12 Licensed Agent Resume Examples

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

 
Grace Lawson
Licensed Agent
Contact Information
Columbus, GA
(320) 555-9321
glawson@example.com
Skills
  • Insurance Companies
  • Financial Resources
  • Processing Payments
  • New Policies
  • Customer Service
  • Health Care
  • Potential Customers
  • Auto Insurance
  • Part D
  • Income
 
 
Employment History
Licensed Agent2019 - Present
Aflac
Columbus, GA
  • Created commercial leads for supplemental insurance and implemented benefits programs for businesses and their employees.
  • Provided front line customer service for the claims process including follow-up to expedite process.
  • Provide excellent customer service by assisting clients with claims, billing questions, and any other questions that may arise.
Health Insurance Agent2018 - 2019
Connextions
Orlando, FL
  • Assist Senior Citizens/ Eligible customers with enrolling into Medicare during Annual Enrollment
  • Created cost-saving plan comparisons between Medigaps and Medicare Advantage, and PCP's along with dental and vision.
  • Provide members with excellent customer service.
  • Work exclusively with new Health Care Reform plans since October.
  • Worked on multiple accounts: Well Point, United Health Care, Keiser Permanente and Kindred.
  • Provide Medicare eligibility as it pertains to Government guidelines and regulations.
Insurance Broker2008 - 2018
Connextions
Orlando, FL
  • Comply with insurance, Medicare and state sales, marketing and enrollment guidelines as applicable.
  • Educated members on Medicare coverage such as parts A and B.
  • Educated Medicare recipients on the value of obtaining a Medicare advantage plan.
Education
Bachelor's Degree of Business1999 - 2002
Strayer University
Washington, DC
 
 
Eugene Hicks
Licensed Agent
Contact Info
Atlanta, GA
(350) 555-6362
ehicks@example.com
Skills
Allstate
Sales Goals
Personal Lines
Insurance Companies
New Customers
Product Knowledge
Customer Service
Bank Deposits
Real Estate
Health Care
Employment History
Licensed Agent2020 - Present
State FarmAtlanta, GA
  • Maintained records, called customers to review, update or suggest additional changes Customer service for all outbound and inbound calls.
  • Offered exemplary customer service to clients needing information, assistance, or referrals to vendors for all types of claim repairs.
  • implemented a comprehensive marketing system across all facets of communication to current and perspective policyholders.
  • Prospected potential clients Provided clients with Life Insurance and Investment opportunities
Insurance Underwriter, Sales2016 - 2020
AflacColumbus, GA
  • Assisted business owners and employees provide additional benefits to their establishment and help them save on taxes.
Health Insurance Agent2015 - 2016
AflacColumbus, GA
  • Managed District/Regional office, including; payroll, HR, set up, customer service.
  • Obtain communication with future and existing clients over the phone.
  • Appealed insurance claims and answered rejections from insurance companies.
  • Present new benefits and supplemental insurance products to existing business and individual customers as well as to prospective new customers.
  • Market supplemental accident, hospital, short-term disability, term life, and whole life insurance products.
  • Make marketing and sales strategies to compete with other insurance companies and to reach targets.
Education
Bachelor's Degree of Business2005 - 2008
California State University - San BernardinoSan Bernardino, CA
 
 
Virginia Hunt
Licensed Agent
Main, PA
(820) 555-2007
vhunt@example.com
Experience
Licensed Agent2011 - Present
American Business CtrMain, PA
  • Assist eligible customers on how Medicare works and how the plans we offer work with Medicare.
  • CALL CENTER Specialize in Medicare.
Licensed Agent2009 - 2011
American Business CtrMain, PA
  • Fostered positive relationships with insureds to seamlessly apply applicable underwriting guidelines.
  • Increased company revenue by selling new property and casualty insurance products to new and existing clients.
Insurance Broker2008 - 2009
Combined InsuranceMain, PA
  • Conducted cold-calling to obtain new customers.
  • Sell Supplemental Insurance to new clients * Assist clients with claims and other customer service issues
  • Managed agency customers in obtaining and maintaining needed Surety and Fidelity / Crime insurance to Insurance Companies.
Skills
Icd-9Company PoliciesHealth CareProspective CustomersCustomer ServiceInsurance CompaniesPart DGPSBrokeragePayment Method
Education
Bachelor's Degree In Accounting1999 - 2002
Pennsylvania State UniversityMain, PA
 
