12 Insurance Sales Agent Resume Examples

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

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

 
Albert Bennett
Insurance Sales Agent
Contact Information
Columbus, GA
(850) 555-6662
abennett@example.com
Skills
  • Customer Preferences
  • Promotional Materials
  • Thorough Knowledge
  • CMA
  • Retail Sales
  • Sales Goals
  • Product Knowledge
  • Positive Attitude
  • Performance Management
  • Sales Floor
 
 
Employment History
Insurance Sales Agent2014 - Present
Primerica
Columbus, GA
  • Submit allrequired paperwork to establish insurance for new customers.
  • Commission based sales of life insurance service, provided information to prospective clients, and excellent customer service.
  • Help families with properly protecting their income through life insurance
  • Assist clients with life insurance needs and financial planning through income protection, debt consolidation and investing.
Marketing Agent2013 - 2014
Aflac
Columbus, GA
  • Acquired new accounts and set up payroll deductions for business starting with the company.
  • Presented AFLAC programs to prospective customers, either in a one on one setting or to a group of employees.
  • Educate and assist employers and employees on Health Care Reform transitioning.
  • Exceeded sales goals by 33% May/2015 * Nevada State Accidental and Healthy Insurance License
  • Generated leads from cold calling -Prepared marketing materials for the sales team
Retail Sales Manager2003 - 2013
Walmart
Orlando, FL
  • Performed supervisor tasks from on-hand issues, to stocking freight, inventory, and multiple task that came down from store management
  • Retail Sales Representative(Seasonal)
  • Retail sales and general knowledge of automobile accessories and requirements.
  • Acted as Crew Lead for new store set up and build out team for entire store.
Education
Bachelor's Degree of Business2000 - 2003
University of Central Florida
Orlando, FL
 
 
Kenneth Rice
Insurance Sales Agent
Contact Info
Salt Lake City, UT
(370) 555-4089
krice@example.com
Skills
CMA
Communication
Computer System
Scheduling Appointments
Income
Product Knowledge
Dental Insurance
Positive Attitude
Financial Resources
Potential Customers
Employment History
Insurance Sales Agent2020 - Present
TeleperformanceSalt Lake City, UT
  • Worked with Customers over the phone to fix problems with their Phone, television and internet.
  • Answer phone calls related to Auto Insurance servicing for USAA.
  • Educate, Sell, and Enroll patients in Medicare plans.
  • Communicated directly with insurance companies and financial institutions to finalize the sale on behalf of the customer.
Marketing Agent2018 - 2020
TeleperformanceSalt Lake City, UT
  • Place outbound follow-up calls to sales leads and persuade potential customers to complete and submit an application.
  • Provide technical support for customers including tv, phone and internet
Appointment Setter (Part-Time)2016 - 2018
Eagle Rock Real EstateMain, PA
  • Set appointments door-to-door with potential customers for in-home demonstrations.
  • Make cold calls to potential customers via cold call lists and festival and/or show cards.
  • Set appointments for people to get their windows replaced.
  • Delivered prepared sales talks; utilized prepared scripts that described products and services.
  • Answer telephone calls regarding retail.Place/ cancel orders.Call fedex with customers to make fedex claim.Track packages.
  • Set ceilings on manufactured homes on an assembly line
Education
Bachelor's Degree of Business2015 - 2018
Pennsylvania State UniversityMain, PA
 
