Insurance Agent Resume Example and Template
Insurance agent resumes shine with sales achievement and client retention. Show policies placed, total premium volume, and customer retention rate. Highlight your product expertise and ability to understand client needs and recommend appropriate coverage.
Insurance managers want agents who generate consistent new business, renew clients annually, build books of business through referrals, and possess deep knowledge of policy types and coverage options.
A complete, realistic Insurance Agent resume, laid out in an ATS-tested template. The candidate is illustrative: the name, employers and figures were written for this example and identify no real person, so you can copy its structure and wording freely.
Updated September 2026
Also searched as
Licensed Insurance Agent, Licensed Insurance Representative
Patricia Jenkins: Insurance Agent
Charlotte, United States
Summary
Insurance agent with 6 years of experience selling property and casualty insurance to small business owners and commercial clients. Placed 280+ policies totaling $2.4M in annual premium, maintained 92% client retention rate, and built book of business generating 45% new revenue from referrals and repeat customers.
Work Experience
Licensed Insurance Agent, Carolinas Insurance Partners
Feb 2020 – Present. Independent insurance agency, 18 agents, Charlotte
- Sell property and casualty insurance to small business owners and commercial clients, developing comprehensive coverage plans addressing liability, property, and specialized risks.
- Manage 320 active client relationships, maintaining 92% renewal rate and generating 45% of new business through client referrals and relationship building.
- Place 120+ new policies annually totaling $950k in premium, qualifying for agency top producer sales club 3 consecutive years.
- Conduct risk assessments and coverage reviews, recommending policy adjustments and additional coverage as clients' operations change.
Insurance Agent, Piedmont Insurance Group
Jun 2018 – Jan 2020. Regional insurance agency, 12 agents
- Developed insurance recommendations for small business and commercial clients, analyzing coverage needs and recommending property, general liability, and specialized policies.
- Placed 160+ policies totaling $1.45M in annual premium, building book of business through cold calling, networking, and customer referrals.
- Managed renewals for 240+ clients, maintaining 89% retention rate and generating additional revenue through coverage recommendations.
- Built relationships with commercial brokers and business associations, generating steady pipeline of new client opportunities.
Licensed Insurance Representative, Eastside Insurance Agency
Jan 2017 – May 2018. Local insurance agency, 6 agents
- Assisted senior agents with client service, policy renewals, and new business development for small business insurance.
- Obtained Property and Casualty insurance licenses and learned underwriting guidelines and policy placement procedures.
- Supported client communications and processed new policy applications.
Education
University of North Carolina
Bachelor of Business Administration, Business Administration. Aug 2013 – May 2017
Skills
Property & Casualty insurance, Commercial insurance, Small business insurance, Risk assessment, Client relationship management, Policy placement, Coverage analysis, Sales, Renewals, Networking, Customer service, Insurance software systems
Languages
English
Certificates and Awards
- North Carolina Property and Casualty License, North Carolina Department of Insurance, 2017
Why this look works
Insurance agents balance trustworthiness with approachable confidence. Warm professional layouts with friendly accents in blue or green convey both reliability and personability. Your format should reflect the relationship and trust your sales depend on.
Resume tips for this job
- Lead with sales numbers and retention. Placing 120+ policies annually or maintaining 92% client retention proves you generate business and keep customers happy.
- Show book of business growth. Building from $1.45M to $2.4M in premium over 3-4 years tells employers you're scaling your success, not plateauing.
- Highlight referral generation. If 45% of new business comes from referrals, that's powerful evidence you deliver results clients talk about.
- Mention specialized coverage expertise. If you've developed expertise in contractors' insurance, restaurant coverage, or technology E&O, that differentiation adds value.
Common questions
Do I need a specific insurance license to work as an agent?
Yes. Most states require a Property and Casualty license to sell P&C insurance, or a Life and Health license for health and life insurance. Licensing requirements vary by state. You must be licensed before you can legally place policies, though you can work under a licensed manager's supervision while pursuing your own license.
Is commission-only income or a salary more common for insurance agents?
Highly variable. Some agencies offer salary plus commission, especially for new agents. Established agents often work commission-only because income scales with production. Ask about compensation structure when interviewing. Your resume should focus on sales results, not compensation model.