5 Insurance Producer Resume Examples

Five Key Resume Tips For Writing An Insurance Producer 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.
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Choose From 10+ Customizable Insurance Producer Resume templates

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

 
Samuel Gomez
Insurance Producer
Employment History
Insurance Producer2020 - Present
Farmers InsuranceCaledonia, MI
  • Make cold calls, find new customers and work door to door.
  • Focus on presenting quality customer service while educating clients about insurance options that benefit the needs of the client.
  • Developed business plan for my own agency Prospecting for new accounts using various techniques.
Field Agent2019 - 2020
SiemensCincinnati, OH
  • Single Point of Contact in staffing forecasts for new customers.
  • Posted payments and file claims to insurance companies.
Licensed Insurance Producer2015 - 2019
HumanaCincinnati, OH
  • Maintain proactive communication with other departments to ensure efficient, accurate and timely responses to internal/external customer needs.
  • Completed and supported enrollment specifications and demographic for members using CMS (Medicare) documents to ensure state compliance.
  • Enroll customer in drug or medicare advantage plans.
  • Develop multiple marketing systems to obtain new customers Provide outstanding customer service for client retention/referrals Service individual client policies
  • Provided coaching, training, team development and support to sales agents while meeting and exceeding personal sales goals
Education
Bachelor's Degree In Business2005 - 2008
Central State UniversityWilberforce, OH
 
 
Contact Information
Caledonia, MI
(890) 555-4924
sgomez@example.com
Skills
Communication
Insurance Options
Review Process
Different Companies
Health Care
Powerpoint
Appropriate Forms
Buyers
Law Enforcement
Life Insurance
 
 
Pamela Moore
Insurance Producer
Tempe, AZ
(910) 555-9731
pmoore@example.com
Skills
Store ManagementInsurance OptionsCasualty InsurancePersonal LinesSales FloorBalance SheetHealth CareCredit UnionsProduct KnowledgePolicy Holders
 
 
Employment History
Insurance Producer2020 - Present
State FarmTempe, AZ
  • Generated insurance sales, as well as, provided customer service to existing clients.
  • Focused and dedicated insurance professional motivated to drive sales and provide superior customer service.
  • Supervised team members, trained existing and new team members on product knowledge and systems used within the company.
  • Assist clients in making any policy changes, process payments and answer any questions or concerns regarding policies.
Insurance Agent2012 - 2020
AflacColorado Springs, CO
  • Market supplemental accident, hospital, short-term disability, term life, and whole life insurance products.
  • Offer supplemental insurance to businesses and individuals in a face to face setting.
  • Seek out new customers by networking.
  • Provided sales and customer service expertise for auto, home and life insurance for Georgia customers.
Seller2002 - 2012
Larry H Miller Group of CompaniesColorado Springs, CO
  • Provided excellent customer service as a Jewelry Associate and Lawn and Garden Associate * Assisted on the Inventory Control Team
  • Specialized in selling the Barnes and Noble Nook/e-reading technology Trained in selling books and customer service
  • Achieve proper customer service for 2 and a half years.
  • Processed customer orders using cash register and computer POS system.
Education
Bachelor's Degree of Business1999 - 2002
Colorado Technical UniversityColorado Springs, CO
 
 
Joseph Lewis
Insurance Producer
Contact Information
Roanoke, VA
(220) 555-5517
jlewis@example.com
Skills
  • Portfolio
  • High NET
  • Risk Management
  • Comprehensive Financial Plans
  • Financial Goals
  • Financial Policies
  • Income
  • Finra
  • Insurance Companies
  • Sales Agents
 
 
Employment History
Insurance Producer2019 - Present
Allstate
Roanoke, VA
  • Handled all customer service inquiries.
  • Provide customer service to current customers by answering questions, applying endorsements, and assisting with claims.
  • Provide excellent customer service and great attention to detail when dealing with clients.
  • Communicated with mortgage and lending bankers and processors to deliver superior customer service.
  • Prepare daily work summary of all activity regarding sales, claims, and customer service.
Insurance Sales Agent2018 - 2019
USAA
San Antonio, TX
  • Aligned and promoted marketing initiative by facilitating inter-office presentations throughout the Tampa Florida region in which outlined Effective Communication Strategies.
  • have my 20-44 personal lines agent license.
  • Assisted USAA members in obtaining and servicing auto insurance contracts in a phone intensive environment.
Finance Planner2017 - 2018
JPMorgan Chase
Monroe, LA
  • Delegated leads to the Financial Advisors for the 401K distribution program.
  • Developed and presented financial strategies to clients that met financial goals or objectives.
  • Initiate and strengthen relationships with clients through comprehensive needs based selling of Investment products within various branch environments.
  • Worked directly with high-net worth clients to create and implement retirement planning and wealth transfer strategies.
Education
Bachelor's Degree of Business2009 - 2012
San Jose State University
San Jose, CA
 
