Insurance Sales Agent Resume Examples and Templates

This page provides you with Insurance Sales Agent resume samples to use to create your own resume with our easy-to-use resume builder. Below you'll find our how-to section that will guide you through each section of a Insurance Sales Agent resume.

Insurance Sales Agent Resume Sample and Template
Insurance Sales Agent Resume Sample and Template
Insurance Sales Agent Resume Sample and Template
Insurance Sales Agent Resume Sample and Template

What Do Hiring Managers Look for in a Insurance Sales Agent Resume

  1. Excellent communication skills to effectively explain insurance policies and build client relationships.
  2. Sales and persuasion abilities to identify customer needs and persuade clients to purchase insurance products.
  3. In-depth product knowledge to provide accurate information and customize policies.
  4. Strong relationship-building skills to cultivate long-term customer loyalty.
  5. Adaptability and resilience to handle market changes and overcome sales challenges.

How to Write a Insurance Sales Agent Resume?

To write a professional Insurance Sales Agent resume, follow these steps:

  • Select the right Insurance Sales Agent resume template.
  • Write a professional summary at the top explaining your Insurance Sales Agent’s experience and achievements.
  • Follow the STAR method while writing your Insurance Sales Agent resume’s work experience. Show what you were responsible for and what you achieved as an Insurance Sales Agent.
  • List your top Insurance Sales Agent skills in a separate skills section.

How to Write Your Insurance Sales Agent Resume Header?

Write the perfect Insurance Sales Agent resume header by:

  • Adding your full name at the top of the header.
  • Add a photo to your resume if you are applying for jobs outside of the US. For applying to jobs within the US, avoid adding photo to your resume header.
  • Add your current Insurance Sales Agent to the header to show relevance.
  • Add your current city, your phone number and a professional email address.
  • Finally, add a link to your portfolio to the Insurance Sales Agent resume header. If there’s no portfolio link to add, consider adding a link to your LinkedIn profile instead.

Bad Insurance Sales Agent Resume Example - Header Section

Eve 35 Marshall Drive Chardon, OH 44024 Marital Status: Married, email:

Good Insurance Sales Agent Resume Example - Header Section

Eve Beltran, Chardon, OH, Phone number: +1-555-555-5555, Link: linkedin/in/johndoe

Make sure to add a professional looking email address while writing your resume header. Let’s assume your name is John Doe - here is a formula you can use to create email addresses:

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For a Insurance Sales Agent email, we recommend you either go with a custom domain name ( or select a very reputed email provider (Gmail or Outlook).

How to Write a Professional Insurance Sales Agent Resume Summary?

Use this template to write the best Insurance Sales Agent resume summary: Insurance Sales Agent with [number of years] experience of [top 2-3 skills]. Achieved [top achievement]. Expert at [X], [Y] and [Z].

How to Write a Insurance Sales Agent Resume Experience Section?

Here’s how you can write a job winning Insurance Sales Agent resume experience section:

  • Write your Insurance Sales Agent work experience in a reverse chronological order.
  • Use bullets instead of paragraphs to explain your Insurance Sales Agent work experience.
  • While describing your work experience focus on highlighting what you did and the impact you made (you can use numbers to describe your success as a Insurance Sales Agent).
  • Use action verbs in your bullet points.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Explaining the coverage options for Accident and Illness.
  • Maintained records of sales data and product information on Excel.
  • Demonstrating an excellent customer service and working directly with the needs of each client.
  • Sell a variety of insurance products to businesses and individuals.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Prospect promising agents and clients
  • Provide free quotes to insurance leads
  • Provide valuable information to clients on products
  • Find and Complete the best insurance policies for clients
  • Attend daily trainings with Trainer/Mentor
  • Attend weekly meetings with Upline
  • Attend monthly meetings with entire community

Licensed Insurance Sales Agent Resume Example

Licensed Insurance Sales Agent

  • Assessed clients' existing coverage and financial needs to determine appropriate products and services aligned with their long-term goals.
  • Reviewed policy applications for accuracy and collaborated with underwriters to expedite the application process.
  • Analyzed retention, loss ratio trends, and sales volume to identify areas for improvement and implement strategies for growth.
  • Proactively sought new clients and cultivated relationships through networking, referrals, lead databases, and cold calling.
  • Devoted sufficient time to each customer, providing clear explanations and verbal reviews of documents to ensure client understanding.
  • Continuously aimed to enhance the client experience and satisfaction through exceptional service delivery.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Collaborated effectively in a team environment to support and contribute to the success of other agents, facilitating the achievement of both individual and group goals.
  • Demonstrated strong sales skills by actively participating in individual and group sales competitions.
  • Achieved exceptional results during a temporary assignment, ranking among the top performers out of a large team, and selling a significant number of insurance policies with a high closing rate within a specific timeframe.
  • Recognized for outstanding performance and offered a permanent position as a Senior Core Agent, standing out among other agents in the region.
  • Actively attends regular sales meetings to establish and track personal goals, ensuring alignment with organizational objectives.
  • Engages in sales evaluation meetings to receive feedback and utilizes constructive criticism to enhance sales strategies and techniques.
  • Consistently meets and exceeds monthly sales quotas, demonstrating a strong commitment to achieving and surpassing performance targets.

Licensed Insurance Sales Agent Resume Example

Licensed Insurance Sales Agent

  • Successfully sold property and casualty insurance policies over the phone, employing effective selling strategies and following established procedures.
  • Built strong customer relationships by providing excellent customer service, understanding their needs, and ensuring their satisfaction.
  • Managed administrative tasks, including documentation, record-keeping, and policy renewals.
  • Consistently surpassed sales goals, exceeding targets by an average of 25%.
  • Maintained a high customer satisfaction rating of 98% while working with clients from various locations.

