Insurance Agent resume example

• Entry level

  Licensed Property & Casualty agent with one year in an independent agency's personal lines department. Quotes auto, home and renters policies in EZLynx across six carriers, writes about 25 new policies a month and handles service work in Applied Epic. Former retail assistant manager who earned the license within 60 days of hire and is now studying for Life & Health.

• Mid level

  Insurance agent with seven years selling personal lines and life coverage for a captive agency serving 2,100 households. Writes $480K in new premium a year, keeps policy retention near 89% and raised policies per household from 1.6 to 2.1 through annual reviews. Licensed in Property & Casualty and Life & Health, and holds the CIC designation.

• Senior

  Commercial lines producer with fifteen years at independent agencies, managing a $3.2M book of contractor, trucking and small manufacturing accounts. Remarkets every account at renewal across 12 carriers, keeps retention above 92% and brings in about $600K in new premium a year. Holds the CPCU, mentors two account managers and leads the agency's carrier relationships.

• Medicare markets

  Life & Health agent focused on Medicare Advantage, Medicare Supplement and Part D plans for retirees. Completes AHIP Medicare training and carrier certifications before each enrollment season, follows CMS rules on scope of appointment and call recording, and helped 320 clients choose or change plans during the last annual enrollment period.

• Returning to work

  Property & Casualty agent returning after three years at home with young children, with the license kept current through continuing education the whole time. Previously wrote personal lines for six years at an independent agency with 90% retention. Refreshed on EZLynx and current carrier appetite and ready for a producer or account manager role.

• Pre-licensed

  Retail sales associate scheduled to sit for the state Property & Casualty exam next month after a 40-hour prelicensing course. Met monthly store credit sign-up goals for two years. Seeking a sales trainee role at an independent agency.

• Claims to sales

  Auto claims adjuster of four years moving into sales, with working knowledge of coverage forms, deductibles and how losses are actually paid. Holds a Property & Casualty license and wants to help clients buy the right coverage before a claim.

• Listing licenses without lines or states

  Fix: "Licensed insurance agent" is not enough. Name each line of authority, such as Property & Casualty or Life & Health, your resident state, any nonresident states and the status. If you also hold a securities registration for variable products, list it separately. Put all of it near the top of the page.

• Reporting sales with no retention

  Fix: New business is half the job. Agencies live on renewals, so show retention alongside new premium written. Add how you protect the book: annual reviews, remarketing accounts hit by rate increases and follow-up on late payments. A strong retention figure tells an owner your customers stay.

• Calling cross-selling customer service

  Fix: Account rounding drives agency income. Give policies per household before and after your work, the lines you added, such as umbrella, renters or life, and the review process you used. "Rounded 140 auto-only households with home or renters" says far more than "provided excellent service."

• Hiding the systems you quote in

  Fix: Agency owners want someone who can quote in week one. Name the agency management system, such as Applied Epic, AMS360 or HawkSoft, your comparative rater, such as EZLynx, and the carrier portals you bind in. For captive roles, describe the carrier's platform in plain terms.

Match these against the job posting you are applying to: the free resume checker shows which keywords your resume is missing.

Property & Casualty license

Give the line, state and active status in a credentials line under your name.

Life & Health license

List it as its own line, with any nonresident states.

Book of business

Describe policies in force, households and premium in your current job.

Retention

Give the retention figure and the period it covers.

New business premium

State annual new written premium and your agency ranking if it was tracked.

Cross-selling

Show policies per household before and after, with the lines added.

Applied Epic

Name it under skills and mention a workflow you built or ran daily.

EZLynx

Pair it with your weekly quote volume or close rate.

Independent agency

Note the agency type beside each employer, with the number of carriers you quoted.

• Wrote $520K in new personal lines premium in one year, finishing first among 8 producers in the agency.
• Rounded 140 auto-only households with home, renters or umbrella coverage, raising policies per household from 1.4 to 1.9.
• Kept policy retention at 91% across a 1,800-policy book by running annual coverage reviews and calling each renewal 30 days early.
• Remarketed 60 accounts facing rate increases across 9 carriers, saving clients an average of $380 a year and keeping 52 of them.
• Quoted 35 to 45 policies a week in EZLynx and closed 32% of inbound leads, the highest rate on the sales team.
• Bound 75 new small business accounts in the first year, covering general liability, workers' compensation and commercial auto.
• Sold 110 term life policies in one year by adding a short life needs question to every auto and home review.
• Cut quote-to-bind time from three days to same day for standard risks by building templates and checklists in Applied Epic.

• Mirror the lines and agency type

  A commercial lines producer job, a captive personal lines role and a Medicare sales position look for different proof. Note the lines, the agency type and whether the job is mostly new sales or service, then reorder bullets so your matching experience comes first. Leave out lines you never sold. Tailor your resume to this agency's lines

• Start the letter with the book you protect

  Open with a concrete result from your current book, such as retention held through a hard market or households rounded with life coverage. Then tie it to the agency: the carriers it writes, the community it serves or the lines it wants to grow. End with your license status and start date. Write an insurance agent cover letter

• Practice a mock sales call

  Insurance interviews often include a role-play: a caller wants a cheaper auto quote, or a client is upset about a renewal increase. Practice asking coverage questions before talking price, recommending limits and asking for a referral. Expect questions on activity goals, licensing timelines and how you handle a claim complaint. Practice insurance agent interview questions

• Put licenses where they are seen first

  Agency owners screen by license, so place each line of authority, state and status right under your contact details, followed by designations. If a license is pending, give the exam date. Spell the line the way the posting does, since some states say Accident & Health where others say Life & Health. Check your insurance agent resume