Insurance Agent Resume Example (2026)
By FindAJobAI team Updated How we built this page
Insurance agent ads usually ask for a license, a line of business (auto, home, life, commercial) and a sales or retention number. What separates candidates is proof that clients stayed and referred others, not just that policies got sold. A resume should name the license, the book of business and what happened to it under you.
The example below is an agent with six years split between a regional carrier's call center and an independent agency. Each bullet names the product, the client action and the dollar or retention outcome, instead of just listing duties like 'sold policies'.
Insurance Agent resume template
This example as a one-page template: one column, standard headings and plain text, the format applicant tracking systems read most reliably.
After you sign up, Create my CV builds your own resume in this same one-column layout, from your real experience.
Mid-level insurance agent resume example
A complete one-page example for a fictional insurance agent: every bullet pairs an action with what changed because of it.
Example resume · fictional person
Summary
Licensed property and casualty insurance agent with 6 years at a regional carrier and an independent agency, managing a book of 420 active policyholders. Grew annual premium in a personal book from $380K to $610K through renewals and referrals, and cut policy cancellations by 15% with a proactive outreach routine. Holds active P&C and life licenses in North Carolina and South Carolina.
Experience
Insurance Agent, Palmetto Shield Insurance Agency
Charlotte, NC · Feb 2022 – Present
- Manage a book of 420 active auto, home and umbrella policyholders, growing annual premium from $380K to $610K over 2 years.
- Built a 90-day renewal outreach routine that cut voluntary cancellations from 18% to 15% of the book.
- Cross-sold life and umbrella policies to 60 existing auto clients, adding $94K in new annual premium.
- Generated 35 new policies a year from referrals by asking every satisfied claimant for 2 names.
Licensed Sales Agent, Cascadia Mutual Insurance
Charlotte, NC · Mar 2019 – Jan 2022
- Sold an average of 22 auto and home policies a month over the phone, exceeding team quota in 28 of 34 months.
- Handled 50 inbound calls a day, quoting coverage and resolving billing issues while maintaining a 92% customer satisfaction score.
- Completed 40 hours of continuing education and earned the life insurance license within the first year.
Skills
- Products: Auto, homeowners, umbrella, term and whole life, renters
- Licensing: Active P&C license (NC, SC), Life & Health license (NC)
- Sales: Needs-based selling, cross-selling, referral generation, retention outreach
- Tools: Applied Epic, Salesforce, EZLynx, carrier rating platforms
Certifications
- Certified Insurance Service Representative (CISR), 2021
Education
- B.A. Communications, University of North Carolina at Charlotte, 2018
Fictional example by the FindAJobAI team: the person, employers and numbers are invented. Keep the structure; use your own work and numbers you can explain in an interview.
Entry-level insurance agent resume example
A first-year licensed agent coming out of a call-center training program, with no independent book yet. The bullets lean on quota performance and call volume since she hasn't built client relationships of her own to cite.
Entry-level example resume · fictional person
Summary
Licensed property and casualty insurance agent with 1 year quoting and selling auto and renters policies at a regional call center, exceeding monthly quota in 9 of 12 months. Holds an active P&C license in North Carolina and is studying for the life and health exam. Comfortable handling high call volume while keeping a quality score above target.
Experience
Licensed Insurance Sales Agent, Hollowbrook Mutual Insurance
Greensboro, NC · Jun 2025 – Present
- Sold an average of 18 auto and renters policies a month, exceeding quota in 9 of 12 months on the team.
- Handled 45 inbound calls a day, quoting coverage options and explaining deductible tradeoffs to first-time buyers.
- Maintained a quality assurance score of 94%, above the team's 90% target, across 150 recorded calls.
- Completed 35 hours of continuing education and passed the life and health licensing exam on the first attempt.
Customer Service Representative (Training Program), Hollowbrook Mutual Insurance
Greensboro, NC · Jan 2025 – May 2025
- Completed a 16-week licensing and sales training program, passing the state P&C exam in week 10.
- Shadowed 20 client calls and role-played objection handling before taking a live sales queue.
