniques into phone communications with the ability to multi-task and handle competing priorities.
  • Called prospective clients to set up appointments for life insurance, medicare supplements, long or short term care and annuities.
  • Tasked with leading communications with Fortune 500 client's executives and technical personnel.
  • Assisted clients with financial planning through Income Protection, Debt Consolidation, and Investing.
  • Customized insurance programs to suit individual customers, often covering a variety of risks.

Work History Example # 4
Insurance Agent
Aflac
  • Recruited and trained potential agents for AFLAC Insurance Company.
  • Launched entrepreneurial venture leveraging extensive background in HR, benefits administration, and employee relations.
  • Provided customer service to AFLAC clientele Prepared presentations for customers Guided customers in updating their insurance Followed up with inactive clients
  • Designed a process to track 100-200 cold call communications per week resulting in 100% pipeline follow-up.
  • Initiated communications with potential clients and acquired new accounts.

Show More

Build a professional resume in minutes.

Our AI resume builder helps you write a compelling and relevant resume for the jobs you want. See 10+ resume templates and create your resume here.

5

5. Highlight Your Insurance Agent Certifications On Resume

Certifications can be a powerful tool to show employers that you know your stuff. If you have any of these certifications, make sure to put them on your insurance agent resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Nurse Assistant (CNA)
  3. Medical Assistant
  4. Certified Insurance Examiner (CIE)
  5. Certified Pharmacy Technician (CPhT)
  6. Certified Sales Professional (CSP)
  7. Chartered Property Casualty Underwriter (CPCU)
  8. International Accredited Business Accountant (IABA)
  9. Health Insurance Associate (HIA)
  10. Dental Assistant (RDA)

6

6. Finally, Add A Summary Or Objective Statement

A resume summary statement is a 1-3 sentence spiel at the top of your resume that quickly summarizes who you are and what you have to offer. In this section, include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to address skills and experiences that are emphasized in the job description.

Ready To Start Your Insurance Agent Resume?

Choose Your Current Work Experience To Start Creating Your Resume

Entry Level icon

Entry Level

Junior Level icon

Junior Level

Mid Level icon

Mid Level

Senior Level icon

Senior Level

Management icon

Management

Executive icon

Executive

Related Insurance Agent Resume Templates

How useful was this page?

Click on a star to rate it!
Updated October 6, 2021