Insurance Agent Resume Example & Writing Guide

View a professional insurance agent resume example with proven bullet points, key skills, and expert tips. Copy what works and customize with your own experience.

Sales
6% Growth
Avg. Salary: $55,000

Professional Summary Examples

Start your resume with a compelling summary. Here are proven examples you can adapt:

Licensed insurance agent with 5+ years of experience selling life, health, and property & casualty policies with $3M+ in annual premium production. Maintained a 94% client retention rate while growing a book of business from 200 to 600+ policies. Skilled in needs assessment, claims support, and building long-term client relationships.

Top-performing insurance agent ranked in the top 10% of a 150-agent agency, writing $500K+ in new premium annually. Specializing in commercial lines and group benefits with a consultative approach that has earned a 90% referral rate from existing clients.

Results-driven insurance agent with expertise in multi-line personal and commercial insurance products. Generated 40+ new policies per month through community networking, digital marketing, and referral programs. Committed to educating clients on coverage options and ensuring adequate protection.

Work Experience Bullet Points

Use these achievement-focused bullet points as inspiration. Replace the numbers with your own metrics.

  • Generated $3.2M in annual premium production across life, health, auto, and homeowners policies, exceeding annual sales target by 125%
  • Grew a book of business from 200 to 650+ active policies within 3 years through proactive prospecting, referrals, and community engagement
  • Maintained a 94% client retention rate by conducting annual coverage reviews and proactively recommending adjustments based on changing client needs
  • Wrote 40+ new policies per month with an average premium of $2,500, generating $100K+ in new monthly revenue for the agency
  • Cross-sold an average of 1.8 additional products per household, increasing average revenue per client by 35% through bundling strategies
  • Ranked in the top 10% of 150 agents agency-wide for 3 consecutive years, earning Chairman's Circle recognition annually
  • Processed and assisted with 200+ claims annually, maintaining a 98% client satisfaction rating through responsive communication and advocacy
  • Built a referral network of 30+ professional partners including mortgage brokers, real estate agents, and financial advisors, generating 25% of new business
  • Conducted 15+ community seminars per year on topics including homeowner coverage, life insurance planning, and Medicare enrollment, attracting 200+ attendees
  • Ensured 100% compliance with state insurance regulations and agency underwriting guidelines across 650+ active policies

Key Skills for Insurance Agent Resume

Include these skills on your resume to pass ATS screening and impress recruiters:

Policy Sales & ConsultationNeeds Assessment & Risk AnalysisClient Retention & RenewalsClaims AssistanceQuoting & Underwriting KnowledgeCRM & Insurance SoftwareCross-Selling & UpsellingRegulatory ComplianceLead Generation & ReferralsProduct Knowledge (Life, Health, P&C)

Recommended Certifications

These certifications can strengthen your insurance agent resume:

Licensed Insurance Agent (Property & Casualty, Life & Health)
Chartered Property Casualty Underwriter (CPCU)
Certified Insurance Counselor (CIC)
Life Underwriter Training Council Fellow (LUTCF)
Certified Insurance Service Representative (CISR)

Tips for Your Insurance Agent Resume

  • Quantify your achievements: Use specific numbers, percentages, and dollar amounts to demonstrate impact.
  • Use industry keywords: Include terms from the job description to pass ATS screening.
  • Lead with action verbs: Start bullet points with strong verbs like developed, implemented, increased, reduced.
  • Keep it concise: Aim for one page unless you have 10+ years of relevant experience.

Frequently Asked Questions

What should I include on an insurance agent resume?

Include your active licenses (Property & Casualty, Life & Health), premium production volume, book of business size, retention rates, and sales rankings. Highlight product specializations (commercial, personal lines, benefits) and certifications like CPCU, CIC, or LUTCF. Mention CRM and insurance software proficiency.

How do I quantify insurance sales achievements?

Use metrics like annual premium production ($3M+), new policies written per month (40+), retention rate (94%), book of business growth (200 to 650 policies), cross-sell ratio (1.8 products per household), and rankings within your agency. Include claims satisfaction scores and referral rates.

Do I need to list my insurance license on my resume?

Absolutely. List all active licenses including the state(s) and lines of authority (Property & Casualty, Life & Health, Surplus Lines). Include your license number if applying within the same state. Expired or inactive licenses should not be listed unless you plan to reinstate them.

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