 
Sara Collins
Insurance Sales Agent
Omaha, NE
(290) 555-8458
scollins@example.com
Experience
Insurance Sales Agent2017 - Present
Mutual of OmahaOmaha, NE
  • Maintained and established new accounts.
  • Provided top-notch, excellent customer service during every call.
  • Work remotely out of Naples home office for newly established Connecticut Allstate agent to produce newbusiness.
  • Help policy holders with request to make payments to ensure the policy does not cancel.
Inside Sales Agent2016 - 2017
Thrifty'sKansas City, MO
  • Developed rapport with repeat customers.
  • Operate standard POS system and fully secure personal information from clients Experience
  • Worked with department manager to complete scheduling spreadsheets and important communication with buyers.
Insurance Counselor2012 - 2016
American Family InsuranceSaint Joseph, MO
  • Brainstormed new marketing ideas to grow the company's clientele and attract potential customers leading to the growth in revenue.
  • Partnered with clients to determine life, home, and auto insurance needs.
  • Provide continuing service by providing claims help and paperwork processing.
  • Process payments for policy holders and research for applicable savings and discounts
  • Process payments, endorse policies and provide insurance with great customer service with a smile.
Skills
Customer AccountsSales ProcessInsurance CompaniesCloudFmlaTrade ShowsCustomer ServiceProduct InformationCommunicationIndependent Insurance
Education
Bachelor's Degree In Business2004 - 2007
Northeastern UniversityBoston, MA
 
 
Samuel Reynolds
Insurance Sales Agent
Employment History
Insurance Sales Agent2011 - Present
State FarmNew Rochelle, NY
  • Provided customer service to property and casualty clients.
  • Closed several large commercial accounts and maintained steady growth of personal lines for business.
  • Created detailed proposals for prospective customers.
  • Establish client relationships and follow - up with customers as needed.Provide prompt, accurate and friendly customer service.
Insurance Sales Agent2009 - 2011
Empire Beauty SchoolNew Rochelle, NY
  • Opened more new accounts for Loloi than any other rep. (2013) Tripled Loloi sales in just over two years.
  • Design Health Care solutions to meet needs and wants of clients, within budget constraints.
  • Demonstrate to potential customers how to use the device Vacuums and shampoo carpet in home.
  • Provided exceptional customer services to high-end customers, including email and phone contact and relationship building.
  • Manage health insurance division of full-service brokerage firm in B2B and B2C.
Nail Technician2008 - 2009
Empire Beauty SchoolNew Rochelle, NY
  • Key Competencies * Creative Cuts * Perms * Weaves * Braiding * Hair Consultation * Customer Service * Inventory
  • Front desk ReciptionistHair styles in ClienteleBuilt a Strong Clientele Customer Service
  • Answer phone and suggest retail products, make-up or nail polish
  • Provided beauty services such as cutting, coloring and styling hair for a variety of clientele.
Education
Bachelor's Degree In Liberal Arts2005 - 2008
College of New Rochelle, TheNew Rochelle, NY
 
 
Contact Information
New Rochelle, NY
(240) 555-3200
sreynolds@example.com
Skills
Retail Sales
Positive Attitude
Financial Transactions
Income
Makeup
Beauty Services
Communication
New Customers
Insurance Companies
AAA
 
 
Thomas Dunn
Insurance Sales Agent
Phoenix, AZ
(660) 555-2127
tdunn@example.com
Skills
Insurance CompaniesNon-Profit OrganizationCold CallsNew CustomersAAARoute SettingPersonal LinesSales GoalsAMSIncome
 
 
Employment History
Insurance Sales Agent2019 - Present
Londen Insurance GroupPhoenix, AZ
  • Respond to inbound auto insurance inquiries.
  • Resolve claims and provide clients with professional customer service.
  • Make convincing presentations at events organized to showcase insurance companies and their products and services.
Insurance Sales Representative2017 - 2019
AflacColumbus, GA
  • Developed B2B contacts and sales, obtained and scheduled new clients, provided customer service to existing accounts.
  • Provided customer service to new and established business accounts.
  • Maintain a prompt and proper level of communication with clients and the BRAVO organization.
  • Advised business owners on tax free income, partnership protection, retirement accumulation, and estate planning.
Appointment Setter2016 - 2017
ComcastMadison, MS
  • Reached 100% of sales goals 5 out of the 7 months that I was there.
  • Resolved Comcast sales agent inquiries professionally and efficiently while exceeding designated customer service metrics for total handling time, and monitoring.
  • Travel door to door on foot selling services for cable, internet and phone service.
Education
Bachelor's Degree of Business2013 - 2016
American InterContinental UniversityChandler, AZ
 
