Insurance Account Manager Resume Example & Writing Guide

Use this Insurance Account Manager resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Insurance account managers are responsible for managing the relationships between insurance companies and their customers. They’re in charge of finding new clients, managing existing accounts, and delivering high-quality customer service.

If you love interacting with people and want a career that allows you to help others, an insurance account manager role might be a great fit for you. Here are some tips and an example resume to help you write yours.

Michael Garcia
Phoenix, AZ | (123) 456-7891 | [email protected]

Driven insurance account manager with more than 10 years of experience in the industry. Proven success in developing and managing customer relationships, identifying customer needs, and providing solutions. Excels in fast-paced environments and is looking for an opportunity to help a company grow and expand its market share.

Arizona State University Jun '10
B.S. in Business Administration
Company A, Insurance Account Manager Jan '17 – Current
  • Managed a team of 5 to develop and execute sales plans, manage budgets, and meet or exceed goals.
  • Developed relationships with new clients through cold calls, networking events, referrals from existing customers, etc.
  • Created proposals for new business opportunities that included pricing models based on client needs and objectives.
  • Negotiated contracts with prospective clients including terms & conditions as well as pricing structures in order to close deals within the company’s guidelines.
  • Provided ongoing customer service by responding promptly to inquiries regarding policies/claims status via phone or email and follow up when appropriate to ensure issues are resolved timely and completely.
Company B, Insurance Account Manager Jan '12 – Dec '16
  • Created a sales plan for each customer that included an explanation of the products and services offered by the company
  • Conducted regular follow-up calls with customers to ensure they were receiving satisfactory service from the company
  • Managed all aspects of insurance policies, including billing, claims processing and policy changes
  • Maintained strong relationships with existing clients through frequent communication about new product offerings
  • Achieved 100% renewal rate among current customers, exceeding company average by 10%
Company C, Sales Representative Jan '09 – Dec '11
  • Generated new leads through market research and cold-calling potential customers.
  • Conducted needs analysis with potential customers to identify pain points and offer solutions in the form of company products and services.
  • Negotiated pricing and terms of service with customers.
  • Certified Insurance Account Manager
  • Certified Insurance Professional
  • Chartered Property and Casualty Underwriter

Industry Knowledge: Commercial Insurance, Personal Insurance, Health Insurance, Life Insurance, Life Settlements
Technical Skills: Microsoft Office Suite, QuickBooks, Salesforce, SalesforceIQ, iLeads, SalesLoft
Soft Skills: Communication, Leadership, Problem Solving, Interpersonal Skills

How to Write an Insurance Account Manager Resume

Here’s how to write an insurance account manager resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to use specific numbers and statistics to demonstrate your experience and accomplishments. So rather than saying you “managed accounts,” you could say that you “increased revenue from insurance accounts by 20% in first year, resulting in 15 new accounts and $1 million in new revenue.”

This bullet point not only provides more detail about what you did but also quantifies your results, which makes it easier for recruiters and hiring managers to understand your level of experience.

Identify and Include Relevant Keywords

Chances are, when you apply for an insurance account manager role, your resume will be scanned by an applicant tracking system (ATS) for certain keywords. This software looks for certain terms related to the job, like “policy” and “contracts” in order to determine whether you have the necessary experience for the position. If your resume doesn’t include enough of the right terms, the ATS might disqualify you from further consideration.

To make sure your resume makes it past the ATS, focus on including relevant keywords throughout all sections of your application. You can find a list of common insurance account manager keywords below:

  • Insurance
  • Sales
  • Property & Casualty Insurance
  • Life Insurance
  • Commercial Insurance
  • General Insurance
  • Property Insurance
  • Underwriting
  • Liability
  • Risk Management
  • Casualty Insurance
  • Term Life Insurance
  • Employee Benefits Design
  • Account Management
  • Business Development
  • Health Insurance
  • Working with Brokers
  • Sales Management
  • Customer Service
  • Negotiation
  • Business Strategy
  • Marketing Strategy
  • Management
  • Strategic Planning
  • Project Management
  • Business Planning
  • Marketing
  • Leadership
  • Team Leadership
  • Sales Process

Showcase Your Technical Skills

In order to be successful in this role, it is essential that insurance account managers are proficient in a variety of technical systems and procedures. Recruiters are looking for insurance account managers who are skilled in programs like Microsoft Office Suite, ERP systems, and manufacturing software. Additionally, it is important that insurance account managers are familiar with government regulations related to their industry, as they will often be responsible for ensuring that the organization is in compliance with these regulations.


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