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6 examples · Updated October 2026

Insurance Agent Resume Examples and Templates

A strong insurance agent resume proves you can write new business, keep clients renewing and sell within your licenses. Lead with your active producer licenses and lines of authority, then quantify new written premium, quota attainment, retention and policies per household.

Insurance Agent resume at a glance

Best format
Reverse-chronological, one column, licenses and designations near the top
Length
1 page; 2 pages for senior producers, 10+ years
Top skills
Needs-based selling, Quoting and binding, Cross-selling and renewals, Agency management systems
Key credentials
State producer license per line, Carrier appointments, Designations: CIC, CPCU or CLU
Median pay
$62,280 a year ($29.94 an hour)Insurance Sales Agents, BLS 2025 wage data via O*NET
Job outlook
Average (3% to 4%)43,100 openings a year, 2025-2035 projection

6 insurance agent resume examples for 2026

Below are 6 insurance agent resume examples, from a newly licensed insurance sales agent to an agency manager, including a life insurance agent resume sample, a Medicare version and an insurance broker resume template. Each has a free insurance sales resume template, plus copy-ready summaries, skills, bullets and ATS keywords. Each one is shown at true A4 size and comes with a free single-column Word version. Open any example to read it in full.

Swipe to see all 6 examples →

Kiara Simmons

Licensed Insurance Sales Agent (P&C, Life and Health)

Charlotte, NC · kiara.simmons@email.com · (555) 013-4471 · linkedin.com/in/kiarasimmons

Summary

Licensed insurance sales agent with 18 months at a multi-line independent agency, holding North Carolina Property and Casualty plus Life and Accident & Health licenses. Quotes personal auto, home, renters and umbrella coverage in EZLynx, explains coverage in plain language and rounds monoline clients into bundled policies. Brings 3 years of credit union member service and referral sales.

Core Competencies

Personal lines quoting (auto, home, renters) · Needs-based coverage reviews · Cross-selling and account rounding · Internet and inbound lead follow-up · Binding and policy endorsements · Umbrella and liability reviews · Renewal and remarketing calls · Term life referrals · CRM pipeline management (AgencyZoom) · Complaint resolution and de-escalation

Professional Experience

Licensed Sales Producer, Larkspur Lane Insurance Agency, Charlotte, NC 2025-Present

  • Quote 25-30 personal lines households a week across 7 carriers in EZLynx, closing 28% against a 22% agency target.
  • Wrote 412 new items in the first 12 months after licensing, finishing at 119% of the agency’s first-year premium goal.
  • Raised policies per household on assigned accounts from 1.4 to 1.9 by pairing every auto quote with a home or renters review.

Member Service Representative, Tallowood Federal Credit Union, Charlotte, NC 2022-2025

  • Served 70-90 members a day at a 14,000-member branch, handling deposits, loan payments, new accounts and card disputes.
  • Referred 120+ members to auto loan and GAP coverage specialists in 2024, ranking 2nd of 11 representatives.
  • Kept a 96% member satisfaction score on post-visit surveys for 2 years while handling the branch’s escalated complaints.

Sales Associate (Part-Time), Brightfern Outfitters, Charlotte, NC 2019-2022

  • Met weekly sales and loyalty sign-up goals in 34 of 40 tracked weeks while completing a full-time degree.
  • Opened 300+ store credit card accounts by explaining terms, interest and rewards clearly at checkout.

Education

B.A., Communication Studies, University of North Carolina at Charlotte, 2022

Certifications

North Carolina Insurance Producer License: Property and Casualty, 2025 · North Carolina Insurance Producer License: Life and Accident & Health, 2026

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Entry level

Entry-Level Insurance Sales Agent (Newly Licensed) resume example

Newly licensed agents and career changers from customer service, banking or retail who have 2 years or less of insurance sales and need transferable results to carry the page.

Template: Classic · 1 page

Why this example works

  • Lists both state licenses with the year earned, answering the first screening question for any licensed sales producer opening.
  • First-year bullets use the numbers agency owners track: quotes per week, close rate, items written and policies per household.
  • Frames credit union and retail work as referral and service results, so a short insurance history still reads as sales experience.

Monica Reyes

Licensed Insurance Agent (P&C / Life)

Phoenix, AZ · monica.reyes@email.com · (555) 012-3456 · linkedin.com/in/monicareyes

Profile

Top-producing licensed insurance agent with 11 years selling property, casualty and life coverage to Phoenix-area households and small businesses. Known for needs-based consultations and proactive annual reviews that turn single-policy clients into multi-line households. Skilled in cross-selling, renewal remarketing, claims advocacy and CRM-driven pipeline management, and trusted by underwriters for complete, accurate submissions. AAI designee, bilingual in English and Spanish.

Professional Experience

Senior Insurance Agent, Ocotillo Bend Insurance Agency, Phoenix, AZ 2020-Present

  • Wrote $2.4M in new written premium from 2023 to 2025, finishing at 128% of the annual new-business quota each year.
  • Grew a book to 1,100+ active policies while sustaining a 93% client retention rate, 5 points above the agency average.
  • Lifted multi-line households from 31% to 49% of the book by completing 300+ proactive policy reviews a year.
  • Built a small business niche of 85 contractor and restaurant accounts, packaging BOP, workers’ compensation and commercial auto.

