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Insurance Sales Agent Resume Examples

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As an insurance sales agent, you must be persuasive, knowledgeable and have the ability to think on your feet. Your resume must showcase these qualities while also demonstrating your enthusiasm for the job. To do this, it’s important to write a well-structured resume that illustrates your professional experience and accomplishments in the insurance industry. This guide will provide you with tips, tricks and examples of the best strategies for writing an effective insurance sales agent resume.

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Insurance Sales Agent Resume Examples

John Doe

Insurance Sales Agent

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email:

I am an experienced Insurance Sales Agent with 6+ years of experience in the industry. I am highly motivated, have excellent communication skills, and have a proven track record of consistently meeting and/or exceeding sales targets. My work experience has equipped me with the skills to provide quality customer service, quickly and accurately assess customer inquiries, and close sales. I am confident that my experience and knowledge would be an asset to any insurance sales team.

Core Skills:

  • Customer Service
  • Sales
  • Relationship Building
  • Sales Strategies
  • Presentation Skills
  • Product Knowledge

Professional Experience:

  • Developed and maintained relationships with customers by providing helpful advice and responding to queries in a timely manner.
  • Achieved sales targets consistently by developing sales strategies and identifying potential sales opportunities.
  • Presented and promoted insurance policies to customers in a persuasive manner in order to close sales.
  • Examined the insurance needs of customers and provided the most beneficial policy solution.
  • Conducted research to ensure the accuracy and completeness of customer information.


  • Bachelor of Science in Business Administration, ABC University, 2013

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Insurance Sales Agent Resume with No Experience

Recent college graduate with a degree in Marketing and Business Administration, eager to begin a career as an Insurance Sales Agent. Possesses a strong work ethic and enthusiasm to learn the necessary skills to provide excellent customer service.


  • Strong customer service skills
  • Excellent communication and interpersonal skills
  • Computer literacy and proficiency in Microsoft Office
  • Detail- oriented, organized and able to multi- task
  • Highly motivated and results- driven


  • Developing a client base by researching potential customers
  • Learning about various insurance products and services and advising customers on the best choice for their needs
  • Maintaining relationships with existing customers and providing follow- up customer service
  • Reviewing and updating existing policies to ensure compliance with current regulations
  • Processing documents, such as claims forms, contracts and applications
  • Handling customer inquiries and providing accurate information
  • Communicating with insurance carriers to obtain quotes and verify coverage
  • Staying up- to- date with industry trends and regulations

0 Years



Insurance Sales Agent Resume with 2 Years of Experience

Highly motivated Insurance Sales Agent with 2 years of experience in selling life, health, and property damage insurance policies. Adept at utilizing customer- focused sales methods to identify customer needs, offer personalized products, and explain policy details. Demonstrated ability to cultivate strong customer relationships while meeting or exceeding sales goals. Core strengths include relationship building, negotiation, and customer service.

Core Skills:

  • Relationship Building
  • Sales Strategies
  • Negotiation
  • Customer Service
  • Policy Understanding
  • Networking
  • Goal Achievement


  • Developed customer profiles and identified customer needs to customize insurance policies.
  • Developed strong relationship with clients to ensure repeat business and referrals.
  • Developed sales strategies and tactics to achieve sales goals.
  • Negotiated policy terms and prices with customers to reach mutually beneficial sales contracts.
  • Explained insurance policy details to customers and addressed questions and concerns.
  • Developed extensive network of contacts in the insurance industry.
  • Monitored changes in policy and industry regulations to ensure company compliance.

2+ Years



Insurance Sales Agent Resume with 5 Years of Experience

Dedicated Insurance Sales Agent with 5 years of experience in helping individuals and businesses secure the right insurance policy for their needs. Highly knowledgeable in insurance product offerings, customer service, and sales techniques. Proven ability to develop meaningful relationships with customers and build a high level of trust. Exceptional communication and interpersonal skills with a strong commitment to customer satisfaction.

Core Skills:

  • Strong knowledge of insurance products
  • Highly effective sales and customer service skills
  • Excellent communication and interpersonal skills
  • Self- motivated, organized and detail- oriented
  • Proficient in Microsoft Office Suite and CRM software
  • Ability to quickly learn new products and services
  • Ability to stay up- to- date on the latest insurance regulations


  • Developed and maintained a high level of customer service
  • Explained various insurance policies and their benefits in detail to customers
  • Generated insurance policies to meet customers’ specific needs
  • Assisted customers in filing claims and resolving disputes
  • Responded to customers’ inquiries and provided solutions
  • Negotiated competitive rates with insurance companies
  • Tracked sales and produced high- quality reports on performance
  • Developed and implemented effective marketing strategies
  • Developed relationships with internal and external stakeholders
  • Analyzed customer feedback and provided solutions to improve customer experience

5+ Years



Insurance Sales Agent Resume with 7 Years of Experience

Dynamic and experienced insurance sales agent with 7 years of success in selling insurance, developing new leads, and providing customer service. Proven ability to analyze customer needs, develop customer relationships, and negotiate successfully. Superior knowledge of a variety of insurance products and ability to explain product features to customers.

