Crafting an Effective Resume: A Comprehensive Guide for Insurance Agents

In the competitive field of insurance, having a compelling resume is crucial to stand out and land that
dream job. Your resume serves as a snapshot of your skills, experiences, and achievements, giving
potential employers a glimpse into what you bring to the table. To help you create a winning resume,
we've prepared a comprehensive guide and a sample specifically tailored for insurance agents.

Key Sections of an Insurance Agent Resume:

1. Contact Information: Include your full name, phone number, email address, and LinkedIn
profile.
2. Objective Statement or Summary:A concise statement highlighting your career goals and
what you bring to the insurance industry.
3. Professional Experience:

Highlight your relevant work history, emphasizing achievements and responsibilities.

Quantify your accomplishments with specific numbers and percentages where
possible.
4. Skills:

Showcase both hard and soft skills relevant to the insurance profession.
Include technical skills, such as proficiency in industry-specific software.
5. Education:

List your academic credentials, including degrees, certifications, and relevant

coursework.
6. Licenses and Certifications:

Specify any industry-related licenses or certifications you hold.

7. Professional Memberships:

Highlight memberships in industry organizations, demonstrating your commitment to

professional development.
8. Additional Sections (if applicable):

Awards and recognitions

Training and workshops attended
Languages spoken

Sample Resume for Insurance Agent:

[Your Name] [Your Address] [Your Phone Number] [Your Email Address] [LinkedIn Profile]

Objective Statement: Dedicated and results-oriented insurance professional with a proven track
record of driving sales and providing exceptional customer service. Seeking a challenging position as
an Insurance Agent to leverage my expertise in risk assessment, policy analysis, and client
relationship management.

Professional Experience:

Insurance Agent | XYZ Insurance Company, Anytown, USA | [Dates]

 Successfully increased policy sales by 20% through targeted client prospecting.
Conducted comprehensive risk assessments to customize insurance solutions for clients.
Maintained a high level of customer satisfaction, resulting in a 95% client retention rate.

Senior Underwriter | ABC Underwriting Services, Cityville, USA | [Dates]

Evaluated and underwrote insurance applications, ensuring compliance with company

guidelines.
Collaborated with the sales team to develop customized insurance packages for high-value
clients.
Conducted regular training sessions for junior underwriters on industry trends and best
practices.

Skills:

Sales and negotiation

Risk assessment and analysis
Customer relationship management
Policy customization
Industry-specific software proficiency
Communication and interpersonal skills

Education:

Bachelor of Science in Insurance Management [University Name], [City, State] | [Year of

Graduation]

Licenses and Certifications:

Licensed Insurance Agent ([State])

Professional Memberships:

