Insurance Agent Resume Examples [2 Samples & Writing Guide]

Insurance Agent Resume Examples [2 Samples & Writing Guide]

Insurance companies need talented and sales-minded professionals to grow and make profits. Insurance agents form part of insurance companies’ workforce and are charged with contacting prospects and maintaining long-lasting relationships to generate new and repeat business for the organization. These professionals also perform various administrative duties, including distribution of policy proceeds, records maintenance, and payment methods development.

We have something for you if you plan to be an insurance agent or seek to advance in your career. Our article will review the standard job description of an insurance agent to help you understand all the roles, responsibilities, skills, knowledge, education, and experience associated with this position. We also have two resume examples to help you understand what your CV should resemble before applying for an insurance agent position. Lastly, we have included a FAQs section to answer any query that you may have regarding your resume. Let’s get started!

Insurance Agent Job Description

The primary role of an insurance agent is to generate new business for the insurance company by contacting prospects. This job entails understanding a potential customer’s portfolio before selling, soliciting, differentiating, and negotiating insurance contracts.

To succeed in their primary role, insurance agents must build positive relationships and work towards maintaining or improving the insurance company’s reputation. Other associated roles include developing proper payment methods, maintaining excellent records, and distributing policy proceeds. Critical must-have skills include excellent sales skills, ability to work well under pressure, strong analytical skills, excellent written and verbal communication skills, and interpersonal skills.

Insurance Agent Roles and Responsibilities

  • Proposing the best protection plans for customers after evaluating their business/individual needs and financial status
  • Thinking and developing effective marketing strategies to bring in more customers
  • Actively promoting different types of insurance plans and suggesting changes or improvements to existing ones
  • Actively networking, cold calling, and using referrals to breed productive relationships and gain prospects for the insurance company
  • Understanding the risk profiles of clients and working with them to identify the best risk management strategies
  • Ensuring that both the business and customers are satisfied with insurance claims through thorough monitoring
  • Actively maintaining bookkeeping records, databases, and systems
  • Maintaining close communication with management and regularly presenting to them detailed reports on initiatives’ progress
  • Maintaining high levels of openness in insurance plans promotion by informing the customers of both the advantages and disadvantages of different insurance policies
  • Ensuring that the business remains highly competitive by creating and implementing effective marketing strategies
  • Actively responding to insurance questions and issues from clients
  • Performing a range of administrative tasks such as record maintenance and handling of policy renewals
  • Accurately calculating dividends
  • Ensuring that policy proceeds are distributed to the right parties after the submission and approval of insurance claims

Insurance Agent Required Knowledge and Skills

  • Knowledge of different types of insurance plans such as property, life, medical, fire, and automobile
  • Basic computer knowledge
  • Excellent data entry skills
  • Ability to work well under pressure
  • Ability and readiness to work in team settings
  • Excellent organizational skills
  • Ability to work with and meet goals
  • Excellent verbal and written communication skills
  • Excellent pitching and sales skills
  • Extensive analytical skills
  • Strong interpersonal skills
  • Excellent negotiation skills
  • Good sales skills
  • Outstanding customer relationship management skills
  • High levels of patience
  • Ability to persuade customers
  • Active listening skills
  • High degrees of enthusiasm
  • Reading comprehension
  • High degrees of flexibility
  • Excellent marketing skills
  • Outstanding financial planning skills
  • Excellent math/numerical skills
  • Strong problem-solving skills
  • Excellent decision-making skills

Insurance Agent Education and Experience

  • A high school diploma
  • A Bachelor’s degree in Business, Sales, Finance, or any relevant field
  • Experience in building and creating long-lasting relationships with clients
  • Proven experience working in the insurance department as an agent or any relevant experience
  • Experience working in team settings
  • Proven sales and customer service experience
  • Industry-relevant certifications (optional but highly recommended)

Insurance Agent Salary

According to Glassdoor, a famous site known for salary estimates, insurance agents make $67,000+ a year as base salary and $34,000 in additional payment, bringing their yearly pay to $102,000+. Companies such as Bankers Life and Aflac exceed this average payment as their agents receive $109,000+ and $112,000+ yearly- a sign that this is a highly lucrative field worth venturing into.