 
Anthony Nelson
Insurance Producer
Contact Info
San Antonio, TX
(320) 555-2945
anelson@example.com
Skills
Sales Goals
Rental Properties
Product Knowledge
Personal Lines
Internet
Communication
Casualty Insurance
Administrative Tasks
Account Management
Financial Resources
Employment History
Insurance Producer2018 - Present
AllstateSan Antonio, TX
  • Assisted in agent s office from call center still within Allstate Insurance Company.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Evaluated prospective customers insurance needs to determine eligibility and recommend proper coverage options.
  • Provide timely quotes for Allstate Insurance Agency that underwrites property and casualty insurance programs to licensed agents in Rhode Island.
Outside Property Agent2016 - 2018
AllstateBentonville, AR
  • Worked with coworkers to determine the best customer service and sales techniques.
  • Handle any question or concerns policy holders may have with regard to their insurance while providing world-class customer service.
  • Provided attentive and excellent customer service to concerned customers, while growing referral networks.
  • Work Allstate booth at local events to represent our agency in our community.
  • Work with staff to ensure customer service is above satisfaction and above company standard and meeting sales goals.
Seller2015 - 2016
WalmartBentonville, AR
  • Restocked shelves in the tool room and in the automotive department of the sales floor.
  • Provide exceptional customer service, stock sales floor with merchandise, and provide upkeep to sales floor areas.
  • Inventory control and customer service with electronics, sports, and automotive products.
  • Provide superior customer service on the sales floor.
Education
Bachelor's Degree of Business2012 - 2015
Ashford UniversitySan Diego, CA
 
 
Shirley Lee
Insurance Producer
Charlotte, NC
(250) 555-9068
slee@example.com
Experience
Insurance Producer2019 - Present
AnthemCharlotte, NC
  • Responded to correspondence from insurance companies.
  • Followed up on unpaid/unresolved account balances on a daily basis and noted all responses in patient accounts.
  • Followed up with insurance companies regarding unmatched cash receipts.
  • Verified benefits with various insurance companies Documented information for the purpose of determining eligibility.
  • Posted all payments and documented all correspondence with insurance companies.
Insurance Counselor2018 - 2019
AllstateCharlotte, NC
  • Provided excellent customer service and built excellent relationship with the customers.
  • Represented insurance companies in defending uninsured and underinsured motorist s claims.
  • Focused on building relationships and providing stellar customer service with agency clients.
  • Ensured excellent customer service to prospective clients and insured.
  • Developed strong relationship with established accounts while acquiring new accounts.
Leasing Agent2016 - 2018
HHHuntLynchburg, VA
  • Educated clients on the current real estate market and answered any questions they had.
  • Answer phones, process notices, prepare lease packets, and perform lease orientations.
  • Develop market strategies to increase occupancy rates in all regions based on specific demographics with a diverse marketing mix.
  • Oversee market survey reports for the community.
  • Developed and maintained an on-going resident retention program under the direction of property management.
Skills
Special ProjectsLife InsuranceAvailability ReportHealth CareCustomer ServiceProspective CustomersNew CustomersInternetSales GoalsNew Leases
Education
Bachelor's Degree In Business2013 - 2016
Liberty UniversityLynchburg, VA
 