Skills
- Products: Auto, renters, basic life (in training)
- Licensing: Active P&C license (NC), studying for Life & Health license
- Sales: Needs-based selling, objection handling, quote comparison
- Tools: Salesforce, carrier rating platforms
Education
- B.S. Business Administration, North Carolina A&T State University, 2024
Senior insurance agent resume example
A senior agent and team lead twelve years in, now building the agency's referral system instead of just working her own book. The bullets shift toward mentoring and program design, and the summary names the book size in dollars and the team she leads.
Senior example resume · fictional person
Bartholomew Quillfeather
Senior Insurance Agent / Team Lead
Richmond, VA · [email protected] · (804) 555-0191 · LinkedIn
Summary
Senior insurance agent and team lead with 12 years in personal and commercial lines, managing a $2.1M book of business and mentoring 4 newer agents. Built the agency's structured referral program, which now accounts for 40% of new policies written annually, and holds active P&C, Life & Health and commercial lines licenses in Virginia.
Experience
Senior Insurance Agent / Team Lead, Oakbridge Risk Partners
Richmond, VA · Sep 2019 – Present
- Manage a $2.1M personal and commercial lines book of business across 600 policyholders, with a 94% annual retention rate.
- Lead and mentor 4 newer agents, reviewing their call recordings weekly and co-running their first 10 client meetings.
- Built a structured referral program with scripted asks and a thank-you mailing, now driving 40% of new policies written agency-wide.
- Designed a commercial lines cross-sell checklist for personal lines clients who own small businesses, adding $180K in new annual premium.
Insurance Agent, Oakbridge Risk Partners
Richmond, VA · Jun 2015 – Aug 2019
- Grew a personal book from $0 to $1.4M in annual premium over 4 years through cold outreach and referrals.
- Earned commercial lines and life licenses, adding small business and life policies to a previously auto-only book.
- Resolved escalated claims disputes for 30 clients a year, working directly with carrier adjusters to speed settlements.
Licensed Sales Agent, Tanglewood Insurance Group
Norfolk, VA · Aug 2012 – May 2015
- Sold auto and homeowners policies to 300 new clients over 3 years, consistently ranking in the agency's top 3 producers.
- Trained 6 new hires on the quoting system and the agency's needs-assessment script.
Skills
- Products: Auto, home, umbrella, commercial general liability, life, long-term care
- Licensing: Active P&C, Life & Health and commercial lines licenses (VA)
- Leadership: Agent mentoring, referral program design, book-of-business management
- Tools: Applied Epic, Salesforce, EZLynx
Certifications
- Chartered Life Underwriter (CLU), 2020
- Certified Insurance Counselor (CIC), 2017
Education
- B.A. Economics, Virginia Commonwealth University, 2012
How to write an insurance agent resume
Five steps, in the order a recruiter reads the page. The format around them stays plain for every job: one column, standard headings, newest role first.
Header: name, target title and links
Use the title 'Insurance Agent' and list your active license states and lines right in the header or summary; carriers and agencies filter for licensing before reading anything else.
Summary: what you do and your best proof
Name your license type and state, your lines of business, and one growth or retention number tied to your book. Skip lines like 'dedicated to helping clients'; every agent claims that.
Experience: newest first, a result in every bullet
Open each bullet with the product or client situation, then the action and the dollar or percentage result: premium grown, cancellations cut, or policies cross-sold. Listing duties like 'sold policies' says nothing a licensing requirement doesn't already imply.
Skills: grouped, in the ad's words
Group them into products sold, active licenses, sales activities and systems used. List every active license by state and line first, since many agencies screen on this before anything else.
Education and certifications
List your degree with the year, then licenses and carrier certifications like CISR, CIC or CLU with the year earned. A new agent with only a license and training program should lead with the license and quota performance instead.
Skills to put on an insurance agent resume
Hard skills are the tools and methods of the job; soft skills are how you work with people. Each comes with one way to prove it, because a skill named only in a list counts for little. Add the ones you really have.
Hard skills
- P&C licensing
- List the states where your license is active and whether it covers personal or commercial lines.
