Insurance Accountant Resume Example & Writing Guide

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

Insurance accountants are responsible for maintaining insurance companies’ financial records. They’re also tasked with calculating premiums and setting rates based on risks and projected costs. Insurance accountants help create budgets, forecast cash flow, and monitor claims.

Insurance accountants typically have at least five years of experience in the field, so it can be difficult for someone new to break into this space. But if you’re up for the challenge, here are some tips and an example resume to help you write an insurance accountant resume that hiring managers will love.

David Moore
Chicago, IL | (123) 456-7891 | [email protected]

Seasoned insurance accountant with over 10 years of experience. Proven ability to manage and analyze data, identify discrepancies, and provide recommendations to improve financial performance. Excels in fast-paced environments and is seeking an opportunity to use skills and knowledge to help a company grow.

University of Illinois at Urbana-Champaign Jun '10
B.S. in Accounting
Company A, Insurance Accountant Jan '17 – Current
  • Processed insurance premium payments, refunds and adjustments for multiple lines of business.
  • Analyzed monthly financial statements to ensure accuracy and prepared quarterly reports on the company’s performance in relation to budget.
  • Maintained a detailed knowledge of all policies written by the department including policy numbers, premiums collected, expiration dates, etc.
  • Assisted with preparation of annual tax filings as well as other ad hoc projects related to accounting functions within the organization.
  • Provided support for underwriting activities such as rate analysis and pricing decisions and assisted with various special projects throughout the year as needed.
Company B, Insurance Accountant Jan '12 – Dec '16
  • Created monthly and quarterly reports for senior management to review financial status of company operations
  • Prepared tax returns, including state filings, maintaining records and ensuring all taxes were paid in a timely manner
  • Assisted with the annual audit by providing information on insurance-related transactions and activities
  • Reviewed account reconciliations, prepared adjustments and reconciled errors or discrepancies in accounts
  • Analyzed premium billing data to identify trends that could be improved upon for future processes
Company C, Accounts Payable Clerk Jan '09 – Dec '11
  • Matched invoices to purchase orders and coded invoices with correct account and cost center.
  • Processed invoices for payment and entered invoices into accounting software.
  • Resolved discrepancies between invoices and purchase orders.
  • Certified Public Accountant (CPA)
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Fraud Examiner (CFE)

Industry Knowledge: GAAP Accounting, Excel, QuickBooks, Microsoft Office Suite
Technical Skills: SAS, SPSS, Microsoft Office Suite, Excel, QuickBooks

How to Write an Insurance Accountant Resume

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

Write Compelling Bullet Points

As you write your resume bullet points, think about the results of your work. Did you increase sales by 20%? Did you reduce costs by 10%? Did you save the company $1 million?

These are the types of results-driven bullet points that will catch the attention of recruiters and hiring managers. And they’re the types of bullet points that will help you stand out from other candidates.

Identify and Include Relevant Keywords

When you submit your resume for an insurance account role, it’s likely that it will be scanned by an applicant tracking system (ATS) for certain keywords. The ATS will search for terms related to the job like “liability” or “accounting” in order to determine whether your skills and experience match the job description. If you’re missing one of the top keywords, your resume might not make it past the initial screening process.

To make sure you’ve included all of the right keywords, take a look at some of the most commonly used insurance account keywords below:

  • Insurance
  • Accounting
  • Accounting Information Systems
  • Financial Reporting
  • Auditing
  • Financial Accounting
  • General Ledger
  • Financial Analysis
  • Finance
  • Financial Statements
  • Microsoft Access
  • Banking
  • Value-Added Tax (VAT)
  • Enterprise Resource Planning (ERP)
  • Corporate Finance
  • Bookkeeping
  • Management
  • Business Strategy
  • Team Leadership
  • Budgeting
  • Business Planning
  • Tax
  • Risk Management
  • Property & Casualty Insurance
  • Underwriting
  • Liability
  • Life Insurance
  • Medicare
  • Health Insurance
  • Health Care

Showcase Your Technical Skills

As an insurance accountant, you need to be proficient in the use of specific software programs and systems to effectively manage your work. Insurance accounting relies heavily on software programs like QuickBooks, Excel, and Word to track finances and transactions. You should also be familiar with other relevant programs like PowerPoint and SharePoint. Being able to list your technical skills prominently on your resume will show that you are a valuable asset to any insurance company.


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