5 Amazing insurance agent Resume Examples (Updated 2023) + Skills & Job Descriptions

You might be a sales whiz and talented at helping customers navigate the complex world of insurance, but without a winning resume, it can be tough to secure an interview and land a new job. Crafting an insurance agent resume that catches the attention of recruiters and hiring managers can be a time-consuming task, especially if you haven't touched yours in a while and it's gone a little stale. Striking the right balance between format, tone, and information is important. Aside from clearly communicating why your years of customer service experience, sales skills, and licensing or other qualifications are a great fit for the role, your resume must also be easy to scan and digest. You only have a few seconds to make a great impression and potentially score an interview. We can help you make the most of those precious seconds. Our templates, resume sample for insurance agents, and expert writing tips and advice can give you the edge you need to stand out from the crowd, line up an interview, and win that new position you're seeking.

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insurance agent: Resume Samples & Writing Guide

Employment history

Chief Insurance Agent, Nationwide Columbus, Ohio

September 2016 – Present

Research and analyze insurance products
Develop and maintain relationships with clients
Prepare and submit reports to management

Associate Insurance Agent, State Farm Bloomington, Illinois

February 2016 – August 2016

Ensure compliance with insurance regulations
Educate clients on insurance-related topics
Prepare and submit reports to management

Junior Insurance Agent, Liberty Mutual Boston, Massachusetts

February 2015 – January 2016

Negotiate with insurers to obtain competitive rates
Research and analyze insurance products
Provide customer service and answer questions

Education

University of Washington, Seattle, Washington

Bachelor of Arts in Insurance and Financial Services, January, 2015

Skills

Risk Management

Time Management

Listening

Data Analysis

Insurance Risk Management

Insurance Appraisal

Insurance Compliance

Insurance Litigation

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Professional Summary

A highly motivated and organized Insurance Agent with extensive knowledge of the insurance industry. Proven ability to develop strong relationships and provide exceptional customer service.

Employment history

Chief Insurance Agent, MetLife New York, New York

January 2011 – Present

Process applications, changes and renewals
Utilize sales and marketing software
Educate clients on insurance-related topics

Insurance Agent, State Farm Bloomington, Illinois

January 2010 – December 2010

Research and analyze insurance products
Process applications, changes and renewals
Utilize sales and marketing software

Entry Level Insurance Agent, MetLife New York, New York

June 2009 – December 2009

Research and analyze insurance products
Process applications, changes and renewals
Develop and maintain relationships with clients

Education

University of Wisconsin, Madison, Wisconsin

Doctor of Arts in Business Administration and Insurance, May, 2009

University of Wisconsin, Madison, Wisconsin

Bachelor of Science in Risk Management, May, 2005

Skills

Documentation

Coaching

Communication

Analytical

Data Entry

Policy Writing

Insurance Negotiation

Insurance Risk Management

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Professional Summary

Dynamic Insurance Agent with extensive experience in assessing client needs and providing tailored insurance solutions. Proven track record of delivering excellent customer service and building long-lasting relationships with clients.

Employment history

Chief Insurance Agent, USAA San Antonio, Texas

August 2010 – Present

Sell insurance policies to clients
Prepare and submit reports to management
Process applications, changes and renewals

Insurance Agent, State Farm Bloomington, Illinois

March 2009 – July 2010

Educate clients on insurance-related topics
Provide customer service and answer questions
Sell insurance policies to clients

Junior Insurance Agent, Farmers Insurance Los Angeles, California

September 2007 – February 2009

Sell insurance policies to clients
Process applications, changes and renewals
Develop marketing strategies to increase sales

Education

University of Illinois, Urbana, Illinois

Doctor of Business Administration in Insurance, July, 2007

University of Illinois, Urbana, Illinois

Bachelor of Science in Accounting and Insurance, August, 2003

Skills

Research

Organization

Presentation

Negotiation

Policy Writing

Insurance Litigation

Insurance Regulations

Insurance Verification

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Employment history

Senior Insurance Agent, MetLife New York, New York

March 2023 – Present

Utilize sales and marketing software
Develop and maintain relationships with clients
Prepare and submit reports to management

Insurance Agent, Farmers Insurance Los Angeles, California

October 2021 – February 2023

Explain policy coverages and options to clients
Ensure compliance with insurance regulations
Negotiate with insurers to obtain competitive rates

Jr. Insurance Agent, Allstate Northbrook, Illinois

April 2020 – September 2021

Prepare and submit reports to management
Provide customer service and answer questions
Utilize sales and marketing software

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Master of Science in Insurance, March, 2020

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Science in Business Administration and Insurance, March, 2016

Skills

Planning

Process Improvement

Project Management

Critical Thinking

Claim Processing

Policy Writing

Insurance Verification

Data Entry

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Employment history

Lead Insurance Agent, Farmers Insurance Los Angeles, California

September 2015 – Present

Follow up with clients to ensure satisfaction
Sell insurance policies to clients
Utilize sales and marketing software

Insurance Agent, Progressive Mayfield Village, Ohio

September 2014 – August 2015

Utilize sales and marketing software
Monitor and report on insurance industry trends
Develop and maintain relationships with clients

