Insurance Agent Resume Examples & Writing Guide

This sample is for an agent with about six years in personal lines and life, who started in a carrier call center, sold for a captive agency and now produces for an independent agency. The name and agencies are made up. If you sell only life, only health or you are new to the industry, keep the structure and use the summaries further down.

Whether the hiring manager is an independent agency owner, a captive agent building a team or a carrier's sales director, the first scan looks for the same things.

• Your license lines and states. "Licensed" alone is not enough. Write "Texas P&C and Life & Health" or "Life, Accident & Health" as your state names it, plus any non-resident states. If you sell variable products, add your FINRA Series 6 or 7 and 63.
• Production. Premium written per year, policies per month, close rate, or the size of the book you service. Even a new agent can show quotes per day and apps submitted.
• Retention and cross-sell. A 90%+ retention rate and 2+ policies per household tell an owner you build a book rather than churn one.
• Which side of the industry you know. Captive (one carrier) versus independent (many carriers), personal versus commercial lines, life and annuities, health and Medicare. Each has different systems and sales cycles, and owners want to know how long you will take to become productive.

“Tell me your lines, your states and your premium. When the resume makes me guess whether you are licensed for life, I move to the next one. If the premium number is real and you can explain how you got it, we are talking the same week.”

Three or four lines: your license lines and years, what you sell and to whom, your best two numbers, and your systems. If you have no license yet, see the entry-level example, which people also search as an "insurance agent resume objective".

Each bullet needs a product line, a number and a result. Owners look for premium, policy counts, retention, cross-sell and how you got the leads. Here are eight common insurance resume lines rewritten.

Aim for 10 to 15 skills, grouped so the reader can tell in two seconds what you sell and what systems you can log into on day one.

Product and technical skills:

• Personal lines: auto, homeowners, renters, condo, umbrella, motorcycle, boat, flood
• Commercial lines: BOP, general liability, commercial auto, workers' compensation, professional liability, bonds
• Life and annuities: term, whole, universal and indexed universal life; fixed and indexed annuities
• Health: Medicare Advantage, Medicare Supplement, Part D, ACA marketplace, group benefits
• Needs analysis, coverage review and policy comparison
• Underwriting guidelines, binding authority limits, endorsements and certificates of insurance
• Claims reporting and follow-up
• State licensing and continuing education compliance

Software and sales tools (list what you have used):

• Agency management systems: Applied Epic, AMS360, HawkSoft, EZLynx Management, QQCatalyst
• Comparative raters: EZLynx Rating, PL Rating, Applied Rater
• CRM and lead tools: Salesforce, HubSpot, AgencyZoom, dialers and lead vendors
• Carrier portals and quoting systems for the carriers you represent (name them)
• E-signature and document tools: DocuSign, Adobe Sign
• Medicare and ACA enrollment platforms: carrier portals, SunFire, HealthSherpa

Sales skills owners actually want: working a lead list every morning, asking for referrals at the point of sale, explaining a deductible to a nervous first-time homeowner, and not overselling coverage a client will cancel in 60 days. Show them in bullets with numbers rather than listing "communication" and "customer focus".

Insurance is a licensed job in every state. Your license is issued by your state's Department of Insurance after pre-licensing education (hours vary by state), a state exam and a background check, and it must be renewed with continuing education (most states require around 24 hours every two years). Here is how to show it.

• State resident license with lines of authority, using your state's wording: "Texas General Lines Agent, Property & Casualty" or "Florida 2-15 Life, Health & Variable Annuity". Add the year first licensed and "active".
• Non-resident licenses, listed by state. If you hold many, write "non-resident licenses in 12 states (list on request)".
• National Producer Number (NPN). Write "NPN available on request" rather than printing it; the employer will verify through NIPR anyway.
• FINRA registrations if you sell variable life or annuities: SIE, Series 6 or 7, Series 63 or 66. These are held through a broker-dealer, so note that.
• Medicare and ACA: AHIP certification (renewed every year) and Federally-facilitated Marketplace (FFM) registration, with the plan year.
• Designations, spelled out once: CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), CISR (Certified Insurance Service Representative), CLU (Chartered Life Underwriter), ChFC, LUTCF, AINS. Only list ones you have completed; "in progress" is fine if you have passed at least one part.
• Education: a bachelor's degree in any field is common but not required for most agent roles. List it briefly. A high school diploma plus a license is enough for many captive and independent agencies.

Agencies hire people with no insurance background all the time, because they can teach the products but not the habit of selling. Many will even sponsor your pre-licensing course. Your resume needs to show three things: that you can get licensed (or already are), that you have sold or served customers with numbers attached, and that you can follow a compliance-heavy process.

1. 1Get licensed before you apply if you can afford the course and exam fee. "Licensed P&C, 2026" under your name moves you ahead of every unlicensed applicant. If you are enrolled, write "Property & Casualty exam scheduled October 2026".
2. 2Write a three-line summary that names the license status, your sales or service background with one number, and the role you want.
3. 3Rewrite past jobs as sales and service evidence: retail (conversion rate, add-on sales, credit card sign-ups), bank teller (product referrals), call center (calls a day, quality score, upsells), restaurant (check averages), real estate or car sales (units and volume).
4. 4Add any exposure to regulated work: banking, pharmacy, healthcare front desk, notary. It shows you can handle rules and paperwork.
5. 5List software you know that maps to agency work: any CRM, Microsoft Office, e-signature tools, dialers, Spanish or another second language.
6. 6Keep it to one page and put education last unless you graduated within the past year.

One page for up to about 8 years as an agent; two pages if you manage a book over $5M, lead a team or hold multiple designations. No photo and no date of birth. Put the license lines in your header, a summary with numbers, then experience, skills, licenses and education. Carriers and large agencies run resumes through an applicant tracking system (ATS), so use the exact words from the posting.

• Mirror the license wording: "Property & Casualty", "Life & Health" or "Life, Accident & Health", "personal lines", "commercial lines", "Medicare", "ACA".
• Mirror the role words: "producer", "account executive", "account manager", "customer service representative (CSR)", "captive" or "independent".
• Name the systems they name: Applied Epic, AMS360, EZLynx, HawkSoft, Salesforce, and the carriers if they list them.
• Include the metrics words: "premium", "retention", "cross-sell", "policies per household", "close rate", "book of business", "persistency" (life), "AEP" (Medicare).
• Save as PDF unless the posting asks for Word, and use standard headings (Experience, Skills, Licenses) so the software reads them.

Insurance broker or agent? In the US, "broker" usually means you represent the client and place business with many carriers, while "agent" represents one or more carriers; many states license both under the word "producer". Use the title the posting uses, and describe what you actually did.