How To Write Interesting Insurance Resumes

Insurance agents need a well-written resume that uniquely showcases their abilities and expertise as this industry can be very competitive. Insurance resumes should show the hiring manager that the candidate can perform their duties effectively.

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An insurance sales agent takes on many tasks, including identifying the right target market for various insurance companies’ products, renewing insurance policies for clients, tracking claims, and giving advice and guidance to clients on the best plans to suit them.

A great resume is a perfect tool for looking for a job but writing one is not everyone’s strong suit. If you struggle with writing an insurance resume that gets you the position, you can consider using a template to organize your thoughts and save time.

Let’s look at some more tips to help you write a resume that allows you to stand out and beat the other candidates.

Additional Information About The Insurance Resume

According to the U.S Bureau of Statistics, the employment of insurance agents is expected to grow faster than the average for all occupations at a rate of 5 percent from 2019 to 2029.

The industries with the highest levels of employment for agents include:

  • Agencies, brokerages, and other insurance-related activities
  • Insurance Carriers
  • Management of Companies and Enterprises
  • Management, Scientific, and Technical consulting services
  • Credit intermediation and related activities

The average yearly salaries for insurance agents, including tips, overtime pay, and bonuses, include:

  • Entry-level $33k
  • Early-career $36k
  • Mid-career $41k
  • Late-career $43k
  • Experienced $48k

The average salary for an Insurance Sales Agent is $39,000 (Payscale).

Example of a Resume for an Insurance Agent

George Mitchell
Insurance Sales Agent

Anniston, AL

Dedicated Insurance Sales Agent with more than six years of industry experience in life insurance. Proficient in risk management, rate quoting, and building strong working relationships with teams and brokers. Provide recommendations to customers regarding products and benefits with a commitment to maintaining high standards of personal and group performance. Ability to recognize opportunities to increase sales and improve business profitability.

Work Experience
Liberty Mutual
Insurance Agent
April 2018-Date

  • Communicated with prospective clients to discuss their financial needs and coverage.
  • Arranged for and maintained all types of personal and life insurance policies within the company.
  • Produced and implemented new agency underwriting guidelines in the organization.

Hub International
Insurance Agent
March 2016-March 2018

  • Managed online requests from potential clients and communicated with them.
  • Researched coverage options and premiums to provide clients with the best coverage.
  • Delivered quality service and followed up with clients to ensure high client retention.

Educational qualifications
Bachelor of Business
Auburn University
September 2015


  • Credit and collections
  • Excellent customer service
  • Organizational
  • Cross-selling and upselling
  • Multitasking
  • Product development
  • Applied systems experience
  • Teamwork

Volunteer once a week at the Bevin Nursing Home.

How to make an Insurance Resume

Most employers require something different, so it is essential to check the job description and see exactly what you need to have in your insurance agent resume. You can follow the general rules of writing a resume but constantly personalize and tailor each resume to suit the specific job you apply for. It is always a mistake to use one resume for all your job applications. You can personalize your insurance agent resume in the following ways:

  • Using a resume format that presents your experience and skills in the best way to the recruiting manager.
  • Adding all the necessary keywords and action verbs that will help you beat the applicant tracking system.
  • Adding all the crucial sections to your insurance CV, including the header, resume summary/objective, work experience, educational qualifications, skills, and an additional section (volunteer work, awards/honors, interests, languages, certifications, and computer skills.)

The layout of the Resume for Insurance Agent

The best layout for your insurance agent resume is the reverse-chronological order format. This format allows you to showcase your experience and is perfect if you have some years of experience in the insurance industry.

The structure of the Insurance Resume

If you don’t have much experience, you can still write an insurance agent resume that gets you that new job, you can consider a functional resume or combination resume.

The functional resume is also known as the skill-based resume because it allows you to focus on your skills. The combination/hybrid resume mixes the best features of the functional and reverse-chronological resume formats and flawlessly shows off your expertise.

The structure of your insurance agent resume should have the following sections:

  • Header section
  • Resume summary/resume objective
  • Work experience
  • Educational qualifications
  • Skills section
  • An additional section (Certifications, interests, Awards/honors, conferences, languages, and volunteer work)

Start with the Header of the Insurance Resume

The header section is the first section in your resume, and it has your full name, job title, contact information, and a link to your Linkedin profile or website. The information in this section should be accurate so that the recruiting manager can reach you.

