Insurance Agent Resume examples & templates

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Adam

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Copyable resume examples

Copyable Insurance Agent Resume examples

Ever wondered why some people wake up excited about selling protection plans and risk management? Insurance agents—the folks who've built careers around helping others prepare for life's "what ifs"—find genuine purpose in their work. It's a field where you can earn a comfortable living (median annual wage of $57,860 according to recent BLS data) while literally helping people protect everything they've worked for. The industry's shifting dramatically right now, with digital tools changing how agents connect with clients, but the human element remains irreplaceable. Even as online quote systems grow more sophisticated, 65% of insurance customers still prefer working with an actual person when making complex coverage decisions.

The insurance landscape is evolving in fascinating ways. Climate change is reshaping property coverage needs, an aging population is driving demand for specialized health and life products, and cyber insurance has exploded into one of the fastest-growing segments. For people who enjoy building relationships, mastering complex products, and problem-solving, the next decade in insurance will offer opportunities that combine traditional client service with emerging tech skills—creating career paths that didn't exist even five years ago.

Junior Insurance Agent Resume Example

EMILY STEWART

Phoenix, AZ 85016 • (480) 555-2918 • emilystewart@email.com • linkedin.com/in/emilystewart

Licensed Insurance Agent with 1+ year of experience in property, casualty and life insurance sales. Strong background in customer service with proven ability to explain complex insurance products in simple terms. Consistently exceeded monthly sales targets by 12% through relationship building and needs-based approach. Eager to expand product knowledge while helping clients protect what matters most to them.

EXPERIENCE

Insurance Agent, Westfield Insurance Group, Phoenix, AZ

March 2023 – Present

  • Manage a portfolio of 86 clients, providing consultations on auto, home and life insurance policies
  • Generate $13,700 in monthly premiums through cold calling, referrals and community networking events
  • Conduct needs analyses to identify coverage gaps and cross-sell additional policies, increasing average policies per household from 1.3 to 1.7
  • Process 15-20 policy changes weekly while maintaining 97% accuracy rate
  • Created a personalized follow-up system that improved client retention by 9%

Insurance Sales Intern, AllState Insurance, Tempe, AZ

June 2022 – December 2022

  • Shadowed senior agents during client meetings and policy explanations
  • Assisted with processing policy applications and basic claims documentation
  • Managed front office operations including scheduling appointments and handling client inquiries
  • Compiled weekly sales reports and identified trends to help optimize marketing efforts

Customer Service Representative, Retail Plus, Phoenix, AZ

August 2021 – May 2022

  • Resolved 40+ customer inquiries daily while maintaining a customer satisfaction rating of 4.8/5
  • Processed returns and exchanges according to company policies
  • Trained 3 new team members on POS system and customer service protocols

EDUCATION

Bachelor of Business Administration, Arizona State University, Tempe, AZ

Graduated: May 2022

  • Minor in Communications
  • GPA: 3.6/4.0
  • Relevant coursework: Business Ethics, Financial Planning, Risk Management, Marketing Principles

LICENSES & CERTIFICATIONS

Property & Casualty Insurance License – Arizona Department of Insurance (January 2023)

Life & Health Insurance License – Arizona Department of Insurance (February 2023)

FEMA National Flood Insurance Program Certification (April 2023)

SKILLS

  • Insurance Product Knowledge (Auto, Home, Life, Umbrella)
  • Policy Rating & Underwriting Basics
  • Sales Techniques & Consultative Selling
  • Client Needs Analysis
  • Claims Processing (basic)
  • CRM Software (Salesforce)
  • MS Office Suite & Google Workspace
  • Lead Generation & Relationship Building
  • Policy Administration Systems
  • Spanish (Conversational)

PROFESSIONAL DEVELOPMENT

  • Phoenix Insurance Association Monthly Meetings (2023-Present)
  • Westfield Insurance “Mastering Insurance Sales” Workshop (July 2023)
  • First-time Home Buyers Insurance Seminar – Presenter (November 2023)

Mid-level Insurance Agent Resume Example

MELISSA R. PATTERSON

Portland, OR | (503) 555-8219 | melissa.patterson@email.com | linkedin.com/in/melissapatterson

Licensed Insurance Agent with 5+ years in the industry, specializing in life, health, and property & casualty policies. Consistent record of exceeding sales goals through personalized client needs assessment and relationship-building (consistently 118% of target). Known for clear communication of complex policy information and exceptional post-sale service that has resulted in a 92% client retention rate.

