Insurance Agent Resume Example

An insurance agent resume is judged on licenses, lines of business and production. Agency owners look for your states, the products you write and your premium. They want to know which products you have actually placed and how much premium you bring in a year.

The Sample resume below is for an agent with six years across a captive agency and an independent brokerage, licensed in property and casualty and in life and health. Every bullet names a number an agency principal recognizes: policies written per month, retention rate, cross-sell ratio, premium growth in a book that was handed over half empty. Those figures are what turn a screening call into an interview.

Adjust the emphasis for the agency in front of you. A captive carrier office cares about lead conversion and the carrier's own product suite; an independent brokerage wants to know you can quote across carriers and place hard-to-write risks; a commercial lines desk wants industry niches and renewals. If you are moving toward planning work, the financial advisor example shows how advice-based roles present a book. The Chronological template keeps the production history in the order agency owners read it.

Updated . The person and employers in this Sample resume are fictional.

Insurance Agent sample resume

Marcus Ellery

Licensed Insurance Agent, Property and Casualty, Life and Health

Sacramento, CAmarcus.ellery@example.com(916) 555-0142

Summary

Insurance agent with six years of experience writing personal auto, home, umbrella and term life policies in a captive agency and an independent brokerage. Grew an inherited book of 640 households to 1,100 while holding retention above ninety percent, and averages 38 new policies a month. Licensed in California and Nevada, and comfortable quoting across nine carriers.

Experience

Insurance Agent, Blue Heron Insurance Agency

– Present

Sacramento, CA

  • Write an average of 38 new personal lines policies a month across nine carriers, producing $1.9M in new annualized premium in 2025.
  • Took over a 640-household book with a lapsed-renewal problem and grew it to 1,100 households by calling every renewal thirty days out; retention rose from 84 to 91 percent.
  • Cross-sell umbrella and term life on home and auto bundles, lifting the agency's policies-per-household from 1.6 to 2.3.
  • Built a quoting checklist for the two customer service representatives so they can prepare comparison quotes before I take the call.
Insurance Sales Agent, Fallon Street Insurance Partners

–

Roseville, CA

  • Converted internet and referral leads into an average of 26 auto and home policies a month, the second-highest total in a six-agent office.
  • Ran a Saturday renewal-review clinic that re-rated 400 households in one year and kept most of them from shopping elsewhere.
  • Handled first notice of loss calls for my clients and stayed on the claim until it closed, which drove most of my referral business.

Education

B.S. in Business Administration

Sierra Valley State University, Chico, CA

Skills

  • Property and casualty sales
  • Life and health sales
  • Multi-carrier quoting
  • Needs analysis
  • Renewal retention
  • Cross-selling and bundling
  • Lead follow-up and pipeline tracking
  • Applied Epic agency management system
  • Salesforce
  • Underwriting guidelines
  • Claims advocacy
  • Referral partnerships

Certifications

  • Property and Casualty Broker-Agent License, California Department of Insurance,
  • Life and Accident and Health Agent License, California Department of Insurance,
  • Nonresident Producer License, Nevada Division of Insurance,

Start yours from this example

Bring your own resume or start blank, then tailor it to each posting in about two minutes.

Use this example

Templates for the insurance agent resume

All templates

How the resume changes with experience

The same insurance agent resume, written at three levels: a summary and three bullets for each.

Entry level

Zero to two years, or a first role in the title

Newly licensed property and casualty agent with a background in retail sales and a year as an agency customer service representative, now moving into a producing role.

  • Passed the state property and casualty exam on the first attempt while working full time at the agency front desk.
  • Processed endorsements and payments for a 900-household book and quoted add-on coverage on 60 of those calls, 22 of which bound.
  • Chose to call every new customer a week after binding to confirm documents arrived, which cut early cancellations noticeably.

Mid level

Three to seven years, owns a process or a workload

Insurance agent with five years of personal lines production, licensed in two states and consistently above the office's monthly quota.