Insurance Agent, Grand Canyon Mutual, Tempe, AZ 2017-2020

  • Closed an average of 22 new policies monthly, ranking in the top 5% of the carrier’s 180 Arizona agents.
  • Converted 38% of inbound leads through consultative needs analysis, beating the 25% team benchmark.
  • Advocated on 150+ claims annually, guiding clients from first notice of loss to settlement with a 4.8/5 satisfaction score.
  • Added the Life and Accident & Health lines in 2018 and sold 160 term and whole life policies to existing auto and home clients.

Insurance Sales Representative, Mesquite Flats Coverage Group, Mesa, AZ 2015-2017

  • Built a personal-lines pipeline from scratch to $850K in written premium within 18 months, mostly from referrals and community events.
  • Maintained a CRM of 600+ prospects, improving follow-up conversion by 27% with scheduled call and email touches.
  • Earned Rookie of the Year for the highest first-year policy count among 14 new agents.
  • Obtained the Arizona Property and Casualty license within 6 weeks of hire and quoted 30+ households a week across 8 carriers.

Member Service Representative (Part-Time), Quailbrush Federal Credit Union, Tempe, AZ 2013-2015

  • Assisted 60+ members a day with deposits, loan payments and account changes while completing a business degree.
  • Referred 90 members to the auto loan team in one year, earning the branch’s top referral award for 2014.
  • Balanced a teller drawer and processed 200+ transactions a week with zero cash variances over 2 years.

Education

B.S. in Business Administration, Arizona State University, 2015

Certifications

Arizona Insurance Producer License: Property and Casualty · Arizona Insurance Producer License: Life and Accident & Health · Accredited Advisor in Insurance (AAI), The Institutes, 2021

Core Skills

P&C and Life licensed · Needs-based selling · Client retention · Cross-selling and bundling · Claims advocacy · CRM pipeline management · Personal lines (auto, home, umbrella) · Small commercial (BOP, workers’ compensation) · Term and whole life · Annual policy reviews · Renewal remarketing · Bilingual sales (Spanish)

Technical

Applied Epic · EZLynx · Salesforce · carrier rating portals · Ivans downloads · Microsoft Excel

Recognition

  • Agency Producer of the Year, Ocotillo Bend Insurance Agency, 2023 and 2025
  • Sales council qualifier with 2 personal lines carriers, 2024

Carrier Markets

  • Personal lines: 9 standard and non-standard auto and homeowners carriers
  • Small commercial: 4 carriers for BOP, workers’ compensation and commercial auto
  • Life: term and whole life through 2 carriers, with paramedical and accelerated underwriting options

Community and Affiliations

  • Leads Spanish-language home and auto insurance workshops for 200+ families at a Phoenix community center, 2022-Present
  • Member, Independent Insurance Agents & Brokers of Arizona
  • Small business committee volunteer, local chamber of commerce, 2021-Present
  • Mentor to Arizona State University business students exploring insurance careers, 2023-Present
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Senior agent

Senior Insurance Agent (Property, Casualty and Life) resume example

Experienced multi-line agents with 10 or more years who manage a large personal and small business book and want production, retention and cross-selling visible at a glance.

Template: Structured · 2 pages

Why this example works

  • Leads each insurance role with premium, policy count or conversion numbers, the figures agency owners compare first when hiring a producer.
  • Shows a clear path from credit union to sales representative, captive agent and senior independent agent, adding licenses along the way.
  • Small business, life and multi-line bullets prove she grows households across lines instead of just writing monoline auto.

Daniel Afolabi

Life Insurance Agent

Atlanta, GA · daniel.afolabi@email.com · (555) 016-2083 · linkedin.com/in/danielafolabi

Professional Summary

Life insurance agent with 6 years helping Atlanta-area families and business owners protect income with term, whole life and indexed universal life, plus fixed annuities for pre-retirees. MDRT qualifying member in 2024 and 2025 with an 89% 13-month persistency rate. Manages underwriting from application to policy delivery and reviews every client’s coverage annually as income and family needs change.

Professional Experience

Life Insurance Agent, Redbud Hollow Life Partners, Atlanta, GA 2022-Present

  • Issued 96 term, whole life and IUL policies in 2025 with $310K in annualized premium, 132% of the agency’s production goal.
  • Raised placement from 68% to 84% of submitted cases by pre-screening health history and matching clients to accelerated underwriting carriers.
  • Placed $3.1M in fixed and fixed indexed annuity deposits for pre-retirees, with a documented best-interest review on every case.

Career Life Insurance Agent, Cypress Hollow Life Insurance Company, Marietta, GA 2020-2022

  • Completed the carrier’s 2-year career agent program, ranking 3rd of 26 first-year agents in issued life premium.
  • Ran 12-15 in-home and virtual needs analyses a week, turning 41% into submitted applications.
  • Converted 30 expiring term policies to permanent coverage before conversion deadlines, protecting insurability for clients with new health conditions.

