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Insurance Sales Resume Examples

By Silvia Angeloro

Jul 18, 2024

|

12 min read

Craft your insurance sales resume to sell yourself effectively: Tips to help you stand out.

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Rated by 348 people

Crafting the perfect insurance sales resume can feel like navigating a maze. As an insurance sales professional, you know that first impressions are everything, and your resume is no different. The challenge is to present your sales achievements and skills in a way that stands out to employers. Spelling mistakes, poorly organized information, or failing to highlight key accomplishments can halt your job search. Balancing industry-specific terminology with easy-to-read content is tricky but essential. Your resume needs to convey confidence, expertise, and reliability – just like a good insurance policy.

Choosing the right resume template is crucial. It helps you structure your information effectively, highlighting your strengths and making sure nothing important gets lost. A good template can showcase your skills, experience, and achievements in a way that's clean and professional.

Access more than 700 resume examples to get ideas and inspiration for your own.

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Key Takeaways

  • Choose a clean and professional resume template that highlights your strengths and organizes your information effectively.
  • Emphasize professional experience, sales achievements, customer service skills, and relevant certifications tailored to the insurance industry.
  • Use a reverse-chronological format, modern fonts, clear section headings, and save your resume as a PDF to maintain formatting.
  • Write a strong, specific, and achievement-oriented summary to convey your skills and experience, avoiding generic statements.
  • Incorporate relevant keywords throughout your resume to increase its visibility to automated systems and hiring managers.

What to focus on when writing your insurance sales resume

When crafting your insurance sales resume, it's crucial to convey your professional experience, sales achievements, and customer service skills to the recruiter. Highlight your ability to meet and exceed sales targets, your understanding of insurance products, and your knack for building lasting client relationships. Your resume should also showcase any relevant certifications and your proficiency with insurance sales software. To boost its impact, consider including:

  • Specific sales targets met or exceeded
  • Customer retention rates
  • Awards or recognitions
  • Relevant certifications or training courses

Must have information on your insurance sales resume

When crafting an insurance sales resume, it's crucial to include essential sections that showcase your skills and experience. Must-have sections include:

  • Contact Information
  • Professional Summary
  • Work Experience
  • Education
  • Skills
  • Licenses and Certifications

Additional sections, like "Achievements" and "Professional Affiliations," can further highlight your accomplishments and commitment to the insurance industry. Including these sections will give potential employers a comprehensive view of your qualifications and expertise.

Which resume format to choose

When crafting your insurance sales resume, a reverse-chronological format works best to highlight your latest accomplishments and job roles prominently. Opt for modern fonts like Rubik or Montserrat to give your resume a sleek look, avoiding the common Arial or Times New Roman. Always save your resume as a PDF to ensure formatting stays intact across devices. Keep your margins at 1 inch to make your resume readable and professional.

Using clear section headings helps with ATS (Applicant Tracking System) readability, ensuring your resume gets noticed. An insurance sales resume should have key sections including Contact Information, Professional Summary, Work Experience, Skills, Education, and Certifications. Awards and Achievements can also add value if applicable.

Resume Mentor's free resume builder handles all of this, making it easy for you to create an effective resume that stands out.

How to write a quantifiable resume experience section

To craft a strong resume for an insurance sales role, focus on clearly presenting your work experience section. Make sure you list your positions in reverse chronological order, starting with your latest job. Stick to experience from the past 10-15 years unless earlier roles are especially relevant.

Only include job titles directly related to insurance sales or roles where you developed relevant skills. Tailor each resume submission to the job you're applying for by emphasizing different experiences. Use strong action words like "achieved," "led," "increased," and "developed."

Here's how not to write your resume experience section:

Experience
Insurance Sales Agent
ABC Insurance
New York, NY
Company Description
  • Sold insurance products to customers.
  • Provided customer service.
  • Met sales targets.

This example is bad because it’s too vague and doesn’t show specific achievements. It uses dull verbs like "sold" and "provided" that don't distinguish you. There are no numbers or results to demonstrate impact.

Here’s how to write a stellar resume experience section:

Experience
Senior Insurance Sales Agent
XYZ Insurance
New York, NY
Company Description
  • Increased sales by 35% in 2021, leading the team.
  • Developed a client referral program that boosted new leads by 50%.
  • Trained and mentored 5 junior agents, who collectively outperformed previous targets by 20%.

This example is excellent because it uses strong action verbs like "increased," "developed," and "trained." It focuses on specific achievements and includes impressive numbers that demonstrate your impact. It helps the employer see what you bring to the table, making it a standout experience section.

