Insurance Agent Resume: Free Template & Top Tips
As an Insurance Agent, you’re likely highly capable of identifying sales opportunities for insurance plans. But does your own resume sell what you can bring to the table? Our professional resume advice can help you establish a productive working relationship with your most important client – your career!
Insurance Agent Resume Example MSWord®
Download our free Insurance Agent Resume template in Word and establish a risk management strategy for your career!
When it comes to starting or advancing your career as an insurance agent, one of your biggest assets will be a strong resume for insurance agent that has all the details a hiring manager is looking for in the right candidate.
It’s highly unlikely that Jake from State Farm got his job only because he was wearing nice khakis!
When you have a strong insurance agent resume, you could well be the beneficiary of the dream job you’ve been looking for. In fact, a licensed insurance agent resume that lacks the information most hiring managers look for could be a liability!
Well, before you start to create your resume, be sure to ask yourself:
- Which format is best for my insurance agent resume?
- How should I best provide details about my licensed insurance agent job description for resume?
- What insurance agent resume skills are the most desirable to include in my document?
With our insurance agent resume example, you’re well on your way to producing a resume that will pay dividends!
We can also provide an insurance agent resume template, or other sample resume templates and resume examples, to help get you started on the type of insurance agent resume that will land you a premium job in the field.
Look Over a Premium Insurance Agent Resume Sample
Not sure where to begin to write an insurance agent resume that covers all bases? Use this resume example for insurance agent as a primary reference to create your own document.
Experienced Insurance Agent Resume Sample
[William Easton]
[Licensed Insurance Agent]
[4000 E. 54th Street, NY 10001 | 212-555-0826 | williamaeaston@hotmail.com]
Summary
Driven, upbeat insurance professional with 6+ years of experience and a proven track record of turning prospects into clients. Outstanding interpersonal, presentation, and leadership skills. Long history of building trust with clients and maintaining high retention rates. Consistently exceeds agency goals. Well versed in life, auto, and home insurance products.
Experience
Insurance Agent
02/2018 to Current
MetWide Insurance Company, New York, NY
• Met with prospective clients to review existing insurance coverage and discuss coverage needs and expectations.
• Contacted prospected clients through cold calling, networking, and referrals; exceeded company goals for contacting prospective clients on a daily basis.
• Oversaw training of new agents on insurance sales practices, company policies, and product knowledge.
• Exceeded company goals in new client signings and existing policy updates.
• Monitored insurance claims to ensure client satisfaction.
• Attended regular workshops, classes, and webinars for career development purposes.
Licensed Life Insurance Agent
08/2016 to 01/2018
All Life Insurance Company, New York, NY
• Created marketing strategies targeting potential clients.
• Promoted term and whole life insurance products to new and existing clients.
• Pursued sales leads through referrals, cold calls, and review of lead databases.
• Wrote new life insurance policies and updated existing policies to meet client needs.
• Provided policy guidance and management for asset protection purposes.
• Maintained client records.
• Presented life insurance products to no fewer than six potential clients on a daily basis; this exceeded company goals.
• Attended continuing education classes to maintain licensure.
Education
Bachelor of Science in Business Administration, 2015
Rutgers University, New Brunswick, NJ
MBA in Sales and Marketing, 2017
New York University, New York, New York
Skills
- Microsoft Office
- OneLink and NowCerts
- Organizational skills
- Communication skills
- Multitasking
- Team player
- Fluent in Spanish
Certifications and Licensures
- Certified Insurance Counselor (CIC)
- Life and Health Insurance License
- Property & Casualty Insurance License
- Certified Professional, Life and Health Insurance Program (CPLHI)
Memberships
- Member, National Association of Insurance & Financial Advisors (NAIFA)
- Member, MDRT, 2019, 2020, 2021
Covering the Best Insurance Agent Resume Format
No matter which field you’re seeking to enter, the basic policy of hiring managers is to give each resume only several seconds of attention. An appraisal of your resume might only last about seven seconds.
A detailed, well-written insurance agent resume might not get the attention it deserves if it’s not formatted correctly. Put a hiring manager on your side with a resume that’s in the right format.
Basically, you’ll start off with a professional summary (or career objective for an entry level insurance agent resume), followed by a reverse-chronological work history, education section, then a list of skills.
You should also list areas of expertise within the insurance industry, and any licenses and/or professional certifications.
Check out our free professional resume templates and modern resume templates for insurance that you’re producing the type of document that will attract the eye of a hiring manager. While you might not specifically see an insurance agent resume template, these templates are suitable for all professional and aspiring insurance agents.
Make a Claim with Your Insurance Agent Resume Summary or Objective
Recruiters and hiring managers nationwide will appreciate a summary or objective on your insurance agent resume to get a quick idea whether you possess the skills and background they are seeking in a job candidate.
Right ✅
Seasoned, dedicated insurance sales agent with more than five years’ experience in auto, life, and home insurance policies. Established reputation for providing top customer service, claims resolution, and team motivation. Over 80% conversion rate of cold calls to sales. Consistent sales of $300,000+ annually. Upsell rate 10% over department average.
You’re in good hands with an insurance agent summary like this!
Wrong ❌
Experienced insurance agent with a long track record of new sales and upsells in various types of insurance coverage. Customer-oriented, goals-driven, organized individual providing leadership and motivation for junior sales agents. Salesman of the Year 2011. Focused on policy upgrades and claims management.
No concrete details except for that Salesman of the Year recognition, which is vastly outdated. Not much of a chance that you get to a better state with a professional summary like this.