Insurance Agent CV Example 1

Van De Berg

Physical address: 6605 Bobby Jones CT Palmetto, Florida (FL), 35567

Email address: bergdevan@gmail.com

Phone number: (360) 867- 9087

Personal Profile

Certified insurance agent with 10+ years of experience in sales and marketing. Experienced sales employee with excellent customer relationship management and financial planning skills, ready to generate new business for the company and meet all sales targets. Avid team worker is willing to collaborate with fellow employees to successfully execute projects and meet business needs.

Work Experience

07/2019- 08/2022, Licensed Insurance Agent, Faraja General Insurance, Tampa, Florida

  • Advised and counseled 100+ new customers monthly on the best insurance plans suited for their budget and needs
  • Sold insurance plans to at least 20 new customers monthly, exceeding the set target by 40%
  • Ensured that both the client and company were 100% satisfied during the claims process through detailed tracking and follow-ups
  • Retained 97% of new clients through well-crafted and thought-out marketing strategies
  • Regularly educated customers about new and existing insurance options based on their needs and budgets
  • Maintained 100% accuracy when calculating premiums by using several software programs such as Vose and Premium-Line Solution Calculator
  • Finalized 99% of sales and collected all the necessary deposits
  • Managed to convert 70% of all leads into sales by matching needs to benefits
  • Made and responded to 100+ calls daily, educating leads and existing customers about our insurance options
  • Collaborated with the 6-member insurance sales team to optimize the broker office for easier management and conversion of qualified leads
  • Prepared and presented monthly reports to the firm’s management on the progress of different initiatives

05/2016- 07/2019, Insurance Underwriter, Bause Insurance Company, Orlando, Florida

  • Reviewed 100+ insurance applications monthly, ensuring that they were compliant and adherent to set regulations, laws, and requirements
  • Performed a thorough background check and financial status assessment on 70+ monthly insurance applicants to determine whether they were eligible for insurance
  • Followed 100% of all the applicable insurance laws in all my underwriting operations
  • Implemented a new filing system in liaison with the insurance manager and team supervisor, reducing record maintenance errors of underwritten policies by 60%
  • Worked closely with 5+ different specialists to successfully gather data and opinions for proper insurance issues determination
  • Negotiated terms of insurance policies with at least 70 policyholders monthly
  • Decided on the wording of policies, ensuring that they represented the objectives and missions of the insurance company
  • Successfully analyzed statistical data and made the right decisions using four different computer programs
  • Physically visited at least 20 customers monthly to finalize their insurance applications
  • Performed thorough risk assessments in liaison with 10+ specialists, including doctors and surveyors
  • Built and maintained excellent relationships with 10+ brokers

02/2013- 03/2016, Administrative Assistant, Kelly, and Co. insurance Company, Tallahassee, Florida

  • Diligently managed administrative requests and queries from the insurance manager and five business development officers
  • Answered and directed at least 100 calls daily, ensuring that new clients and existing policyholders received the help they needed
  • Planned three meetings weekly and took detailed minutes
  • Implemented a new digital filing system that reduced records-maintenance errors and issues by 30%
  • Regularly ordered office supplies to ensure proper stock levels, reducing stock-related inconveniences by 40%
  • Researched new deals and suppliers, saving the insurance company $3000+ yearly
  • Successfully tracked, submitted, and reconciled expense reports for the 100+ employee population firm
  • Offered general support to at least 30 daily walk-in visitors, ensuring their satisfaction by the time they left the premises
  • Awarded the best administrative assistant of the year in 2015

Education

  • 03/2008- 05/2012, Bachelor of Science in Business, Marketing, The University of Tampa, Tampa, FL
  • 04/2005- 07/2007, Tampa Senior High School, Tampa, Florida