Example of a good header

Here is an example

Ann Carstens
Insurance Agent

Miami, FL

Example of a bad header for Insurance

Here is an example

Ann Carstens
Insurance Agent

Date of birth 02/03/1997
4154 Marigold Lane
House number 44
Miami, FL

Your header section needs to be short and precise, and you should avoid putting too much personal information. The location is also optional, and you can leave it out if you are not applying for a job abroad.

Is a photo required in the Insurance Resume?

You don’t need a photo on your insurance agent resume. About 80% of U.S companies also advise against it and fail to consider anyone with a photo included. However, if you must have a photo on your resume, ensure it is professional.

Choosing your Insurance Title

You need to personalize the job title for each position you apply for. If you use the same title for all the jobs, you will miss out on many great opportunities.

Professional summary for Insurance

A professional summary statement allows you to introduce your resume to the recruiting manager by summarizing your professional achievements, and experience. The short paragraph should interest the recruiting manager in reading the rest of your CV, so ensure that it is well-written.

Diligent Insurance Agent with expertise in various insurance operations. Proven ability to accurately classify, code, and rate insurance applications, maintaining high-quality control standards. Natural leader with the ability to mentor junior employees to help them achieve their sales targets every month.
Energetic Insurance Sales Agent with a lot of success in marketing insurance products. Provides exceptional customer service.
A resume objective is an excellent option if you are a recent graduate or are changing careers and don’t have much experience. It allows you to talk about your career goals and how they align with the company goals. It also gives you a chance to express your passion for the job.

Work Experience in the Insurance Resume

The work experience section is a critical section in your resume which allows you to show your potential employer what you can do based on your employment history. Viewing a real-life sample insurance resume is always a good reference if you don’t know how to add this section to your resume. You can also check out our resume builder templates.

Describe your professional experiences on your Insurance Resume

It is always better to add your relevant work experience under this section. If you don’t have any relevant experience, you can add any other experience you have and mention the unique abilities you gained related to the position.

You can also add three to five duties or responsibilities using bullet points and quantify them using figures and facts. This helps to show the recruiting manager the value you will bring to the company.

Examples of professional experiences for Insurance beginner/junior.

Here is an example

HUB International Limited
Insurance broker
August 2014-January 2018
  • Produced $10 million in annual sales by up-selling insurance company products and services.
  • Collaborated with car dealers, loan processors, and other insurance professionals to develop positive business relationships.
  • Achieved high client retention by providing quality service and follow-up, helping the sales department to get an award for the best performing department.

Examples of work experience for Senior Insurance.

Here is an example

Acrisure LLC
Insurance Sales Agent
June 2015-December 2017
  • Worked with the claims adjuster to investigate claims and assist clients, ensuring they got the best customer service.
  • Supervised a team of six customer service agents in the retail office and was tasked with offering additional training every once a month.
  • Performing applications, cancellations, payments, corrections, and product endorsements.

Education in the Insurance Resume

This section can help set you apart from the other applicants and make you the top candidate. It is not always a requirement, but it is vital to have it when applying for a position at an insurance company. If you have a high school diploma or a college degree, you will add it to this section. You don’t have to add the high school diploma if you have a Master’s degree.

Should you start with education or work experience for an Insurance Resume?

You have probably seen many resume samples that start with either of the two, and they are not wrong. The resume format you choose will determine if you start with your educational qualifications or experience. If you choose the reverse-chronological order, you will start with experience. If you choose the functional resume, you start with your academic qualifications and skills.

How to properly list your education in an Insurance Resume?

When listing your educational qualifications, you will start with the name of the degree, the school’s name, the location, and the years spent in school. You can add your GPA if it’s impressive and will help your insurance agent resume stand out.

Example of the education section of an Insurance Resume

Here is an example

Bachelor’s degree in Insurance and Risk Management
University of Hartford, Connecticut
December 2017

Skills to put in the Insurance Resume

Your skills are the unique abilities that help you perform your duties diligently. An insurance agent should have a particular expertise that allows them to be successful in their job. If you don’t have these abilities in your insurance agent resume, you will probably not get the job. You can check the job description for some of the skills your potential employer requires and add them to your resume.

