Finance & Accounting · Visual

Insurance Agent Resume Template — Infographic Design

Insurance agent resumes should be built around sales performance and client retention, since these roles are fundamentally quota-driven. Lead with policies sold, premium volume written, and renewal/retention rates. The Infographic template — skill bars, initials circle, timeline. Great for designers, marketers, and creatives. — pairs that with a layout built to get noticed by both recruiters and ATS software.

AB
Alex Bennett

Insurance Agent

Contact
alex.bennett@email.com
(555) 123-4567
New York, NY
linkedin.com/in/alexbennett🔗
Skills
Life & Health Insurance Licensing95%
Policy Sales90%
Needs-based Selling85%
Lead Generation80%
CRM Software75%
Client Retention70%
Premium Underwriting Basics65%
Claims Guidance60%
Cross-selling55%
Compliance (State Regulations)50%
Languages
EnglishNative
SpanishProfessional
Education

Bachelor's Degree

State University

2018

Strengths
Leadership
Communication
Problem Solving
Adaptability
Time Management
Interests
ReadingHikingChess
Achievements
Excellence Award — Recognised for outstanding performance in Life & Health Insurance Licensing.
Process Improvement — Led an initiative that improved team efficiency by 20%.
Profile

Insurance agent resumes should be built around sales performance and client retention, since these roles are fundamentally quota-driven. Lead with policies sold, premium volume written, and renewal/retention rates.

Experience

Insurance Agent

Acme Corporation

2022 — Present
◆Delivered measurable results by applying Life & Health Insurance Licensing and Policy Sales across cross-functional projects.
◆Partnered with stakeholders to improve outcomes using Needs-based Selling.
◆Recognised for consistent, high-quality delivery as a insurance agent.

Insurance Agent

Globex Inc.

2020 — 2022
◆Owned end-to-end initiatives involving Lead Generation and CRM Software, reporting directly to senior leadership.
◆Improved team processes by introducing structured use of Client Retention.
◆Mentored new hires on Life & Health Insurance Licensing best practices and onboarding standards.

Junior Insurance Agent

Initech LLC

2018 — 2020
◆Supported senior team members on initiatives involving Lead Generation.
◆Built foundational experience in CRM Software early in career.
Certifications
◆Certified Professional in Insurance Agent
Projects

Life & Health Insurance Licensing Initiative

Led a cross-functional project applying Life & Health Insurance Licensing to improve business outcomes.

Courses & Training
◆Advanced Life & Health Insurance Licensing — Professional Certificate
◆Policy Sales Fundamentals
Color

Insurance Agent Resume — Frequently Asked Questions

What numbers should an insurance agent lead with on their resume?

Annual premium volume written, policy renewal/retention rate, number of new clients acquired per year, and any President's Club or top-performer recognitions.

Should I list my insurance licence details on my resume?

Yes — list your license type and state(s) of licensure prominently near your contact details, since many roles require an active license before an interview is even offered.

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