PROFESSIONAL EXPERIENCE

Senior Insurance Agent – Northwest Insurance Partners, Portland, OR | June 2021 – Present

  • Manage a portfolio of 287 clients with combined annual premiums exceeding $1.4M across auto, home, and life insurance lines
  • Increased personal cross-selling rate by 27% through development of a client lifecycle review program
  • Mentor 3 junior agents on prospecting techniques and policy knowledge, helping them achieve an average of 112% of sales targets
  • Recognized as “Agent of the Quarter” twice in 2022 for exceeding sales goals while maintaining a 96% client satisfaction rating
  • Created targeted social media campaigns that generated 43 qualified leads in Q1 2023

Insurance Agent – AllState Insurance, Beaverton, OR | August 2019 – May 2021

  • Sold multi-line insurance products to individuals and small businesses, consistently reaching 105-115% of monthly targets
  • Developed and maintained relationships with 175+ clients, achieving 89% retention rate
  • Conducted 20+ community insurance education workshops that generated 35 new policy conversions
  • Collaborated with claims adjusters to expedite 24 complex claims following severe winter storms in 2020

Insurance Sales Representative (Part-time) – Pacific Life, Portland, OR | March 2018 – July 2019

  • Cold-called 50+ prospects weekly while completing insurance licensing requirements
  • Assisted senior agents with policy renewals and basic customer service inquiries
  • Achieved 132% of expected conversion rate for leads during first quarter of employment

EDUCATION & CERTIFICATIONS

Bachelor of Business Administration – Marketing Concentration
Portland State University, Portland, OR | Graduated 2018

Certifications:

  • Oregon Property & Casualty Insurance License (2018)
  • Oregon Life & Health Insurance License (2018)
  • Certified Insurance Service Representative (CISR) (2020)
  • LUTCF (Life Underwriter Training Council Fellow) – In progress, completion expected December 2023

SKILLS

  • Policy Underwriting & Issuance
  • Client Needs Assessment
  • Claims Processing Assistance
  • Cross-selling Techniques
  • CRM Software (Salesforce)
  • Policy Management Systems
  • Risk Assessment
  • MS Office Suite & Google Workspace
  • Insurance Industry Regulations
  • Spanish (Conversational)

PROFESSIONAL DEVELOPMENT

  • National Association of Insurance and Financial Advisors (NAIFA) Member since 2019
  • Advanced Sales Techniques for Insurance Professionals Workshop (2022)
  • Digital Marketing for Insurance Agents Certification (2021)

Senior / Experienced Insurance Agent Resume Example

Michael J. Donovan

Portland, OR 97205 • (503) 555-8724 • mdonovan.insurance@gmail.com • linkedin.com/in/mjdonovan

Licensed Insurance Agent with over 10 years of experience in property, casualty, and life insurance. Track record of exceeding sales targets by an average of 28% annually through relationship-building and consultative selling approaches. Adept at translating complex insurance concepts into understandable terms for clients while maintaining compliance with state regulations. Currently managing a $4.2M book of business with 93% client retention rate.

