Resume template · Updated October 2026
Insurance agent resume template
Short answer
Olivia suits an insurance agent because the role is sales, and its blue header band gives the page a confident first look, with licences named in the headline right inside it. The fictional sample writes home, auto and small-business policies for an independent agency, beat her new-premium goal, keeps nine in ten households at renewal and moved in from a licensed call-centre job.
Download the insurance agent sample
Brianna is a fictional licensed insurance agent. Replace every detail with your own before you send it.
The files are made in your browser by Resumity's own exporters, from this sample. The builder opens it as your own resume: click any line to replace it. Free plan, no watermark.
Why Olivia suits an insurance agent resume
Olivia puts the name, headline and contact line in white on a full-width blue band, so a headline naming your licence lines is the first thing a reader sees. Skills print as labelled rows above experience, where comparative raters and agency management systems sit before the sales record.
Second choice: Leslie. Leslie keeps one blue accent and puts experience before skills; better when your production numbers are the strongest part of the page.
What goes in each section, in Olivia's order
Olivia prints its sections in a fixed order, the same in the PDF and the Word file. Here is that order for this sample, and what to put in each section.
- Professional Summary. Licence lines and states, agency type (captive or independent), the lines you sell and your production in a recent year. One clause on retention shows you keep business, not just write it.
- Skills. Technical lists sales and service work: needs analysis, quoting, cross-selling, renewals, claims guidance. Tools lists comparative raters, the agency management system and carrier portals you use.
- Work Experience. New premium against goal, book size, retention and policies per household are the numbers agency owners read. Add how you find new clients and one service moment such as helping clients after a storm.
- Education. Degree or college coursework on one line. Pre-licensing courses do not need to appear here; the licence itself is what counts.
- Certifications. List each producer licence with the lines of authority and state, plus any designations. Repeat the main licence in the headline because this section prints near the end.
The sample resume as text
The same content as the files above, so you can copy a line or compare it with your own.
Brianna Lewis
Licensed Insurance Agent, Property and Casualty, Life and Health
Tulsa, OK | brianna.lewis@example.com | (918) 555-0131 | linkedin.com/in/sample-brianna-lewis
Licensed property and casualty and life and health agent with seven years in insurance, the last four at an independent agency. Wrote $1.1M in new premium in 2025, 118% of goal, and keeps about 91% of households at renewal.
Experience
Insurance Agent, Bluestem Insurance Group, Tulsa, OK (06/2021 to Present)
- Sell home, auto, umbrella and small-business policies from four carriers; wrote $1.1M in new premium in 2025, 118% of goal.
- Manage a book of 640 households with policy retention of about 91%.
- Raised policies per household from 1.6 to 2.1 by reviewing umbrella and life coverage at each renewal.
- Quote in EZLynx and manage the book in Applied Epic, with notes on every client conversation.
- Guided about 80 clients through hail claims after a spring storm, from first report to repair.
Customer Service Representative (licensed), Prairie Shield Mutual, Tulsa, OK (04/2018 to 05/2021)
- Answered about 60 policy service calls a day: changes, payments and coverage questions.
- Earned the property and casualty licence in 2019 and began quoting new policies by phone.
- Ranked in the top quarter of the team for customer satisfaction scores.
Education
AA, Business, Green Country Community College (05/2017)
Certifications
- Property and Casualty Producer License, Oklahoma, State insurance regulator (2019)
- Life and Health Producer License, Oklahoma, State insurance regulator (2021)
Skills
Needs analysis, Quoting and binding, Cross-selling, Renewal reviews, Claims guidance, EZLynx, Applied Epic, Carrier portals, Microsoft 365, Explaining coverage plainly, Calm on difficult calls
How to make the sample yours
Name your licence lines and states
Property and casualty, life and health, or both; resident state and any nonresident licences. Agencies hiring for a specific line check this first.
Give production against goal
New written premium or policies sold with the goal and year, such as "118% of new premium goal, 2025".
Show retention and cross-selling
Retention rate and policies per household prove you look after the book. Many owners value them as much as new sales.
Match captive or independent experience
Captive agents sell one carrier's products; independent agents compare several. Describe the carriers or markets you quote so a reader sees the fit.
Add a service story
A hailstorm, a flood, a complex commercial claim. One bullet on guiding clients through claims shows why they stay.
Keywords to keep where they are true
Terms this kind of resume is usually searched for. Use the posting's exact wording, and only for work you have done.
- insurance sales
- property and casualty
- life and health
- producer license
- new business premium
- policy renewals
- client retention
- cross-selling
- needs analysis
- commercial lines
- personal lines
- comparative rater
- Applied Epic
- claims support
Mistakes to avoid
- Leaving licence details only at the bottom of the page.
- Listing premium written without a goal, year or book size.
- Claiming licences in states where yours have lapsed.
- Generic sales phrases ("results-driven closer") in place of production and retention figures.
How the sample PDF reads in text extractors
We exported this sample with Resumity's PDF exporter in Chrome on 2026-10-29 and read the file back with three open-source text extractors. This shows whether software that turns a PDF into text can recover it; it is not a test of any commercial applicant tracking system. How we test templates.
| Extractor | Name, email, phone | Headings | Bullets intact |
|---|---|---|---|
| pdf.js 4.10.38 | All found | 5 of 5 | 8 of 8 |
| pdftotext (Xpdf) 4.00 | All found | 5 of 5 | 8 of 8 |
| pypdf 6.13.0 | All found | 5 of 5 | 8 of 8 |
Frequently asked questions
Where should an insurance agent put licence information?
In the headline or summary and again in the certifications section, with lines of authority and state. The NAIC notes that state insurance regulators license producers, so the state matters as much as the line.
I am licensed in several states; how do I show it?
Name your resident state and list nonresident licences after it, or say "licensed in Oklahoma, Kansas and Arkansas". Keep only active licences on the page.
How is a captive agent resume different from an independent agent resume?
Captive agents sell one company's products and are measured on that carrier's goals; independent agents compare carriers and own the client relationship. Say which you are and name the products or carriers you sell.
What numbers should an insurance agent include?
New premium or policies against goal, book size, retention and policies per household. Two or three of these, with years, are stronger than a list of duties.
Can I move from insurance customer service to an agent role?
Yes; it is a common route. Get licensed, then show policy knowledge, any quoting you did and customer satisfaction results, as the sample's earlier job does.
Will applicant tracking systems read this Olivia PDF?
The sample PDF read back with its contact details, all 5 section headings and all 8 bullets intact in three open-source text extractors (pdf.js, pdftotext and pypdf). Commercial systems such as Workday, Greenhouse or Taleo were not tested, and each employer configures its own.
Guides and templates for this resume
Sources, checked 29 October 2026
We opened every page below on that date. Pay, rules and requirements change, so check the source before you rely on a detail.
- NAIC: Producer Licensing (state insurance regulators license producers; nonresident requirements; states set continuing education rules)
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