Member, National Association of Insurance Professionals

Crafting a standout resume is the first step toward a successful career as an insurance agent. Tailor
your resume to reflect your unique skills and experiences, and don't forget to emphasize your
achievements. For professional assistance in creating a compelling resume that gets noticed, consider
ordering our services at BestResumeHelp.com . Our expert writers specialize in crafting resumes for
insurance professionals, ensuring you make a lasting impression on potential employers.
Skilled in risk assessment and analysis, adept at tailoring insurance solutions to meet the unique
needs of each client. Return voice mails by end of business day, maintain voice mail logs daily. Self-
motivated and driven to grow in the sales industry. Content and photos may not be reproduced in
any way without our. In terms of formatting, use a clean and professional font, such as Arial or
Times New Roman, and make sure the layout is easy to read and visually appealing. Insurance is a
highly regulated industry, and employers are looking for candidates who have a deep understanding
of insurance products and regulations. It’s easy to talk about your strengths, skills, and past
accomplishments, but how does that benefit the company you’re applying to. Demonstrate your
knowledge of insurance products and regulations. Get a weekly dose of inspiration delivered to your
inbox Must be a valid e-mail address. Add a “What my day looks like” section for enhancing the
jaw-dropping experience. Customize your resume to each job you apply for, emphasizing the skills
and experiences that make you a strong fit for the specific role and company. CV Help Improve your
CV with help from expert guides. Knowledge of Personal Lines insurance products and regulations
preferred. Go for whatever suits you, the position, and the industry most. Cover Letter Format Pick
the right format for your situation. You may freely give, refuse or withdraw your consent. It’s
essential to incorporate critical keywords and phrases based upon your unique background and
current goals so your job application sails through Applicant Tracking Systems (ATS) and impresses
hiring managers quickly. Born and raised in Niagara Falls, Ontario, Debbie moved to Winnipeg,
Manitoba as a young adult, settling into that vibrant prairie hub for a life and career chapter spanning
four decades. You need to show your duties, but include resume accomplishments. Create your
Insurance Agent Resume by clicking on ''Use this Resume'' button. It should be attention-grabbing,
concise, and communicate your key strengths and achievements. Respond to all referrals faxed in,
mailed in or called in to Sales Center as quickly as possible from time of receipt. Use it wisely.
Effectively convey your professional profile and let the hiring manager know that if they hire you,
they won’t be disappointed. It’s essential to position yourself effectively through a resume that fully
communicates your value and potential as an Insurance Agent. Proven track record and aptitude
toward Personal Lines sales. Analyzed, reviewed and prepared summary of financial documents sent
in by consumer. Aptitude for understanding details of Medicare insurance and complying with all
CMS regulations. Studied and maintained up to date knowledge of underwriting guidelines for 10
carriers in 52 states. Match Your Resume to the Insurance Agent Job Description 4. Instead of using a
typical Insurance Agent resume layout, you can use a creative layout.
Yes, show school name and degree, plus attendance years. Use the job description to ensure that
each bullet point on your resume is appropriate and helpful. Your address doesn't need to include
your street name or house number - listing your city and state works just fine. Implement marketing
programs and initiatives which further the Direct General brand in the local market (car dealerships,
local events, etc.). I possess a Bachelor's in Economics and an Insurance Sales License in California.
As approved by management, represent AAA Mid-Atlantic Insurance Sales in public forums to
enhance networking and sales opportunities. Studied and maintained up to date knowledge of
underwriting guidelines for 10 carriers in 52 states. Work is reviewed for overall adequacy in
meeting objectives Establish and maintain relationships with lead sources and settlement service
providers Develop and maintain business relationships with internal and external referral sources
Assignments are regularly monitored and work is screened according to agency standards Drive sales
and revenue by assisting customers in making healthcare decisions over the phone Handle inbound
service calls by providing accurate and complete information. Organize and work with detailed
office or warehouse records, maintaining files for each policyholder, including policies that are to be
reinstated or cancelled. My Account You control your data We and our partners use cookies to
provide you with our services and, depending on your settings, gather analytics and marketing data.
Remember, your resume summary will be one of the first things that a potential employer will see
about you and your insurance career. Here's how you can use the comparison tool to improve your
Insurance Agent resume, and increase your chances of landing the interview. High degree of
initiative, mature judgment, and discretion. Ensuring new hire paperwork is completed and
processed. Read it, then prove your central professional skills like I showed you up above. Appointed
with 25 life, health and financial companies. Prove that’s you. Put bonus sections in your property or
life insurance agent resume. Maintain all necessary continuing education classes and other training as
