12 Insurance Agent Resume Examples for 2025

Writing a strong resume is key for an insurance agent. This article offers proven examples and strategic advice. Learn how to highlight your skills in risk assessment, client relations, and policy management. Understand the layout, keywords, and industry standards to increase your chances of landing the job.

  Compiled and approved by Marie-Caroline Pereira
  Last updated on See history of changes

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At a Glance

Here's what we see in the best resumes for insurance agents...

  • Show Impact Using Numbers: The best resumes show impact by numbers. Use metrics like policy sales growth, reduced claim processing time, increased client retention, and premium revenue increase. Numbers make your achievements clear.

  • Include Relevant Skills: Include skills on your resume that you have and are mentioned on the job description. Some popular ones are CRM software, policy underwriting, risk assessment, claims management, and insurance regulations. Choose from the JD.

  • Impactful Phrases: Use impactful phrases to draw attention. Phrases like boosted client satisfaction and optimized underwriting process can help. This shows you know what matters in the field.

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Education section placement

Place your education on your resume where it fits best. If you have been working as an insurance agent for years, show your experience first. Your work history tells employers about your skills in the field. If you are new to the job or have recently finished a relevant course, such as in insurance or sales, put your education at the top. This helps employers see your new skills quickly.

When listing your education, focus on courses related to insurance, such as risk management or finance. If you have certifications, like a license to sell insurance, make sure to list them. These are very important in this job. They show your knowledge and ability to work in this field. You do not need to list your high school if you have higher education or work experience. Always think about what is most relevant for an insurance agent and put that first to catch the employer's eye right away.

Include relevant licenses

Your resume should list any state-specific insurance licenses you hold, such as Life, Health, or Property and Casualty. This shows you are ready to start immediately.

Include any continuing education or certifications related to insurance, like CPCU or CLU. These improve your credibility as a candidate.

Ideal resume length

As a hiring manager, you seek clarity and conciseness. If you have been working as an insurance agent for less than 10 years, strive to fit your experience on one page. It shows you can prioritize information and present it effectively. Focus on relevant skills, such as customer service and knowledge of insurance products, to keep it concise.

For those with over 10 years of experience, two pages are acceptable. Here, emphasize leadership roles, significant accomplishments, or complex insurance policies you've mastered. Always ensure the most relevant information stands out on the first page as this is what will be seen first. Avoid small fonts and narrow margins; it's better to neatly organize content over an extra page than to clutter a single one.

Highlight sales achievements

Quantify your sales achievements in your resume. For example, “Increased policy sales by 20% in one year” or “Consistently met 100% of sales targets monthly.”

Include any customer service awards or recognitions. These show you have the soft skills necessary for building client relationships.

Optimize for applicant tracking systems

As you prepare your resume, remember you are not just writing for a person, but also for a computer system called an applicant tracking system (ATS). This system screens your resume before it reaches a hiring manager. To get past the ATS, you need to make sure your resume includes the right terms and format.

Here are some key tips:

  • Use keywords that match the job listing. For example, if you are applying for a role as an insurance agent, include terms like 'policy renewals' and 'customer claims'.
  • Keep the layout simple. Use a standard font and avoid headers or footers. These can confuse the ATS.

Make your resume specific

You need to show how your experience fits the job you want. Hiring managers look for details that match the job. It's important to use the right words and focus on what you can do for them. Your resume should make it clear why you are the right choice.

  • Highlight the types of policies you have sold, like life insurance or auto insurance, and how you customized them for clients.
  • Show how you have grown your client base. Use numbers to show results, like 'increased client base by 20%'.
  • If you are new to this field, focus on your skills that are also important for insurance work, like communication or sales abilities from past jobs.

Essential skills for insurance agents

When crafting your resume, it's important to highlight the specific skills that show your expertise in the insurance field. You need to select skills that match the job you are aiming for. Here are some key skills to consider:

  • Risk assessment
  • Policy analysis
  • Knowledge of insurance products
  • Claims handling
  • Customer service
  • Sales proficiency
  • Underwriting
  • Data analysis
  • Regulatory compliance
  • Insurance software (e.g., AMS360, Applied Epic)

Include these skills in a dedicated section on your resume to make them easy to find. This helps with Applicant Tracking Systems (ATS) which many companies use to screen resumes. Remember, you don't need every skill listed. Choose the ones that apply to the specific role you want. For example, if you are focused on sales, emphasize your sales proficiency and knowledge of insurance products.

If you're especially good with technology, make sure to showcase your experience with relevant insurance software. This shows employers you can jump right into the work with little training. Also, mention your data analysis skills if you have them - they're valuable for understanding market trends and customer needs. Good luck!

Quantify your success

As an insurance professional, showing your impact in numbers can greatly improve your resume. Numbers offer concrete evidence of your achievements and help hiring managers understand the value you can bring to their team. Think about how you can quantify your work experience.

  • Start by considering your sales performance. Highlight how many new policies you have sold, like 20 new policies per month, or the percentage growth of your client base, such as 15% client base growth year-over-year.
  • Think about customer service. If you've helped reduce claim processing times, mention something like reduced average claim processing time by 25%. Or if you've improved customer satisfaction, include metrics like increased customer satisfaction scores by 30 points.
  • Did you help the company save money or increase efficiency? Mention specific figures, such as lowered operational costs by 10% or increased process efficiency by 20%.
  • Consider any special projects you've worked on. If you led a team, you might include how many team members you managed, or if you implemented a new system, mention the increase in policy renewals by 15% as a result.

Even if you're unsure about exact figures, use your knowledge of your performance to estimate. Remember, accurate estimates based on your experience are better than no numbers at all. Keep these figures simple and relevant to your role in the insurance industry. They should clearly show how you've contributed to your company's success.

Showcase leadership and growth

When you apply for jobs, showing that you've been a leader or have moved up in your roles is key. Think about your work as an insurance agent and find times when you led a team or project, or when you got a promotion.

Here are ways to show your growth:

  • List any titles you've earned, like 'Senior Insurance Agent' or 'Team Lead', and the dates you held these titles.
  • Include numbers that show your impact, like 'Led a team of 10 agents' or 'Grew client base by 30% in one year'.

Think about training new team members or any time you took charge of a meeting or project. Use simple phrases like 'Trained 5 new agents' or 'Managed a successful client retention project'. Show your growth and leadership clearly, so people reading your resume can see you're ready for more responsibility.

Highlight leadership achievements

When you're looking to show your strength as an insurance agent, it's important to highlight your leadership roles or any promotions you've earned. These details can set you apart from other candidates. Think about how you've guided others or took charge of a project or team.

  • Include any roles where you led a team, for instance, 'Led a team of 5 agents to meet quarterly sales targets.'
  • Show promotions by listing your job titles in order, like 'Promoted from junior agent to senior agent within two years due to strong sales record.'

Consider any training you've provided to new team members or if you've been responsible for leading meetings. These are clear signs of leadership. For example:

  • 'Trained 10+ new agents on insurance policies and customer service excellence.'
  • 'Chaired weekly sales strategy meetings to boost department performance.'

Tailor to company size

When you apply to a job, it is important to think about the size of the company. For small businesses or startups, like local insurance agencies, you want to show you can do different tasks and work closely with a team. For big companies, like State Farm or Allstate, they may value specialized skills and experience more.

For a small company, you might say:

  • 'Able to handle various roles from sales to customer support.'
  • 'Worked in a team to increase sales targets by 20%'.

For a big company, you might write:

  • 'Specialized in auto insurance sales with a record of meeting company goals.'
  • 'Developed a new customer approach strategy that improved retention by 15%'.
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