UK CV · A4 · Sales

Insurance Agent CV Example & Guide (2026)

A free, recruiter-ready insurance agent CV example formatted for the UK — A4 sizing, a personal profile, and achievement-led bullet points. Edit it in one click.

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Whitney Sokolova
Licensed Insurance Agent
[email protected] • (513) 555-0127 • Cincinnati, OH
Summary
Licensed P&C and Life insurance agent with 6 years writing personal lines for an independent agency, maintaining a 91% annual retention rate against an 84% agency average. Strong at account rounding and consultative needs-based selling.
Experience
Insurance AgentMar 2021 – Present
Heartland Independent Insurance — Cincinnati, OH
Wrote $1.4M in new personal-lines premium in 2025, up from $980K in 2023.
Maintained a 91% annual book retention rate versus an 84% agency average across 3 years.
Rounded 45% of new auto policy sales with an additional home or umbrella product.
Managed a book of business of 650+ active policies across auto, home, and life lines.
Trained 3 new agents on quoting software, underwriting guidelines, and cross-selling technique.
Insurance AgentJan 2019 – Feb 2021
Buckeye Mutual Agency — Cincinnati, OH
Quoted and wrote 300+ new personal-lines policies over 2 years.
Supported claims-related client questions, maintaining a 4.8-star average client satisfaction score.
Generated 30% of new business through referrals from existing clients.
Processed policy renewals and endorsements for a book of 400+ active clients.
Education
B.A. in Business2015 – 2019
University of Cincinnati — Cincinnati, OH
Skills
Production: New Business Quoting, Cross-Selling, Account Rounding, Retention Management
Systems: EZLynx, AMS360
Certifications
Property & Casualty License — Ohio Dept. of Insurance2019
Life & Health License — Ohio Dept. of Insurance2020
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How to write a insurance agent CV (UK)

Open with a short personal profile, then prove your impact with achievement-led bullet points — each one a result, not a duty. Keep it to two A4 pages, list experience in reverse-chronological order, and mirror the language in the job advert so it passes any applicant tracking system.

Example bullet points to adapt

  • Wrote $1.4M in new personal-lines premium in 2025, up from $980K in 2023.
  • Maintained a 91% annual book retention rate versus an 84% agency average across 3 years.
  • Rounded 45% of new auto policy sales with an additional home or umbrella product.
  • Managed a book of business of 650+ active policies across auto, home, and life lines.
  • Trained 3 new agents on quoting software, underwriting guidelines, and cross-selling technique.
  • Quoted and wrote 300+ new personal-lines policies over 2 years.
  • Supported claims-related client questions, maintaining a 4.8-star average client satisfaction score.
  • Generated 30% of new business through referrals from existing clients.

Key skills for a insurance agent CV

New business production & quotingPolicy renewal & retentionCross-selling & account roundingNeeds-based consultative sellingState licensing (P&C/Life/Health)Claims support & client advocacyCRM & agency management systems (AMS360/EZLynx)Underwriting guideline knowledgeReferral & lead generationCompliance & E&O awarenessBook-of-business managementCustomer retention strategy

Insurance Agent CV FAQs

What should a insurance agent CV include in the UK?

A UK insurance agent CV leads with a short personal profile, then work experience in reverse-chronological order with achievement-led bullet points, key skills, and education. Keep it to two A4 pages, and you don’t need a photo, date of birth, or marital status.

CV or resume — what’s the difference?

In the UK and most of Europe, “CV” is the standard term for the 1–2 page document you send with a job application (what Americans call a resume). Our builder uses A4 sizing and UK conventions when you choose this format.

How long should my CV be?

Two A4 pages is the UK norm. Lead with your strongest, most relevant achievements so a recruiter sees your value in the first half-page.

How do I quantify insurance sales production?

Report new business premium written, policy count, and retention rate, e.g., 'wrote $1.4M in new premium in 2025 while maintaining a 91% book retention rate.' Retention matters as much as new sales in this industry, so always pair the two numbers.

What licenses do I need to list?

List every active state license you hold — Property & Casualty, Life, Health, or a combination — since agencies filter candidates on licensing before anything else. Include the state(s) if you're licensed beyond your home state.

Applying in the US? There's a US resume version of this example — Letter sizing, resume conventions. See the Insurance Agent resume example →

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