deemed appropriate by Manager. That’s it! That’s how to write a resume for insurance agent
positions. We employ a dedicated team of in-house writers with years of industry experience
specialising in resume writing and career consulting services, especially for mid and senior executives
and organisation leaders. Create a resume now CV CV Builder Create a CV in 5 minutes. Skills:
Organizational Skills, Customer Service Skills, and Maintenance Skills. Opens customer accounts by
recording account information. The guide you’re reading now will take you through our proven
resume writing process, with wording you can adapt from an insurance agent resume example.
Helped customers to implement new health insurance plans over the phone. Add relevant education
to your insurance agent resume Your resume's education section should include: The name of your
school The date you graduated ( Month, Year or Year are both appropriate) The name of your degree
If you graduated more than 15 years ago, you should consider dropping your graduation date to
avoid age discrimination. Two years of professional sales experience in an Insurance environment or
related industry (i.e. Auto sales); experience quoting and selling insurance products preferred. Self-
motivated and driven to grow in the sales industry. Twitter Linkedin Don't miss out on exclusive
stories that will supercharge your career. For instance, 'increased policy sales by.' or 'boosted client
base by.'. Stick to the 'skill-action-results' paradigm in your resume.
Editorial Guidelines Learn how our experts create our content Media Mentions Discover where our
work has been featured in Press Page Read original data insights to boost your reporting. This helps
optimize it to avoid rejection by an applicant tracking system (ATS) that may be used to screen
online submissions. Skills: Organizational Skills, Customer Service Skills, and Maintenance Skills.
Achieved 100% mandatory compliance and 98 % quality scores in 2013 minimizing risk for the
bank. Created and presented marketing programs to attract new clients and cross sell current clients
on new product offerings. In my most recent role, I developed and maintained relationships with
over 100 clients, resulting in a 90% customer satisfaction rate and a 25% increase in policy renewals.
Others work independently, offering a variety of policies available from several companies. Very
organized and can adhere to set deadlines in a timely manner. Heavy outbound calls to warm leads,
referrals, and networking for building a business. Strong computer skills and working knowledge of
Microsoft Office applications including Outlook Email, Word and Excel. A well-crafted skills section
will demonstrate to potential employers that you have the diverse range of talents and expertise
necessary to succeed as an Insurance Agent and drive their organization's growth. The skills area can
provide searchable key industry words for applicant tracking systems (ATS) and search engines and
yet only one or two resumes show skills or include a skills area that lists specific skills for the
position. Substantiate these claims in percentage or dollar terms. At the same time, hints of your
personality and passion for the role will leave no doubts about your relationship-building strengths.
Preparing or updating employment records related to hiring, transferring, promoting, and
terminating. Convey the lengths you go to research new insurance offerings and evaluate their
potential to satisfy your clients. Honesty Honesty about insurance policies and how clients could
benefit most from them. How to write an insurance agent resume Choosing the best resume format
for an insurance agent Insurance agent resume summary example Employment history sample CV
skills example Insurance agent resume education example Resume layout and design Key takeaways
for an insurance agent resume Success in the insurance business hinges on your understanding of
each client’s specific needs when offering something intangibly priceless — peace of mind. Work
Experience Copy Associate Insurance Agent Strat Security 2016-2020 Insurance agent with licenses
in property, casualty, life, health and insurances. Ability to absorb new information and adapt to new
processes rapidly. Completed applications and maintained communication with clients. Use it wisely.
Effectively convey your professional profile and let the hiring manager know that if they hire you,
they won’t be disappointed. Here are some tips to keep in mind when writing your resume's skills
section: Include 6-12 skills, in bullet point form List mostly hard skills; soft skills are hard to test
Emphasize the skills that are most important for the job Hard skills are generally more important to
hiring managers because they relate to on-the-job knowledge and specific experience with a certain
technology or process. Our step-by-step writing guide has you covered, alongside an adaptable
insurance agent resume example. 4.0 Average rating 32 people’ve already rated it. Overall, the length
of an Insurance Agent's resume should be determined by the relevance and importance of the
information included, rather than a strict page limit. Appointed with 25 life, health and financial
companies. Emphasize your analytical skills on your resume, demonstrating your ability to interpret
data, identify trends, and make strategic decisions. Slow yours down. To do that, write a profile for
your resume that has everything they’re dreaming of. Seek out new clients and develop clientele by
networking to find new customers and generate lists of prospective clients. Meet and exceed sale's
goals through new product sales, cross selling and retention of current customers.