Insurance Agency Manager Resume Example & Writing Guide

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

Insurance agency managers are responsible for overseeing the operations of their agency—from staffing and training to sales and marketing. They’re highly organized and detail oriented, with excellent communication skills. And they’re able to keep their finger on the pulse of their industry, staying up to date on the latest trends and regulations.

Because insurance is such a specialized field, insurance agency managers often have a lot of experience in the industry before they land their first managerial role. But that doesn’t mean it’s impossible for newcomers to break into the field.

Here are some tips and an example resume template to help you write a compelling insurance agency manager resume that will get you noticed by hiring managers everywhere.

David Moore
Houston, TX | (123) 456-7891 | [email protected]

Seasoned insurance professional with over 10 years of experience in the industry. Proven track record of successfully managing and growing an insurance agency. Skilled in risk assessment, policy analysis, and customer service.

University of Texas at Arlington Jun '10
B.S. in Business Administration
Company A, Insurance Agency Manager Jan '17 – Current
  • Managed a team of 10+ agents and assisted with the development of new business opportunities, including but not limited to life insurance, disability income, long-term care, Medicare Supplement plans, annuities, auto/homeowners’ policies.
  • Provided customer service for all inquiries related to existing accounts as well as sales activities and ensured that all customers were serviced in a professional manner at all times.
  • Developed marketing strategies for increasing agency growth through lead generation efforts such as cold calling or networking within the community and implemented effective management practices to ensure compliance with company standards and procedures.
  • Assisted in developing training programs for employees on topics such as product knowledge, sales techniques, customer service skills etc., ensuring consistent delivery across the organization.
  • Maintained current knowledge of competitive market conditions by attending industry conferences and seminars and reviewed financial statements regularly to monitor performance against budget goals.
Company B, Insurance Agency Manager Jan '12 – Dec '16
  • Increased sales by 25% over 2 years through improved lead generation and prospecting techniques, resulting in a higher quality of clientele
  • Conducted weekly team meetings to discuss goals, objectives and performance reviews; encouraged open communication between employees
  • Managed all aspects of agency operations including marketing, customer service, billing and collections
  • Created an incentive program for agents based on production that increased overall productivity 15% annually
  • Implemented new technology system that streamlined workflow and reduced administrative tasks by 50%
Company C, Insurance Agent Jan '09 – Dec '11
  • Actively solicited new business and cross-sold insurance products to current clients.
  • Conducted needs analysis with clients to identify coverage gaps and created custom insurance plans to fill those gaps.
  • Worked with clients throughout the claims process to ensure they received the coverage they were entitled to.
  • Property & Casualty License
  • Life & Health License
  • Property & Casualty Insurance License

Industry Knowledge: Insurance, Risk Management, Underwriting, Claims, Employment Practices Liability, Workers Compensation
Technical Skills: Microsoft Office Suite
Soft Skills: Leadership, Teamwork, Decision Making, Problem Solving, Written Communication, Customer Service, Negotiation

How to Write an Insurance Agency Manager Resume

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

Write Compelling Bullet Points

The best way to make your resume stand out is to use specific examples and numbers. So rather than saying you “managed agency staff,” you could say that you “reduced turnover rate by 15% by creating new training program and improving employee retention rates by 20% over two years.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work.

Identify and Include Relevant Keywords

When you apply for an insurance agency manager role, your resume is likely to be scanned by an applicant tracking system (ATS) for certain keywords. The ATS will look for keywords related to the position like “insurance” or “healthcare” in order to determine whether your skills and experience are a match for the job. If your resume doesn’t include enough of the right terms, your application might not make it past the initial screening process.

To increase your chances of getting an interview, you should use this list of commonly used insurance agency manager keywords as a resource when you’re building your resume:

  • Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • General Insurance
  • Commercial Insurance
  • Underwriting
  • Insurance Brokerage
  • Risk Management
  • Term Life Insurance
  • Casualty Insurance
  • Workers Compensation
  • Liability
  • Claims Management
  • Homeowners Insurance
  • Health Insurance
  • Sales
  • Customer Service
  • Customer Satisfaction
  • Agent
  • Financial Services
  • Managed Care
  • Medicare
  • Health Care
  • Disability Insurance
  • Medicare Supplements
  • Long-term Care
  • Group Benefits
  • Employee Benefits Design
  • Retirement Planning
  • Disability Income

Showcase Your Technical Skills

As an insurance agency manager, you will need to be proficient in the use of various software programs in order to manage your agency effectively. These programs may include customer relationship management (CRM) software, accounting software, and claims processing software. Additionally, you will need to be familiar with the insurance industry’s underwriting guidelines and rating systems.


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