Insurance sales resume experience examples

Welcome to the experience section where we insure you'll see some impressive qualifications. Let's dive into the nitty-gritty of what our star candidates have accomplished in their roles—without the premium price tag!

Achievement-focused

Highlighting your premier accomplishments can show potential employers your success in the insurance industry.

Work Experience

Insurance Sales Agent

ABC Insurance Agency

June 2020 - Present

  • Consistently surpassed sales targets by 20% for three consecutive years
  • Received 'Agent of the Year' award for achieving the highest client retention rate
  • Implemented a customer referral program that increased new client acquisition by 15%

Skills-focused

This section emphasizes the unique skills you bring to the table in insurance sales.

Work Experience

Senior Insurance Consultant

XYZ Insurance Solutions

January 2018 - May 2020

  • Expert in identifying client needs and tailoring insurance products to meet those needs
  • Proficient in CRM software and client database management
  • Strong negotiation skills, closing deals with high-value clients

Responsibility-focused

Showcase the range of responsibilities you handled in your insurance sales role.

Work Experience

Insurance Advisor

WellGuard Insurance

March 2015 - December 2017

  • Managed a client portfolio with over 200 accounts
  • Conducted thorough financial reviews and risk assessments
  • Directed a team of junior agents ensuring compliance with company policies

Project-focused

Emphasize specific projects that made a real difference for your clients and your company.

Work Experience

Insurance Sales Agent

PrimeProtect Insurance

April 2019 - November 2020

  • Led a project to digitize client records, improving information retrieval speed by 40%
  • Spearheaded the development of an online insurance calculator tool
  • Orchestrated community events to promote insurance awareness, resulting in a 10% rise in new policies

Result-focused

Concentrate on the outcomes of your actions and decisions in your insurance career.

Work Experience

Insurance Broker

SecureShield Insurance

July 2017 - March 2021

  • Increased company revenues by $500,000 through strategic sales initiatives
  • Achieved a client satisfaction score of 94% based on post-service surveys
  • Expanded the client base by 25% within two years

Industry-Specific Focus

Tailor your experience to highlight your expertise and contributions within the insurance industry.

Work Experience

Underwriting Specialist

Trusty Insurance Co.

February 2016 - October 2019

  • Specialized in auto and home insurance underwriting
  • Developed risk management strategies to minimize potential claims
  • Built strong relationships with underwriters and insurance carriers

Problem-Solving focused

Showcase your knack for overcoming obstacles and resolving issues effectively.

Work Experience

Claims Resolution Specialist

InsurePlus

March 2018 - Present

  • Resolved 95% of customer claims within two weeks, reducing backlog by 50%
  • Developed a new workflow for handling claims efficiently
  • Trained clients on understanding policy terms to prevent misunderstandings

Innovation-focused

Highlight your innovative approaches to improving insurance sales and customer satisfaction.

Work Experience

Insurance Sales Agent

Innovate Insurance

May 2020 - Present

  • Introduced a mobile app for policy renewals, increasing renewal rates by 30%
  • Implemented AI-driven customer service chatbots, reducing response times by 60%
  • Designed a digital onboarding process for new clients

Leadership-focused

Show your ability to lead and inspire others in the insurance sales industry.

Work Experience

Sales Team Leader

Guardian Insurance Group

August 2017 - June 2021

  • Led a team of 10 sales agents, achieving a collective quota of 150%
  • Conducted regular training sessions to improve team performance
  • Mediated conflicts within the team, maintaining a positive work environment

Customer-focused

Emphasize your dedication to providing excellent customer service in the insurance sector.

Work Experience

Customer Success Manager

ProCare Insurance

January 2018 - Current

  • Developed personalized insurance plans tailored to individual client needs
  • Maintained a customer retention rate of 90%
  • Provided 24/7 customer support, ensuring client satisfaction

Growth-focused

Show how you’ve contributed to the growth and expansion of your insurance business.

Work Experience

Business Development Officer

SkyHigh Insurance

June 2019 - Present

  • Expanded the client base by 35% within one year
  • Collaborated with marketing to create successful advertising campaigns
  • Secured partnerships with local businesses to increase referrals

Efficiency-focused

Showcase your ability to improve processes and increase efficiency within your insurance roles.

Work Experience

Operations Coordinator

FastTrack Insurance

March 2016 - April 2021

  • Streamlined policy renewal processes, cutting processing time by 50%
  • Automated routine tasks, saving the team 15 hours per week
  • Improved document management systems, reducing errors by 20%

Technology-focused

Highlight your experience with the latest technology in insurance sales.