Personal Banker, Marigold Savings Bank, Decatur, GA 2017-2020

  • Opened 25+ checking, savings and CD accounts a month for a branch serving 6,000 households, with top-3 district cross-sell results.
  • Referred 60 clients a year to the bank’s investment and insurance advisor, the branch’s top referral source in 2019.
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Life insurance

Life Insurance Agent (Life and Annuities) resume example

Life and annuity agents, including captive career agents moving to independent brokerages, who need to show placement, persistency and the referral sources behind their cases.

Template: Sidebar · 1 page

Why this example works

  • Uses life-specific metrics (annualized premium, placement, persistency) that tell a sales manager the business sticks after it is issued.
  • Shows a credible path from personal banker to career agent to independent agent, with a measurable result at every step.
  • Annuity bullets name the best-interest review, showing the compliance habit managers want on every case.

Applying through an online portal? Use the Word download: it is the same resume in a single-column, ATS-safe layout. Keep this two-column design for emailing and networking.

Theresa Nguyen

Licensed Health Insurance Agent (Medicare and ACA)

Tampa, FL · theresa.nguyen@email.com · (555) 017-5529 · linkedin.com/in/theresanguyen

About

Licensed health insurance agent with 9 years in individual health and Medicare sales, the last 4 as an independent Medicare agent appointed with 8 carriers. Compares Medicare Advantage, Medicare Supplement and Part D plans against each client’s doctors, prescriptions and budget. AHIP certified every plan year since 2019 and bilingual in English and Vietnamese, with a clean compliance record.

Professional Experience

Independent Medicare Insurance Agent, Harborlight Senior Insurance Advisors, Tampa, FL 2022-Present

  • Enrolled 240 clients in Medicare Advantage and Part D plans in the fall 2025 AEP (118% of goal) and placed Medigap year-round.
  • Grew a book of 900+ Medicare clients with 92% year-over-year retention by checking every plan against new formularies and networks.
  • Passed 100% of carrier and FMO call-recording audits, completing a Scope of Appointment before every personal marketing appointment.

Licensed Health Insurance Agent, Coralstone Health Plan, Tampa, FL 2019-2022

  • Enrolled 1,100+ members in the plan’s Medicare Advantage HMO and PPO products from inbound calls across 3 Annual Enrollment Periods.
  • Kept rapid disenrollment at 4%, under half the team average, by confirming doctors and pharmacies before every enrollment.
  • Handled 15-20 transferred Vietnamese-language calls a week as the sales team’s qualified bilingual agent.

Licensed Health Insurance Agent (ACA Marketplace), Mangrove Point Benefits Group, Tampa, FL 2017-2019

  • Enrolled 650+ individuals and families in Marketplace plans over 2 Open Enrollment Periods, screening each household for premium tax credits.
  • Converted 34% of inbound leads into enrollments, placing in the top quartile of a 30-agent call center team.

Education

B.S., Public Health, University of South Florida, 2016

Certifications

Florida Health Agent License (2-40), 2017 · AHIP Medicare + Fraud, Waste and Abuse training, completed for plan year 2027 · Carrier Medicare product certifications, completed for plan year 2027 · Marketplace (FFM) agent registration, renewed each plan year

Core Skills

Medicare Advantage (HMO, PPO, D-SNP) · Medicare Supplement (Medigap) · Part D prescription drug plans · ACA Marketplace enrollment · Premium tax credit screening · Scope of Appointment and CMS marketing rules · Drug list and provider network comparison · Annual Enrollment Period (AEP) plan reviews · Educational seminars · Bilingual enrollment (Vietnamese)

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Health and Medicare

Health Insurance Agent (Medicare and ACA) resume example

Health insurance agents selling Medicare Advantage, Medigap, Part D or ACA Marketplace plans who need enrollment results and a clean compliance record front and center.

Template: Minimal · 1 page

Why this example works

  • Names Medicare plan types, AEP results and compliance audits, the proof Medicare agencies and FMOs screen for first.
  • Rapid disenrollment and retention figures show enrollments that last, not just high call volume during enrollment season.
  • Lists the license, AHIP and carrier certifications by plan year, so a recruiter can confirm she is ready to sell now.

Garrett Lindholm

Commercial Lines Producer, CPCU, CIC

Minneapolis, MN · garrett.lindholm@email.com · (555) 018-3364 · linkedin.com/in/garrettlindholm

Professional Summary

Commercial insurance broker with 14 years across carrier underwriting and agency sales, specializing in construction, manufacturing and trucking accounts with 25 to 400 employees. Manages 160 commercial accounts producing $2.1M in annual agency revenue across 20+ carrier markets. Wins accounts with coverage gap analyses, keeps them with stewardship meetings and loss control, and negotiates from an underwriter’s view of risk. CPCU and CIC designee.

Professional Experience

Commercial Lines Producer, Ironpine Risk Partners, Minneapolis, MN 2021-Present

  • Wrote $640K in new commission revenue from 2023 to 2025, finishing at 131% of the 3-year new-business goal.
  • Built a construction niche of 48 general and trade contractors, adding builders risk, contractor’s equipment and wrap-up program expertise.
  • Won 22 accounts from incumbent brokers with coverage gap analyses that exposed uninsured cyber, pollution and hired auto risks.
  • Retained 95% of account revenue for 4 consecutive years through stewardship meetings, mid-term loss reviews and early renewal marketing.
  • Lowered a 210-employee manufacturer’s experience mod from 1.18 to 0.91 in 3 years by pairing carrier loss control with a return-to-work program.

