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Insurance Agent Resume Example & Writing Guide

  • What should your insurance agent resume include?
  • Why use this insurance agent resume example?
  • Which key skills are relevant for an insurance agent resume?

Insurance agents primarily work with individuals and/or companies to provide them with the right type of insurance coverage to protect them against a number of losses. If you’re looking to make it big in this field, our resume template and guide are here to help you land that job.

What should your insurance agent resume include?

Insurance agent resumes are typically written in a chronological sequence, and they focus on key skills. The client-related skills consist of relevant, beneficial ones like sales and customer service. Ideally, these resumes should be limited to two pages to prevent the content from becoming too wordy or repetitive. 

Why use this insurance agent resume example?

Our insurance agent resume is ideal for individuals with some experience who want to take their career to the next level. The resume begins with the applicant’s name and contact details, and then moves on to a resume summary. The resume summary contains common keywords found in all insurance agent job postings; its purpose is to showcase the applicant as the ideal candidate. The summary includes the applicant’s core competencies and biggest strengths, such as sales enablement, business growth, and insurance knowledge.

The next section focuses on the applicant’s key skills that are relevant to the job, like business development, customer service, consultative selling, and account management. Insurance agents are expected to have excellent communication and negotiation skills, which is why these need to be mentioned in the skills section. The following section, the applicant’s professional experience is listed in a reverse chronological sequence, with the latest job role mentioned first. Each role consists of two sections: daily responsibilities and key accomplishments. It’s important to back each accomplishment with facts, figures, and numbers to lend credibility. 

The resume’s final section focuses on the candidate’s education. In most cases, a college degree is not a prerequisite for an insurance agent job, but it is considered a bonus. However, all insurance agents must pass a licensing test in their jurisdiction to be able to work in the field. Also, this section can be used to mention the applicant’s technical competencies, for example, proficiency in particular software solutions. 

Which key skills are relevant for an insurance agent resume?

An insurance agent is a client-centric role which requires excellent communication and coordination skills. If you enjoy working with people in a fast-paced environment, then this job might be a good fit for you. 

Here are some of the skills you’ll likely need to enjoy long-term success as an insurance agent:

  • Sales management and enablement

  • Cold-calling and lead generation

  • Customer service

  • Negotiation skills

  • Account management


Summary example

Results-oriented, motivated Insurance Agent with strong career building and developing strong, highly profitable client relationships, ensuring customer loyalty and repeat sales. Skilled at implementing strategic marketing initiatives to proactively develop major accounts, expand existing business opportunities, and improve bottom-line profitability. Adept at identifying emerging market trends and devising “outside the box” client solutions to drive sales revenues.

Employment history example

Licensed Insurance Sales Agent at Goji, Boston, MA 2015 - Present

Built an impressive record of achievement in promoting and selling a wide range of Commercial / Personal auto, home, umbrella, motorcycle, boat and renters insurance policies for this startup insurance firm. Managed entire sales cycle from identifying / qualifying / cold calling prospective targets, presenting sales proposals, and negotiating / closing contracts. Interfaced one-on-one with prospective clients to assess insurance needs, educated clients on policy options, and presented individualized solutions. Cultivated sales pipeline by analyzing and resolving client issues. Evaluated and tracked sales, reporting sales forecasts and achievements to Sales Manager.

Key Accomplishments:

  • Honored as one of the top 10 sales agents in 2017 and 2018, closing over 30% of new client contracts.

  • Consistently demonstrated superior sales leadership in executing sales programs that identified and built strong relations with new prospective clients, delivering significant territory sales growth.

  • Served as partner and client liaison for over 15 of the nation’s top insurance providers, such as MetLife, Progressive, Travelers, Nationwide, Encompass, State Auto, and Safeco.

  • Earned a pay increase from $30K to $50K (’17) for consistently beating targeted policy premiums / sales.

  • Recognized as one of the top 15% of all rooky Sales Agents in the first month on the sales floor.

B2B Sales Account Representative at 5 North, Inc., New York City 2012 - 2015

Promoting and marketing Direct Energy Nest products and services throughout New York City sales territory.

Education example

Bachelor of Arts in Public Relations with minor in Criminal Justice at Quinnipiac University, Hamden, Connecticut

Skills example

  • Business Development & Sales

  • Customer Service / CRM Methods

  • Client Needs Assessment

  • Account Management

  • Strategic Account Management

  • New Business Development

  • Market Research / Trend Analysis

  • Consultative Selling Techniques

  • Contract Negotiations

  • Ad hoc Report Generation

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