Accounting & Finance Resume Examples

Insurance Agent Resume Example & Writing Guide

Create a winning insurance agent resume. Includes sales-focused examples, licensing details, and tips for showcasing policy volume and client retention.

ATS-Optimized Expert-Written Updated 2026

Insurance Agent Resume Example

Here's a professional insurance agent resume example that you can use as a reference. This example highlights the key sections and content that hiring managers look for.

Alex Johnson

Insurance Agent

New York, NY | alex.johnson@email.com | (555) 123-4567 | linkedin.com/in/alexjohnson

Professional Summary

Licensed Insurance Agent with 6+ years of experience selling life, health, property, and casualty insurance policies. Consistently exceeds sales targets by 25%+ while maintaining a 92% client retention rate. Expert in needs-based selling, policy analysis, and building long-term client relationships across personal and commercial lines.

Work Experience

Senior Insurance Agent

2022 – Present

ABC Corporation, New York, NY

  • Generated $1.8M in annual premium revenue consistently exceeding monthly sales targets by 25-40%
  • Built and maintained a book of business with 500+ active policies and a 92% client retention rate
  • Achieved President's Club recognition for top 5% sales performance nationally for 3 consecutive years

Insurance Agent

2019 – 2022

XYZ Company, Chicago, IL

  • Cross-sold an average of 2.3 policies per household, increasing per-client revenue by 35%
  • Developed a referral program generating 40% of new business through existing client recommendations

Skills

Policy Sales • Client Relationship Management • Needs-Based Selling • Underwriting Knowledge • Claims Processing • Risk Assessment • CRM Software (Salesforce) • Lead Generation • Cold Calling • Cross-Selling • Policy Renewal • Regulatory Compliance • Financial Planning Basics • Presentation Skills • Community Networking

Education

Bachelor of Science in Business Administration

Bachelor of Science in Finance

Associate Degree in Insurance Studies

Insurance Agent Resume Summary Examples

Your resume summary is the first thing hiring managers read. Here's a strong example for ainsurance agent with 6+ years of experience:

Good Example

Licensed Insurance Agent with 6+ years of experience selling life, health, property, and casualty insurance policies. Consistently exceeds sales targets by 25%+ while maintaining a 92% client retention rate. Expert in needs-based selling, policy analysis, and building long-term client relationships across personal and commercial lines.

Avoid This

“Hardworking insurance agent looking for a challenging position where I can utilize my skills and experience. I am a team player with excellent communication skills.”

Why the first example works: It includes specific years of experience, quantified achievements, technical skills, and certifications — all things ATS systems and hiring managers look for.

Work Experience Bullet Points

Here are powerful, metrics-driven bullet points for a insurance agent resume. Notice how each one starts with an action verb and includes specific numbers:

  • Generated $1.8M in annual premium revenue consistently exceeding monthly sales targets by 25-40%
  • Built and maintained a book of business with 500+ active policies and a 92% client retention rate
  • Achieved President's Club recognition for top 5% sales performance nationally for 3 consecutive years
  • Cross-sold an average of 2.3 policies per household, increasing per-client revenue by 35%
  • Developed a referral program generating 40% of new business through existing client recommendations

Pro Tip: Use the formula: Action Verb + Task + Quantified Result. For example: “Managed” + “team of 12 engineers” + “delivering project 20% under budget.”

Key Skills for a Insurance Agent Resume

Include these skills on your insurance agent resume to pass ATS screening and impress hiring managers:

Policy Sales
Client Relationship Management
Needs-Based Selling
Underwriting Knowledge
Claims Processing
Risk Assessment
CRM Software (Salesforce)
Lead Generation
Cold Calling
Cross-Selling
Policy Renewal
Regulatory Compliance
Financial Planning Basics
Presentation Skills
Community Networking

ATS Keywords for Insurance Agent Resume

These are the most important keywords that Applicant Tracking Systems scan for in insurance agent resumes. Include them naturally throughout your resume:

insurance agentinsurance salespolicy salespremium revenueclient retentioncross-sellingunderwritingrisk assessmentlife insuranceproperty and casualtyCRMlead generationbook of business

Important: Don't stuff keywords. Use them naturally in your summary, experience, and skills sections. ATS systems can detect keyword stuffing and may flag your resume.

Education & Certifications

Education

  • Bachelor of Science in Business Administration
  • Bachelor of Science in Finance
  • Associate Degree in Insurance Studies

Certifications

  • Property & Casualty License
  • Life & Health License
  • Certified Insurance Counselor (CIC)
  • Chartered Property Casualty Underwriter (CPCU)

Expert Tips for Your Insurance Agent Resume

1

Quantify annual premium revenue and sales target achievement

2

Highlight client retention rate and book of business size

3

List all insurance licenses and professional designations

4

Show cross-selling success and policies per household

5

Include awards and rankings (President's Club, top producer)

Insurance Agent Salary & Job Outlook

Entry Level

$35K

Median Salary

$58K

Experienced

$105K

Job Outlook

6% growth (2022-2032), faster than average

Source: BLS 2024

Frequently Asked Questions

What should an insurance agent put on a resume?

Include your license types, premium revenue generated, client retention rate, book of business size, cross-selling metrics, and any top-producer awards.

How important are insurance designations on a resume?

Very important — CPCU, CIC, and CLU designations signal advanced expertise and commitment to the industry. They can significantly increase your earning potential.

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Quick Stats

Median Salary$58K
Experience Shown6+ years
Key Skills15
ATS Keywords13

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