Insurance Agent Resume Sample

By Camilla Andersson, Monster Contributor

Insurance agents guide customers through the decision-making process of choosing an insurance policy, but making decisions about your resume isn’t always so straightforward. Are you struggling to choose the right way to write your insurance agent resume? We can help. Read on for a resume sample and writing tips to help you cover a lot of ground in your resume.

Include Numbers on Your Insurance Agent Resume

One of your main responsibilities as an insurance agent is to sell policies. If you don’t close a sale, your company doesn’t make any money. You should therefore showcase your sales strengths with numbers when possible (as long as your numbers met or exceeded expectations). Place your numbers high up in each of your jobs’ experience sections or in a resume summary at the top.

Here are some examples of numbers you can include:

  • increase in repeat and referral business as a result of sales you closed
  • increase in company sales as a result of sales you closed
  • value of the sales that you booked during a specific period, such as last year or quarter
  • how much you surpassed sales quotas, if you typically go beyond the goals
  • your sales close rates
  • the average number of cold and warm lead calls you make per week
  • the average number of lead calls that result in a sale

You can also include comparisons such as the averages in your department or the goals your employer set for you.

Keep in mind that your employer might not allow you to disclose all of the numbers above, so take a look at your employment contract and company policies, such as any non-disclosure forms that you’ve signed.

Highlight Your Responsibilities

The responsibilities of insurance agents vary greatly from employer to employer. Include detailed information about your work experience to highlight tasks beyond sales numbers as well. Depending on the company you work for, your seniority level, and type of insurance you sell, this could include:

  • customizing insurance programs
  • inspecting properties
  • calculating insurance risks
  • market analysis
  • financial planning
  • customer service
  • overseeing financial portfolios
  • monitoring insurance claims
  • completing applications for coverage
  • risk management

Other Information to Add to Your Insurance Agent Resume

Some states require you to be licensed to sell insurance. Make sure to include the details of your license, including the issuing state, the area of practice, and your license number, high up on your resume. Even when a license isn’t required, it will always be an advantage to have one.

Include other information that would make you stand out from competitors as well, such as any employment awards, certificates, or relevant job experience in other fields, including customer service or sales experience outside of insurance.

Insurance Agent Resume Sample

In this sample insurance agent resume, you can see how to best list your qualifications and sales numbers. It leads with a well-written resume summary that emphasizes the applicant’s strengths and contributions, followed by a skills section.

Amanda Jones

linkedin.com/amanda.jones | 555-555-5555 | amanda@email.com

Experienced insurance agent with a strong background in sales, customer service, and risk management. Skilled in analyzing client needs and recommending tailored insurance solutions. Proven track record of achieving and exceeding sales targets while maintaining a high level of customer satisfaction. Possesses excellent communication and interpersonal skills, and is able to establish rapport with clients and build lasting relationships. Highly organized and detail-oriented, with a strong ability to multitask and prioritize effectively.

Skills

  • Exceptional communication and interpersonal skills
  • Strong sales and negotiation skills
  • Knowledge of insurance products and services
  • Ability to build and maintain strong relationships with clients
  • Proficient in CRM software and Microsoft Office Suite
  • Detail-oriented with excellent organizational skills

Education

  • Bachelor’s Degree in Business Administration | University One | 20XX

Professional Experience

Insurance Agent | Company One | 20XX‒Present

  • Market, sell, and service insurance products to clients, resulting in a 15% increase in sales revenue.
  • Consult with clients to identify their insurance needs and recommend appropriate products.
  • Maintain accurate records of policies, claims, and follow-ups using CRM software.
  • Respond promptly to inquiries and concerns from clients, providing exceptional customer service.
  • Participate in networking events and other business activities to build relationships and generate leads.

Insurance Sales Representative | Company Two | 20XX‒20XX

  • Sold insurance policies to customers using a consultative sales approach, resulting in a 20% increase in sales revenue.
  • Cultivated strong relationships with clients by providing excellent customer service and following up on claims and inquiries.
  • Maintained accurate records of policies, claims, and follow-ups using CRM software.
  • Coordinated with other departments to ensure timely and accurate processing of customer requests.
  • Participated in training programs to improve product knowledge and sales skills

Find Insurance Agent Jobs

Once you have a strong resume, start looking for insurance agent jobs. You can search for all jobs nationwide on Monster or narrow your search by location. These are the cities with the highest demand for insurance agents:

The median salary for an insurance agent is $50,874, which typically doesn’t include commission. Use Monster’s salary tools to estimate how much you could make in your location, as well as the full range of median salaries from entry-level to senior insurance agent jobs. You can also use the tool to compare median salaries for similar professions.

Protect Your Insurance Agent Resume With a Free Assessment

Increase the likelihood that your resume will pass recruiter scanning software with flying colors by using our resume assessment service. While we can’t insure your resume, we can help you build a strong one. Get feedback on your resume in your inbox within just a few days. The service is free—no copay needed.