Insurance Agent Resume Example With Content Sample

An insurance agent plays a critical role in an insurance company as this person is responsible for selling insurance policies to the clients. This person sells and negotiates property, health, life, and other types of insurance. This position may work as an independent broker, refer clients to independent brokers, or work for an insurance firm.
In the day-to-day duties and responsibilities of insurance agents, marketing is also a large part of it. Great insurance agents believe that marketing activities help in bringing new clients to their companies. They carefully create and implement marketing strategies to promote existing and new policies. Insurance agents develop and nurture relationships with clients through referrals and networking. They consider those relationships as the foundation of their business. They develop a long-term network of clients using different channels, such as postal mailing, social media, email, cold calling, and referrals.

Other responsibilities of an insurance agent include calculating premiums and developing payment methods, maintaining bookkeeping systems, records, and databases, monitoring insurance claims, customizing insurance programs to match the clients’ needs, among others. Create your Insurance Agent Resume by clicking on ''Use this Resume'' button.

How To Effectively Write An Insurance Agent Resume?

Are you about to enter an insurance agent career? Do you find it hard making your own insurance agent resume? Below are some tips on how to write the best resume.

Write a great summary for Insurance Agent resume 
Hiring managers scan resumes as fast as they can. So, it’s essential for you to write a summary of your resume that includes everything you’re dreaming of. You need to sell your transferable skills like dependability and collaboration.

Showcase the most relevant skills as Insurance Agent in your resume 
Some insurance agent applicants get interviews because their resumes match the job. To make your resume one of them, be sure to supply relevant skills. Make sure to prevent tossing in every skill. You need to figure out which one you think the employer will value most. You can write three key insurance agent skills and six common skills.

Mention your accomplishments rather than the roles and responsibilities that match the Insurance Agent job position 
In writing an insurance agent resume, reading the job posting is an advantage. From there, you can include which accomplishment can grab the attention of the hiring manager or employer. Make sure that these accomplishments pertinent to the desired position.
By including your professional experience, you are giving juicy information about your achievements and what you can do for the company once they hired you. Make sure to use professional words and avoid using vulgar ones. Besides, never boast about yourself.


Calculated, driven, and amiable Insurance Agent with 3+ years of experience exceeding agency goals, building client relationships, and pioneering outreach efforts. Seeking to leverage proven sales experience and achievement into the open management role in your company. I possess a Bachelor's in Economics and an Insurance Sales License in California.

Professional Experience

Aug, 2018 Present
Insurance Agent
  •  Advised current and potential clients on home, auto, and life insurance benefits and options designed to provide personal and property protection in unforeseen circumstances.
  • Maintained an accurate account of client information and enrolled policies in the database.
  • Grew revenue 18% in 4 months by targeting and reaching out to previously unidentified markets.
Cloud Clearwater
Feb, 2013 Mar, 2016
Insurance Agent
  •  Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals.
  • Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries.
  • Consistently meet and exceed agency goals while maintaining an 88% client satisfaction rate.


favourite quote

Let us always meet each other with smile, for the smile is the beginning of love.

~Mother Teresa


Recommended BAISI home,
  •  Evaluated prospective customers' homeowners insurance needs to determine eligibility and recommend proper coverage options.
  • Studied and maintained up to date knowledge of underwriting guidelines for 10 carriers in 52 states.
  • Achieved 100% mandatory compliance and 98 % quality scores in 2013 minimizing risk for the bank.
Engaged in creative cold calling methods
  •  Analyzed the financial performance of peer domestic competitors to develop more effective strategies.
  • Provided information and description of multiple insurance products to educate consumers on market trends, competitive interest rates, and favorable tax strategies.
  • Customized yearly reports for clients, providing a detailed summary of transactions and fees accumulated on a volume basis for retirement plans and identified new innovative techniques to fulfill client requests.

Key Skills

Sales Goal
B2B Marketing
Direct Marketing
Customer Buy Cycle Analysis
Analytical Skills
Benefits Analysis




Bachelor of Arts in Economics
Aug 2008 - Mar 2011
Master of Arts & Economics
Feb 2005 - Sep 2008


Los Angeles
Insurance Sales Certificate
May 2013
Franklin University
Certified Insurer
Apr 2012


  • Bicycle Riding
  • Clubbing
  • Motorbikes
  • Billiards
  • Gardening
  • Running

Social Media

In 3 years

Over the next 3 years, I want to see myself as an Insurance Agent at one of the largest insurance companies in the United States and want to work in an environment conducive to the improvement of my skills and one that yields lucrative returns.

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