Resume

Insurance Agent Resume Example & Writing Guide

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

Insurance agents are in charge of finding clients the insurance coverage they need, whether that’s auto insurance, home insurance, life insurance, or something else entirely. If you love working with people and helping them solve their problems, this could be the perfect career for you.

Before you can start helping people, however, you need an insurance agent resume that will get you noticed by potential employers. Follow these tips and resume example to write a compelling insurance agent resume that hiring managers will love.

Jennifer Thomas
Houston, TX | (123) 456-7891 | [email protected]
Summary

Seasoned insurance agent with more than 10 years of experience providing quality customer service and solutions to clients. Proven success in developing and managing client relationships, negotiating rates and coverage, and providing education on insurance products. Driven to help clients find the best possible protection for their families and businesses.

Education
University of Texas at Arlington Jun '10
B.A. in Business Administration
Experience
Company A, Insurance Agent Jan '17 – Current
  • Managed a team of 5 agents and assisted in the development of new business leads, sales strategies, and marketing plans for each agent.
  • Created proposals to meet client needs by analyzing current coverage levels, financial status, and risk exposure.
  • Provided ongoing support to ensure that clients are receiving appropriate service from their insurance company including claims processing, policy changes, etc…
  • Assisted with developing training programs for new hires as well as existing staff members on various topics such as customer service skills, product knowledge, etc..
  • Developed an online system for tracking all incoming leads which resulted in increased efficiency within the office by eliminating paper files and manual data entry tasks.
Company B, Insurance Agent Jan '12 – Dec '16
  • Created and implemented a marketing plan that included email campaigns, direct mailers, social media posts and print advertisements
  • Conducted insurance consultations with clients to explain coverage options for auto, home and life insurance policies
  • Managed client relationships by answering questions about policy details and claims procedures (including submitting claims)
  • Increased sales revenue by 25% in one year through effective prospecting techniques
  • Maintained professional knowledge of the industry’s products and services through ongoing training courses
Company C, Sales Representative Jan '09 – Dec '11
  • Actively sought out new sales opportunities through networking and cold-calling.
  • Collaborated with sales team to develop strategies and action plans to increase market share.
  • Utilized customer relationship management software to track customer interactions and maintain accurate records of customer communications.
Certifications
  • Property & Casualty License
  • Life & Health License
  • Series 6 License
Skills

Industry Knowledge: Health Insurance, Life Insurance, Disability Insurance, Medicare, P&C Insurance
Technical Skills: Microsoft Office Suite, Salesforce, SalesforceIQ
Soft Skills: Communication, Leadership, Problem Solving, Team Work, Customer Service, Attention to Detail

How to Write an Insurance Agent Resume

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

Write Compelling Bullet Points

Bullet points are the most effective way to showcase your experience and qualifications. But rather than simply listing your responsibilities, you can make your bullet points much more interesting and compelling by using specific numbers and statistics.

For example, rather than saying you “assisted customers with insurance questions,” you could say that you “assisted 200+ customers with insurance questions each week, resulting in a 98% satisfaction rate.”

The second bullet point is much more interesting and compelling 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 agent 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 job, like “health insurance” or “life insurance” in order to determine whether your skills and experience are a match for the position. If your resume doesn’t include enough of the right keywords, your application might not make it past the initial screening process.

To make sure you have a shot at getting an interview, make sure to include relevant keywords throughout all parts of your resume. You can add them into the work experience, skills, summary, and education sections. Here are some of the most commonly used insurance agent keywords:

  • Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • General Insurance
  • Commercial Insurance
  • Liability
  • Health Insurance
  • Underwriting
  • Term Life Insurance
  • Homeowners Insurance
  • Umbrella Insurance
  • Casualty Insurance
  • Working with Brokers
  • Inland Marine
  • Reinsurance
  • Professional Liability
  • Disability Insurance
  • Working with Agents
  • Risk Management
  • Sales
  • Customer Service
  • Marketing
  • Financial Services
  • Retirement Planning
  • Investments
  • Financial Planning
  • Management
  • Business Development
  • Team Leadership
  • Microsoft Access

Showcase Your Technical Skills

Insurance agents use a variety of software programs to process claims and quotes, and to manage their client relationships. They are also typically familiar with insurance company systems and procedures. So it’s important for insurance agents to list their technical skills on their resumes. Some of the most commonly used programs are:

-Microsoft Office Suite -Excel -Word -Access -Salesforce -Insurance company specific software

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