How to write a strong insurance agent resume
Recruiters skim a resume in seconds, so a insurance agent resume has to lead with outcomes — not duties. Open with a tight summary, then prove your impact with quantified bullet points and the exact skills hiring teams search for. Use a single, ATS-safe layout (like the example on this page) so applicant tracking systems can read every line.
Example bullet points you can 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.
Swap in your own numbers — even rough ones. A bullet with a metric beats a vague one every time.
Skills to include on a insurance agent resume
ATS keyword checklist
Mirror the language in the job posting. Work these 12 terms into your resume where they’re true for you:
- ✓insurance agent
- ✓licensed P&C
- ✓life and health license
- ✓policy retention
- ✓new business production
- ✓cross-selling
- ✓book of business
- ✓client retention
- ✓AMS360
- ✓EZLynx
- ✓underwriting
- ✓quoting
Insurance Agent resume FAQs
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.
Should I mention cross-selling or account rounding?
Yes — 'account rounding' (adding auto, home, and umbrella policies to a single client) is a core KPI in this industry, so a line like 'rounded 45% of new auto policies with an additional home or umbrella product' speaks directly to what agencies measure.
How do I show client retention on a resume?
State your retention rate directly and, if possible, compare it to agency or industry average, e.g., 'maintained a 91% annual retention rate versus an 84% agency average.' Retention is often weighted more heavily than new sales when agencies evaluate a book of business.
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