Insurance agent resume
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Key skills for an insurance agent resume
Terms that job ads ask for and ATS filters look for. Only include the ones you master.
- Insurance sales
- Needs analysis
- Policy comparison
- Life and health insurance
- Property and casualty insurance
- Prospecting
- Client retention
- Quoting systems
- Compliance
- Customer service
Tips for your insurance agent resume
- Put your licenses near the top, with lines of authority and states.
- Say what you sell: life, health, auto, home, commercial or benefits.
- Show results: premium written, policies sold, retention or ranking.
- Mention whether you work captive, independent or for an agency.
- Include FINRA licenses if you sell financial products.
- Add designations and continuing education.
Insurance agent resume summary examples
Adapt these examples with your real details: years of experience, industry, tools and certifications.
Licensed insurance agent with 7 years of experience selling property and casualty insurance at an independent agency. I manage a book of 600 households and 80 small businesses, wrote $1.2 million in new premium last year and keep a 91% retention rate. Licensed in Ohio and Kentucky.
Newly licensed life and health insurance agent with 2 years of sales experience at a phone retailer. Completed state courses and exams. Looking for my first insurance agent role.
Other job titles
Search for them too and use the one in the job ad on your resume.
- Insurance sales agent
- Insurance producer
- Insurance broker
- Life insurance agent
- Property and casualty agent
- Benefits advisor
How to write an insurance agent resume step by step
Write a short summary
Three or four lines with your licenses, experience, products and results.
Detail your experience
In “Experience”, add the agency, products, book of business and results.
Add education and certifications
In “Education”, your diploma or degree. In “Certificates”, your state licenses, FINRA licenses and designations.
Show achievements
In “Achievements”, include premium written, rankings and awards.
Tailor your resume to the job ad and download it
Paste the job ad into Beatjob: the AI improves the wording with the keywords your experience backs up. Then download the PDF.
More resume examples
Frequently asked questions about an insurance agent resume
Do insurance agents need a license?
Yes. Insurance agents must have a license in the states where they work, with separate licenses for life and health insurance and for property and casualty insurance.
What does the licensing process involve?
In most states, agents complete specified courses and pass state exams on insurance fundamentals and state insurance laws. Most states also require continuing education.
Do I need FINRA licenses?
Only if you sell securities and other financial products, such as mutual funds or variable annuities. Then you must be licensed by FINRA.
Sources
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