PROFESSIONAL EXPERIENCE

Senior Insurance Agent – Pacific Northwest Insurance Group, Portland, OR
June 2019 – Present

  • Manage 315+ client relationships representing $4.2M in annual premiums, achieving 93% retention rate through proactive policy reviews and relationship management
  • Developed cross-selling strategy that increased average policies per client from 1.8 to 2.7, generating $842K in additional annual premium revenue
  • Mentor 4 junior agents on sales techniques and compliance procedures, helping team exceed quarterly targets for 11 consecutive quarters
  • Created client education webinar series viewed by 700+ existing and prospective clients, resulting in 37 referrals and $192K in new business
  • Recognized as Agent of the Year (2021) for achieving 147% of sales target while maintaining zero compliance violations

Insurance Agent – Westside Insurance Associates, Beaverton, OR
March 2016 – May 2019

  • Built book of business from 83 to 247 clients through networking, referrals, and community involvement
  • Specialized in commercial insurance for small businesses, becoming the office’s go-to agent for restaurant and retail policies
  • Implemented follow-up system that reduced application-to-close time from 12 days to 7 days, improving client satisfaction scores by 22%
  • Consistently ranked among top 5 agents in 27-person office for new policy sales (2017-2019)

Insurance Sales Associate – AllState Insurance, Portland, OR
August 2013 – February 2016

  • Generated $487K in first-year premiums through cold calling, walk-ins, and company-provided leads
  • Completed 120+ hours of product training to gain expertise across auto, home, life, and small business insurance lines
  • Developed reputation for handling complex claims situations, resulting in becoming the point person for 14 high-value accounts
  • Achieved President’s Club recognition in 2015 (top 12% of agents nationally)

LICENSES & CERTIFICATIONS

  • Oregon Property & Casualty Insurance License #OR87623 (2013 – Present)
  • Oregon Life & Health Insurance License #OR91542 (2013 – Present)
  • Washington Property & Casualty Insurance License #WA29845 (2017 – Present)
  • Chartered Property Casualty Underwriter (CPCU) Designation (2021)
  • Certified Insurance Counselor (CIC) Designation (2018)

EDUCATION

Bachelor of Science in Business Administration
Portland State University, Portland, OR – 2012
Minor: Communications

TECHNICAL SKILLS

  • CRM Systems: Salesforce, Applied Epic, AMS360
  • Rating Platforms: Vertafore, Comparative Rater, ISO ERC
  • MS Office Suite & Google Workspace
  • Social Media Marketing (LinkedIn, Facebook)
  • DocuSign & Digital Document Management

CORE COMPETENCIES

  • Consultative Selling & Needs Analysis
  • Risk Assessment & Coverage Recommendations
  • Client Relationship Management
  • Claims Advocacy & Resolution
  • Regulatory Compliance
  • Portfolio Management & Retention

How to Write an Insurance Agent Resume

Introduction

Landing that dream insurance job starts with a standout resume. As someone who's helped countless insurance professionals find their next opportunity, I can tell you that most agencies spend less than 10 seconds scanning your resume before deciding whether to keep reading. That's why crafting a resume that immediately showcases your sales prowess, client relationship skills, and insurance knowledge is crucial. This guide will walk you through exactly what hiring managers at State Farm, Allstate, and smaller independent agencies are looking for.

Resume Structure and Format

Keep your insurance agent resume clean and scannable. Most insurance pros I work with find success with this structure:

  • Length: 1-2 pages (1 page for juniors, 2 pages if you have 5+ years in insurance)
  • Font: Stick with classics like Arial, Calibri, or Georgia at 10-12pt
  • Margins: 0.75-1 inch all around
  • File format: PDF (protects your formatting when sent electronically)
  • Section order: Summary → Experience → Certifications → Education → Skills

For insurance roles specifically, I recommend a chronological format that highlights your premium sales growth over time. Agency managers want to see progression in your book of business!

Pro tip: If you're applying to both captive and independent agencies, create two slightly different versions of your resume that emphasize relevant skills for each. Captive agencies value brand loyalty and company-specific training, while independent agencies look for broader market knowledge.