Skills

Languages

Dutch

English

French

Technical Skills

  • Information and Technology (IT)
  • Data entry
  • Sales
  • Financial planning
  • Maths
  • Reporting
  • Complex problems solving
  • Pitching
  • Reporting
  • Marketing
  • Customer Relationship Management
  • System evaluation

Soft Skills

  • Ability to work well under pressure
  • Resourcefulness
  • Persuasion
  • Verbal and written communication
  • Teamwork
  • Critical thinking
  • Interpersonal communication
  • Relationship building
  • Flexibility
  • Collaboration
  • Active listening
  • Time management
  • Leadership
  • Adaptability

Certifications

  • 12/2016, International Accredited Business Accountant, Accreditation Council for Accounting and Taxation
  • 03/2014, Certified Sales Professional Certification

Insurance Agent CV Example 2

Cindy Aurora

Physical address: 6708 Tillman Rd, Panama City, Florida (FL), 33456

Email address: auroracindy@gmail.com

Phone number: (820) 457- 9085

Personal Profile

Certified sales Professional with nine years of experience working as a general salesperson and insurance agent. A self-motivated and dedicated team worker ready to increase the company’s profitability by generating new business and maintaining excellent relationships with new customers. A critical thinker is interested in teamwork and professional development.

Work Experience

05/2019- 07/2022, Insurance Agents Supervisor, Robbs Insurance, Tampa, Florida

  • Directly supervised and coordinated the activities of 10 insurance agents and five other sales professionals
  • Monitored the performance of the insurance agents to ensure that they met at least 95% of all the set goals
  • Worked closely with 7+ company officials, including the sales and marketing managers, to expand into three new territories
  • Successfully coordinated at least ten insurance promotion activities yearly in collaboration with the marketing manager
  • Prepared monthly insurance sales and inventory reports to be shared with management and the budgeting department
  • Started a mentorship and performance improvement program for low performers, increasing overall agents’ performance by 40%

05/2016- 03/2019, Insurance Agent, Clarkson Insurance Co, Miami Florida

  • Ensured that all insurance-related questions and issues from clients were responded to within 24 hours, increasing overall customer satisfaction by 18%
  • Actively promoted the sale of 10 different insurance plans by clearly describing their advantages and disadvantages to customers
  • Worked with at least five leads daily leads to find the best options according to their needs
  • Regularly completed 5+ administrative tasks, including filing, records maintenance, and policy renewal
  • Mentored at least three insurance trainees per year, helping them obtain more information about insurance sales and marketing procedures and techniques
  • Exceeded the first quarter performance standards by 70% in 2017, earning the best insurance agent award that year
  • Attended to 6+ aspects of business operations such as sales, budgeting, marketing, training, payroll, client services, and banking
  • Educated 50+ new monthly customers on their insurance options through consultative selling

04/2013- 03/2016, Marketing Intern, LA View Insurance Company, LA, California

  • Successfully collected both qualitative and quantitative data from 70+ marketing campaigns helping in the building of a repository
  • Supported the 10-member marketing team on 5+ daily administrative tasks, including filing
  • Retained as a junior marketing officer upon the completion of my internship in mid-2014 due to excellent performance
  • Managed the company’s Twitter page, increasing the number of followers from 1000 to 5000
  • Actively helped in the organizing of 70+ successful marketing events

Education

  • 04/2008- 10/2012, Bachelor of Commerce, Marketing Option, University of South Florida, Tampa, FL
  • 03/2005- 07/2007, Miami Senior High School, Miami, Florida

Skills

  • Languages
  • Portuguese
  • English
  • Swahili

Technical Skills

  • Computer
  • Information and Technology
  • Data entry
  • Sales
  • Customer Relationship Management
  • Pitching
  • Metrics evaluation
  • Marketing
  • Complex problem solving
  • Reporting
  • Financial planning

Soft Skills

  • Negotiation
  • Persuasion
  • Critical thinking
  • Time management
  • Leadership
  • Adaptability
  • Teamwork
  • Collaboration
  • Decision making
  • Verbal and written communication
  • Stress management
  • Active listening

