Life Insurance Agent resume examples for 2025
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Life Insurance Agent Resume
Work Experience Life Insurance Agent, CSR - Main, PA 2011 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, State Farm - Main, PA 2007 - 2011 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, M&T Bank - Main, PA 2006 - 2007 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. Skills Education Bachelor's Degree Psychology 2003 - 2006 Pennsylvania State University - Main, PA |
How to write a life 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 life 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.
Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the life insurance agent position.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
List the right project manager skills
Your Skills section is a place to list all relevant skills and abilities. Here is how to make the most of your skills section and make sure you have the right keywords:
- Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
- Consider all the software and tools you use on a daily basis. When in doubt, list them!
- Make sure you use accurate and up to date terms for all the skills listed.
Here are example skills to include in your “Area of Expertise” on a life insurance agent resume:
- Health Insurance
- Life Insurance License
- Life Insurance Sales
- Work Ethic
- Lead Generation
- Develop Leads
- Life Insurance Products
- Annuity
- Financial Services
- Annuities
- Life Insurance Policies
- Term Care
- Customer Service
- Disability Insurance
- Securities
- Schedule Appointments
- Life Insurance
- Insurance Options
- Financial Products
- Retirement Planning
- Term Life Insurance
- Product Knowledge
- Outbound Calls
- Financial Resources
- Underwriting Approval
- Payment Method
- Cold Calls
- Processing Changes
- Administrative Tasks
- Professional Publications
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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.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- 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 life insurance agent experience bullet points
Your resume is your chance to show your biggest accomplishments. Don't just list your job responsibilities, instead take the opportunity to show why you're really good at what you do. Here is how you do that:
- Start with strong action verbs like managed, spearheaded, created, etc. Your goal is to show what you did and verbs will help demonstrate your contributions.
- Use numbers to quantify your achievements. Did you save time with a new report? Increase revenue? How large was the team you managed?
- Keep it concise. You're highlighting your achievements. Consider if all details you are sharing are relevant, or can be written more efficiently.
Here are great bullet points from life insurance agent resumes:
Work History Example #1
Finance Professional
National College of Business Tech
- Organized meetings, conference; incorporating PowerPoint presentations, distributing staff documentation, and optimizing information exchanges between staff and management.
- Maintained an open communication with LBA's corporate sponsors: Ernst & Young, Enterprise, and Metlife.
- Gained understanding of portfolio diversification (i.e.fixed income, equities).
- Established collaborative relationship with Equity and Fixed Income Portfolio Management.
- Reviewed, analyzed and managed customer portfolios.
Work History Example #2
Field Agent
Aflac
- Assisted small business owners with AFLAC's employee sponsored supplemental insurance plan.
- Created rapport and raised the bottom line for businesses by providing solutions for their personal insurance needs through AFLAC.
- Offered AFLAC supplemental insurance as benefits solution for other business owners.
- Elected #1 Trainee by peers in AFLAC training class.
- Disseminated information to current and potential customers on AFLAC insurance products.
Work History Example #3
Insurance Agent
Allstate
- Owned and operated an independent insurance agency as licensed through Allstate Insurance Company.
- Assisted in agent s office from call center still within Allstate Insurance Company.
- Managed Office for start up agency, developed office procedures per Allstate guidelines, and sales forms tailored to Agency goals.
- Advanced sales by the dissemination of information regarding Allstate products and services
- Worked with several agency owners prospecting, quoted, and sold Auto, Home, and ancillary Allstate products.
Work History Example #4
Life Insurance Agent
USAA
- Aligned and promoted marketing initiative by facilitating inter-office presentations throughout the Tampa Florida region in which outlined Effective Communication Strategies.
- Facilitated calls escalated to a diplomatic representative in order to improve department performance requirements.
- Assisted clients with financial planning through Income Protection, Debt Consolidation, and Investing.
- Certified monitoring analyst Certified in written and verbal communication.
- Utilized American Income Life's computer system to research and resolve customers' account inquiries.
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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 from life insurance agent resumes:
Bachelor's Degree In Psychology
Pennsylvania State University, Main, PA
2003 - 2006
Highlight your life insurance agent certifications on your resume
If you have any additional certifications or education-like achievements, add them to the education 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 life insurance agent resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Nurse Assistant (CNA)
- Medical Assistant
- Certified Pharmacy Technician (CPhT)
- Certified Sales Professional (CSP)
- Associate, Life and Health Claims (ALHC)
- Certified Insurance Examiner (CIE)
- Dental Assistant (RDA)
- International Accredited Business Accountant (IABA)