Commercial Account Executive, Silver Maple Insurance Brokers, Bloomington, MN 2017-2021

  • Managed 90 middle-market accounts with premiums of $50K to $750K, handling marketing, binding, certificates and renewals.
  • Marketed 35+ renewals a year to 6-10 carriers each, building ACORD applications, loss runs and underwriting narratives.
  • Moved into production in 2019 and wrote 28 new accounts in 2 years while keeping a full service book.
  • Negotiated a 14% renewal decrease for a 60-truck fleet by documenting telematics data and driver training results.
  • Trained 3 account managers on submission quality, cutting carrier follow-up questions on new business by about half.

Commercial Lines Underwriter, Prairie Lantern Casualty Company, St. Paul, MN 2014-2017

  • Underwrote a $9M book of contractor and light manufacturing accounts for 40 independent agencies in Minnesota and Wisconsin.
  • Held the book to a 54% loss ratio for 3 years while growing written premium 18%.
  • Quoted 85% of complete submissions within 3 business days, the fastest turnaround on a 7-underwriter team.
  • Visited 60+ agency partners a year across both states to explain appetite and coach producers on stronger submissions.

Underwriting Associate, Prairie Lantern Casualty Company, St. Paul, MN 2012-2014

  • Rated and issued 400+ small commercial BOP and workers’ compensation policies a year within underwriting authority.
  • Completed the carrier’s 18-month underwriting development program with rotations in property, casualty and loss control.
  • Built a workers’ compensation class code checklist that cut premium audit disputes on new policies.

Education

B.B.A., Risk Management and Insurance, University of Wisconsin-Madison, 2012

Certifications

Minnesota Insurance Producer License: Property and Casualty · Nonresident Property and Casualty licenses: Wisconsin, North Dakota and Iowa · Chartered Property Casualty Underwriter (CPCU), The Institutes, 2016 · Certified Insurance Counselor (CIC), Risk & Insurance Education Alliance (formerly The National Alliance), 2020

Key Placements

  • Placed a $25M excess liability tower for a regional trucking firm across 4 carriers after its prior carrier non-renewed
  • Moved a food manufacturer’s property program to replacement cost after an appraisal showed it was 30% underinsured
  • Arranged a project-specific general liability and builders risk program for a 4-building apartment development
  • Placed professional liability for a 40-person engineering firm after a claim-driven non-renewal by its prior carrier

Industry Involvement

  • Associate member, Associated General Contractors of Minnesota
  • Speaker, contractor risk transfer and certificate compliance seminar, 2025
  • Agency advisory council, 2 regional commercial carriers, 2024-Present
  • Volunteer instructor, CIC exam study group for 12 agency staff, 2023

Community

  • Board treasurer, south Minneapolis youth hockey association, 2022-Present
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Commercial broker

Commercial Insurance Broker and Producer resume example

Commercial lines producers, account executives and brokers, including former underwriters, who need to show book size, niches, carrier relationships and technical placements.

Template: Side panel · 2 pages

Why this example works

  • Quantifies the book (accounts, revenue, retention) and niches up front, which is how agency principals size a commercial producer.
  • Carrier underwriting years become a selling point: he knows how an underwriter reads a submission and how to win better terms.
  • Key placements and an experience mod reduction prove technical depth beyond a list of coverage lines.

Applying through an online portal? Use the Word download: it is the same resume in a single-column, ATS-safe layout. Keep this two-column design for emailing and networking.

Denise Holloway

Insurance Agency Manager, CIC

Indianapolis, IN · denise.holloway@email.com · (555) 019-2740 · linkedin.com/in/deniseholloway

Summary

Insurance agency manager with 15 years in multi-line personal and commercial insurance, the last 5 leading an independent agency of licensed producers and account managers. Grew agency revenue from $2.6M to $4.1M through producer hiring, a weekly sales cadence and stronger renewal processes. Licensed in Property, Casualty, Life and Accident & Health; CIC designee who still manages a book of key personal accounts and coaches every new hire personally.

Core Skills

Agency operations and P&LProducer recruiting and licensingSales coaching and pipeline reviewsRetention and renewal strategyCarrier relationships and appointmentsLead generation and marketing ROIAgency management system migrationE&O risk managementPersonal and commercial linesLife cross-sell programsKPI dashboards (PIF, retention, close ratio)Hiring and performance management

Professional Experience

Agency Manager, Tannerbrook Insurance Group, Indianapolis, IN 2021-Present

  • Lead 14 staff, including 6 producers and 8 licensed account managers, with full accountability for sales, service, hiring, licensing and E&O compliance.
  • Grew policies in force from 6,800 to 9,450 in 4 years with weekly AgencyZoom pipeline reviews, monthly one-on-ones and quarterly producer scorecards.
  • Cut first-year producer turnover from 50% to 20% with paid pre-licensing, a 90-day ramp plan, a shadowing week and protected leads.
  • Lifted retention from 84% to 90% with a 2-person renewal desk that reviews accounts 60 days before renewal and remarkets rate hikes above 10%.

