Use A Free Insurance Resume Template
Do you need a life insurance sales manager resume format?
Or any other resume format, for that matter?
Consider using an online free resume builder.
There are several free resume builders online that provide excellent free resume templates
Pick the sample resume for an insurance agent and pick the one that catches your eye.
Customize the resume template to fit your specific skills and abilities.
Proofread it and submit it to the insurance company hiring manager
You can access free resume templates on Google Drive, MS word, Canva, Hloom, and resumeGO.
Professional Resume Writing Services
No machine can ever replace the human touch and if you need an insurance agent job description resume prepared by experts, invest in a professional writing services company.
If you need a resume for an insurance agent with no experience, consider a professional resume writing expert.
These professionals have real-world insurance experience and can create a perfect life insurance agent resume sample for you.
These three insurance resume creation strategies will help you create excellent insurance resumes that will improve your odds of success.
Consider viewing different resume examples for insurance agents before settling on your final choice.
Skills For Licensed Insurance Agent Life & Health Resume
- Thorough understanding of personal lines carriers
- Assist Medicare-eligible individuals in selecting the products and services that best meets their needs
- Aptitude for selling over the phone
- A comprehensive training program on internal processes and systems
- Diary and follow up with claims Adjusters and related personnel to ensure prompt claim handling
- Solicits for new business via telephone, networking, and other lead sources
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Insurance Agent Career Objective/summary Examples
You may use either a Career Objective or a Career Summary to place at the top of your resume. Highlight this paragraph in a different font for maximum impact. A career summary is most suited when you have several years of experience under the belt. A career objective is often used by graduates, trainees, or candidates with less than five years of experience.
Many Insurance Agents work independently for insurance agencies or brokerages, and they sell multiple products available in the insurance market. There are also opportunities to work as captive agents employed by insurance companies to sell only their products. Therefore, you need to clearly state your line of authority in the sector and mention which route you are following or plan to follow.
In a summary, you highlight credibility. In an objective, you concentrate on career aspirations and your intent to add value.Use adjectives to describe one or two outstanding traits, and mention the value you add to your current employer.
Place the most relevant information, in the beginning, to attract the hiring managers attention when they scan through your resume. Also, mention our credentials, education, and certifications, and if you can throw in a few numbers, by all means, do!
Three Examples of Insurance Agents career summaries:
Example 1
Example 2
Example 3
Example 4
Insurance Agent Skills And Qualifications
Insurance Agents will usually have certain prerequisite skills and qualifications which include:
- The primary responsibility of an Insurance Agent is to sell insurance policies. Good sales skills will assist the Insurance Agent in meeting sales goals and increasing their customer base.
- Analytical skills will also assist the Insurance Agent when calculating premiums and deductibles. The ability to quickly add, subtract, divide and multiply percentages will help the Insurance Agent when educating the customer.
- A good amount of patience is important when working as an Insurance Agent. Insurance Agents may need to wait until potential customers are ready to renew their package or until their insurance needs to be changed.
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Licensed Insurance Agent Ii Resume
Summary : Dedicated, hardworking Licensed Insurance Agent with a strong work ethic and ability to build lasting client relationship. Experienced in operations management, sales, and staffing. Adept at communicating effectively with customers, vender’s, and staff. Active Property and Casualty Insurance License with the KY Department of Insurance. Good written and verbal skills. Attention to detail concerned with quality. Ensure tasks are completed correctly and on time. Adaptability and ability to work under pressure.
Skills : Quickbooks, Microsoft Office, Customer Service, Accounts Payables, Account Receivables, Sales
Description :
Insurance Agent Education Section Example
The education section is an integral part of your resume, and you should focus on a list that showcases relevant-to-the-industry qualifications, certifications, and licensing.
Because state insurance boards require all agents to complete continuing education and training courses, make sure you highlight yours in this section.
Display your credentials by date completed, name of institution, qualification, and course curriculums. Also, include relevant licenses and industry memberships.
2020 Current Bachelor of Science in Business Administration, New York University, NY
2017 Insurance Sales License, Los Angeles
2012 2016 High School Diploma, Regis High School, New York, NY
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Experience For Licensed Property & Casual Insurance Agent Resume
- Execute, plan and implement office processes
- Maintain reports and records of insurance policies
- Possess a genuine and willingness to learn, be intuitive and resourceful and be coachable
- Quote insurance premiums and complete applications for insurance
- Process policy changes as requested by insureds
- Take first loss report if required and advise insureds of claims procedures
- Assist in problem resolution, review assigned accounts for cross sale and upgrade potential
- Sales of property and casualty insurance products, both personal and commercial. This duty is performed daily, about 50% of the time
Health/life Insurance Agent Resume
Headline : Life Insurance Agent is responsible for selling life insurance. The agent will interact with the customer to determine their needs, answer questions and provide advice. The agent will also be responsible for collecting information from the customer, documenting the sales process and promoting products.