Health Insurance Sales Agent Resume Example

Health Insurance Sales Agent

  • Sold Medicare policies (MAPD, Med Supplements, PDP) and Individual dental & vision policies.
  • Proactively reached out to potential clients through direct marketing techniques, including mailings and phone contacts.
  • Established contracts and conducted thorough plan benefit reviews.
  • Maintained a positive and customer-focused approach, even during demanding enrollment seasons, resulting in high customer satisfaction.
  • Achieved consistent sales performance, exceeding targets by an average of 25%.
  • Operated in various locations, including New York, Los Angeles, and Chicago, to serve a diverse customer base.

Licensed Insurance Sales Agent Resume Example

Licensed Insurance Sales Agent

  • Consistently exceeded sales goals by an average of 25%.
  • Maintained an exceptional customer satisfaction rating of 98% while on the sales floor.
  • Sold property and casualty insurance policies over the phone using effective selling strategies and procedures.
  • Developed and implemented tailored sales plans and successfully managed all phases of the sales process, from prospecting to closing deals and providing follow-up support.
  • Provided outstanding customer service and built strong client relationships by understanding their needs and ensuring their satisfaction.
  • Handled administrative tasks efficiently, including accurate documentation, record maintenance, and policy renewals.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Analyzed retention, loss ratio trends and sales volume toidentify areas for improvement.
  • Built relationships with clients through active listening toprovide excellent service.
  • Recommended type and amount of coverage based on analysisof customers' circumstances using persuasive sales techniques.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Successfully upsold products to existing policyholders and potential new clients, resulting in increased revenue.
  • Conducted thorough research and analysis of insurance and investment options to provide clients with tailored recommendations.
  • Interviewed prospective clients to gather comprehensive information about their financial needs and discussed their existing coverage.
  • Offered expert policy guidance and management to ensure effective asset protection for clients.
  • Engaged customers with exceptional service by providing clear and detailed explanations of documents and policy details.
  • Boosted client retention by identifying savings opportunities and offering premium discounts.
  • Analyzed customer needs and provided the best options, effectively upselling relevant products and services.

Part Time Insurance Sales Agent Resume Example

Part Time Insurance Sales Agent

  • Understand, promote, and regularly updated on the company's distribution guidelines, announcements, and memos pertaining to changes to company policies and procedures.
  • Advised on investments, insurance, college savings, taxes, and retirement to help clients manage their finances.
  • Reviewed client’s health care to evaluate insurance plans and recommend the suitable combination of deductible and payment.
  • Trained with professional sales agents who were able to share real-life stories and was provided case studies to think through and ask questions on.

Insurance Sales Agent Resume Example

Insurance Sales Agent

  • Identify and capitalize on sales opportunities for insurance plans and risk management strategies to generate income.
  • Establish and nurture collaborative relationships with prospective clients through networking, cold calling, and referrals.
  • Recommend tailored risk management strategies that align with clients' individual risk profiles.
  • Prepare and deliver comprehensive reports to management, highlighting the progress of initiatives.
  • Handle administrative tasks such as record maintenance and policy renewals.
  • Effectively communicate the advantages of different insurance policies to promote sales.
  • Address client inquiries and resolve insurance-related questions or issues.
  • Develop and execute marketing strategies to effectively compete with other individuals or insurance companies.

Top Insurance Sales Agent Resume Skills for 2023

  1. Knowledge of Insurance Products and Policies
  2. Sales Techniques and Strategies
  3. Prospecting and Lead Generation
  4. Customer Relationship Management (CRM)
  5. Needs Assessment and Analysis
  6. Insurance Policy Review and Recommendations
  7. Consultative Selling Approach
  8. Presentation Skills
  9. Closing Deals and Negotiation
  10. Cross-Selling and Up-Selling
  11. Product Knowledge and Competitor Analysis
  12. Relationship Building and Networking
  13. Effective Communication Skills (verbal and written)
  14. Active Listening and Questioning Techniques
  15. Client Retention and Account Management
  16. Sales Forecasting and Goal Setting
  17. Customer Service Excellence
  18. CRM Software and Tools Proficiency
  19. Underwriting and Risk Assessment
  20. Insurance Claims Processing
  21. Insurance Industry Regulations and Compliance
  22. Knowledge of Different Insurance Lines (e.g., life, health, auto, property)
  23. Market Research and Trend Analysis
  24. Time Management and Organizational Skills
  25. Business Development Strategies
  26. Marketing and Advertising Techniques
  27. Digital Marketing and Social Media for Insurance Sales
  28. Relationship Management with Insurance Carriers
  29. Insurance Proposal Preparation
  30. Policy Coverage Explanation and Comparison
  31. Insurance Premium Calculation and Quoting
  32. Insurance Contract Negotiation
  33. Risk Management Strategies
  34. Insurance Claims Handling and Documentation
  35. Analyzing and Assessing Client Needs
  36. Problem-Solving and Solution-Oriented Thinking
  37. Compliance with Ethical Standards and Professionalism
  38. Continuous Learning and Staying Updated with Insurance Industry Trends
  39. Knowledge of Underwriting Guidelines
  40. Sales Performance Tracking and Analysis
  41. Effective Follow-up and Customer Service After the Sale
  42. Networking Events and Relationship Building
  43. Insurance Licensing and Continuing Education
  44. Insurance Policy Documentation and Record-Keeping

How Long Should my Insurance Sales Agent Resume be?

Your Insurance Sales Agent resume length should be less than one or two pages maximum. Unless you have more than 25 years of experience, any resume that’s more than two pages would appear to be too long and risk getting rejected.

On an average, for Insurance Sales Agent, we see most resumes have a length of 2. And, that’s why we advise you to keep the resume length appropriate to not get rejected.

Insurance Sales Agent Resume Sample and Template
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