Insurance Agent Resume Examples & Format
An insurance agent helps individuals, families and businesses choose and keep coverage: life, health, auto, home and commercial policies. An insurance agent resume should prove skills such as needs analysis and coverage design, life and health insurance products, and auto, home and commercial basics with numbers from your own work. Below are three samples, entry-level to senior, with summaries, bullets and skills.
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Insurance Agent resume examples by experience level
All three samples are illustrative: the people, employers and every figure are made up.
Entry-level sample
Kira Underhill
B.S. Business · state life and health license · term and health coverage · community network · seeking insurance advisor role
Des Moines, IA · (515) 555-0138 · kira.underhill@example.com
Summary
- Business graduate with a state life and health insurance license and three months of part-time selling, seeking a full-time insurance agent role with a carrier or independent agency.
Education and license
- B.S. Business Administration, Hawkeye State University · 2026 · GPA 3.4
- Pre-licensing course (50 hours) and state life and health exam · passed 2026
Part-time experience
- Insurance Agent (part-time), Prairie Mutual agency, Des Moines, IA · 2026 · Sold 14 health and term policies to families in my community ($6,200 annual premium) and kept all 14 renewals on time through reminders
Skills
- Needs analysis, term and health coverage basics, quote comparison, applications and ID checks, lead follow-up, text and email client service, objection handling, Excel
Mid-level sample
Iris Lambert
Life and Health Insurance Agent · 5 years · $480,000 first-year premium · 91% retention · MDRT qualifier 2025
Nashville, TN · (615) 555-0157 · iris.lambert@example.com
Summary
- Insurance agent with five years of life and health selling in Nashville, with 260 active clients and 91% 13th-month retention. Wrote $480,000 of first-year premium last year and moved 45 clients from term-only policies to term plus disability coverage with proper gap analysis.
Experience
- Insurance Agent, Music City Life and Health, Nashville, TN · 2023 – present · 260 active clients; $480,000 first-year premium last year; retention 91%; MDRT qualifier 2025; 12 claims supported.
- Associate Agent, Music City Life and Health, Nashville, TN · 2021 – 2023 · Sold 190 policies; built a referral network of 40 small-business owners.
Education
- B.B.A., Cumberland State University · 2021
- State life and health license · active
- Health insurance specialist course · 2023
Skills
- Needs analysis, term and health coverage design, annuity and retirement product suitability, claims assistance, renewals and retention, referral networking, CRM and text follow-up
Senior sample
Gabe Pruitt
Agency Owner and Advisor · 14 years · $1.9 million first-year premium · team of 28 agents · MDRT · retention 94%
Columbus, OH · (614) 555-0182 · gabe.pruitt@example.com
Summary
- Agency owner with fourteen years in life, health and property insurance, with a team of 28 agents and a personal book of 520 clients. Qualified for MDRT six times, brought team retention to 94% and trained 60 new agents to license stage.
Experience
- Agency Owner, Buckeye Family Insurance Agency, Columbus, OH · 2017 – present · Team of 28 agents; $1.9 million first-year premium; retention 94%; trained 60 recruits to license stage.
- Senior Advisor, Great Lakes Mutual, Columbus, OH · 2012 – 2017 · 520 personal clients; MDRT qualifier from 2014.
Education
- B.A. Communications, Ohio Valley University · 2012
- State life, health and property and casualty licenses · active
- MDRT member
Skills
- Needs analysis, agency management, recruiting and training, carrier relations, claims advocacy, renewals and retention, compliance, CRM
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What does an insurance agent do?
The work is finding prospects, running a needs analysis, comparing quotes and carriers, explaining exclusions honestly, handling applications and renewals, and supporting clients through claims. Agents work as captive agents for one insurer, independent agents who place business with several carriers, or brokers, and the resume should show clients, premium written, retention and the licenses you hold.
Best resume format for an insurance agent
- Show clients, first-year premium and retention percentage.
- State the product mix: life, health, auto, home, commercial.
- Keep to one page; do not list policies sold to named people.
The section order and what goes in each are on the how to write a resume guide; the resume format guide covers every format by type and country.
Summary examples by level
- Entry-level: Newly licensed agent who sold 14 health and term policies worth $6,200 in premium and kept all 14 renewals on time.
- Mid-level: Insurance agent with 260 clients, $480,000 first-year premium last year and 91% retention.
- Senior: Agency owner with a 28-agent team and $1.9 million first-year premium, MDRT six times, who trained 60 agents to license stage.
Work experience bullet points
- Wrote $1.9 million of first-year premium across 520 active clients.
- Held 13th-month retention at 91% with renewal reminders 30 days before due date.
- Moved 45 clients from term-only policies to term plus disability coverage after a documented gap analysis.
- Supported 12 claims from first notice to settlement with document checklists.
- Built a referral network of 40 small-business owners that brought 70 new leads in a year.
- Trained 60 recruits to license stage with a 4-week study and role-play plan.
- Led 28 agents to $1.9 million of first-year premium and 94% retention.
Key skills to list
Hard skills: Needs analysis and coverage design, Life and health insurance products, Auto, home and commercial basics, Applications and underwriting submissions, Claims advocacy, Renewal and retention management, Referral and lead generation, Regulatory compliance and disclosure, CRM and client follow-up, Quote and benefit comparison.
Soft skills: Listening to family worries, Patience with objections, Honest explanation of exclusions, Follow-up discipline, Resilience after refusals.
Education and certifications
- Name your high school diploma, degree or business training, with the school and year; a degree is not required in every state, but many carriers prefer one.
- Write each state license you hold (life, health, property and casualty), the state and the year; licensing rules differ by state, so list only what you hold.
- Add designations such as CLU, ChFC or MDRT membership with the year, plus health insurance or claims certificates.
FAQ
Insurance Agent resume questions, answered.
Still unsure? Send us a message — a real person replies.
What skills should an insurance agent put on a resume?
Needs analysis, life and health products, applications, claims help, renewals and referral lead generation. Name the lines you are licensed for and the carriers or systems you use, and give a figure such as premium written or retention for the skills that matter most.
How is an insurance agent's resume different from a financial advisor's?
An agent shows policy sales, premium and retention. A financial advisor shows portfolios, assets under advice and planning outcomes. If you do both, label each line clearly so a reader does not mix the two.
Do I need to list my license when applying as an insurance agent?
Yes. Carriers and agencies check the state license first, so list the lines you hold, the state and the year, or say that your exam is scheduled and give the date. Do not list a license that has lapsed.