- Life & Health licensing
- Note if it's active or in progress, and mention a life policy you sold if you hold it.
- Book of business management
- State the book's size in dollars or policy count and what happened to it under you.
- Needs-based selling
- Describe a client scenario where you uncovered a coverage gap and what you sold to fix it.
- Cross-selling
- Name the two products involved, the client count, and the new premium it added.
- Retention and renewals
- Give your renewal or cancellation rate and the routine you used to hit it.
- Referral generation
- Name your ask or process and the number of policies it produced per year.
- Claims support
- Describe how many claims disputes you handled a year and your role in resolving them.
- Agency management systems
- Name the system (Applied Epic, EZLynx, AMS360) and what you used it for daily.
- Rating platforms
- Mention the carrier platforms you quote on and the call volume you handle with them.
- Continuing education
- Note hours completed or certifications earned, tied to a license requirement.
- Commercial lines
- Name the coverage types (general liability, workers' comp) and a client segment you sold them to.
Soft skills
- Objection handling
- Describe a price or coverage objection you regularly overcame and how.
- Active listening
- Point to a case where listening uncovered a need the client hadn't mentioned.
- Trust-building
- Reference a retention or referral number as evidence clients trusted your advice.
- Resilience
- Mention a quota or call volume you sustained over a period, like 'exceeded quota 9 of 12 months'.
- Clear explanation of coverage
- Describe simplifying a complex policy for a first-time buyer or non-English-dominant client.
- Empathy during claims
- Describe supporting a client through a denied claim or a loss, and the resolution.
- Coaching
- Count agents or new hires you trained and what skill they improved at.
Insurance Agent resume bullet examples: weak vs strong
The same work, written two ways. The strong version names the tool, the scope and a result; the numbers are examples, yours must be real.
Weak: Sold insurance policies.
Strong: Grew a personal book of 420 policyholders from $380K to $610K in annual premium over 2 years through renewals and referrals.
Shows the book size and the actual growth, not just that sales happened.
Weak: Provided excellent customer service.
Strong: Maintained a 92% customer satisfaction score across 50 daily inbound calls by resolving billing disputes on the first call.
A specific score tied to a daily volume and a method.
Weak: Helped clients choose coverage.
Strong: Walked a family of 5 through a coverage gap analysis after a claim denial, rewriting their policy to add $200K in liability coverage they didn't know they lacked.
A concrete client scenario with a specific coverage outcome.
Weak: Cross-sold additional products.
Strong: Added life and umbrella coverage for 60 current auto policyholders, bringing in $94K in new annual premium.
Names the products, the client count and the dollar result.
Weak: Worked on client retention.
Strong: Built a 90-day renewal outreach routine with 3 touchpoints per client, cutting voluntary cancellations from 18% to 15%.
Shows the system built and its measurable effect on retention.
Weak: Generated referrals.
Strong: Generated 35 new policies a year from referrals by asking every satisfied claimant for 2 names before closing the file.
A specific tactic with a concrete annual count.
15 more insurance agent resume bullet examples
Grouped by area of the job, so you can find the ones closest to your work. Keep the shape (action, scope, result) and replace the invented numbers with your own.
Book of business growth
- Grew a personal auto and home book from $150K to $410K in annual premium over 3 years through referrals and renewals.
- Retained 96% of a 300-policy book through 2 rate increases by proactively explaining changes before renewal notices arrived.
- Converted 40 renters policies into bundled renters-plus-auto accounts, adding $22K in annual premium.
- Rebuilt a lapsed book of 80 inactive clients, re-engaging 35 of them with personalized coverage reviews.
Sales and cross-selling
- Sold 24 term life policies in one quarter by adding a life-needs question to every auto and home quote call.
- Closed a $45K commercial general liability policy for a local contractor after identifying a gap in their prior coverage.
- Ran a quarterly policy review campaign for 150 clients, uncovering 28 coverage gaps and adding $38K in new premium.
- Hit 120% of quarterly new business quota by prioritizing warm referrals over cold outbound calls.
