Insurance Agent Resume Example

A strong insurance agent resume leads with sales and your license. Show new premium written, policies bound, cross-sell ratio, and book retention, then name your active state Property and Casualty or Life and Health license. List the carriers and agency-management systems you work in. Production numbers and current licensure belong at the very top of the page.

Free insurance agent resume — .docx + PDF

No sign-up
No payment
No watermark

Download .docx
insurance-agent.docx, 10 KB, opens in Word / Google Docs / LibreOffice.
Download PDF
insurance-agent.pdf, 5 KB, ATS-safe with live selectable text, US Letter.

Open this example in the builder → edit it in your browser — nothing leaves your device.

Insurance Agent resume example

The preview below is the same content as the downloadable files — real, selectable text in the classic template.

Insurance Agent

(555) 010-0000 · you@example.com · City, ST · linkedin.com/in/your-name

Professional Summary

Licensed insurance agent with six years writing personal and commercial lines, growing a book through cross-sell and referrals while sustaining high client retention and consistently exceeding monthly new-premium targets.

Experience

Insurance Agent — Evergreen Insurance Partners

2021 – Present

City, ST

Wrote $1.3M in new annual premium across auto, home, and umbrella lines, finishing at 121% of goal.
Bound an average of 34 new policies per month while maintaining a quote-to-bind ratio of 38%.
Raised household cross-sell ratio from 1.7 to 2.4 policies by reviewing every new client for bundling gaps.
Sustained 91% book retention at renewal through proactive annual coverage reviews on top accounts.
Generated 45% of new business from referrals by asking for introductions after every bound policy.
Processed quotes and endorsements in the agency-management system with zero compliance findings on audit.
Recovered 22 lapsed policies in one year through a structured win-back call and email cadence.

Insurance Sales Producer — Summit Coverage Agency

2018 – 2021

City, ST

Produced $780K in new premium in the final year, ranking third of 14 producers in the agency.
Quoted 60-plus prospects monthly across multiple carriers to match coverage to client risk and budget.
Closed 28% of inbound life-insurance leads by qualifying needs with a structured fact-find.
Built a small-commercial pipeline that added 30 business policies over three years.
Followed every carrier's underwriting guidelines, keeping the application-decline rate under 6%.
Earned a top-producer trip twice for exceeding annual new-premium targets.

Education

Bachelor of Science in Finance — State University

2014 – 2018

Certifications & Licenses

State Property and Casualty Insurance License · State Life and Health Insurance License

Skills

New premium production · Quote-to-bind conversion · Cross-selling lines · Book retention · Property and Casualty lines · Life and Health lines · Referral generation · Agency-management systems · Underwriting guidelines · Needs-based selling · Multi-carrier quoting · Policy win-back

What to put on a insurance agent resume

Core skills

Skill	Why it belongs on the resume
New premium production	Write new annual premium against a monthly and yearly sales target.
Quote-to-bind conversion	Turn quotes into bound policies through needs-based recommendations.
Cross-selling lines	Bundle auto, home, and umbrella to raise policies per household.
Book retention	Keep clients at renewal through proactive annual coverage reviews.
Property and Casualty lines	Quote and service personal and commercial auto, home, and liability coverage.
Life and Health lines	Match term, whole life, and health products to a client's needs and budget.
Referral generation	Build a self-sustaining pipeline by asking for introductions after each sale.
Agency-management systems	Process quotes, endorsements, and policies cleanly through the agency platform.
Underwriting guidelines	Submit applications that fit carrier appetite to keep decline rates low.
Needs-based selling	Run a fact-find so the coverage recommended actually fits the client's risk.
Multi-carrier quoting	Compare carriers to place each risk with the best fit and price.
Policy win-back	Recover lapsed and cancelled policies through a structured outreach cadence.

What recruiters and ATS filters expect on a insurance agent resume.

Licenses & certifications

List these near the top, exactly as a posting names them: State Property and Casualty Insurance License, State Life and Health Insurance License. Never invent a credential or an expiration you cannot back up.

ATS keywords

ATS keyword	ATS keyword
insurance agent	Property and Casualty license
Life and Health license	new premium
policies bound	quote-to-bind
cross-sell	book retention
underwriting	agency management system
personal lines	commercial lines
referrals	renewals
multi-carrier quoting	needs-based selling

Terms an applicant-tracking system scans for — work them in naturally where they are true of your experience.

Three bullets that work — and why

Wrote $1.3M in new annual premium across auto, home, and umbrella lines, finishing at 121% of goal.
Why it works: Premium written against goal is the production metric an agency manager screens for, and naming the lines shows breadth.
Raised household cross-sell ratio from 1.7 to 2.4 policies by reviewing every new client for bundling gaps.
Why it works: Cross-sell ratio is how agencies grow profitable households, and the before-and-after with a method proves it was deliberate.
Sustained 91% book retention at renewal through proactive annual coverage reviews on top accounts.
Why it works: Retention drives recurring commission, so a high renewal figure tied to a service habit signals a durable book.

Tailoring it in three steps

Lead with production and your license
Put new premium written, policies bound, and your active state Property and Casualty or Life and Health license at the top, since both are gating criteria for the role.
Match the lines of business
Reflect whether the role is personal lines, commercial, or life and health, and frame your premium, policy mix, and cross-sell examples to that book.
Name carriers and the agency system
List the carriers you have appointments with and the agency-management platform you use, since an agency wants to know you can produce in their environment.

FAQ

Do I list my insurance license on a resume?

Yes. State your active state Property and Casualty or Life and Health license and the state, since carriers and agencies require current licensure before you can sell.

What production numbers should an insurance agent show?

New premium written against goal, policies bound, quote-to-bind ratio, and book retention. Together they show you sell, place efficiently, and keep clients at renewal.

Should I list the insurance carriers I have worked with?

Yes, when relevant. Naming carrier appointments and lines you have written signals you understand underwriting appetite and can place business from day one.

How does an insurance agent show retention on a resume?

State your renewal or book-retention percentage tied to a service habit like annual coverage reviews, since recurring premium is what makes a book valuable to an agency.

Related Sales, Marketing & Client Service resume examples

Browse all resume examples by sector or build your own in the free builder.