Certifications

  • 08/2016, Certified Sales Professional Certification
  • 06/2014, Certified Insurance Service Representative Certification, National Alliance for Insurance Education and Research

Insurance Agent Resume Frequently Asked Questions (FAQs)

1. Which Certifications Should I Include in My Resume?

You should always take advantage of professional advancement opportunities and get as many certifications as possible for your career. Remember, every employer wants the most skilled or experienced employee in their team. Here are a few certifications worth opting for:

  • Certified Sales Professional (CSP) certification- Insurance agents have to win customers for the business. This certification proves an extensive understanding of consultative selling, covering areas such as territory management, better time management, prospecting, and goal setting. It has to be renewed every three years.  
  • International Accredited Business Accountant (IABA)- The IABA certification proves the theoretical and practical knowledge needed for successful job execution. However, it can only be obtained after three years of work experience. On the bright side, this Accreditation Council for Accountancy and Taxation Certification doesn’t need any renewal.
  • Certified Insurance Service Representatives (CISR) certification– Succeeding as an insurance agent requires exceptional customer service skills. This National Alliance for Insurance Education and Research Certification empowers professionals, and in this case, insurance agents, to offer exceptional customer service.

Other certifications worth considering include Associate in General Insurance (AINS) and Certified Sales Representative (CSR).

2. Are There Keywords That I Should Mention in My Resume?

Keywords are terminologies that should appear in your resume. You need them to optimize your resume for Applications Tracking Software regardless of the job you are applying for. To capture the attention of the hiring manager faster, include the following in your resume: commercial insurance, life insurance, umbrella insurance, customer service, consultative, general insurance, prospects, insurance claims, investigation, term life insurance, liability, underwriting, sales, homeowners insurance, disability insurance, casualty insurance, umbrella insurance, property and casualty insurance, scheduling, insurance license, sales experience, forecasting, reporting, licensed insurance agent, certifications, customer retention, multi-tasking, cross-selling and mentoring.

Additional keywords include annuities, outbound calling, Medicare, relationship management, communication skills, mentoring, entrepreneurship, conversion, tracking, accountability, insurance plans, marketing strategies, policy proceeds, administrative duties, referrals, networking, cold calling, insurance claims, risk management, policy renewals, records maintenance, etc.

Lastly, ensure these keywords are spread evenly in your skills and work experience sections to avoid keyword stuffing. A well-optimized resume will increase your chances of getting shortlisted.

3. Which Technical Skills Should I Include in My Insurance Agent Resume?

Surviving in the insurance industry requires lots of technical skills, given that this job entails bringing more customers into the business and ensuring compliance with standards and policies. For a better resume, here are some of the role-specific skills worth mentioning: Data entry, sales, reporting, Information and Technology (IT), marketing, financial planning, numerical skills, complex problem solving, and the ability to give instructions.

Additional skills include system evaluation, service orientation, claims investigation, cold calling, records maintenance, claim adjustment, forecasting, scheduling, and prospecting. Countercheck with the job posting before adding these technical skills to your resume. Use the correct wording in the job posting when mentioning these role-specific skills to increase your chances of getting past the applicant tracking system.

4. How Can I Become an Insurance Agent?

The first thing to do in your journey to becoming an insurance agent is to pursue the right academic qualification which can be an associate’s or bachelor’s degree in a sales or insurance-related field. Alternatively, you can enroll in a sales or marketing course, which is vital for insurance agents. Once you are educated, decide the type of agent you would like to be. In this case, you can choose to be a captive or independent agent.

The next step is to decide the insurance products you wish to sell, whether commercial or personal insurance policies. You should review your state’s licensing requirements and take an insurance license exam. You are then free to start working and obtain vast experience.

5. Which Main Soft Skills Do I Need in My Resume?

Soft skills help employees interact and collaborate on projects. Insurance agents deal with customers and other employees. They must therefore have the following non-technical skills: excellent verbal and written communication, organizational skills, ability to work well under pressure, excellent teamwork skills, time management skills, negotiation skills, decision-making skills, active listening skills, and stress management skills.