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Table of contents

Insurance agent resume examples
Related resume examples:
Choose the right resume format for your insurance agent resume
How to write an insurance agent resume in 5 simple steps
Add a cover letter
Key takeaways for your insurance agent resume
Commonly asked questions about resume writing

Whether you’re a total policy newbie or a seasoned agent who has already mastered every aspect of your insurance agent job description, landing the right role depends on having a resume that shows off your skills.

From selling policies and conducting risk assessments to processing applications, your role as an insurance agent is dynamic and challenging. A truly strong resume takes these responsibilities and translates them onto the page so that your value as an employee shines through every word. If that seems like a tall order, don’t worry! We’ll walk you through it.

This guide will cover:

Inspiring insurance agent resume examples.
Steps to write your impactful resume for an insurance agent.
Optional sections for your insurance resume.
The importance of writing an effective cover letter for insurance roles.
Key takeaways to ensure your application is ready.

Want an insurance-focused resume generated in just a few minutes? Try our AI Resume Builder. Choose a design that reflects your professionalism and receive expert guidance for each section, ensuring your content truly showcases your insurance expertise and client-centric approach.

Insurance agent resume examples

Entry-level insurance agent resume example

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Why this entry-level insurance agent resume works:

Strong branding
This resume uses a neatly organized layout that guides the reader through the candidate’s career story and shows off an appropriate amount of personality.
Uses active language
Verbs like “analyzed” and “negotiated” give this candidate’s experience extra impact and convey more energy than repetitive resume filler phrases
Goal-oriented
This candidate is relatively inexperienced, so instead of focusing on career history, this resume emphasizes transferable skills and career aspirations.

Experienced insurance agent resume example

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Why this experienced insurance agent resume works:

Focuses on experience
This candidate has significant experience in his field, so it makes sense for his resume to emphasize his work history and career contributions.
Uses numerical data
Numbers drive home the impact of this candidate’s work. Instead of just listing skills, he proves that he can apply them to make a measurable difference in the workplace.
Includes soft skills
Hard technical skills like policy knowledge are a must for a skilled insurance agent, but time management and communication are just as vital. This candidate’s resume is balanced because he blends hard and soft skills.

Choose the right resume format for your insurance agent resume

To build a resume that makes the right impression, you need to choose a resume format that leans into your strong points and doesn’t draw too much attention to your weaker areas. There are three resume formats that most resumes use, and each organizes your information differently. Let’s explore which format will suit you best:

The chronological resume format is ideal for insurance agents with a lot of experience. It presents your career history in reverse-chronological order, allowing employers to see how you’ve excelled and improved in previous roles to reach where you are now.
The combination resume format combines your career history with a comprehensive skills section. It’s ideal for midcareer workers, especially agents looking to transition to more senior roles.
The functional resume format emphasizes your insurance skills, making it perfect for newbie agents with less experience. Instead of dwelling on your short or nonexistent experience, this format draws attention to transferable skills.

Now that you’ve chosen the perfect format for your career level, it’s time to style your resume by choosing a resume template that fits your personality and the role you’re after.

Select the right resume template for your insurance agent resume

Create your resume

Your resume template should reflect your personality, professionalism and client-centric approach. For insurance agents seeking a streamlined and professional resume, a simple resume template may be the ideal choice. Simple templates stick to the basics for a minimalist design that doesn’t pose any distractions.

For a resume that leaves a memorable impression, consider a creative or modern resume. These styles allow you to infuse some character while still showcasing your insurance skills.

The most important thing to remember is that your chosen template should organize your information well. Looking stylish is important too, but don’t go overboard with distractions.

Our resume templates are available in various file types. Word resume templates and Google Doc templates are perfect for downloading and customizing to suit your specific needs.

Now that you’ve chosen a style that suits you, it’s finally time to start writing!

How to write an insurance agent resume in 5 simple steps

Your resume is your formal introduction to the hiring department for the role you’re seeking. It should encapsulate the pivotal moments in your insurance career, from significant policies managed to successful collaborations with clients and colleagues. Your career history, skills and experience should collectively paint a picture of who you are as a professional and how you’ve evolved in your insurance career.