Profile/Summary Section

Your summary should pack a punch in 3-4 lines. Include:

  • Years of insurance sales experience
  • Specific insurance lines you sell (auto, home, life, commercial, etc.)
  • Licenses you hold (Property & Casualty, Life & Health)
  • A measurable achievement (grew book of business by $1.2M, 97% client retention rate)

Example: "Licensed P&C and Life agent with 6+ years at Farmers Insurance. Consistently ranked in top 15% of producers nationally with $1.7M in new premiums written last year. Specialize in bundled home/auto packages with 93% retention rate."

Professional Experience

This is where you'll win or lose the interview. For each position, include:

  • Agency name, location, and dates (month/year)
  • Your specific role (not just "Insurance Agent" but "Commercial Lines Agent" or "Senior Life Insurance Specialist")
  • 4-6 bullet points with accomplishments—not just duties!

Focus on metrics like:

  • Premium volume ($842K in new business in 2022)
  • Policy count (managed portfolio of 378 active policies)
  • Cross-sell ratio (achieved 2.8 policies per household)
  • Retention percentage (maintained 91% renewal rate)
  • Awards/rankings (ranked #3 among 47 agents in district)

Education and Certifications

Insurance is credential-heavy! List your licenses first, followed by designations, then education:

  • State-specific insurance licenses (with license numbers optional)
  • Industry designations (CPCU, CLU, ChFC, etc.)
  • Continuing education achievements
  • College degrees (with GPA only if above 3.5 and recent grad)

Keywords and ATS Tips

Most agencies—especially the big ones—use applicant tracking systems. Include these terms naturally throughout your resume:

  • Policy renewal
  • Premium growth
  • Claims processing
  • Cold calling/Prospecting
  • Risk assessment
  • Needs analysis
  • Cross-selling/Upselling
  • Client retention
  • Underwriting guidelines

Industry-specific Terms

Sprinkle in agency lingo that shows you know the business:

  • Book of business
  • Binding authority
  • Loss ratio
  • E&O coverage
  • Endorsements
  • Agency management systems you've used (Applied, EZLynx, QQ Solutions, etc.)
  • Rating software experience (Vertafore, Comparative Rater)

Common Resume Mistakes

I see these errors all the time on insurance resumes:

  • Being vague about sales numbers (be specific with your production!)
  • Focusing on quote volume instead of close rate (quality over quantity)
  • Not mentioning specific insurance carriers or products you've sold
  • Forgetting to highlight service metrics along with sales achievements
  • Omitting technology skills with CRMs and agency management systems

Before/After Example

Before: "Responsible for selling insurance policies to clients."

After: "Generated $437K in new premium within first year by developing relationships with 3 local mortgage brokers, resulting in 64 new homeowner policies with 78% bundle rate."

Your insurance resume should tell the story of your sales success and client service excellence. Remember to quantify wherever possible—numbers speak louder than words in this industry!

Soft skills for your Insurance Agent resume

  • Consultative selling – guiding clients to proper coverage rather than pushing products (trained in LOMA’s needs-based sales approach)
  • Empathetic listening, especially when explaining claim denials or policy limitations to frustrated clients
  • Relationship management across a diverse 200+ client portfolio, including scheduled check-ins and policy reviews
  • Straightforward communication of complex policy terms without insurance jargon (something my broker once called “translating insurance-speak”)
  • Stress management during high-volume renewal periods and after catastrophic events
  • Creative problem-solving to find coverage solutions for difficult-to-insure clients with unique risk profiles

Hard skills for your Insurance Agent resume

  • Property and Casualty (P&C) policy underwriting
  • Life insurance needs assessment and calculation
  • Comparative rating software (Applied IVANS, EZLynx)
  • Agency management systems (AMS360, Applied Epic)
  • Claims processing and first notice of loss documentation
  • Insurance licensing in multiple states (typically 3-5)
  • Errors and Omissions (E&O) compliance tracking
  • Risk assessment using industry-specific matrices
  • Salesforce CRM for client relationship management