Licensed property and casualty and life insurance agent with 6 years at independent agencies in Georgia. Manages a 1,150-policy book with $2.3M in written premium and lifted retention from 86% to 91% through annual coverage reviews. Quotes across 9 carriers and explains coverage gaps in plain language.
Experience
Licensed Insurance Agent, Oconee Family Insurance Agency (Athens, GA)
Apr 2022 – Present
Manage a book of 1,150 personal and small commercial policies with $2.3M in written premium across 9 carriers in Applied Epic
Wrote $410k in new premium in 2025, 118% of goal, mostly home and auto bundles with umbrella add-ons
Raised retention from 86% to 91% by running annual coverage reviews for every household with 3 or more policies
Quote and bind business owner policies, workers' compensation and term life through EZLynx and carrier portals
Customer Service Representative, Piedmont Mutual Insurance Services (Gainesville, GA)
Jun 2020 – Mar 2022
Processed endorsements, certificates of insurance and billing changes for 1,800 policies
Earned a Georgia Property and Casualty license within 3 months and began quoting personal auto
Education
BBA in Marketing, Northeast Georgia State College (Aug 2016 – May 2020)
Skills
Licenses: Georgia Property and Casualty, Georgia Life Accident and Sickness
Lines: personal auto, homeowners, umbrella, BOP, workers' compensation, term life
Systems: Applied Epic, EZLynx, carrier rating portals, Microsoft Excel
A strong Insurance Agent resume shows quota attainment, deal size, and the customer outcomes you delivered. Put your most relevant recent role first and make every bullet show a result, not a duty.
Sections, in order
Summary
Experience
Skills
Education
Length: One page for most candidates; move to two only if every line is relevant.
Summary: Write two or three lines: your role, your strongest skills, and one result that proves them.
Skills to feature
Prospecting
Discovery and qualification
Negotiation
Pipeline management
CRM (Salesforce, HubSpot)
Account management
Customer onboarding
Renewals and expansion
Product demos
Customer empathy
Example bullet points
Closed $2.4M in new ARR in FY24, reaching 132% of quota and ranking #2 of 18 reps
Built an outbound sequence for mid-market accounts that booked 60 qualified meetings a quarter
Raised CSAT from 86% to 94% by introducing tiered routing and a 24-hour follow-up standard
Tips from recruiters
Put quota attainment and ranking in the first bullet of every sales role.
State deal size and sales cycle so readers understand the segment you sell into.
For support roles, show volume handled alongside quality metrics such as CSAT.
Recommended templates
Modern (ATS-friendly): Clean single column with accent headings and rules
Classic (ATS-friendly): Jake's-style LaTeX classic: small caps and hairline rules
Ledger (ATS-friendly): moderncv banking: accent name, bold dates on the right
Insurance Agent resume FAQ
What should a Insurance Agent resume include?
A Insurance Agent resume should show quota attainment, deal size, and the customer outcomes you delivered. Use these sections in this order: Summary, Experience, Skills and Education. Put your most relevant recent role first and make every bullet show a result, not a duty.
What is the best resume template for a Insurance Agent?
Modern, Classic and Ledger work well for Insurance Agent roles. They are single-column with standard headings, so applicant tracking systems (ATS) parse them reliably.
How long should a Insurance Agent resume be?
One page for most candidates; move to two only if every line is relevant.
Which skills should a Insurance Agent put on a resume?
Prioritize the skills named in the job posting. Common ones for Insurance Agent roles are Prospecting, Discovery and qualification, Negotiation, Pipeline management, CRM (Salesforce, HubSpot) and Account management.
How do I write strong Insurance Agent resume bullet points?
Start with an action verb, say what you did, and end with a measurable result such as quota attainment, ARR closed and win rate. For example: "Closed $2.4M in new ARR in FY24, reaching 132% of quota and ranking #2 of 18 reps."