 
Albert Bennett
Insurance Sales Agent
Contact Information
Columbus, GA
(850) 555-6662
abennett@example.com
Skills
  • Customer Preferences
  • Promotional Materials
  • Thorough Knowledge
  • CMA
  • Retail Sales
  • Sales Goals
  • Product Knowledge
  • Positive Attitude
  • Performance Management
  • Sales Floor
 
 
Employment History
Insurance Sales Agent2014 - Present
Primerica
Columbus, GA
  • Submit allrequired paperwork to establish insurance for new customers.
  • Commission based sales of life insurance service, provided information to prospective clients, and excellent customer service.
  • Help families with properly protecting their income through life insurance
  • Assist clients with life insurance needs and financial planning through income protection, debt consolidation and investing.
Marketing Agent2013 - 2014
Aflac
Columbus, GA
  • Acquired new accounts and set up payroll deductions for business starting with the company.
  • Presented AFLAC programs to prospective customers, either in a one on one setting or to a group of employees.
  • Educate and assist employers and employees on Health Care Reform transitioning.
  • Exceeded sales goals by 33% May/2015 * Nevada State Accidental and Healthy Insurance License
  • Generated leads from cold calling -Prepared marketing materials for the sales team
Retail Sales Manager2003 - 2013
Walmart
Orlando, FL
  • Performed supervisor tasks from on-hand issues, to stocking freight, inventory, and multiple task that came down from store management
  • Retail Sales Representative(Seasonal)
  • Retail sales and general knowledge of automobile accessories and requirements.
  • Acted as Crew Lead for new store set up and build out team for entire store.
Education
Bachelor's Degree of Business2000 - 2003
University of Central Florida
Orlando, FL
 
 
Kenneth Rice
Insurance Sales Agent
Contact Info
Salt Lake City, UT
(370) 555-4089
krice@example.com
Skills
CMA
Communication
Computer System
Scheduling Appointments
Income
Product Knowledge
Dental Insurance
Positive Attitude
Financial Resources
Potential Customers
Employment History
Insurance Sales Agent2020 - Present
TeleperformanceSalt Lake City, UT
  • Worked with Customers over the phone to fix problems with their Phone, television and internet.
  • Answer phone calls related to Auto Insurance servicing for USAA.
  • Educate, Sell, and Enroll patients in Medicare plans.
  • Communicated directly with insurance companies and financial institutions to finalize the sale on behalf of the customer.
Marketing Agent2018 - 2020
TeleperformanceSalt Lake City, UT
  • Place outbound follow-up calls to sales leads and persuade potential customers to complete and submit an application.
  • Provide technical support for customers including tv, phone and internet
Appointment Setter (Part-Time)2016 - 2018
Eagle Rock Real EstateMain, PA
  • Set appointments door-to-door with potential customers for in-home demonstrations.
  • Make cold calls to potential customers via cold call lists and festival and/or show cards.
  • Set appointments for people to get their windows replaced.
  • Delivered prepared sales talks; utilized prepared scripts that described products and services.
  • Answer telephone calls regarding retail.Place/ cancel orders.Call fedex with customers to make fedex claim.Track packages.
  • Set ceilings on manufactured homes on an assembly line
Education
Bachelor's Degree of Business2015 - 2018
Pennsylvania State UniversityMain, PA
 

What Should Be Included In An Insurance Sales Agent Resume

1

1. Add Contact Information To Your Insurance Sales 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 Sales Agent Resume Contact Information Example #1
Hank Rutherford Hill
St. Arlen, Texas | 333-111-2222 | hank.hill@gmail.com

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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 Sales Agent Resume Relevant Education Example #1
Bachelor's Degree In Business 2014 - 2016
University of Central Florida Orlando, FL
Insurance Sales Agent Resume Relevant Education Example #2
Bachelor's Degree In Business 2014 - 2016
Pennsylvania State University Main, PA
3

3. Next, Create An Insurance Sales 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 Sales Agent
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 Sales 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
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.

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5

5. Highlight Your Insurance Sales 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 sales agent resume:

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

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Updated October 6, 2021