How to Write a Great Insurance Agent Resume

Looking for a new job as an insurance agent? Take the first step by learning how to write a tailored resume using industry-specific tips and templates.

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Resume Example
Resume Example
Resume Example

How To Write a Great Insurance Agent Resume

Success as an insurance agent starts with the art of persuasion, and you’ll have to draw on those same skills when writing your resume for a job application in this industry. Your professional resume, along with your cover letter, is your chance to convince the hiring manager to offer you an interview.

This guide will show you:

  • What to include in your insurance agent resume
  • How best to structure your insurance agent resume
  • Resume writing tips to help you secure an interview
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What to Highlight in an Insurance Agent Resume?

Your insurance agent resume should be well-presented, results-driven and will explore relevant experience in the insurance industry or a related field like sales.
 
Highlight any experience generating leads, nurturing client relationships, managing a client base, developing marketing strategies, and selling via inbound and outbound channels. If you’ve worked as an insurance agent before, then clarify where your expertise lies, such as with life insurance.
 
You’ll also want to showcase certain soft skills, such as communication, numeracy and customer service. Many of these skills are transferable and can be evidenced using sales experience from other fields like retail and hospitality.

Structure of an Insurance Agent Resume

The structure of your insurance agent resume will vary depending on your chosen resume format. You have three options:

  • Chronological — This format emphasizes work experience.
  • Functional — This format focuses on skills.
  • Combination — This format balances skills and work experience.

The chronological format is favored by most recruiters and hiring managers. It’s also the format we use with the insurance agent resume sample below.

 
Contact Details
 
Add your contact details to the resume header at the top of the page. This information includes your

  • Full name
  • Professional email address
  • Phone number
  • Address
  • Professional profile link, such as your LinkedIn profile

Present this information clearly so that the hiring manager can easily reach out to you should they wish to proceed with your application.

 
Resume summary or  objective
 
The resume summary (or resume objective) is a brief overview of your skillset as a candidate. A resume summary covers your key skills and experiences. A resume objective is similar but includes a statement of your career aspirations.
 
If you already have several years of experience as an insurance agent, then a resume summary will work best. Consider a resume objective if you’re at the starting point of your career or making a career change.
 
Skills
 
Use the skills section to tailor your resume to the needs of the role. Study the job description and select some of the skills listed as essential or desirable to include in your resume.
 
Hard skills for insurance agent roles include:

  • Cold calling
  • Cross-selling
  • Upselling
  • Underwriting
  • Knowledge of insurance products

Relevant soft skills include:

  • Communication skills
  • Interpersonal skills
  • Problem-solving skills
  • Active listening
  • Customer service

Aim to cover both soft and hard skills in your resume.

 
Work history
 
In the work history section, run through relevant work experience from your previous ten years of employment. This could include work as an insurance agent, general experience in a sales position or a former job in a call center.
 
For each position, list the tasks and skills that are most transferable to the role of an insurance agent in bullet points. Where possible, use specific examples and statistics to add context and credibility to your work history. 
 
Education
 
List your highest level of educational qualification in the education section. This could be a high school diploma or a bachelor’s degree. You can also add relevant certifications to this section.


Do’s and Don’ts for an Insurance Agent Resume

Do:

  • Tailor your resume to the employer.

Insurance companies serve different markets. Make sure your resume is fit for purpose by showing your knowledge of the employer’s particular area of expertise, whether that’s auto insurance, homeowner’s insurance, life insurance or health insurance.

  • Use performance metrics in the work history section.

An ability to consistently hit targets is what hiring managers are looking for. Showcase your skills by referencing specific sales goals and client retention rates when discussing your work experience.

  • Use a resume template. 

A resume template will provide you with a striking layout that’s sure to catch the hiring manager’s attention. Our resume builder tool features hundreds of free-to-use templates.

 
Don’t:

  • Be dishonest.

In such a results-driven profession, you may be tempted to exaggerate some of your past achievements or knowledge of insurance policies. This is never a good idea and it will cost you later in the process.

  • Include your GPA.

Unless your college GPA is exceptionally high, there’s no reason to include it on your resume. Doing so can actually harm your chances of getting a callback.

  • Forget to proofread.

Even the smallest spelling or grammatical mistake could lead the hiring manager to reject your application.


FAQ: Insurance Agent Resume Example

Q: Do I need to include a cover letter for an insurance agent application?

Yes. Writing a cover letter is an important part of your insurance sales agent job search. Always include a cover letter as part of your application unless the job posting says otherwise. Use the cover letter to expand on your key skills and explain any gaps on your resume.

Q: How can I write an insurance agent resume without a lot of work experience?

You can still write a great resume without previous experience as an insurance agent. Any experience working in sales environments or call centers will be worthy of discussion. You can also focus on your experience as a volunteer or intern.

Q: How do I change my insurance agent resume to apply to different jobs?

It’s important to adapt your resume to each new position you apply to. Tailor your resume objective to the needs of the role and organizational goals of the employer. You should also reshuffle the skills section of your resume to include some of the essential and desirable skills listed in the job description.

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