 
Anna Owens
Licensed Agent
Employment History
Licensed Agent2020 - Present
American Income Life Insurance ...New York, NY
  • Pre-qualified clients in the areas of health, income and lifestyle risk analysis.
  • Make convincing presentations at events organized to showcase insurance companies and their products and services.
Direct Sales Agent2019 - 2020
New York City Regional CenterNew York, NY
  • Grow relationships by target marketing through various means such as open houses, direct mail, and internet marketing.
  • Provided hands-on training and product knowledge for new team members.
Life Insurance Agent2012 - 2019
AflacNew York, NY
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Shared product knowledge with customers while making personal recommendations.
Education
Bachelor's Degree In Psychology2003 - 2006
Rutgers, The State University of New JerseyNew Brunswick, NJ
 
 
Contact Information
New York, NY
(730) 555-1821
aowens@example.com
Skills
Medicare
Health Care
Sales Tools
Sales Goals
AAA
Customer Relationships
Communication
Office Procedures
Competitive Advantage
Policy Holders
 
 
Kathleen Franklin
Licensed Agent
Edison, NJ
(400) 555-1759
kfranklin@example.com
Skills
Financial InstitutionsNew AgentsInternational ReservationsProduct KnowledgeHealth CareSystem LinkPrescription Drug PlansIncomeCard MembersTravel Costs
 
 
Employment History
Licensed Agent2020 - Present
FedExEdison, NJ
  • Used various proprietary computer programs and the internet to research location and status of missing/late packages.
  • Assured that what was loaded had been previously registered into computer system.
  • Educated customers on Medicare in general.
Life Insurance Agent2015 - 2020
American Income Life Insurance ...Edison, NJ
  • Delivered and explained to current and potential members the American Income Life no-cost benefits package.
  • Complete applications containing personal, medical and bank information including income.
  • Earned life insurance license while training for American Income Life.
  • Pre-qualified clients in the areas of health, income and lifestyle risk analysis.
  • Achieved status of licensed health/life insurance agent.
  • Self-employed agent working for American income Life.
Travel Agent (Part-Time)2014 - 2015
Alpha TechnologiesBellingham, WA
  • Worked with the computer programs TRAMS back office accounting system, Client Base Travel Network & Apollo GDSairlines computer system.
  • Organized details of special events, travel arrangements, corporate agendas and itineraries.
  • Provided travel arrangements for clients, issued invoices, received payments for itinerary purchases.
Education
Bachelor's Degree of Business2012 - 2015
Western Washington UniversityBellingham, WA
 
 
Grace Lawson
Licensed Agent
Contact Information
Columbus, GA
(320) 555-9321
glawson@example.com
Skills
  • Insurance Companies
  • Financial Resources
  • Processing Payments
  • New Policies
  • Customer Service
  • Health Care
  • Potential Customers
  • Auto Insurance
  • Part D
  • Income
 
 
Employment History
Licensed Agent2019 - Present
Aflac
Columbus, GA
  • Created commercial leads for supplemental insurance and implemented benefits programs for businesses and their employees.
  • Provided front line customer service for the claims process including follow-up to expedite process.
  • Provide excellent customer service by assisting clients with claims, billing questions, and any other questions that may arise.
Health Insurance Agent2018 - 2019
Connextions
Orlando, FL
  • Assist Senior Citizens/ Eligible customers with enrolling into Medicare during Annual Enrollment
  • Created cost-saving plan comparisons between Medigaps and Medicare Advantage, and PCP's along with dental and vision.
  • Provide members with excellent customer service.
  • Work exclusively with new Health Care Reform plans since October.
  • Worked on multiple accounts: Well Point, United Health Care, Keiser Permanente and Kindred.
  • Provide Medicare eligibility as it pertains to Government guidelines and regulations.
Insurance Broker2008 - 2018
Connextions
Orlando, FL
  • Comply with insurance, Medicare and state sales, marketing and enrollment guidelines as applicable.
  • Educated members on Medicare coverage such as parts A and B.
  • Educated Medicare recipients on the value of obtaining a Medicare advantage plan.
Education
Bachelor's Degree of Business1999 - 2002
Strayer University
Washington, DC
 