Core Skills:

  • Sales & Marketing
  • Business Development
  • Insurance Products
  • Negotiation
  • Relationship Building
  • Customer Service
  • Relationship Management


  • Developed and implemented customer service plans to improve customer satisfaction and increase sales.
  • Developed and maintained relationships with customers to ensure customer loyalty and competitive advantage.
  • Educated customers on insurance products and benefits and conducted customer needs analysis to determine coverage.
  • Generated sales leads through cold calling, networking, and customer referrals.
  • Negotiated contracts and successfully closed sales.
  • Monitored customer retention and loyalty initiatives.
  • Managed administrative tasks, including client documents and follow- up correspondence.
  • Developed and maintained a database of current and prospective customer information.

7+ Years



Insurance Sales Agent Resume with 10 Years of Experience

I am an experienced insurance sales agent with over 10 years in the field. I have a proven ability to develop relationships with customers and close sales. I am highly organized and results- focused, with a passion for helping people protect what matters most to them. I have a broad understanding of the insurance industry and I am able to explain complex concepts in terms that are easy to understand. I am driven to exceed customer expectations with superior customer service and a thorough knowledge of insurance products.

Core Skills:

  • Insurance Industry Knowledge
  • Proactive Sales Approach
  • Relationship- Building
  • Negotiation
  • Customer Service
  • Product Knowledge and Presentation
  • Organization and Efficiency
  • Excellent Verbal and Written Communication
  • Problem Solving and Critical Thinking


  • Develop and maintain relationships with new and existing customers
  • Analyze customer needs, recommend and sell insurance products that meet their needs
  • Manage and update customer accounts
  • Assist customers in filing claims
  • Prepare and deliver presentations to customers
  • Stay up to date on industry trends, regulations, and best practices
  • Provide superior customer service to ensure customer satisfaction
  • Follow up with customers to ensure their needs are met
  • Monitor customer complaints and develop solutions to address them
  • Build relationships with business partners to foster collaboration
  • Prepare and submit reports to management
  • Analyze and monitor changes in the insurance industry
  • Ensure compliance with all applicable laws and regulations

10+ Years

Senior Manager


Insurance Sales Agent Resume with 15 Years of Experience

A highly motivated and ambitious insurance sales agent with over 15 years of experience in the insurance industry. Possesses a successful track record in account management and customer service. Proven track record of providing exceptional customer service and cultivating long lasting relationships. Excellent problem solving and analytical skills. Experienced in analyzing customer needs and providing solutions to best meet their budget and coverage needs. Very organized and detail- oriented with strong communication and interpersonal skills.

Core Skills:

  • Excellent customer service skills
  • Detailed knowledge of insurance industry
  • Strong communication and interpersonal skills
  • Ability to analyze customer needs
  • Ability to provide solutions to meet customer budget and coverage needs
  • Organizational and problem solving skills


  • Marketing and selling insurance products to new and existing customers.
  • Providing advice and guidance on insurance policies.
  • Reviewing and analyzing customer needs.
  • Maintaining accurate and up- to- date customer records.
  • Establishing and maintaining relationships with customers.
  • Resolving customer inquiries and complaints in a timely and professional manner.
  • Assisting customers in selecting the best insurance policies for their needs.
  • Managing customer accounts and renewing policies.
  • Staying up- to- date on industry trends, policies, and regulations.

15+ Years



In addition to this, be sure to check out our resume templates, resume formatscover letter examplesjob description, and career advice pages for more helpful tips and advice.

What should be included in a Insurance Sales Agent resume?

When writing a resume for an Insurance Sales Agent, it should be focused on the skills and experience that make you a great candidate for the role. Below are some important components to consider when crafting your resume.

  • Summary: Start your resume off with a brief summary of your qualifications, such as a number of years of experience as an insurance sales agent and any relevant certifications, awards, or other recognition.
  • Education: Include any educational qualifications such as a degree or diploma related to insurance sales.
  • Work Experience: List any jobs you’ve held as an insurance sales agent, and include details such as the duration in each role, the duties and responsibilities you fulfilled, and any noteworthy accomplishments.
  • Skills: Include any technical, communication, and customer service skills you possess that are applicable to the role, such as knowledge of insurance products, familiarity with software, and the ability to build relationships with clients.
  • Certifications: If you have any certifications related to the insurance industry, be sure to list them here.
  • Additional information: Consider including a brief highlight of any additional qualifications or relevant skills that would make you a valuable asset to the company.

By including all of these elements in your resume, you can be sure that you’ve presented yourself as the ideal candidate for the Insurance Sales Agent role.

What is a good summary for a Insurance Sales Agent resume?

When writing an effective summary for a resume as an Insurance Sales Agent, it’s important to showcase the skills and experience that make you an ideal candidate for the job. An effective summary should include the following elements: your ability to analyze and assess customer needs, your experience working with insurers, your ability to develop and nurture customer relationships, and your success in achieving sales goals.