Work Experience

Tech Integration Specialist

Modern Shield Insurance

September 2017 - June 2020

  • Implemented CRM software, increasing customer interaction efficiency by 40%
  • Trained staff on new digital tools, enhancing productivity
  • Utilized data analytics to forecast sales trends and adjust strategies

Collaboration-focused

Emphasize your ability to work well with others to achieve common goals in insurance.

Work Experience

Client Relations Specialist

Allied Insurance Group

July 2018 - Present

  • Worked closely with underwriters to tailor policies for clients
  • Collaborated with marketing to develop successful client outreach programs
  • Regularly held meetings with clients to ensure their satisfaction

Training and Development focused

Show your commitment to training and developing other professionals in the insurance industry.

Work Experience

Training Coordinator

Elite Insurance Firm

February 2020 - Current

  • Developed an onboarding program for new agents, reducing training time by 25%
  • Conducted monthly workshops on industry best practices
  • Mentored junior agents, helping them achieve their sales targets

Write your insurance sales resume summary section

Writing your resume summary section is crucial to landing an insurance sales position. You want to convey your skills, experience, and what makes you stand out. Start with a strong opening line that showcases your professional achievements. Mention your years of experience and any notable achievements. Highlight specific skills that are relevant to insurance sales, such as client relationship management, sales tactics, and understanding of insurance products. End with a statement that shows your enthusiasm for the role you're applying for.

When describing yourself, use active and positive phrases. Be specific about your skills and achievements. Avoid generic statements and focus on what makes you unique. Use numbers or statistics if possible to back up your claims.

A resume summary provides a snapshot of your professional background and job skills. A resume objective, on the other hand, is a statement of your career goals. It’s more focused on what you want from the job, rather than what you bring to it. A resume profile is similar to a summary but often includes a mix of skills, experiences, and personal traits. A summary of qualifications is a list of your top skills and achievements, usually in bullet points.

First, let's look at a poorly written resume summary example.

SUMMARY
I am an insurance sales person with a lot of experience. I like to help people and sell insurance. Have worked in the field for many years and am good at it. I'm looking for a job that pays well and is close to home.

This example is bad because it’s vague and unstructured. The phrases "a lot of experience" and "many years" do not specify any real skills or achievements. The candidate does not mention any relevant skills or specific experience. Phrases like "good at it" are too generic to impress the reader. There is no focus on what makes the applicant unique.

Now, consider this well-crafted example.

SUMMARY
Dynamic insurance sales professional with over 10 years of experience. Proven track record of increasing sales by 30% year-over-year. Expert in client relationship management and tailoring insurance solutions to meet customer needs. Awarded Salesperson of the Year for three consecutive years. Enthusiastic about leveraging expertise to drive growth in your firm.

This example is good because it is clear and concise. It starts with a powerful statement about the candidate's experience and achievements. The use of specific numbers, like "increasing sales by 30%," adds credibility. Highlighting awards like "Salesperson of the Year" shows recognition of skills. This summary is tailored, focused, and compelling, making it clear why the applicant would be a valuable addition to the company.

Listing your insurance sales skills on your resume

When writing the skills section of your insurance sales resume, you may either have a standalone skills section or incorporate skills into other sections like experience and summary. Strengths and soft skills are your natural abilities and personal attributes that help you interact effectively with others. Hard skills are specific, teachable abilities or knowledge sets that are job-specific.

By listing skills and strengths as keywords throughout your resume, you can help it get noticed by automated systems and hiring managers.

Skills
Sales Techniques, Client Relationship Management, Insurance Product Knowledge, Lead Generation, Cold Calling, Policy Analysis, Negotiation, Risk Assessment

This example is good because it is simple and to the point. Each skill listed is directly relevant to insurance sales, making it clear that you have the necessary expertise. There is no irrelevant information, which keeps the section focused and easy to read. Also, it uses common keywords found in job descriptions that can help in getting your resume through automated screening.

Best hard skills to feature on your insurance sales resume

Hard skills are technical abilities that show you can perform job-specific tasks. They should communicate your proficiency and practical experience in key areas.

Hard Skills

  • Sales Techniques
  • Client Relationship Management
  • Insurance Product Knowledge
  • Lead Generation
  • Cold Calling
  • Policy Analysis
  • Negotiation
  • Risk Assessment
  • Underwriting
  • Claim Processing
  • CRM Software Proficiency
  • Market Research
  • Financial Planning
  • Compliance Knowledge
  • Data Analysis

Best soft skills to feature on your insurance sales resume

Soft skills are interpersonal abilities that communicate your proficiency in handling interactions and building relationships.