Retention and client service
- Reduced average claim resolution time for clients from 21 to 9 days by personally following up with adjusters twice a week.
- Built a client birthday and renewal reminder system that lifted on-time renewal payments from 78% to 91%.
- Resolved 95% of billing disputes on the first call, logged across 400 client interactions in a year.
- Reduced policy lapses among high-risk clients by setting up 50 autopay enrollments after a targeted outreach campaign.
Training and process
- Trained 5 new agents on the carrier's rating platform, cutting their average quote time from 20 to 9 minutes.
- Created a one-page coverage comparison sheet used by 10 agents to explain deductible options to clients.
- Documented an objection-handling script for price-sensitive callers, adopted team-wide after raising close rate by 8 points.
Insurance Agent resume summary examples
Two or three lines on what you do and your strongest proof. Start from the one closest to your level and use your own facts.
Licensed P&C insurance agent with 1 year of experience quoting auto and renters policies at a regional call center, exceeding monthly quota in 9 of 12 months. Holds an active property and casualty license in North Carolina and is studying for the life insurance exam.
Insurance agent with 6 years in auto, home and life lines, managing a book of 420 policyholders. Grew annual premium from $380K to $610K through renewals and referrals, and cut voluntary cancellations by 15% with a structured outreach routine.
Senior insurance agent and team lead with 12 years in personal and commercial lines, managing a $2.1M book of business and mentoring 4 newer agents. Built the agency's referral program, which now accounts for 40% of new policies written annually.
Common insurance agent resume mistakes
Each one is easy to make and quick to fix before you apply.
Licenses buried or missing entirely
List active license states and lines clearly, ideally in the summary or a dedicated line. Agencies often screen this before reading the rest.
Duties instead of results
'Sold insurance policies' describes the job title, not your performance. Replace it with premium grown, retention rate, or policies cross-sold.
Mixing new sales with retention
A high sales number can hide a high cancellation rate. Report new business and retention separately so both are credible.
No mention of a specific book size
Carriers want to know the scale you've managed. State the book in dollars or policy count, not just 'managed a book of clients'.
Generic customer service claims
'Provided excellent service' is unverifiable. Use a satisfaction score, call volume, or a specific resolved-dispute count instead.
ATS tips for an insurance agent resume
Applicant tracking systems turn your file into text that recruiters search, mostly for the skills and titles in the ad. They rarely reject a resume on their own; one that parses badly or misses the ad's words just doesn't come up.
- List every active license by state and line (P&C, Life & Health); many ads screen for this before anything else.
- Name your book of business size in dollars or policy count, and show what happened to it under your management.
- Separate new sales from retention and referrals; carriers weigh them differently and want to see both.
- Mention the agency management system you used (Applied Epic, EZLynx, AMS360) by name.
- Quantify customer service with a satisfaction score or call volume rather than 'provided great service'.
For the format itself, run the free ATS resume checklist.
Everything for Insurance Agents
- Insurance Agent cover letter examplesThree example letters and a short email version
- Insurance Agent interview questions30 questions with sample answers
- Insurance Agent job descriptionDuties, skills and requirements
- How to tailor your resume without lying
Other resume examples
Insurance Agent resume FAQ
What licenses should I list on an insurance agent resume?
List every active license with its state and line, such as a property and casualty license or a life and health license. If a license lapsed, leave it off rather than listing it as active.
How do I show sales results without exact commission numbers?
Use book of business size, premium growth, policy counts, retention rate or referral counts instead. These show performance without disclosing confidential commission figures.
Should I include my carrier certifications like CISR or CIC?
Yes, list them in a certifications section with the year earned. They signal product knowledge and can matter to agencies that specialize in commercial or complex personal lines.
How we built this page
The FindAJobAI team wrote the three example resumes, the bullets, the skills and the advice for insurance agent roles. The people, employers and numbers in the examples are invented; the structure, the tools and the way each bullet is built are the parts to copy.
Once we track enough live insurance agent job ads, this page also shows the skills they ask for most, counted the same way as our in-demand skills report.
Last reviewed on November 1, 2026.