Skills : Consultative Selling, Motivational Interviewing, Management.
Description :
- Developed a base for long-term sources of clients with referrals, occupational, and special interest groups to compile list of prospects.
- Determined clients’ particular needs and financial situations by scheduling fact-finding appointments determine extent of present coverage and investments.
- Coordinating a protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtain underwriting approval by completing application for coverage.
- Complete coverage by delivering policy planning future follow-up visits and evaluations of needs.
- Provides continuing service by providing direct deposit forms processing changes in beneficiary and policy loan applications.
- Provides death benefits by delivering policy proceeds reassessing client needs.
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Next Create A Licensed Insurance Agent Skills Section On Your Resume
Your resume’s skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven’t started your job search yet, you can look over resumes to get an idea of what skills are the most important.
Here are some tips to keep in mind when writing your resume’s skills section:
- Include 6-12 skills, in bullet point form
- List mostly hard skills soft skills are hard to test
- Emphasize the skills that are most important for the job
Soft skills are also valuable, as they’re highly transferable and make you a great person to work alongside, but they’re impossible to prove on a resume.
Example Of Licensed Insurance Agent Skills For Resume
Job Statistics For Insurance Agents
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
The average yearly salaries for insurance agents, including tips, overtime pay, and bonuses, include:
- Entry-level $33k
The average salary for an Insurance Sales Agent is $39,000 .
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Additional Headings For Your Insurance Agent Resume
The additional section allows you to add more information about who you are and what else you can do. Its 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:
Experience For Licensed Insurance Agent Supervisor Resume
- $20.51 per hour for the first 6 months, then commission based
- Hourly rate for up to 6 months, then commission based
- $20.51 per hour for up tothe first 6 months then commission based with forgivable draw
- A comprehensive Total Rewards Program that includes flexible benefits and long-term investment and savings plans
- A variety of set schedules to accommodate individual work-life balance and client needs
- Follow up on quotations and complete sales over the phone
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How To Get The Job
PREPARE: Before you start applying for insurance agent jobs, get your cover letter and resume in order. Review and update your education, work and volunteer experience, and any skills or certifications that may be applicable to the job.
NETWORK: Success as an insurance agent requires the ability to network and make connections. Sharpen your skills and broaden your network by getting involved in volunteer opportunities in your community. Search online sites such as VolunteerMatch.org, or contact various non-profit organizations directly.
You can also network by attending events organized by various insurance industry trade organizations, such as the National Association of Professional Insurance Agents.
APPLY: Check the careers section of websites for local and national insurance carriers to locate job openings. Look at job search resources such as Indeed.com, Monster.com, and Glassdoor.com for available positions. If you can’t find a job as an insurance agent right away, you might be able to take a related job in the insurance industry to gain experience.
Insurance Agent Education And Training Requirements
A minimum of a high school diploma is often required to work as an Insurance Agent. Some Insurance Agents may pursue an associates or bachelors degree in sales, marketing or business administration. Insurance Agents are required to become licensed with their state. Each state requires that candidates complete pre-licensing hours before taking the licensing exam. Additionally, Insurance Agents will need to complete these requirements for each type of insurance they want to sell. Continuing education is also required to maintain an insurance license.
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Skills For Inbound Insurance Agent Resume
- Apply critical thinking during client interactions in order to identify and analyze acceptable and unacceptable risks
- Quick learning capabilities and an aptitude for understanding the variable elements of insurance products
- Manage customer relationship independently while also taking instruction and coaching from Team Coaches and senior underwriters
- Respond to customer queries relating to our products in a timely and efficient manner striving to exceed quality customer service
- A challenging and stimulating career that provides growth and development
- Service existing customers and assist with processing new insurance applications
- Provide property and casualty risk management consulting for local producers and other clients
- Provide multiple peril crop insurance and other crop risk management consulting for local farmers and ranchers
- Develop marketing plans to grow insurance business
Education On An Insurance Agent Resume
Make sure to make education a priority on your insurance agent resume.If youve been working for a few years and have a few solid positions to show, put your education after your insurance agent experience.For example, if you have a Ph.D in Neuroscience and a Master’s in the same sphere, just list your Ph.D. Besides the doctorate, Masters degrees go next, followed by Bachelors and finally, Associates degree.