Personal Lines Sales Manager, Tannerbrook Insurance Group, Indianapolis, IN 2018-2021

  • Managed 5 personal lines producers writing 2,100+ new households a year across auto, home, umbrella and life in a 3-office agency.
  • Built an internet lead program with 3 vendors, cutting cost per bound household by 35% through faster speed-to-lead calls and a 10-day follow-up cadence.
  • Launched a life cross-sell campaign that added term life to 380 existing P&C households in 18 months.
  • Raised team close rate from 21% to 29% through weekly recorded-call reviews, objection-handling role plays and shared talk tracks.

Insurance Agent, Crestmoor Mutual Insurance Company, Carmel, IN 2013-2018

  • Built a book of 1,350 policies in force across auto, home, life and small business coverage in 5 years.
  • Ranked in the carrier’s top 10% of Indiana agents for life applications in 2016 and 2017.
  • Rounded 42% of monoline auto clients into home or renters coverage through annual reviews.
  • Handled first notice of loss for 200+ claims a year and followed each one through to settlement.

Licensed Customer Service Representative, Crestmoor Mutual Insurance Company, Carmel, IN 2011-2013

  • Processed 60+ endorsements, billing questions and certificate requests a day for a 3-agent office serving 2,500 households.
  • Earned Indiana Property and Casualty plus Life and Accident & Health licenses in the first year, then moved into sales in 2013.

Education

B.S., Risk Management and Insurance, Ball State University, 2011

Certifications

Indiana Insurance Producer License: Property, Casualty, Life and Accident & Health · Certified Insurance Counselor (CIC), Risk & Insurance Education Alliance, 2019 · Certified Insurance Service Representative (CISR), Risk & Insurance Education Alliance (formerly The National Alliance), 2013

Technical

Applied Epic · AgencyZoom · EZLynx · Salesforce · Microsoft Excel and Power BI · RingCentral

Agency Results

  • E&O: zero errors and omissions claims since 2021
  • Producer ramp: new producers reach full monthly goal in month 6, down from month 10
  • Client reviews: 4.9-star average across 300+ Google reviews
  • Carrier standing: qualified for profit-sharing with 4 carriers in 2025

Leadership and Affiliations

  • Member, Independent Insurance Agents of Indiana
  • Guest speaker, university risk management and insurance classes, 2023-2025
  • Agency advisory council, 1 national and 1 regional carrier, 2024-Present
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Agency manager

Insurance Agency Manager resume example

Sales managers and agency managers who lead producers and service teams and need to show agency growth, retention and producer development on a 2-page resume.

Template: Bold header · 2 pages

Why this example works

  • Opens with team size, revenue and agency scope, the first things an agency owner or carrier sales leader checks.
  • Every leadership bullet is a before-and-after metric: turnover, retention, close rate, cost per bound household and service time.
  • Shows the CSR to agent to sales manager to agency manager path, proving she knows every seat she now manages.

Insurance Agent resume summary examples

Copy the summary that matches your level, then swap in your own numbers, systems and specialties.

Newly licensed insurance agent
Newly licensed property and casualty agent with a customer service background and a first-attempt exam pass. Quotes auto, home and renters policies across multiple carriers, follows up on every lead the same day and explains coverage in plain language. Seeking a licensed sales producer role where steady quoting volume and strong service habits build a renewing book.
Insurance sales agent (property and casualty)
Insurance sales agent with 5 years in personal lines, writing auto, home and umbrella policies for a 3-office independent agency. Finished at 115% of new-business quota in 2025, added 140 new households and keeps a 90% retention rate through annual reviews. Fluent in EZLynx, Applied Epic and carrier rating portals.
Life insurance agent
Life insurance agent with 4 years selling term, whole life and final expense coverage to young families and seniors. Issued 70 policies last year by matching each client to the right underwriting path, with most new cases coming from client and lender referrals. Licensed in life and health, with fixed annuity and best-interest training complete.
Health insurance agent (Medicare)
Licensed health insurance agent focused on Medicare Advantage, Medigap and Part D, appointed with 6 carriers. Enrolled 180 Medicare Advantage and Part D clients during the last Annual Enrollment Period with zero compliance findings, and keeps clients by reviewing drug lists and networks every fall. AHIP certified for the current plan year and experienced with ACA Marketplace enrollment.
Insurance broker (commercial lines)
Commercial insurance broker with 9 years placing workers’ compensation, general liability, property and commercial auto for contractors and wholesale distributors. Manages 110 accounts and wrote new revenue at 125% of goal last year. Known for clean underwriting submissions, firm carrier negotiation and renewal strategies that keep 94% of account revenue. CIC designee.
Insurance agency manager
Insurance agency manager leading 10 producers and service staff in a multi-line agency. Grew new business revenue 30% in 3 years, cut new-producer ramp time from 9 months to 5 and held retention near 89% through structured coaching, lead management and a renewal review process. Licensed in property, casualty, life and health.
Career changer into insurance sales
Former restaurant general manager moving into insurance sales after earning a Life and Accident & Health license. Brings 8 years of hitting sales targets, training staff and resolving guest complaints in a high-volume setting. Comfortable with daily goals, phone prospecting and explaining options clearly, and seeking an agent role with a structured training program.