In addition to highlighting relevant experience, an effective summary should also provide a concise overview of your professional strengths. For example, you may want to emphasize your ability to work in teams, your expertise in customer service, and your dedication to providing results-oriented solutions.

Finally, an effective summary should showcase your enthusiasm and passion for the job. Prospective employers will want to know that you’re not just an insurance sales agent, but a highly motivated self-starter who is committed to helping customers make the best decisions for their insurance needs.

By providing a concise, yet thorough summary of your qualifications and experience, you can give prospective employers a clear understanding of the value that you bring to the position. An effective summary for an Insurance Sales Agent resume can give you the edge you need to stand out among the competition.

What is a good objective for a Insurance Sales Agent resume?

A career as an insurance sales agent can be rewarding and lucrative, but it is important to make sure that your resume reflects your commitment to the role. Your resume should include an objective that clearly states what you are looking for in a job and your qualifications for the role. Here are some examples of good objectives for an insurance sales agent resume:

  • Experienced insurance sales professional with an established track record of success in new client development, policy renewals, and customer retention.
  • Proven ability to build and maintain customer relationships, increase customer loyalty, and maximize profits.
  • Skilled in using a consultative sales approach to present clients with tailored solutions that meet their needs.
  • Demonstrated ability to analyze data and develop strategies for increasing sales and profitability.
  • Highly motivated and organized individual with exceptional interpersonal and communication skills.
  • Seeking a challenging and rewarding role in insurance sales that allows me to utilize my skills and experience to drive success.

How do you list Insurance Sales Agent skills on a resume?

Insurance Sales Agents require a range of skills to be successful in their careers. It is important to list these skills on your resume in order to stand out from other applicants and demonstrate your abilities. Here are some skills that should be included in your resume in order to highlight your aptitude as an Insurance Sales Agent:

  • Knowledge of Insurance Products: Insurance Sales Agents need to understand the different types of insurance products and services available in order to effectively sell them to customers.
  • Sales Techniques: Insurance Sales Agents must be knowledgeable in sales techniques such as customer profiling and relationship building.
  • Communication: Agents must be able to communicate effectively with customers in order to understand their needs and explain the benefits of insurance products.
  • Negotiation: Insurance Sales Agents must be adept at negotiating prices and terms with customers in order to close sales.
  • Computer Skills: Agents must be familiar with computer systems and software in order to access customer information and generate insurance policies.
  • Analytical Skills: Agents must have good analytical skills in order to assess customer needs and determine the best insurance options for them.

By highlighting these skills on your resume, you can show employers that you have the necessary abilities and qualifications to be an effective Insurance Sales Agent.

What skills should I put on my resume for Insurance Sales Agent?

If you’re looking to get into the world of insurance sales, having a well-crafted resume is essential. Insurance sales agents need to have a unique set of skills and qualities, and the resume is the perfect place to emphasize those skills. Here are some skills that you should consider putting on your resume for an insurance sales agent position:

  • Knowledge of Insurance Products: Insurance sales agents need to have a comprehensive understanding of the different types of insurance products and services on the market. Be sure to include any certifications or other education you have related to insurance products.
  • Customer Service Skills: Insurance agents need to be able to communicate effectively with clients and provide excellent customer service. Highlight any customer service or sales experience you have.
  • Problem-Solving Skills: Insurance agents must be able to troubleshoot problems, think on their feet and make decisions quickly. Mention any problem-solving experience you may have.
  • Strong Negotiation Skills: Negotiation is a major part of the job of an insurance sales agent. Include any experience you have related to negotiating contracts, sales agreements and other deals.
  • Computer Proficiency: Insurance sales agents must be comfortable working with computers. List any computer software or technology you’re proficient with.
  • Strong Network: Insurance agents need to have a strong network of contacts and potential clients. Highlight any networking experience you may have.

With these skills on your resume for an insurance sales agent position, you’ll be sure to stand out from the crowd and make a great impression.

Key takeaways for an Insurance Sales Agent resume

If you are a sales agent working in the insurance industry, having a quality resume is essential for success. A successful insurance sales agent resume should highlight your capabilities, customer service skills, and experience in the insurance field. Here are some key takeaways to help you create an effective resume.

  1. Focus on Achievements: Your resume should be focused on the accomplishments and successes you’ve achieved as an insurance sales agent. Include any awards, customer feedback, or other metrics that demonstrate your success.
  2. Show Your Ability to Build Relationships: Insurance sales agents are expected to build relationships with customers, so be sure to highlight your customer service skills. Include any examples of customer relationships you’ve built, customer feedback you’ve received, or any unique sales techniques you’ve used.
  3. Showcase Your Knowledge: Demonstrate your insurance industry knowledge by including certifications and any related courses you’ve completed. This will show employers that you’re up-to-date on the latest industry trends.
  4. Keep it Organized: An effective resume should be easy to read and understand. Use bullet points to keep your resume organized, and make sure to double-check for spelling and grammar mistakes.

By following these key takeaways, you can create an effective and impressive resume that will help you stand out from the competition as an insurance sales agent.

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