Let’s break down this process step by step.

Step 1

Review the insurance agent job listing for keywords

Before you even begin composing your resume, take a close look at the insurance agent job description for the position you’re pursuing. Explore the job listing to identify critical skills and qualifications, such as insurance product knowledge, client relationship management and risk assessment expertise. Understanding what the job listing seeks allows you to align your resume with the role’s requirements.

This is an especially good policy thanks to how common applicant tracking systems (ATS) have become. ATS software screens out candidates whose resumes lack certain keywords so that only the most qualified candidates are considered. To create a resume compatible with ATS systems, ensure that your content incorporates the terms found in the job description. For instance, if “risk assessment” or “client relationship management” is emphasized, try to use those specific terms to describe your experience. Just don’t include any skills or expertise that you don’t actually have.

Step 2

Summarize your career

Your resume profile is your resume’s very first introduction to who you are as a candidate. Make sure to write one that leaves a strong impression. There are two primary types of resume profiles: professional summaries and resume objectives, and both can work effectively for an insurance agent’s resume, depending on your career history.

A professional summary, as the name implies, summarizes your career, focusing on the duration of your experience and a few key achievements. This is perfect for experienced candidates who can convey their experience quickly.

Conversely, a resume objective outlines your career aspirations and is best for insurance agents who might be newer to the field, such as recent graduates or those transitioning from a different industry or role. This format is goal-oriented and gives more attention to transferable skills than to experience.

Insurance agent professional summary example:

Experienced insurance agent with a decade of success in managing diverse client portfolios and delivering comprehensive risk management solutions. Proven track record of building long-term client relationships, assessing complex insurance needs and tailoring policies to provide maximum coverage and financial protection.

Insurance agent resume objective example:

Aspiring insurance agent with a strong foundation in insurance principles and a commitment to providing top-notch client service. Eager to leverage insurance knowledge and problem-solving skills to help clients protect their assets and achieve peace of mind. Dedicated to continuously expanding expertise in the dynamic field of insurance.

Step 3

Highlight your essential insurance agent skills

No resume is complete without a skills section that delves into your greatest professional talents. Be sure to include a balanced mix of skills in this section. Let’s look at the two main types of skills to feature on your resume:

First, there are hard skills. These are typically more technical skills that you gain through education, experience and training. Your knowledge of policies would count as a hard skill, because it is specific and teachable.

The second group is known as soft skills. These are the more subtle interpersonal traits that make you a strong worker. They are difficult to teach and very important to any job. Your ability to communicate well, work on a team and stay organized would all be considered soft skills.

Key skills for an insurance agent resume:

Hard Skills

Insurance product knowledge
Policy analysis
Risk assessment
Underwriting
Claims processing

Soft Skills

Effective communication
Negotiation
Client relationship management
Empathy
Clear policy explanations

Here’s an example of a compelling insurance agent skills section:

Extensive experience in analyzing insurance policies and identifying tailored coverage solutions for clients.
Proficient in risk assessment, ensuring clients receive comprehensive protection against potential financial losses.
Strong communication skills, enabling clear and empathetic client interactions to build trust and ensure client satisfaction.
Thorough knowledge of insurance products and underwriting principles, facilitating accurate policy recommendations and claims processing.
Effective negotiation skills, resulting in favorable policy terms for clients and successful claim resolutions.

Pro tip

Stay updated on the latest developments and regulations in the insurance industry. Demonstrating your knowledge of current insurance trends and compliance requirements can strengthen your credibility as an insurance agent.

Step 4

Describe your insurance agent work history

Insurance is a dynamic field, and your resume should demonstrate how effective you are at handling every aspect of the insurance agent job description. This means proving that you know how to apply your skills. Your work experience section should highlight your achievements in previous roles, as well as the skills you employed every day to get the job done.

To underscore your contributions, utilize action words in your resume. Words like “analyzed,” “negotiated,” and “solved” emphasize your proactive and solution-oriented approach in the insurance industry.