Want one written around your own experience? Try the free resume summary generator.

Best skills for a insurance agent resume

List the skills the job posting names, in the same wording, and prove the important ones in your experience bullets.

Hard skills

  • Needs analysis and fact finding
  • Personal lines quoting and binding
  • Commercial lines submissions (ACORD)
  • Life and annuity sales
  • Medicare and ACA plan comparison
  • Cross-selling and account rounding
  • Policy reviews, renewals and remarketing
  • Prospecting and lead follow-up
  • Coverage gap analysis
  • Claims advocacy and first notice of loss
  • Book-of-business management
  • Underwriting requirements and case management
  • Suitability and best-interest documentation
  • Premium, commission and production tracking

Soft skills

  • Consultative listening
  • Explaining coverage in plain language
  • Resilience with rejection and follow-up
  • Ethical, client-first judgment
  • Organized pipeline and time management
  • Relationship building and referrals
  • Calm support during claims
  • Negotiation with underwriters and carriers

Tools and software

  • Applied Epic
  • Vertafore AMS360
  • HawkSoft
  • EZLynx
  • Salesforce
  • AgencyZoom
  • Ivans
  • iPipeline
  • SunFire Matrix
  • HealthSherpa
  • Zywave
  • Microsoft Excel and Outlook

Certifications

  • State insurance producer license (issued by your state insurance department)
  • Certified Insurance Counselor (CIC), Risk & Insurance Education Alliance
  • Chartered Property Casualty Underwriter (CPCU), The Institutes
  • Accredited Advisor in Insurance (AAI), The Institutes
  • Certified Insurance Service Representative (CISR), Risk & Insurance Education Alliance
  • Chartered Life Underwriter (CLU), The American College of Financial Services
  • AHIP Medicare + Fraud, Waste and Abuse training
  • Securities registrations for variable products: SIE, FINRA Series 6 or 7, Series 63 (NASAA)

Insurance Agent resume bullet point examples

Strong bullets pair an action verb with a specific task and a measurable result. Adapt these to your own numbers.

New business and production

  • Won 65 new commercial auto and general liability accounts through a landscaping trade association partnership, adding $180K in new premium in one year.
  • Hosted 6 homebuyer insurance workshops with 2 mortgage lenders, generating 54 new home and auto households in 6 months.
  • Closed 46 renters policies in one semester through partnerships with 3 off-campus apartment communities, then converted 15 renters into auto clients.

Retention and account rounding

  • Saved 58 of 80 households flagged for nonpayment cancellation by calling before the notice date and setting up automatic payments.
  • Increased umbrella penetration from 8% to 19% of homeowner clients by adding a liability review to every renewal call.
  • Won back 31 former clients in 6 months with a call and mail campaign to households lost to direct writers, rewriting $52K in premium.

Life, health and Medicare

  • Sold 70 final expense policies through funeral home and senior center referrals in one year, with 90% still in force at 13 months.
  • Added disability income coverage for 25 small business owners by reviewing income protection during their commercial renewals.
  • Helped 60 clients leaving employer group coverage enroll in Medicare Part B and a Medigap plan without late enrollment penalties.

Commercial lines and client service

  • Placed cyber liability on 33 professional services clients after a ransomware awareness webinar, creating a new revenue line for the agency.
  • Issued 120+ certificates of insurance a month within 4 hours for contractor clients, preventing job-site delays.
  • Secured full payment on a $400K business interruption claim for a bakery by documenting lost income with the adjuster.

Action verbs for a insurance agent resume

Start each bullet with a precise verb instead of “responsible for”.

  • Prospected
  • Quoted
  • Bound
  • Closed
  • Cross-sold
  • Rounded
  • Retained
  • Renewed
  • Remarketed
  • Placed
  • Enrolled
  • Advised
  • Analyzed
  • Negotiated
  • Marketed
  • Advocated
  • Reviewed
  • Converted
  • Generated
  • Exceeded
  • Coached
  • Recruited
  • Onboarded
  • Audited
  • Structured
  • Saved
  • Expanded
  • Packaged

Find more by category with the free action verb finder.

Best resume format for a insurance agent

Use a reverse-chronological insurance agent resume with licenses near the top and production metrics under each role. New and mid-career agents fit on 1 page. Senior producers, commercial brokers and agency managers with 10+ years can use 2 pages. Keep it single-column so applicant tracking systems parse it.

Your situationFormatLengthLead with
New or newly licensed agentReverse-chronological, or hybrid for career changers1 pageLicense or exam date, quoting volume, transferable sales results
Personal lines agent (2-9 years)Reverse-chronological1 pageNew written premium, quota attainment, retention, policies per household
Life or health and Medicare agentReverse-chronological1 pageLicenses, placement or enrollments, persistency, compliance record
Senior multi-line agent (10+ years)Reverse-chronological2 pagesBook size, multi-line growth, designations
Commercial lines producer or brokerReverse-chronological with key placements2 pagesNew revenue, niches, account retention, CPCU or CIC
Agency or sales managerReverse-chronological2 pagesTeam size, agency revenue and policies in force growth, producer development

Every example above follows these rules. Browse more layouts in our free resume templates.