Soft Skills

  • Communication
  • Persuasion
  • Empathy
  • Active Listening
  • Problem-Solving
  • Adaptability
  • Time Management
  • Team Collaboration
  • Attention to Detail
  • Customer Service
  • Conflict Resolution
  • Self-Motivation
  • Trustworthiness
  • Resilience
  • Decision-Making

How to include your education on your resume

Including an education section in your insurance sales resume is crucial. This part should be tailored to the job you're applying for, omitting any irrelevant education details.

When adding your GPA, only include it if it's impressive (usually above 3.5). Add "cum laude" or other honors if you've earned them. Listing your degree needs to be clear—display the degree type, institution, and graduation date.

Education
Bachelor of Arts in History
Generic University
Anywhere, USA

The above example is poorly written because the degree is irrelevant, the GPA is low, and there's no connection to an insurance sales role.

Education
Bachelor of Business Administration in Marketing, cum laude
Prestigious University
GPA
3.7
/
4.0

The right example is excellent because the degree is relevant, the GPA is strong, and the honors show achievement. This presentation aligns well with the skills coveted in the insurance sales field.

How to include insurance sales certificates on your resume

Including a certificates section in your insurance sales resume can significantly boost your credibility. List the name of each certificate clearly and include the date you received it. Add the issuing organization to provide authenticity. You may also include this information in the header of your resume to draw immediate attention. For example, “John Doe, Certified Insurance Sales Professional (CISP), Licensed Insurance Agent, Chartered Life Underwriter (CLU)”.

Here's a detailed example:

Certificates
Certified Insurance Sales Professional (CISP)
National Insurance Academy
Licensed Insurance Agent
State Department of Insurance
Chartered Life Underwriter (CLU)
American College of Financial Services

This example is strong because it includes certifications directly relevant to insurance sales, such as CISP and CLU. Each entry shows the name, issuing organization, and is positioned in a readable format, enhancing the resume’s professionalism.

Extra sections to include in your insurance sales resume

Crafting a standout resume for an insurance sales position involves more than just listing your work history and qualifications. You want to paint a well-rounded picture of yourself to potential employers. Including sections like languages, hobbies, volunteer work, and books can set you apart and provide deeper insight into your character and skills.

  • Language section — Highlight any languages you speak fluently to show your ability to communicate with a diverse client base. This skill improves your marketability and enhances customer relations.
  • Hobbies and interests section — Share interests that demonstrate your active lifestyle, teamwork, or leadership. These reveal your personal side, making you more relatable and showing employers that you have a balanced life.
  • Volunteer work section — Detail your volunteer experiences to showcase your commitment to giving back to the community. This also reflects your ability to work selflessly and develop skills beyond your professional sphere.
  • Books section — Mention books related to personal development, sales, or industry knowledge you've read. This shows your dedication to continuous learning and staying informed about market trends.

Pair your insurance sales resume with a cover letter

A cover letter is a brief document that accompanies your resume when you apply for a job. It introduces you to the hiring manager and highlights your qualifications and enthusiasm for the role. This letter can help you stand out by showing your personality and providing context that isn’t on your resume.

For an insurance sales position, your cover letter should focus on your ability to build relationships, meet sales targets, and communicate effectively. Highlight any previous experience in sales or customer service, and describe how your skills will benefit the company. Mention any relevant licenses or certifications, like a state insurance license, which supports your qualifications.

Crafting your cover letter is easy and efficient with Resume Mentor’s cover letter builder. It allows you to create and export your letter as a PDF, ensuring your content and formatting are preserved. Take the first step toward your new job and create your cover letter today!

Gabriel Baker

New York City, New York

+1-(234)-555-1234

help@resumementor.com


Dear Hiring Manager,

Having closely followed your company's innovative approach to customer-centric insurance solutions, I am genuinely motivated to bring my skills and experience in sales and customer service to your team. Your commitment to excellence and industry leadership greatly resonates with me.

At Allstate Insurance, I successfully increased policy sales by 35% in one year through strategic planning and targeted customer outreach. This achievement is a testament to my ability to understand client needs and deliver tailored insurance solutions. By maintaining relationships with over 150 clients and achieving a 90% referral rate, I continuously demonstrated my capacity to drive sales while ensuring high customer satisfaction.

I am eager to contribute to your team's success and believe my background and skills make me a strong fit for this role. I would welcome the opportunity to discuss how my experience can be an asset during an interview.

Sincerely,

Gabriel Baker

Insurance Sales
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