Rather than a professional summary, you would write a career objective if putting together a resume for insurance agent with no experience.
Entry-Level Insurance Agent Resume Objective
Having no experience is no issue on a resume for insurance agent.
Simply highlight relevant accomplishments and skills in a career objective.
Something like this:
Right ✅
Ambitious, hardworking individual with retail sales experience seeking to fill a challenging role in insurance sales. Knowledgeable in strong presentation and sales techniques. Accomplished in exceeding sales goals. Ability to work well under pressure and provide motivation in team settings. Above-average organizational, communication, and leadership skills.
Plenty of relevant abilities and skills here that can lead to mutual interest between you and the insurance company you hope to work for.
Strong Experience Section on Your Insurance Agent Resume
Just like an insurance agent will thoroughly review a potential client to ensure that they are getting the coverage they need, a hiring manager will thoroughly go over your experience to ensure that you have the qualities and qualifications for the job you’re applying for.
To that end, if you have relevant or related experience you’ll need the right responsibilities and duties to list in the work history section. Have you worked as an insurance agent before? Did you work as a junior insurance agent? Or did you perform administrative work for an insurance company? You’ll want to provide as many details as you can.
A good idea is to review an insurance agent job description for resume to get an idea of exactly what the employer is looking for in a job candidate.
Then, you can be sure to put in details that you know a specific employer wants to see. For example, if the job description posting mentions upselling, and you have an upsell rate that’s higher than average, you’ll definitely want to put that in your insurance agent resume.
Other details such as exact sales you brought into a company, conversion rates, and cold calling-to-sales statistics are helpful.
Writing an entry level insurance agent resume and don’t have the type of experience or statistics that can catch the eye of an employer?
That’s ok. You can do this!
Highlight any work experience you might have had in sales, communications, or management. Maybe you were good at solving problems for customers, or building effective teams for company projects, or trained new hires where you last worked.
All of these are useful for an insurance agent resume and could help you stand out to other inexperienced candidates.
Review our resume examples to get a clear idea of what your experience section might look like. Remember, we’re here to help your professional life go right!
A Good Education Section is the Right Policy for an Insurance Agent Resume
A strong education section on a resume for insurance agent shows dedication, hard work, and commitment. If you earned a degree, by all means list it along with the name of the school and the year you earned the degree.
Do you hold an undergraduate and graduate degree? Of course list both; start with the most recent degree.
If you’re not experienced in the industry, you could list relevant coursework that you took in this section. Add your GPA, too, as long as it’s at least 3.0.
💡 top tip
Add in any clubs or associations you were part of during your college years. This will show teamwork, leadership, and diversity.
Insurance Agent Resume List of Skills
Meeting and speaking with potential clients of course requires strong communication, listening, and presentation skills, so those should be listed on your insurance agent resume.
What other hard and soft skills would hiring managers and recruiters like to see?
Soft Skills
- Collaboration
- Management
- Analytical
- Time management
- Attention to detail
- Problem solving
- Interpersonal skills
Hard Skills
- Sales
- Upselling
- CRM and other insurance-related software
- Cold calling
- Marketing
- Product knowledge (life, auto, home, and property insurance)
💡 top tip
It’s not necessary to list every skill you might have; review the job posting for the insurance agent position you are applying for and identify those particular skills the employer is seeking.
Filling in your insurance agent skills for resume is just one of the many things you can do with our free resume templates—check them out!
Your Insurance Agent Resume Will Rate with Extra Sections
You might add a “Certifications and Licensure” section to your insurance agent resume to list in which areas you are licensed. Hold a real estate license as well? Are you a certified notary public? List any additional credentials you might hold!
Boast of any sales records, employee recognitions, awards, or other notable details in an “Accomplishments” or “Additional Information” section.
Since insurance agents typically meet with clients on a daily basis, showing that you are a “people” person can be essential. Any volunteer position you’ve held or extracurricular activity you’ve been a part of, such as coaching a Little League team, would show that you are outgoing and reliable.
While some details for any additional sections might seem inconsequential, hiring managers and recruiters could get a clearer picture of who you are when you add in this information. Without it, no insurance agent resume is complete.
Key Takeaway
Armed with a premium insurance agent resume that includes all of the sections needed to impress potential employers, you’re ready to take the next step and start applying to all of the companies in your area seeking a life insurance, health insurance, auto insurance, or even entry level insurance agent.
You’re in good hands with our resume examples and templates, the latter of which you can conveniently download in Google Docs or Microsoft Word. Our templates make it easy to add in pre-written text so you’ll have a polished, ready-to-go resume in no time.
Simply follow the checklist below to ensure that you have all the information you’ll need for a top-notch resume for insurance agent:
- Lead off with a powerful professional summary or career objective.
- Provide details about your past and current work experiences, listing responsibilities, duties, and accomplishments in bullet points. Start with most recent position first.
- Name what degree or degrees you’ve earned, staring with the most recent. Remember to add the name of the school and the date you earned the degree.
- List both hard and soft skills. Specifically name any systems or applications you are knowledgeable about or are familiar with.
- Identify your achievements, certifications/licenses, hobbies/interests, civic involvement, awards, and extracurricular activities in additional sections if needed.
Once you’re sure that your insurance agent resume has the coverage it should have in all areas, you’re ready to make the claim that YOU are the person for the job! With a solid resume built with our free online resume builder that’s there for you like a good neighbor, it’s likely that any employer will agree with that claim.
Free Resume Templates
Using resume templates that are proven to work will help you to move your career search forward. Start and customize as many resumes as you need with our free resume builder, available for a 14-day trial.