How to write an insurance sales resume that gets interviews

An insurance sales resume gets interviews when it proves three things: you are licensed for the lines the agency sells, you write new business, and your clients renew. Put licenses near the top, then quantify new written premium, quota attainment and retention in every role.

Hiring managers for Insurance Agent, Insurance Sales Representative, Producer and Account Manager roles want evidence of premium volume, cross-selling and client retention, not a list of duties. Name the lines you sell (personal, commercial, life, health), the markets you serve and your agency management system.

Tailor by seniority and line of business. A new producer emphasizes quoting volume, close rate and licensing progress. A senior agent or agency manager shows book size, policies per household, multi-line growth and team results. Put the metric the target agency cares about first.

Make every bullet quantified evidence: percent of quota achieved, premium written, retention rate, policies sold per month or households rounded. Numbers prove you produce revenue, which is exactly what an agency hires an agent to do.

How to list an insurance license on a resume

On a licensed insurance agent resume, list each active license in a Licenses and Certifications section near the top as state, license type and lines of authority (for example, Arizona Insurance Producer License: Property and Casualty). Add nonresident states, then designations such as CIC or CPCU with the issuing body.

License numbers and your National Producer Number (NPN) are optional, because employers verify licenses through state insurance department lookups or NIPR. If you passed the exam and the license is pending, say so with the date. If you are still studying, write ‘Life and Health exam scheduled, December 2026’.

Insurance sales agent resume with no experience

An insurance agent resume with no experience should lead with your license or exam date, then sell transferable results from customer service, retail, banking, hospitality or military roles: customers served per day, sales or referral goals met, and complaints resolved.

Many agencies and carriers hire unlicensed candidates and sponsor pre-licensing, so show a clear plan: name the lines you are studying for and your exam date. Add any sales contests, membership drives or commission jobs, because they show you can handle quotas and rejection.

The entry-level insurance sales agent resume sample above shows the pattern: both licenses named in the summary, first-year quoting and close-rate numbers, then credit union and retail roles rewritten as referral and service results.

Insurance agent resume description: skills and responsibilities

The skills that matter most on an insurance agent resume are needs-based selling, quoting and binding, cross-selling, retention and the systems you sell in. Show them through responsibilities that carry a result, rather than a separate list of adjectives.

  • Prospecting: lead follow-up, referral partners, networking and community events
  • Needs analysis: interviewing clients about assets, income, health or business operations, then recommending coverage
  • Quoting and placement: comparing carriers, submitting applications and binding coverage within your authority
  • Service and retention: renewals, endorsements, annual policy reviews and claims advocacy
  • Compliance: suitability and best-interest documentation, CMS rules for Medicare and clear file notes for E&O protection

Insurance resume keywords to include for ATS

Applicant tracking systems match the exact words in the posting, so reuse its job title, lines of insurance and software wherever they are true for you. Write the full term and the acronym once, such as Property and Casualty (P&C).

  • Titles: Insurance Agent, Insurance Sales Agent, Licensed Sales Producer, Insurance Producer, Insurance Broker, Account Manager
  • Lines: personal lines, commercial lines, property and casualty, life and health, Medicare, annuities
  • Metrics: new written premium, quota attainment, retention, policies in force, policies per household, close ratio
  • Systems: Applied Epic, AMS360, EZLynx, HawkSoft, Salesforce, AgencyZoom, iPipeline

Insurance agent resume: what to include vs. what to avoid

✓ Include✗ Avoid
Active P&C, life and health licenses with lines of authority, resident state and nonresident statesVague ‘sold insurance’ statements
Premium volume and quota attainmentMissing or expired license details
Client retention and renewal rates, policies in force and policies per householdSales claims with no numbers
CRM, agency management and quoting tools used (Applied Epic, AMS360, EZLynx, Salesforce)Confidential client information such as names, policy numbers or health details
Lines and markets you sell: personal, commercial, life, health, Medicare or niche industriesCarrier-internal product codes or contest names outsiders will not recognize
Designations with the issuing body, such as CIC, CPCU, AAI or CLUA long list of every carrier appointment instead of the lines and markets you sell
Production awards and rankings with the size of the peer groupPhotos, date of birth, Social Security number or scanned license copies
Compliance record: audit results, best-interest reviews or CMS-compliant enrollmentsMulti-column templates, tables and text boxes that ATS parsers misread