Entry Level Insurance Agent, USAA San Antonio, Texas

April 2013 – August 2014

Develop and maintain relationships with clients
Process applications, changes and renewals
Attend industry conferences and seminars

Education

University of California, Berkeley, California

Insurance Agency Management, February, 2013

Skills

Documentation

Quality Assurance

Adaptability

Strategic Thinking

Insurance Networking

Insurance Product Knowledge

Claim Processing

Insurance Regulations

Use This insurance agent Resume Template

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insurance agent Job Descriptions; Explained

If you're applying for an insurance agent position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

insurance agent

Sell and promote various type of company’s insurance products to existing and potential customers based on their financial need.
Set appointment and interview prospective customers to obtain data about their financial resources and needs, the physical condition of the person and to discuss any existing coverage.
Prepare and pro-actively execute sales plans for prospective customers.
To identify new sales strategies and approaches to achieve individual and branch sales target.
Deliver best sales practice and provide excellent customer services.
Maintain regular contact with existing customers to develop strong relationship.

insurance agent

Sell Medicare policies to individuals over the phone
Set appointments for field agents to visit clients in the home.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
Calculate premiums and establish payment methods

insurance agent

Principle & practice of insurance
Discussing with clients insurance products
Maintain accurate and relevant customer administrative records
Quickly following up all potential leads

insurance agent

Present policy features to potential clients.
Collect payments from policyholders, and ensure beneficiaries receive settlement in case of policyholder death.
Maintain necessary database management.
Provide strong customer service skills to current and new policyholders.
Able to offer an understandable explanation of policy coverage to clients.
Efficient at keeping policyholders records, as well as gathering information on clients health, family, finance, and lifestyle.
Effective at customer communication and have a comprehensive understanding of insurance laws and regulations.

insurance agent

Review policy reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
Interview clients to determine what kinds of insurance they are seeking.
Customize insurance programs to suit individual clients.
Attend meetings, seminars to learn about new products and services, learn new skills.

1 2 3 … 9

insurance agent Job Skills

For an insurance agent position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Entry
Policy Writing
Insurance Regulations
Insurance Law
Claim Processing
Insurance Underwriting
Insurance Claims Adjusting
Insurance Sales
Insurance Marketing
Insurance Product Knowledge
Insurance Risk Management
Insurance Verification
Insurance Compliance
Insurance Auditing
Insurance Brokering
Insurance Negotiation
Insurance Appraisal
Insurance Networking
Insurance Litigation
Insurance Fraud Investigation

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your insurance agent Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Senior Insurance Agent, MetLife New York, New York

February 2010 – May 2022

Monitor and report on insurance industry trends
Attend industry conferences and seminars
Negotiate with insurers to obtain competitive rates

Associate Insurance Agent, Travelers Hartford, Connecticut

July 2009 – January 2010

Develop and maintain relationships with clients
Follow up with clients to ensure satisfaction
Process applications, changes and renewals

Jr. Insurance Agent, Farmers Insurance Los Angeles, California

January 2009 – July 2009

Follow up with clients to ensure satisfaction
Process applications, changes and renewals
Sell insurance policies to clients

Education

Florida State University, Tallahassee, Florida

Bachelor of Business Administration in Insurance, November, 2008

Skills

Supervisory

Planning

Problem Solving

Teamwork

Insurance Litigation

Insurance Appraisal

Insurance Networking

Insurance Marketing

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your insurance agent Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Professional Summary

Experienced Insurance Agent with a proven track record of success in providing clients with tailored insurance solutions. A trusted advisor with deep knowledge of the insurance industry, adept at developing and maintaining long-term relationships with clients.

Employment history

Chief Insurance Agent, Nationwide Columbus, Ohio

November 2013 – Present

Mointor and report on insurance industry trends
Provide custormer service and answer questions
Ensure complience with insurance regulations

Associate Insurance Agent, Travelers Hartford, Connecticut

May 2013 – October 2013

Mointor and report on insurance industry trends
Research and analize insurance products
Explane policy coverages and options to clients

Entry Level Insurance Agent, Allstate Northbrook, Illinois

May 2012 – April 2013

"I went to the store and bought some apples
I went to the store, and bought some apples.

Education

Georgia State University, Atlanta, Georgia

Master of Business Administration in Insurance, March, 2012

Georgia State University, Atlanta, Georgia

Bachelor of Science in Business Administration and Insurance, March, 2008

Skills

Relationship Management.

Professionalism

Organization

Decision Making

Insurance Law

Insurance Regulations

Insurance Risk Management

Insurance Marketing

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

insurance agent Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an insurance agent position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Chief Insurance Agent
State Farm
Bloomington, Illinois

To the respected State Farm Recruitment Team

I am a passionate Insurance Agent with 8 years of experience in Insurance. I am excited to submit my application for the Chief Insurance Agent position at State Farm, where I believe my skills and expertise would be a great asset to your team.

Growing up, I always had a fascination with Customer Service. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.

Thank you for considering my application for the Chief Insurance Agent role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Thank you for your time,
Oliver Harris
789-522-9750
[email protected]

Oliver Harris

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