Insurance Customer Service Representative Resume Example & Writing Guide

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

Insurance is one of the most highly regulated industries in the world, so if you have a knack for navigating complex rules and regulations, insurance customer service might be the perfect career for you. Insurance CSRs are responsible for helping clients understand their coverage options and making sure they’re satisfied with their plans. They also handle claims from policyholders who need help recovering from an accident or disaster.

Because insurance is so heavily regulated, insurance CSRs must follow strict protocol in their day-to-day work. This means insurance CSRs often need to follow company guidelines and procedures closely when helping customers. If you thrive in a structured environment where everything needs to be perfect, insurance might be the right career choice for you.

Here are some tips plus an example to help you write a compelling insurance customer service resume that hiring managers will love.

David Moore
Los Angeles, CA | (123) 456-7891 | [email protected]

Experienced insurance customer service professional with a proven track record of providing world-class service and support. Demonstrates a deep understanding of insurance products and services and the ability to quickly resolve customer issues.

James Logan High School Jun '08
High School Diploma
Company A, Insurance Customer Service Representative Jan '17 – Current
  • Processed new and renewal insurance policies, including quoting, underwriting, and issuing coverage.
  • Provided customer service to customers by phone or in person regarding their insurance needs.
  • Maintained knowledge of products available for sale through the company’s distribution channels.
  • Assisted with marketing activities such as mailings, promotions, events, etc., within assigned territory/market segment(s).
  • Participated in training programs designed to enhance job skills and increase product knowledge & expertise.
Company B, Insurance Customer Service Representative Jan '12 – Dec '16
  • Answered customer calls and emails regarding insurance policies, billing questions, policy changes and claims
  • Assisted customers with submitting online claim forms for property damage, auto repair and medical bills
  • Resolved escalated customer issues by communicating with management team when necessary
  • Maintained positive working relationships with existing customers as well as new prospects
  • Achieved a 95% satisfaction rating from customers based on survey feedback
Company C, Customer Service Representative Jan '09 – Dec '11
  • Answered customer inquiries via phone, email and chat regarding company products and services.
  • Resolved customer complaints in a timely and professional manner.
  • Escalated customer issues to supervisors when necessary.

Industry Knowledge: Insurance, Auto Insurance, Home Insurance, Health Insurance, Life Insurance, Disability Insurance
Technical Skills: Microsoft Office Suite, Salesforce, Office 365
Soft Skills: Communication, Problem Solving, Teamwork, Customer Service, Patience, Attention to Detail, Social Skills

How to Write an Insurance Customer Service Representative Resume

Here’s how to write an insurance customer service representative resume of your own.

Write Compelling Bullet Points

The best way to make your resume stand out is to include quantifiable details about your work experience. So rather than saying you “provided customer service,” you could say that you “provided customer service for 20+ customers daily, resulting in a 98% satisfaction rate.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work. And it also includes a quantifiable number to demonstrate your level of involvement in the project.

Identify and Include Relevant Keywords

When you apply for an insurance customer service representative role, your resume is likely to go through an applicant tracking system (ATS). This program will scan your resume for specific keywords related to the job opening. If your resume doesn’t include enough of the right terms, your application might not make it past the initial screening process.

One way to make sure you have enough relevant keywords on your resume is to take a look at the job posting and make a list of the terms that are repeated most often. Then, go through your resume and make sure to include those same terms throughout all the sections where they’re relevant.

Here are some common insurance customer service keywords to get you started:

  • Insurance
  • Customer Service
  • Sales
  • Microsoft Access
  • Banking
  • Social Media
  • Teamwork
  • Retail
  • Marketing
  • Communication
  • Customer Satisfaction
  • Social Media Marketing
  • Time Management
  • Team Spirit
  • Teaching
  • Negotiation
  • Marketing Strategy
  • Team Leadership
  • Sales Management
  • Life Insurance
  • Property & Casualty Insurance
  • Home Insurance
  • Liability
  • Medicare
  • Personal Insurance
  • Commercial Insurance
  • General Insurance
  • Short Term Insurance
  • Risks

Showcase Your Technical Skills

In order to be successful in this role, it is essential that insurance customer service representatives are proficient in a variety of technical systems and procedures. Recruiters are looking for customer service representatives who are skilled in programs like Microsoft Office Suite, ERP systems, and manufacturing software. Additionally, it is important that customer service representatives 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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