How to write an insurance agent resume

  1. List your licenses prominently. State your active producer licenses, lines of authority and resident state near the top, plus nonresident states and designations such as CIC, CPCU or AAI. Licenses are often a hard screening requirement, so never make a recruiter search for them.
  2. Lead with your sales numbers. Open the summary with your lines of business, years in sales and one or two production results, such as quota attainment, book size or retention, so your value as a producer is clear immediately.
  3. Quantify your experience bullets. Show impact with numbers, for example ‘Finished at 130% of annual new-business quota’ or ‘Maintained a 92% client retention rate.’ Add close ratio, policies per household, placement rate or enrollments where they fit your line.
  4. Name your lines, markets and systems. Under each employer, make clear whether it is a carrier or an independent agency, the lines you sold (personal, commercial, life, health) and the systems you used, such as Applied Epic, EZLynx or iPipeline.
  5. Show retention, not just new sales. Agencies earn renewal commissions, so add bullets on annual reviews, remarketing, claims advocacy and saved accounts. They prove you keep the business you write, which separates a strong agent from a high-churn one.
  6. Tailor to the role and ATS. Mirror keywords like Insurance Sales Representative, Licensed Sales Producer, cross-selling and retention from the posting to pass filters. Use the posting’s exact job title in your summary when it matches your experience.
  7. Check format and length. Use a single-column, reverse-chronological layout with standard headings, keep it to 1 page unless you have 10+ years or lead a team, and run it through an ATS checker before you apply.

Insurance Agent salary and job outlook

National figures for insurance sales agents. Use them to benchmark offers, not as a promise for any single job.

$62,280median annual pay (2025)
$29.94median hourly pay
572,600people employed (2025)
43,100openings a year (2025-2035)

Employment is projected to grow average (3% to 4%) from 2025 to 2035, with about 43,100 openings each year.

Source: U.S. Bureau of Labor Statistics 2025 wage data and 2025-2035 employment projections, via O*NET OnLine, Insurance Sales Agents (41-3021.00). Pay varies by state, employer and experience.

Cover letter tip for a insurance agent

Open with the lines you are licensed for and one production result that fits the agency, such as rounding monoline auto clients into home coverage. Show you understand their book (personal, commercial, life or Medicare), name the systems you already know, and close by asking for a conversation with the agency owner or sales manager.

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Insurance Agent resume FAQ

What should I put on an insurance agent resume?
Put your active licenses, a 3 to 4 sentence summary, quantified experience, skills, systems and designations on an insurance agent resume. Describe responsibilities through results: new written premium, percent of quota, retention, policies per household and claims handled. Name the lines you sell, the carriers or markets you work with and your agency management system, so a hiring manager sees you fit their book.
How long should an insurance agent resume be?
One page fits newly licensed and mid-career agents. Use 2 pages if you have 10+ years, manage producers or an agency, or carry a large commercial book that needs room for placements and niches. Prioritize the most recent and relevant 10 to 15 years and lead with your strongest sales metrics.
Where should I list my insurance licenses on a resume?
List active licenses near the top, ideally in a dedicated Licenses and Certifications section below your summary. Specify the state, license type and lines of authority (Property, Casualty, Life, Accident & Health), then any nonresident states. License numbers and your NPN are optional, and expired licenses should be removed or clearly marked inactive.
Which metrics matter most on an insurance agent resume?
New written premium, percent of quota achieved, retention or renewal rate, policies sold, close ratio and policies per household matter most. Life agents add placement and persistency, Medicare agents add enrollments and compliance audit results, and commercial producers add new revenue and account retention. Agencies hire producers to generate revenue, so quantify it on every relevant bullet.
Should I mention CRM, agency management or quoting software on my resume?
Yes. Naming systems such as Applied Epic, AMS360, HawkSoft, EZLynx, Salesforce or carrier rating portals shows you can manage a pipeline and quote efficiently, which speeds your ramp-up at a new agency. List them in a technical line and mention one in a bullet where it drove a result.
What skills should I put on an insurance agent resume?
List the skills the posting names first: needs-based selling, quoting and binding, cross-selling, policy reviews, claims advocacy and prospecting, plus line-specific skills such as Medicare plan comparison or commercial submissions. Add your systems and two or three soft skills your bullets prove, such as explaining coverage in plain language or building referral partnerships.
How do I write an insurance agent resume with no experience?
Lead with your license or scheduled exam date, then show transferable results from customer service, retail, banking or hospitality jobs. Quantify customers served, referral or sales goals hit and problems solved. Keep it to 1 page, add a short summary naming the lines you are licensed for, and mention any sales contests or commission roles.
Do I need an insurance license before applying for insurance agent jobs?
Not always. You must hold a state producer license before you sell, solicit or negotiate insurance, but many agencies and carriers hire unlicensed candidates and sponsor pre-licensing courses. If you are not licensed yet, state the lines you are studying for and your exam date so the employer can see your timeline.
What is a good profile or summary for an insurance agent resume?
A good insurance agent profile is a 3 to 4 sentence professional summary, not an objective. State your licenses, years and lines of business, the clients you serve and one or two production results, such as quota attainment or retention. Career changers can end the summary with the role they want, which does the job of an objective.
How do I move from customer service or retail into insurance sales?
Get licensed or schedule the exam first, then rewrite past roles around sales-adjacent results: cross-sells, referrals, upgrades, retention saves and satisfaction scores. A hybrid layout works well, with your summary, license and transferable skills on top. Credit union, bank and call center experience translates especially well because it shows financial product knowledge and service volume.