 
Samuel Gomez
Insurance Producer
Employment History
Insurance Producer2020 - Present
Farmers InsuranceCaledonia, MI
  • Make cold calls, find new customers and work door to door.
  • Focus on presenting quality customer service while educating clients about insurance options that benefit the needs of the client.
  • Developed business plan for my own agency Prospecting for new accounts using various techniques.
Field Agent2019 - 2020
SiemensCincinnati, OH
  • Single Point of Contact in staffing forecasts for new customers.
  • Posted payments and file claims to insurance companies.
Licensed Insurance Producer2015 - 2019
HumanaCincinnati, OH
  • Maintain proactive communication with other departments to ensure efficient, accurate and timely responses to internal/external customer needs.
  • Completed and supported enrollment specifications and demographic for members using CMS (Medicare) documents to ensure state compliance.
  • Enroll customer in drug or medicare advantage plans.
  • Develop multiple marketing systems to obtain new customers Provide outstanding customer service for client retention/referrals Service individual client policies
  • Provided coaching, training, team development and support to sales agents while meeting and exceeding personal sales goals
Education
Bachelor's Degree In Business2005 - 2008
Central State UniversityWilberforce, OH
 
 
Contact Information
Caledonia, MI
(890) 555-4924
sgomez@example.com
Skills
Communication
Insurance Options
Review Process
Different Companies
Health Care
Powerpoint
Appropriate Forms
Buyers
Law Enforcement
Life Insurance
 
 
Pamela Moore
Insurance Producer
Tempe, AZ
(910) 555-9731
pmoore@example.com
Skills
Store ManagementInsurance OptionsCasualty InsurancePersonal LinesSales FloorBalance SheetHealth CareCredit UnionsProduct KnowledgePolicy Holders
 
 
Employment History
Insurance Producer2020 - Present
State FarmTempe, AZ
  • Generated insurance sales, as well as, provided customer service to existing clients.
  • Focused and dedicated insurance professional motivated to drive sales and provide superior customer service.
  • Supervised team members, trained existing and new team members on product knowledge and systems used within the company.
  • Assist clients in making any policy changes, process payments and answer any questions or concerns regarding policies.
Insurance Agent2012 - 2020
AflacColorado Springs, CO
  • Market supplemental accident, hospital, short-term disability, term life, and whole life insurance products.
  • Offer supplemental insurance to businesses and individuals in a face to face setting.
  • Seek out new customers by networking.
  • Provided sales and customer service expertise for auto, home and life insurance for Georgia customers.
Seller2002 - 2012
Larry H Miller Group of CompaniesColorado Springs, CO
  • Provided excellent customer service as a Jewelry Associate and Lawn and Garden Associate * Assisted on the Inventory Control Team
  • Specialized in selling the Barnes and Noble Nook/e-reading technology Trained in selling books and customer service
  • Achieve proper customer service for 2 and a half years.
  • Processed customer orders using cash register and computer POS system.
Education
Bachelor's Degree of Business1999 - 2002
Colorado Technical UniversityColorado Springs, CO
 
 
Joseph Lewis
Insurance Producer
Contact Information
Roanoke, VA
(220) 555-5517
jlewis@example.com
Skills
  • Portfolio
  • High NET
  • Risk Management
  • Comprehensive Financial Plans
  • Financial Goals
  • Financial Policies
  • Income
  • Finra
  • Insurance Companies
  • Sales Agents
 
 
Employment History
Insurance Producer2019 - Present
Allstate
Roanoke, VA
  • Handled all customer service inquiries.
  • Provide customer service to current customers by answering questions, applying endorsements, and assisting with claims.
  • Provide excellent customer service and great attention to detail when dealing with clients.
  • Communicated with mortgage and lending bankers and processors to deliver superior customer service.
  • Prepare daily work summary of all activity regarding sales, claims, and customer service.
Insurance Sales Agent2018 - 2019
USAA
San Antonio, TX
  • Aligned and promoted marketing initiative by facilitating inter-office presentations throughout the Tampa Florida region in which outlined Effective Communication Strategies.
  • have my 20-44 personal lines agent license.
  • Assisted USAA members in obtaining and servicing auto insurance contracts in a phone intensive environment.
Finance Planner2017 - 2018
JPMorgan Chase
Monroe, LA
  • Delegated leads to the Financial Advisors for the 401K distribution program.
  • Developed and presented financial strategies to clients that met financial goals or objectives.
  • Initiate and strengthen relationships with clients through comprehensive needs based selling of Investment products within various branch environments.
  • Worked directly with high-net worth clients to create and implement retirement planning and wealth transfer strategies.
Education
Bachelor's Degree of Business2009 - 2012
San Jose State University
San Jose, CA
 
