Insurance sales agent resume examples from 2025
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How to write an insurance sales agent resume
Craft a resume summary statement
A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:
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 sales agent-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.
Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the insurance sales agent position.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on an insurance sales agent resume:
- Customer Service
- Casualty Insurance
- Work Ethic
- Insurance Coverage
- AAA
- Develop Leads
- Customer Satisfaction
- Insurance Sales
- Annuities
- Insurance License
- Cross-Selling
- Auto Insurance
- Outbound Calls
- Lead Generation
- Life Insurance Products
- Lead Management
- Financial Resources
- Schedule Appointments
- Product Knowledge
- Health Insurance Products
- Cash Drawers
- Sales Techniques
- Financial Products
- Dental Insurance
- Life Insurance Policies
- Term Care
- Inbound Calls
- Medicare Advantage
- Policy Changes
- Cold Calls
Zippia’s AI can customize your resume for you.
How to structure your work experience
Your employment history is arguably one of the most important parts of your resume. It shows you have experience and foundation in your field to successfully master the insurance sales agent position. Here is how to most effectively structure your work experience:
- List your most recent experience first, followed by earlier roles in reverse chronological order. Employers care about your most recent experience the most.
- Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs.
How to write insurance sales agent experience bullet points
Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.
Use the XYZ formula for your work experience bullet points. Here's how it works:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
This creates bullet points that read Achieved X, measured by Y, by doing Z.
Here are great bullet points from insurance sales agent resumes:
Work history example #1
Commercial Agent
Fred Loya Insurance
- Created and implemented a systematic approach, ensuring accurate communication and top efficiency.
- Expanded personal and center client base through follow up communication and referral requests.
- Fostered open communication discussion with clients * Provide solutions to realized and unrealized retirement needs.
- Maintained continuous communication with General Agent and underwriters.
- Used multiple forms of communication to market business, extremely proficient in all Microsoft office applications.
Work history example #2
Insurance Sales Agent
RELIABLE LIFE INSURANCE
- Specialized in helping seniors and their families understand Medicare and Medicare supplements.
- Invited to serve, speak and educate for Allstate's Forum panel in Property and Casualty.
- Provided guidance and counseling to individuals that established automobile and homeowner insurance policies.
- Developed and streamlined strong communication with clients, underwriters and departments.
- Delivered and explained to current and potential members the American Income Life no-cost benefits package.
Work history example #3
Insurance Sales Agent
Liberty Mutual
- Maintained a healthy communication with company s affiliations several times on a monthly basis to continue a mutually beneficial business relationship.
- Delivered superior communication, accurate compliance information and alternative solutions, solving prospect or policyholder problems in multiple state locations.
- Presented AFLAC products in group and one-on-one settings for employers and employees.
- Performed insurance sales primarily for the senior market and educated Medicare recipients about the benefits they receive.
- Aligned and promoted marketing initiative by facilitating inter-office presentations throughout the Tampa Florida region in which outlined Effective Communication Strategies.
Work history example #4
Travel Agent (Part-Time)
Venable
- Provided customer with technical support when issue arises Utilized three GDS system simultaneously: Sabre, Apollo and WorldSpan
- Processed ticket transactions via the Apollo computer reservation system.
- Informed co-workers of passports and visas requirements.
- Booked and handled fashion accounts for both VIP corporate and leisure clients.
- Answered incoming phone calls Made reservations for guests at both national and international Hyatt Hotels and Resorts.
Zippia’s AI can customize your resume for you.
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 from insurance sales agent resumes:
Bachelor's Degree in business
University of Central Florida, Orlando, FL
2000 - 2003
Bachelor's Degree in business
Pennsylvania State University, Main, PA
2015 - 2018
Highlight your insurance sales agent certifications on your resume
Certifications are a great way to showcase special expertise or niche skills. Some jobs even require certifications to be hired.
Include the full name of the certification, along with the name of the issuing organization and date of obtainment.
If you have any of these certifications, be sure to include them on your insurance sales agent resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Medical Assistant
- Certified Insurance Examiner (CIE)
- Health Insurance Associate (HIA)
- Certified Sales Professional (CSP)
- Chartered Property Casualty Underwriter (CPCU)
- Certified Pharmacy Technician (CPhT)
- Certified Medical Office Manager (CMOM)
- International Accredited Business Accountant (IABA)
- Dental Assistant (RDA)