Licensed Insurance Agent resume examples for 2025

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Build a better Licensed Insurance Agent resume with Zippi, your AI resume builder robot.

Updated March 26, 2025
7 min read
Resume Example

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Licensed Insurance Agent Resume

 
Kelly Lewis
Licensed Insurance Agent
15882 W. Elm Rd., Manhattan College PKY, Riverdale, NY | (950) 555-7790 | klewis@example.com
Work Experience
Licensed Insurance Agent, State Farm - Manhattan College PKY, Riverdale, NY
2020

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, Wells Fargo - Manhattan College PKY, Riverdale, NY
2019 - 2020

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), Wells Fargo - Manhattan College PKY, Riverdale, NY
2018 - 2019

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.

Skills
Initial Contact, Health Care, Computer System, Personal Lines, Prospective Customers, Financial Goals, Credit Risk, Customer Service, PNC, Product Knowledge
Education
Bachelor's Degree Liberal Arts
2016 - 2019
Manhattan College - Manhattan College PKY, Riverdale, NY
 

How to write a licensed insurance agent resume

Craft a resume summary statement

Put a resume summary on the top of your resume to highlight your accomplishments. A 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 write a strong, impressive resume summary:

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in licensed 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 tips will help you demonstrate why you are the perfect fit for the licensed insurance agent position.

Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.

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List the right project manager skills

Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. 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.
  2. Put all relevant hard and soft skills in your skills section.
  3. 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.
  4. Be up to date. Software names change and companies merge. Don't look out of touch by being careless.
  5. Be accurate. Spelling and even upper or lowercase can dramatically change meanings. Make sure you are correctly listing your skills.
These five steps should give you a strong elevator pitch and land you some licensed insurance agent interviews.

Here are example skills to include in your “Area of Expertise” on a licensed insurance agent resume:

  • Excellent Time Management
  • Work Ethic
  • Strong Customer Service
  • Customer Service
  • Insurance Sales
  • Financial Resources
  • Insurance Products
  • Inbound Calls
  • Health Insurance
  • Lead Generation
  • Annuities
  • Casualty Insurance
  • Medicare Advantage
  • Life Insurance Policies
  • Customer Inquiries
  • Outbound Calls
  • Long-Term Care
  • Insurance Coverage
  • Administrative Tasks
  • Policy Changes
  • Policy Holders
  • Open Enrollment
  • Insurance Options
  • Insurance Quotes
  • Payment Method
  • Product Knowledge
  • Cold Calls
  • Insurance Claims
  • Medicaid
  • Financial Products

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How to structure your work experience

A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.

  1. Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
  2. Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.

How to write licensed insurance agent experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from licensed insurance agent resumes:

Work History Example #1

Licensed Insurance Agent

Aegis Communications Group

  • Utilized Netscape Navigator in Windows NT to research and corroborate account information and to verify disconnection orders.
  • Trained in the organizational and regulatory mechanisms of Medicare and Medicaid and complying with enrollment regulations and HIPPA
  • Licensed and required to follow laws governing standards for the Center for Medicare and Medicaid Services.
  • Used tools such as Microsoft Knowledge Base and Clarify to support difficult issues concerning Windows Millennium.
  • Ensured Medicare beneficiaries accurately understood the product choices available to them, the enrollment process and the service contacts and process.

Work History Example #2

Insurance Service Representative

GEICO

  • Handled incoming calls from Geico auto insurance customers.
  • Counseled policyholder by telephone on enhancements to owner polices and discussed all liability issues explaining advantages or deficiencies in current coverage.
  • Provided guidance and counseling to individuals that established automobile and homeowner insurance policies.
  • Counseled policyholders of adequate limits of protection and coverage.
  • required to handle high metrics well providing superb customer service.

Work History Example #3

Collections, Customer Service (Part-Time)

Frost-Arnett Company

  • Identified and resolved customer issues and participated in routine communications with customers to ensure complete customer satisfaction.
  • Used computerized systems for information gathering, issue resolution, communication, and documentation of customer contact.
  • Provided education and enrollment information to active duty, reservist, veterans and their respective dependents.
  • Performed accounts payable and accounts receivable through QuickBooks software.
  • Revised policies and requested system enhancements to better accommodate business-to-business ordering through the Internet.

Work History Example #4

Career Agent

Allstate

  • Owned and operated an independent insurance agency as licensed through Allstate Insurance Company.
  • Delivered comprehensive service presentations and maintained communication with existing account holders to ensure business retention and revenue growth.
  • Achieved Life Millionaire, Allstate Honor Ring, Champion Conference awards multiple times for outstanding growth and client service.
  • Worked with several agency owners prospecting, quoted, and sold Auto, Home, and ancillary Allstate products.
  • Answered incoming and made cold calls to service and sale Allstate services.

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Add an education section to your resume

Here is the best way to format your education section:

  • Display your highest degree first.
  • If you graduated over 5 years ago, put this section at the bottom of your resume. If you 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 for resumes:

Bachelor's Degree In Liberal Arts

Manhattan College, Manhattan College PKY, Riverdale, NY

2016 - 2019

Highlight your licensed 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 licensed insurance agent resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Certified Nurse Assistant (CNA)
  3. Medical Assistant
  4. Certified Insurance Examiner (CIE)
  5. Commercial Driver License (CDL)
  6. Health Insurance Associate (HIA)
  7. Certified Pharmacy Technician (CPhT)
  8. Chartered Property Casualty Underwriter (CPCU)
  9. International Accredited Business Accountant (IABA)