Insurance Agent resume examples for 2025
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Insurance Agent Resume
Work Experience Insurance Agent, American Income Life Insurance ... - Chandler, AZ 2018 Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation Reason for Leaving: Relocated to Atlanta, GA Developed new accounts and managed ongoing corporate accounts. Provide knowledgeable information on Products and customer service Agent Assistant, American Income Life Insurance ... - Chandler, AZ 2015 - 2018 Maintained the company's A+ superior rating for customer service. Conducted one on one field training to reinforce product knowledge and practically. Self-employed agent working for American income Life. Directed and mentored a diverse sales team throughout the Dallas/Fort Worth market in exceeding sales goals. Delivered and explained to current and potential members the American Income Life no-cost benefits package. Quoted and drafted personal auto and property policies Maintained client relationships Cold Calling Retail Sales Manager, Dillard's - Chandler, AZ 2013 - 2015 Exceeded all sales goals and new product launch targets for 2007, 2008, and 2009. Achieved high sales percentage with consultative, value-focused customer service approach. Process all shipment for both product knowledge and inventory control. Process basic and advanced POS operations such as credit/debit, cash sales, and refunds and/or exchanges. Skills Education Bachelor's Degree Business 2010 - 2013 American InterContinental University - Chandler, AZ |
Health Insurance Agent Resume
Brenda Spencer Health Insurance Agent Skills DiagnosisResubmit ClaimsBank DepositsPolicy ChangesProspective CustomersFinancial ProductsCPRCommunicationFinancial NeedsTicket Sales Employment History Health Insurance Agent 2020 Allstate Hudson, OH • Delivered comprehensive service presentations and maintained communication with existing account holders to ensure business retention and revenue growth. • Mentored, supervised and evaluated new agents on product knowledge, sales, company policies and procedures. • Opened and maintained customer policies for Auto, Home, and Life, including Variable Life Insurances and Annuities Outside Property Agent 2016 - 2020 Allstate Roanoke, VA • Establish strong relationships with clients by giving excellent customer service and customizing insurance products to what their needs are. • Sell and promote Allstate lines of insurance Assist customers with all insurance needs • Focus on presenting quality customer service while educating clients about insurance options that benefit the needs of the client. • Meet/exceed sales goals for each month. Health Insurance Specialist 2006 - 2016 Bank of America Atlanta, GA • Involved in configuration of TIBCO Adapter for MQSeries which provide bidirectional communication between MQSeries queues and RV. • Train new team members on procedures and software used to produce modifications. • Closed tough deals as liaison between homeowners, agents and mortgage insurance companies. • Produced claims for insurance companies. Education Bachelor's Degree Insurance 1997 - 2000 Georgia State University Atlanta, GA |
Licensed Insurance Agent Resume
Kelly Lewis Licensed Insurance Agent Contact Information Skills • Initial Contact • Health Care • Computer System • Personal Lines • Prospective Customers • Financial Goals • Credit Risk • Customer Service • PNC • Product Knowledge Employment History Licensed Insurance Agent 2020 State FarmManhattan College PKY, Riverdale, NY • Talked to prospective customers about purchasing State Farm Insurance. • File paperwork, keep records, follow-ups, problem solving, and excellent communication. • Call internet leads to quote auto insurance, set appointments, and make the sale. • Focused and dedicated insurance professional motivated to drive sales and provide superior customer service. Health Insurance Agent 2019 - 2020 Wells FargoManhattan College PKY, Riverdale, NY • Worked with over twenty insurance carriers to provide property and casualty insurance products for customers. • Educate and help families earn more income, become properly protected and financially independent. • Diffused and resolved escalated customer concerns by thoroughly going through customers United health Care policies. • CALL CENTER Specialize in Medicare. Bank Specialist (Part-Time) 2018 - 2019 Wells FargoManhattan College PKY, Riverdale, NY • Answered clients' questions about the purposes and details of financial plans and strategies. • consult with customers on bank products and services . • Understand and communicate detailed information regarding bank products, services, operational services, procedures and transactions. • Assisted customers realize their financial goals by delivering the world's most innovated e-banking and e-commerce services, capabilities and alliances. • Created and implemented complex financial plans for companies and individuals to match their needs to appropriate financial solutions. Education Bachelor's Degree Liberal Arts 2016 - 2019 Manhattan CollegeManhattan College PKY, Riverdale, NY |
Life Insurance Agent Resume
Skills Bank Products Prescription Drug Plans MLS Income Insurance Companies Prospective Customers Daily Operations Health Care Sales Goals Business Partners Employment History Life Insurance Agent 2011 CSRMain, PA • Worked directly with Pekin, Metlife, and Progressive insurance companies. • Comply with company policies maintaining one call resolution and 100% on stats and scores. • Provided customer service updates and reminders on auto insurance policies and tax return status. • Sell property and casualty insurance. General Agent 2007 - 2011 State FarmMain, PA • Provided customer service for agency including sales with P/C, life, health and long term care policies. • Helped new customers with binding auto and life policies. Bank Specialist 2006 - 2007 M&T BankMain, PA • Responded to customer inquires pertaining to bank products and services. • Coordinated and trained employees in branch banking procedures, which include daily ATM operations. • Increased sales through the development of financial plans for personal and small business clients. • Confer with customers by telephone or in person to provide information about bank's internet banking service and internet bill pay. • Manage customer portfolio, service relationship and endeavor to cross-sell all products and services. • Provided customer assistance surrounding their online banking questions and concerns. Education Bachelor's Degree Psychology 2003 - 2006 Pennsylvania State UniversityMain, PA |
How to write an insurance agent resume
Craft a resume summary statement
Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in insurance agent-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
These four steps should give you a strong elevator pitch and land you some insurance agent interviews.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- Look to the job listing. You often need to include the exact keywords from the job description. Take note of the skills listed for the job.