  • Manage a book of 900 households and write roughly 30 new policies a month.
  • Raised policies per household to more than two through bundle reviews at renewal.
  • Decline to write risks that carriers will non-renew in a year, protecting loss ratio and my own retention.

Senior

Eight years or more, leads people, budgets or programs

Agency producer and sales manager with eleven years in personal and small commercial lines, responsible for four producers and $9M in premium.

  • Lead a team of four producers and two service staff writing personal and small commercial lines.
  • Grew agency premium from $5.2M to $9M in four years through a commercial lines niche in contractors.
  • Set the agency's carrier appetite guide so producers quote the right carrier the first time.

Skills to put on the insurance agent resume

Hard skills

State insurance licenses
Agencies cannot let you quote without them, so the lines and states you hold are the first filter on every application.
Production numbers
Policies per month, premium written and retention are how agency owners compare candidates, and vague claims of sales success do not survive the interview.
Multi-carrier quoting
Independent agencies want someone who already knows how to place a risk with the right carrier instead of forcing every client into one product.
Agency management systems
Postings often name the system they run, and prior experience with it means you start producing in week one.
Needs analysis and coverage review
Agents who find gaps in a household's coverage write more lines per client, which is the metric that makes a book profitable.
Renewal retention
Keeping clients is cheaper than finding them, and a retention rate above the office average is a strong reason to interview you.
Referral and lead generation
Owners want producers who bring in their own pipeline rather than waiting on purchased leads.

Soft skills

Persistence with follow-up
Most policies bind on the third or fourth contact, and agencies hire people who keep calling without being pushy.
Plain explanation
Clients buy from the agent who makes deductibles and limits understandable, and that skill is tested in the interview role-play.
Ethics under quota pressure
Regulators and carriers punish misrepresentation, so owners look for agents who sell only what fits.
Calm during claims
A client's worst day is when they judge their agent, and agents who stay involved earn the referrals.

Mistakes that cost insurance agent interviews

  1. Licenses missing from the top third

    An agency owner is checking whether you can legally sell before reading anything else. Put your license lines and states in the headline and again in a certifications section with the issuing department and year.

  2. Sales results without a base

    Exceeded quota means nothing without the quota. Give policies per month, premium written and the size of the book you managed so the owner can compare you with their current producers.

  3. Only new business, no retention

    A producer who writes fast and loses clients in a year costs the agency money. Add your retention rate or the number of renewals you saved to show you build a lasting book.

  4. Listing carriers you have never quoted

    Owners often know the underwriters at the carriers you list and will ask about appetite and billing quirks. Name only carriers you have actually placed business with.

  5. Ignoring the difference between captive and independent

    Applying to a brokerage with a resume that only speaks about one carrier's products invites doubt. Explain how you compared options for clients, even if you had to do it informally.

Questions about the insurance agent resume

Which licenses should an insurance agent list on a resume?

Every active producer license, with the line of authority, the state and the year, plus any nonresident licenses. Add designations such as CIC or CPCU if you hold them, and note licenses in progress with an expected exam date.

How do I show sales results as an insurance agent?

Use the numbers your agency tracked: policies bound per month, annualized premium written, policies per household, retention rate and the size of the book you managed. Give a short before-and-after wherever you improved one of them.

Should I include a book of business I built at a captive agency?

Yes, but be clear about what belonged to the carrier and what you generated. Describe the households, premium and growth you personally produced, and say whether you are able to bring any relationships with you.

What if I am new and have no production numbers yet?

Lead with your license and exam results, then use numbers from adjacent work, such as retail sales targets, call volume or customer service ratings. The entry variant above shows how a service representative frames a first producing role.

How long should an insurance agent resume be?

One page for most producers with fewer than ten years in the field. Owners want licenses, production and carriers at a glance, and a second page rarely adds anything they would ask about in an interview.

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