What are the main skills sought for in an Insurance Resume?

Hard skills

  • CRM software
  • Computer proficient
  • Renewing Insurance policies
  • Applied Systems(TAM) experience
  • Cross-selling and up-selling
  • Quoting and pricing policies
  • Lead Development
  • Client account management
  • Knowledge of competitors’ insurance products

Soft skills

  • Interpersonal skills
  • Detail-oriented
  • Communication
  • Excellent customer service
  • Time management
  • Listening
  • Teamwork
  • Decision making
  • Problem-solving

What skills for a junior

  • Organizational
  • Critical thinking
  • Creative problem-solving
  • Negotiation proficiency
  • Analyzing data
  • Client retention
  • Cold calling
  • Product knowledge

What skills for a qualified senior

  • Policy adjustment knowledge
  • Insurance sales strategy
  • Quoting and pricing policies
  • Territory Sales Experience
  • Casualty auto insurance
  • Asset protection expertise
  • Developing policies
  • Skilled negotiator

Write the Ideal Resume Hook for the Insurance Industry.

The competition for jobs is high, so you need to look for various ways to make you stand out. A resume hook is a great way to help your CV stand out as it summarizes your value proposition and achievements. You can also add a quote, testimonial, achievement, or personal description as your hook.

Example of a tagline for a junior insurance employee

Here is an example

Recent graduate with terrific work ethic and in-depth knowledge of risk management

Sample tagline for a senior level

Here is an example

Professional, award-winning Insurance Agent adept at developing strategic sales plans for clients

Additional Headings for your Insurance Resume

The additional section allows you to add more information about who you are and what else you can do. It’s not enough to have worked at many insurance companies when the competition in the job market is exceptionally high. The recruiting manager wants to know what makes you unique and the best candidate for the position.

Many candidates do not know how to incorporate this section. You can check out our resume templates which will help you write a resume that includes all the vital information and gets the attention of the recruiting manager.

Some of the sections you will add here include:

Computer skills and certifications in an Insurance Resume

While it is acceptable to add your computer skills and certifications in the skill section, it is advisable to list them separately. This ensures that the recruiting manager sees them even if they only take a glance at your CV.

The average recruiting manager takes about six seconds on each resume, so you want them to see the qualifications that set you apart in these few seconds.

Some of the certifications that will help your insurance agent resume stand out include:

  • Certificate in general insurance
  • Chartered Property-casualty Underwriter(CPCU)
  • Associate in Claims (AIC)

Interests for Insurance

You can add interests but they need to fit the profile. If they do not fit the profile, you can leave this section out. Interests that involve sports and fitness and community service always look good on your insurance CV.

Languages in an Insurance Resume

Most hiring managers love a bilingual candidate, so you don’t want them to miss this skill in your CV. It is always better to list your languages in a separate section and use the official language reference as follows:

  • DELF for French (with a score of 70% and above)
  • SIELE for Spanish
  • Goethe Zertifikat for German (with a score of 60% and above)

Summary: Key Points for Writing a Perfect Insurance Resume

Let’s look at a breakdown of the main points from this article

  • Always choose a layout that best represents your skills and experience and is also easy to read.
  • Remember to add the keywords and action verbs.
  • Constantly tailor your resume and avoid using a generic for multiple job applications.
  • It is essential to proofread your resume to ensure it does not have any typos and other errors.

Write a Cover Letter That Goes With Your Insurance Resume

If you want your job application to stand out, you should accompany your resume with a cover letter. Cover letters are the perfect way to introduce yourself and some of your achievements while also expressing your interest in the position.

Frequently Asked Questions for an Insurance Resume

How do you list insurance on a resume?

If you are an insurance professional, you should add your experience and credentials to your CV to showcase your expertise. If you are certified in a particular field of insurance, you should also add it to your insurance CV.

What should an insurance agent put on their resume?

An insurance agent CV should have the header, resume summary, work experience, educational qualifications, skill section, and an additional section(volunteer work, interests, languages, awards/honors, and certifications)

What are some skills to put on insurance resumes?

Some of the skills you can add to your insurance CV include customer service, communication, negotiation, CRM expertise, policy management expertise, client account management, commercial insurance, and creative problem-solving.

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