 
Anthony Nelson
Insurance Producer
Contact Info
San Antonio, TX
(320) 555-2945
anelson@example.com
Skills
Sales Goals
Rental Properties
Product Knowledge
Personal Lines
Internet
Communication
Casualty Insurance
Administrative Tasks
Account Management
Financial Resources
Employment History
Insurance Producer2018 - Present
AllstateSan Antonio, TX
  • Assisted in agent s office from call center still within Allstate Insurance Company.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Evaluated prospective customers insurance needs to determine eligibility and recommend proper coverage options.
  • Provide timely quotes for Allstate Insurance Agency that underwrites property and casualty insurance programs to licensed agents in Rhode Island.
Outside Property Agent2016 - 2018
AllstateBentonville, AR
  • Worked with coworkers to determine the best customer service and sales techniques.
  • Handle any question or concerns policy holders may have with regard to their insurance while providing world-class customer service.
  • Provided attentive and excellent customer service to concerned customers, while growing referral networks.
  • Work Allstate booth at local events to represent our agency in our community.
  • Work with staff to ensure customer service is above satisfaction and above company standard and meeting sales goals.
Seller2015 - 2016
WalmartBentonville, AR
  • Restocked shelves in the tool room and in the automotive department of the sales floor.
  • Provide exceptional customer service, stock sales floor with merchandise, and provide upkeep to sales floor areas.
  • Inventory control and customer service with electronics, sports, and automotive products.
  • Provide superior customer service on the sales floor.
Education
Bachelor's Degree of Business2012 - 2015
Ashford UniversitySan Diego, CA
 

What Should Be Included In An Insurance Producer Resume

1

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

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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

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Insurance Producer Resume Relevant Education Example #1
Bachelor's Degree In Business 2014 - 2016
San Jose State University San Jose, CA
Insurance Producer Resume Relevant Education Example #2
Bachelor's Degree In Business 2014 - 2016
Ashford University San Diego, CA
3

3. Next, Create An Insurance Producer 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 Producer
Source: Zippia.com
Not sure which skills are really important?
3 Big Tips For Listing Skills On Your Resume
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4

4. List Your Insurance Producer 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
Insurance Sales Representative
Aflac
  • Attended training classes for AFLAC and certifications include: 1.
  • Consulted with senior citizens about Medicare/Medicaid benefits.
  • Contacted businesses to attempt to establish an AFLAC account as part of their benefits package.
  • Presented with AFLAC Triple Crown Sales Award, 2006.
  • Served as an expert with in-depth knowledge of the different product portfolios of AFLAC.

Work History Example # 2
Agent Assistant
State Farm
  • Created and presented marketing programs to attract new clients and cross sell current clients on new product offerings.
  • received payments, made errands - dealt with data entry -PowerPoint -basic micro-excel, on-line and etc.
  • Helped our office maintain 100% contact on internet leads consecutively within the parameters of our Zone's 24-hour plan.
  • Worked with Construction, Real Estate, Risk Management, Law, and Telecommunications as required.
  • Maintained consistent communication with local clients and prospects to build relationships and encouraged business growth.

Work History Example # 3
Insurance Underwriter, Sales
Connextions
  • Maintained high standards of compliance regarding Medicare guidelines with recognition.
  • Enrolled eligible individuals in UHC & AARP Medicare products accurately and thoroughly completed enrollment documentations for submission.
  • Experienced in IEX system, Medicare, Windows, and other software.
  • Educated customers on different Medicare plans or coverage.
  • Worked to keep confidential, private HIPAA medical information private.

Work History Example # 4
Insurance Producer
Farmers Insurance
  • Managed development of marketing and communications opportunities to maximize revenue generation.
  • Delivered superior communication, accurate compliance information and alternative solutions, solving prospect or policyholder problems in multiple state locations.
  • Provided guidance and counseling to individuals that established automobile and homeowner insurance policies.

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5

5. Highlight Your Insurance Producer 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 producer resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Insurance Examiner (CIE)
  3. Certified Insurance Service Representatives (CISR)
  4. Health Insurance Associate (HIA)
  5. Certified Pharmacy Technician (CPhT)
  6. Chartered Property Casualty Underwriter (CPCU)
  7. Certified Management Accountant (CMA)

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.

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Updated October 6, 2021