- Put all relevant hard and soft skills in your skills section.
- Be specific. If you are too broad, you may not be giving the best picture of your skills and leave the hiring manager uncertain of your abilities.
- Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
- Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
Here are example skills to include in your “Area of Expertise” on an insurance agent resume:
- Customer Service
- Insurance Sales
- Health Insurance
- Life Insurance Products
- Financial Resources
- Auto Insurance
- Develop Contacts
- House Training
- Life Insurance Policies
- Casualty Insurance
- Field Development
- Financial Products
- Develop Leads
- Annuities
- Insurance Coverage
- Medicare Advantage
- Long-Term Care
- Customer Inquiries
- Administrative Tasks
- Payment Method
- Outbound Calls
- Product Knowledge
- Cold Calls
- Supplemental Insurance
- Inbound Calls
- Policy Changes
- Annuity
- Dental Insurance
- Insurance Claims
- Sales Presentations
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How to structure your work experience
Your work experience should be structured:
- With your most recent roles first, followed by earlier roles in reverse chronological order.
- Job title, along with company name and location on the left.
- Put the corresponding dates of employment on the left side.
- Keep only relevant jobs on your work experience.
How to write insurance agent experience bullet points
Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.
- Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
- What were your responsibilities or goals?
- How did you accomplish them?
- Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )
Here are great bullet points from insurance agent resumes:
Work History Example #1
Claims Assistant
State Farm
- Handled auto injury claims and claims in litigation providing effective communication with attorneys and customers.
- Maintained effective communications through continuous follow-up until satisfactory resolution of claim.
- Utilized Xactimate and ECS to efficiently resolve claims.
- Displayed versatility by working catastrophe claims and homeowner's claims.
- Reviewed and investigated claims as part of an SIU team.
Work History Example #2
Commercial Agent
American Income Life Insurance ...
- Acquired new relationships with qualified clients through direct referral program, increasing policyholder portfolio by 30%.
- Provided life insurance benefits to labor union members.
- Joined company after earning my Life and Health Insurance License.
- Gained valuable knowledge about sales, marketing, business development and communications
- Developed a successful, company recognized team of personal producers through ongoing guidance, support and extensive field training.
Work History Example #3
Insurance Agent (Part-Time)
Fred Loya Insurance
- Incorporated a variety of sales techniques into phone communications with the ability to multi-task and handle competing priorities.
- Called prospective clients to set up appointments for life insurance, medicare supplements, long or short term care and annuities.
- Tasked with leading communications with Fortune 500 client's executives and technical personnel.
- Assisted clients with financial planning through Income Protection, Debt Consolidation, and Investing.
- Customized insurance programs to suit individual customers, often covering a variety of risks.
Work History Example #4
Insurance Agent
Aflac
- Recruited and trained potential agents for AFLAC Insurance Company.
- Launched entrepreneurial venture leveraging extensive background in HR, benefits administration, and employee relations.
- Provided customer service to AFLAC clientele Prepared presentations for customers Guided customers in updating their insurance Followed up with inactive clients
- Designed a process to track 100-200 cold call communications per week resulting in 100% pipeline follow-up.
- Initiated communications with potential clients and acquired new accounts.
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Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries from insurance agent resumes:
Bachelor's Degree In Business
American InterContinental University, Chandler, AZ
2010 - 2013
Highlight your insurance agent certifications on your resume
If you have any additional certifications, add them to the certification section.
Include the full name of the certification, along with the name of the issuing organization and date of obtainment.
If you have any of these certifications, be sure to include them on your insurance agent resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Nurse Assistant (CNA)
- Medical Assistant
- Certified Insurance Examiner (CIE)
- Certified Pharmacy Technician (CPhT)
- Certified Sales Professional (CSP)
- Chartered Property Casualty Underwriter (CPCU)
- International Accredited Business Accountant (IABA)
- Health Insurance Associate (HIA)
- Dental Assistant (RDA)