Additional details to include:
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
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Licensed Insurance Agent / Floor Supervisor Resume
Summary : Bilingual Licensed Insurance Agent, fluent in both English and Spanish with 11 years of experience in the Financial Servicing Industry with a focus on origination, customer service delivery, and risk management experience. Experience in coaching, developing, and mentoring other peers and employees.
Skills : Excel, Word, Publisher, Word Processing, Powerpoint, Powerpoint Presentations, Customer Service
Description :
- Oversaw inventory and office supply purchases. Verified and logged in deadlines for responding to daily inquiries and outlined the appropriate process and procedures necessary to fulfill and complete inquiries.
- Facilitated organized record retrieval and access by maintaining a filing system for customers.
- Promoted client retention through high-quality service and follow through.
- Developed new financial service opportunities with both existing and new clients.
- Supported can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Developed ongoing networking relationships with small business owners – such as real estate agents, mortgage lenders, auto dealers, etc.
- Exceeded performance goals by setting quality appointment leads for field agents.
- Answered inbound phone calls from prospective members wanting more information on plans.
What Is A Good Objective For An Insurance Agent Resume
A career objective aims to provide the recruiters with a quick background about your specialties.
In your objective statement, you will want to include a brief idea of what you are seeking in your career track. An insurance agent resume objective is significant in offering the employers a quick insight into who you are.
Customize your insurance agent resume objective by featuring the company name.
Tailor your insurance agent resume to the role by including the company name in the objective statement.
Add it to your career plans or state how you hope to apply your skills at the company and help them to achieve their goals.
Display enough qualities.
Ensure that you stand out with enough fortes included in your insurance agent resume objective. While your concentration will be on the career goal, make sure to have at least two to three positive characteristics.
Conciseness is the key.
Make sure your insurance agent resume objective is no more than a few lines. Keep it short and interesting for the recruiters to read and compact. Add other details in the rest of your insurance agent resume.
Insurance Agent Resume Objective Examples:
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Licensed Insurance Agent Resume
Objective : Client-focused Licensed Insurance Sales Agent, successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Strives to work hard in any atmosphere. Customer service and sales professional successful in improving customer retention rates and growing revenue. Organized, motivated and hardworking with proficiency in multiple software.
Skills : Customer And Personal Service, Management Of Personnel Resources, Active Listening, Coordination, Administration And Management, Production And Processing, Judgment And Decision Making
Summary: Key Points For Writing A Perfect Insurance Resume
Lets 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.
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Qualifications Of An Insurance Agent
If you think that you are interested in the job functions of an insurance agent and you want to apply as one, you need to highlight these qualifications in the resume that you are to pass in insurance companies:
- You should have the communication skills as your job functions mostly require you to talk to people and sell the product through physical interactions.
- Strong customer service skills is needed in your daily routine. As you talk to people, you also needed to represent the company the best way possible.
- Being able to have a client base is an advantage especially if you already have past experiences in offering insurance and other sales activities.
- You should be able to have a strong knowledge about the laws, guidelines, regulations, and rules of selling insurance.
- You need to have a grip in terms of learning the product knowledge as you need to explain all the policies covered by the insurance that you are selling.
Aside from our sample insurance agent resumes, you may also use our Sample Resumes In Word and Sample Volunteer Resumes as references.
Insurance Agent Skills & Competencies
In addition to education, training, and licensing requirements, insurance agents also need certain soft skills, or personal qualities, to do their job.
- Listening Skills: In order to understand clients’ needs, an insurance agent needs excellent listening skills.
- Reading Comprehension: They must be able to understand written documents describing insurance instruments.
- Verbal Communication: Insurance agents have to convey information about the products they sell.
- Interpersonal Skills: Their ability to sell policies depends on their relationships with other people. Agents must be able to establish a good rapport with potential clients, understand their needs, and persuade clients to give the agent their business.
- Strong computer skills:Agents need to use various software, including Outlook, Word, Excel, agency management software, and insurance quoting software.
- Enthusiasm: They must have knowledge about the role that insurance and financial products play in members’ everyday lives.
- Selling ability: An agent must be ethically assertive, a self-starter, and able to influence others.
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