Property And Casualty Insurance Agent Resume Example & Writing Guide

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

Property and casualty insurance is one of the most popular types of insurance, offering coverage for everything from cars to homes to boats. If you’ve got an eye for detail, a passion for protecting what’s yours, and a knack for making clients feel at ease, this might be the perfect career for you.

To break into this field as a property and casualty insurance agent, you’ll need a resume that highlights all of your relevant skills and experience. Here are some tips and an example to help you write yours.

Mary Thompson
Houston, TX | (123) 456-7891 | [email protected]

Tenacious and solutions-oriented property and casualty insurance agent with more than six years of experience. Proven track record of successfully identifying customer needs and providing recommendations that result in increased policy sales and customer satisfaction.

University of Texas at Arlington Jun '10
B.S. in Business Administration
Company A, Property And Casualty Insurance Agent Jan '17 – Current
  • Managed a team of underwriters and agents to ensure compliance with all regulations, procedures, and company policies.
  • Provided training on new products, policy changes, and updates in the marketplace.
  • Assisted in developing marketing strategies for assigned accounts based on market conditions and customer needs.
  • Participated in sales meetings to discuss account activity, goals, challenges, etc., as well as provide feedback regarding current business trends within the territory or specific accounts/customers.
  • Maintained knowledge of competitive developments through research and contact with other insurance agencies and representatives in order to develop effective counter-strategies when appropriate.
Company B, Property And Casualty Insurance Agent Jan '12 – Dec '16
  • Developed and maintained relationships with current clients, resulting in an increase of customer retention rate to 88%
  • Conducted property inspections for insurance purposes, including fire safety and security measures (e.g., locks)
  • Assisted customers with claims inquiries and completed new policies as needed
  • Maintained a working knowledge of all types of insurance products offered by the company
  • Achieved 95% sales productivity goal every quarter through effective prospecting techniques
Company C, Insurance Sales Representative Jan '09 – Dec '11
  • Conducted needs-based analyses with customers to identify appropriate insurance products.
  • Developed and implemented sales strategies to target new customers and grow existing business.
  • Managed customer policy renewals and handled customer inquiries and complaints.
  • Texas Property & Casualty License
  • Certified Insurance Counselor (CIC)
  • Chartered Property Casualty Underwriter (CPCU)

Industry Knowledge: Insurance, Sales, Customer Service, Marketing, Risk Management, Underwriting, Compliance
Technical Skills: Microsoft Office Suite, Salesforce, NetSuite, Workday
Soft Skills: Communication, Customer Service, Teamwork, Leadership, Organization, Problem Solving

How to Write a Property And Casualty Insurance Agent Resume

Here’s how to write a 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 “managed accounts,” you could say that you “managed accounts for top-tier insurance agency, growing revenue by 15% in first year.”

The second bullet point is much stronger because it provides specific details about what you did and the results of your work. It also includes a number—15%—which makes the accomplishment seem even more impressive.

Identify and Include Relevant Keywords

When you submit your resume for a property and casualty insurance agent role, it’s likely that it will be scanned by an applicant tracking system (ATS) for certain keywords. This system looks for terms related to the job like “property management” or “policy analysis” 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 increase your chances of getting an interview, use this list of commonly used keywords as a starting point for creating or updating your resume:

  • Property & Casualty Insurance
  • Insurance
  • Commercial Insurance
  • General Insurance
  • Liability
  • Workers Compensation
  • Umbrella Insurance
  • Casualty Insurance
  • Professional Liability
  • Insurance Brokerage
  • Underwriting
  • Business Insurance
  • Homeowners Insurance
  • Healthcare Insurance
  • Legal Liability
  • Term Life Insurance
  • Account Management
  • Risk Management
  • Health Insurance
  • Directors and Officers Liability Insurance
  • Marketing
  • Sales
  • Customer Service
  • Microsoft Access
  • Management
  • Negotiation
  • Leadership
  • Marketing Strategy
  • Working with the Public
  • Customer Relationship Management (CRM)

Showcase Your Technical Skills

As a property and casualty insurance agent, you need to be proficient in the use of technology in order to do your job effectively. This might include familiarity with insurance rating software, policy management software, and customer relationship management (CRM) software. Additionally, you need to be able to use the internet to research insurance companies and policies, and to communicate with clients and potential customers.


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