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Insurance representative resume examples from 2026

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Land interviews using Zippia's AI-powered resume builder.

Updated March 26, 2025
6 min read
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How to write an insurance representative resume

Craft a resume summary statement

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.

Step 2: Next put your years of experience in insurance representative-related roles.

Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.

Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.

These four steps should give you a strong elevator pitch and land you some insurance representative interviews.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
  2. Consider all the software and tools you use on a daily basis. When in doubt, list them!
  3. Make sure you use accurate and up to date terms for all the skills listed.
These five steps should give you a strong elevator pitch and land you some insurance representative interviews.

Here are example skills to include in your “Area of Expertise” on an insurance representative resume:

  • Customer Service
  • Patients
  • Health Insurance
  • Medicaid
  • Insurance Coverage
  • Data Entry
  • Patient Accounts
  • Insurance Claims
  • Auto Insurance
  • Medical Insurance
  • Computer System
  • Appeals
  • Insurance Carriers
  • CPT
  • Insurance Benefits
  • Insurance Products
  • Insurance Verification
  • Inbound Calls
  • Medical Billing
  • Outbound Calls
  • REP
  • Medical Claims
  • HIPAA
  • Life Insurance Policies
  • Insurance Eligibility
  • ICD-9
  • Annuities
  • Insurance Sales
  • Policy Changes
  • Casualty Insurance

Zippia’s AI can customize your resume for you.

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How to structure your work experience

A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.

  1. Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
  2. Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.

How to write insurance representative experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

  • Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
  • What were your responsibilities or goals?
  • How did you accomplish them?
  • Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are examples from great insurance representative resumes:

Work history example #1

Insurance Clerk

AmerisourceBergen

  • Utilized ICD-10 and CPT for coding, verified patient insurance and follow-up on pending claims.
  • Worked with Blue Cross/Blue Shield and United Healthcare, collecting payments and calling on denials for insurance groups.
  • Scheduled all appointments for radiology department.
  • Counseled self-pay patients on Medicaid guidelines and created payment arrangement schedules when necessary.
  • Coded with ICD-9 and CPT-4 of inpatient and outpatient records

Work history example #2

Insurance Representative

Mutual of Omaha

  • Demonstrated healthcare benefits to seniors to reduce their costs and increase services with Medicare.
  • Catered personal insurance policies to accommodate individual and family needs.
  • Invited to serve, speak and educate for Allstate's Forum panel in Property and Casualty.
  • Assisted in agent s office from call center still within Allstate Insurance Company.
  • Advanced sales by the dissemination of information regarding Allstate products and services

Work history example #3

Collections, Customer Service (Part-Time)

Wells Fargo

  • Maintained communication between loan representatives and customers on customer's refinanced loans.
  • Closed sales on products, services, and solutions Offered end to end solutions on individual customer basis Developed expert telecommunications knowledge
  • Resolved customer invoicing issues through proactive communication with customers and negotiation of payments.
  • Performed safe deposit box transactions and assisted with customer inquiries for detailed account transactions.
  • Maintained working knowledge of bankruptcy laws and the Fair Debt Collection Practices Act (FDCPA).

Work history example #4

Registrar

Methodist Hospital

  • Followed all HIPPA and EMTALA regulations.
  • SalemRegistered patients for the ER, Cast Room & Outpatient Services.
  • Verified, obtained, and updated demographic and insurance information from patients using Meditech.
  • Reviewed CPT coding, researched insurance payments and if necessary posted to correct accounts.
  • Abstracted and reported quality data from trauma charts, assigned Injury Severity Scores, and reported results to committees.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Bachelor's Degree in education

Ohio State University, Columbus, OH

1989 - 1992

Highlight your insurance representative certifications on your resume

If you have any additional certifications, add them to the certification section.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

Here are some of the best certifications to have on insurance representative resumes:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Medical Office Manager (CMOM)
  3. Certified Personal Chef (CPC)
  4. Certified Management Accountant (CMA)
  5. Certified Insurance Examiner (CIE)
  6. Certified Customer Service Representative (CCSR)
  7. Certified Clinical Medical Assistant (NHA)
  8. Certified Insurance Service Representatives (CISR)
  9. Certified Medical Insurance Specialist (CMIS)