 
Eugene Hicks
Licensed Agent
Contact Info
Atlanta, GA
(350) 555-6362
ehicks@example.com
Skills
Allstate
Sales Goals
Personal Lines
Insurance Companies
New Customers
Product Knowledge
Customer Service
Bank Deposits
Real Estate
Health Care
Employment History
Licensed Agent2020 - Present
State FarmAtlanta, GA
  • Maintained records, called customers to review, update or suggest additional changes Customer service for all outbound and inbound calls.
  • Offered exemplary customer service to clients needing information, assistance, or referrals to vendors for all types of claim repairs.
  • implemented a comprehensive marketing system across all facets of communication to current and perspective policyholders.
  • Prospected potential clients Provided clients with Life Insurance and Investment opportunities
Insurance Underwriter, Sales2016 - 2020
AflacColumbus, GA
  • Assisted business owners and employees provide additional benefits to their establishment and help them save on taxes.
Health Insurance Agent2015 - 2016
AflacColumbus, GA
  • Managed District/Regional office, including; payroll, HR, set up, customer service.
  • Obtain communication with future and existing clients over the phone.
  • Appealed insurance claims and answered rejections from insurance companies.
  • Present new benefits and supplemental insurance products to existing business and individual customers as well as to prospective new customers.
  • Market supplemental accident, hospital, short-term disability, term life, and whole life insurance products.
  • Make marketing and sales strategies to compete with other insurance companies and to reach targets.
Education
Bachelor's Degree of Business2005 - 2008
California State University - San BernardinoSan Bernardino, CA
 

What Should Be Included In A Licensed Agent Resume

1

1. Add Contact Information To Your Licensed 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.

Licensed Agent 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

Majors
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Licensed Agent Resume Relevant Education Example #1
Bachelor's Degree In Business 2014 - 2016
Strayer University Washington, DC
Licensed Agent Resume Relevant Education Example #2
Bachelor's Degree In Business 2014 - 2016
California State University - San Bernardino San Bernardino, CA
3

3. Next, Create A Licensed 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 a Licensed 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 Licensed 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
Finance Professional
Northwestern Mutual
  • Scheduled meetings with 20% of prospective clients to review their current financial positioning utilizing effective networking and communication.
  • Leveraged strong written & verbal communication to deliver individual & group sales presentations
  • Attended strategic meetings about client interaction and communication while gaining insight into the insurance and financial planning process.
  • Ensured customers had a positive experience with the company through follow-up and industry-leading communication strategies.
  • Maintained impeccable attention to detail in creating and updating client files compliant with FINRA and the SEC.

Work History Example # 2
Licensed Agent
American Income Life Insurance ...
  • Earned life insurance license while training for American Income Life.
  • Pre-qualified clients in the areas of health, income and lifestyle risk analysis.
  • Self-employed agent working for American income Life.
  • Delivered and explained to current and potential members the American Income Life no-cost benefits package.
  • Licensed as General Lines Agent for Life, Accident and Health (LAH) and HMO.

Work History Example # 3
Licensed Agent
Harte Hanks
  • Provided information to customers calling to enroll in Medicare health insurance plans
  • Managed email responses from Shippers, Recipient, FedEx Terminals.
  • Worked call center fielding in-bound calls for Blue Cross/Blue Shield of Arizona Medicare supplements and Medicare Advantage plans.
  • Followed all privacy and security standards that apply to the Marketplace when collecting personal information, based on CMS standards.
  • Enrolled eligible individuals in UHC & AARP Medicare products accurately and thoroughly completed enrollment documentations for submission.

Work History Example # 4
Licensed Agent
Allstate
  • Assisted current Allstate customers with policy endorsements.
  • Trained new employees on Allstate computer applications.
  • Invited to serve, speak and educate for Allstate's Forum panel in Property and Casualty.
  • Managed Office for start up agency, developed office procedures per Allstate guidelines, and sales forms tailored to Agency goals.
  • Obtained Binding Authority through Allstate Insurance

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5

5. Highlight Your Licensed 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 licensed agent resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Medical Assistant
  3. Commercial Driver License (CDL)
  4. Certified Insurance Examiner (CIE)
  5. Chartered Property Casualty Underwriter (CPCU)
  6. Certified Sales Professional (CSP)
  7. Certified Pharmacy Technician (CPhT)

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