Insurance Agent resume example. Plus the keywords recruiters search for.
An insurance agent resume that leads with your producer license and lines of authority, then shows premium written, retention and the size of your book — with the keywords agency owners screen for.
Reviewed by Nazir Elmurodov · Updated
/ The example
Insurance Agent resume example.
Rachel Dunn
Licensed Insurance Agent (Property & Casualty, Life & Health)
Indianapolis, IN · rachel.dunn@email.com · (317) 555-0186
Summary
Licensed insurance agent with 6 years in personal lines insurance sales and service. I run a needs analysis with every household, explain coverage in plain words and keep clients through annual policy reviews.
Experience
Insurance Agent, Crossroads Insurance Agency · Apr 2021 – Present
- • Quote and sell auto, home, umbrella and life policies across 9 carriers for a book of 1,100 households
- • Wrote $1.3M in new annual premium in 2025, 118% of my production goal, mostly from referrals and prospecting at local business events
- • Keep a 91% client retention rate by running annual policy reviews and cross-selling umbrella and life coverage where it fits the client's needs
- • Manage the book in Applied Epic and run comparative rating in EZLynx, keeping every file ready for carrier audits and compliance reviews
Licensed Customer Service Representative, Statewide Mutual Insurance · Jun 2018 – Mar 2021
- • Answered 60+ calls a day on billing, coverage questions and policy changes for personal lines customers
- • Earned the Property & Casualty license in 2018 and the Life & Health license in 2020
- • Provided claims support by taking first notice of loss for auto and property claims and explaining next steps with the adjuster
Education & certifications
B.S. Business Administration, Ball State University, 2018 · Resident insurance producer license, State of Indiana: Property & Casualty, Life & Health · Nonresident licenses: Ohio, Kentucky
Skills
Personal lines · Property & casualty · Life & health · Quoting · Needs analysis · Policy reviews · Cross-selling · Risk assessment · Customer retention · Applied Epic · EZLynx · CRM · Customer service
Rachel Dunn
Licensed Insurance Agent (Property & Casualty, Life & Health)
rachel.dunn@email.com · Indianapolis, IN
(317) 555-0186
Summary
Licensed insurance agent with 6 years in personal lines insurance sales and service. I run a needs analysis with every household, explain coverage in plain words and keep clients through annual policy reviews.
Experience
Insurance Agent — Crossroads Insurance Agency
Apr 2021 – Present
• Quote and sell auto, home, umbrella and life policies across 9 carriers for a book of 1,100 households
• Wrote $1.3M in new annual premium in 2025, 118% of my production goal, mostly from referrals and prospecting at local business events
• Keep a 91% client retention rate by running annual policy reviews and cross-selling umbrella and life coverage where it fits the client's needs
• Manage the book in Applied Epic and run comparative rating in EZLynx, keeping every file ready for carrier audits and compliance reviews
Licensed Customer Service Representative — Statewide Mutual Insurance
Jun 2018 – Mar 2021
• Answered 60+ calls a day on billing, coverage questions and policy changes for personal lines customers
• Earned the Property & Casualty license in 2018 and the Life & Health license in 2020
• Provided claims support by taking first notice of loss for auto and property claims and explaining next steps with the adjuster
Education
Ball State University
B.S. Business Administration · 2018
Certifications
Resident insurance producer license, State of Indiana: Property & Casualty, Life & Health
Nonresident licenses: Ohio, Kentucky
Skills
Personal lines, Property & casualty, Life & health, Quoting, Needs analysis, Policy reviews, Cross-selling, Risk assessment, Customer retention, Applied Epic, EZLynx, CRM, Customer service
Why it works
The license, lines of authority and states sit in the headline and education where an agency owner checks first. Results are in the numbers agencies run on — premium written, percentage of goal, retention and book size — and the tools are the agency systems named in postings.
Use this as your starting point
Opens in the editor with every section filled in. Swap in your own details and download a PDF or Word file free.
Start from this exampleSample resume. Names, companies and figures are illustrative.
/ Summary examples
Three summary examples. Pick the one closest to you.
Two or three lines: your level, your field and one result.
- Entry level
Newly licensed property and casualty agent with 2 years in customer service. Comfortable explaining coverage, handling 60+ calls a day and quoting auto and home policies.
- Experienced
Licensed P&C and Life & Health agent with 6 years in personal lines. I wrote $1.3M in new premium last year and keep a 91% client retention rate.
- Agency manager
Agency manager who leads a team of 6 producers and service staff, owns carrier relationships and grew the agency's book through commercial lines expansion.
More for other jobs and situations (no experience, career change, senior): resume summary examples.
/ Bullet points
Bullet point examples. From duty to result.
Turn duties into results: what you did, how, and what changed.
Production
Instead of: Sold insurance policies
Write: Wrote $1.3M in new annual premium in 2025, 118% of my production goal
Retention
Instead of: Kept clients happy
Write: Keep a 91% client retention rate through annual policy reviews
Cross-selling
Instead of: Sold additional products
Write: Added umbrella and life coverage during policy reviews where it fit each client's needs
Book
Instead of: Managed accounts
Write: Manage a book of 1,100 households across 9 carriers in Applied Epic
Service
Instead of: Answered phones
Write: Answered 60+ calls a day on billing, coverage and policy changes for personal lines customers
Claims
Instead of: Helped with claims
Write: Took first notice of loss for auto and property claims and explained next steps with the adjuster
/ Keywords
Keywords and skills for insurance agents.
These come up often in insurance agent job posts. Include only the ones you can back up in an interview, and use the exact wording from the post you're applying to.
- Insurance producer license
- Property & casualty
- Life & health
- Personal lines
- Insurance sales
- Quoting
- Needs analysis
- Policy reviews
- Cross-selling
- Risk assessment
- Customer retention
- Prospecting
- Claims support
- Compliance
- Applied Epic
- EZLynx
- CRM
- Customer service
/ ATS tips
ATS tips for insurance agents.
Lead with license, lines and states
Producer licenses are issued by each state, by line of authority. Write the lines you hold and the states — resident and nonresident — near the top.
Use production numbers
New premium written, policies sold, percentage of goal and retention rate are the numbers agency owners compare.
Size your book
Households, policies or premium under management shows how much business you can handle.
Say personal or commercial lines
They need different knowledge. Name the kinds of policies you write, such as auto, home, umbrella, life or small business.
Name the agency software
Applied Epic, EZLynx, AMS360 and HawkSoft are common in postings. List the systems you use daily.
How does your insurance agent resume compare?
Free ATS score, missing keywords and fixes in about 10 seconds.
/ Questions
Insurance Agent resume FAQ.
Writing the cover letter too? See Rachel's cover letter, annotated
Do I need a license before applying for insurance agent jobs?
Not always. Some agencies hire and sponsor you through licensing, but you can't sell or quote in a licensed capacity until your state issues the license. If you've passed the exam, say so and give the date.
How do I list nonresident licenses?
Write the states after your resident license. Many states process nonresident applications and renewals through the National Insurance Producer Registry (NIPR), and employers can verify licenses through state insurance departments.
Should I put my license number on my resume?
It's optional. Listing the license type, lines and state is usually enough; applications often ask for the number separately.
Do designations like CIC or CPCU help?
Yes, especially for commercial lines or senior roles. The CIC (Certified Insurance Counselor) comes from The National Alliance for Insurance Education & Research and the CPCU from The Institutes. List them only once you've earned them.
How do I show sales results without bragging?
State the numbers plainly — premium written, goal percentage, retention — and add how you earned them, such as referrals or policy reviews.