Example insurance agent work history entry:

Insurance Agent, SecureCare Insurance Agency
Kingston, OH
May 2019 – December 2022

Managed a diverse portfolio of 100+ clients, providing comprehensive insurance coverage tailored to their specific needs.
Conducted 10+ thorough policy analyses to identify gaps in coverage and recommended appropriate adjustments weekly, resulting in increased client satisfaction and policy retention.
Negotiated favorable policy terms with insurance providers, ensuring cost-effective coverage for clients while maintaining profitability for the agency.
Successfully processed and resolved client insurance claims, maintaining a high level of client trust and loyalty.
Collaborated with the marketing team to develop targeted insurance products, contributing to a 20% increase in new policy acquisitions.

Pro tip

Illustrate your achievements with quantifiable metrics. Whether it’s increased policy retention, cost savings for clients or contributions to revenue growth, numbers provide concrete evidence of your value as an insurance agent.

Step 5

Showcase your education

Begin with your highest level of education and create a concise education section. Emphasize any relevant insurance training, certifications or workshops alongside your academic degree.

How to present your education and credentials:

EDUCATION

B.S. in Insurance Management
XYZ University, Anytown, USA

CERTIFICATIONS

Certified Insurance Agent, Insurance Institute of America
Advanced Risk Assessment Certification, Insurance Professionals Association

Additional sections for your resume

Languages

If you speak more than one language, you should absolutely include this skill on your resume. We live in a diverse world where your clients may come from a vast array of backgrounds. Being capable of communicating with a wider range of clients is a huge asset.

How to list languages on your resume:

Fluent in English and Spanish
Proficient in Italian and Portuguese

Hobbies and interests

Featuring personal interests or projects, especially those related to insurance or financial management, offers a more comprehensive view of your passion for the insurance industry.

How to feature hobbies and interests on your resume:

Founded a personal finance blog, offering insights into insurance and investment strategies to help readers achieve financial security.
Volunteered at local community events, providing free insurance consultations to underserved populations and promoting financial literacy.

Community engagement and collaboration

Highlighting your involvement in community projects, particularly those related to insurance education or financial literacy, demonstrates your commitment to fostering financial well-being beyond your professional role.

How to showcase community engagement on your insurance agent resume:

Collaborated with local schools to introduce insurance education programs, enhancing financial literacy among students and promoting insurance awareness.
Participated in community financial planning workshops, offering guidance on insurance and risk management to empower individuals and families.

Add a cover letter

Create your cover letter

A truly strong resume is not complete without an equally strong cover letter to seal the deal. Your cover letter gives you the opportunity to express what excites you about the role, draw attention to qualifications from your resume that you want to underscore and add context to any resume gaps or unconventional steps in your career journey.

If writing a cover letter is intimidating, let us make it simpler. Try our guide for help learning how to write a cover letter and draw inspiration from our library of cover letter examples.

To ensure that your cover letter matches your resume’s branding, try a cover letter template from our Cover Letter Generator.

Key takeaways for your insurance agent resume

Personalize your resume for each opportunity
Customize your resume to align with the specific requirements of each insurance agent role, emphasizing your skills in risk assessment, policy analysis, and client relationship management.
Highlight your insurance experience
Showcase your hands-on involvement in insurance processes, from policy evaluation to claims resolution, demonstrating your ability to excel in the ever-evolving insurance industry.
Emphasize your dedication to continuous learning
Highlight any advanced courses, certifications, or workshops you’ve undertaken in the realm of insurance and risk management, underscoring your commitment to staying informed about the latest industry trends and regulatory changes.
Express your passion for insurance leadership
While your resume provides an overview of your skills, a well-crafted cover letter can convey your genuine enthusiasm for securing clients’ financial well-being and your dedication to helping them navigate the complex world of insurance. A cover letter adds a personal touch.
Highlight measurable achievements
If you’ve contributed to increased policy retention, cost-effective coverage solutions, or successful claims processing, emphasize these accomplishments with specific metrics and results.
Showcase collaboration and client relationship management
In the insurance industry, collaboration and client trust are crucial. Highlight instances where you’ve effectively collaborated with insurance providers and nurtured strong client relationships, showcasing your ability to deliver tailored insurance solutions.