In the competitive field of security, an entry-level insurance agent resume can make all the difference.

Whether you're transitioning into the industry or just starting out, a well-organized and impactful document is essential to catch the attention of potential employers.

This article offers practical simple resume examples, each tailored to different specializations within the field. These samples not only show how to present your information, but also emphasize the importance of customizing your application to fit the unique requirements of each role.

Entry-level insurance agent resume examples

Entry-level life insurance agent resume

Entry-level life insurance agent resume template

Life Insurance Agent Resume
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Entry-level life insurance agent resume sample | Plain text

James Johnson

Houston, TX
Email: james.johnson@gmail.com
Phone: (713) 555-1234

Resume Summary

Goal-oriented and customer-focused Life Insurance Agent with a strong desire to help clients secure their financial futures. Highly skilled in assessing client needs, presenting tailored policies, and fostering long-term relationships. Adept at using CRM systems to track client interactions and maintain up-to-date records.

Experience

Life Insurance Agent

State Farm Insurance, Houston, TX, June 2025 – Present

  • Work with clients to assess their life insurance needs, providing policy recommendations that align with their financial goals.
  • Build and maintain relationships with clients, following up regularly to ensure satisfaction and retention.
  • Conduct market research to stay informed on the latest insurance trends and competitors’ offerings.
  • Process claims, ensuring accurate documentation and timely follow-ups to meet customer expectations.

Sales Intern

Allstate Insurance, Houston, TX, January – May 2024

  • Assisted senior agents in preparing and presenting life insurance policies to potential clients.
  • Managed data entry and administrative tasks in the CRM system to maintain organized client files.
  • Gained exposure to sales strategies and customer relationship management while shadowing experienced agents.

Education

Bachelor’s Degree in Business Administration

University of Houston, TX

Graduated: May 2025

GPA: 3.7/4.0

Certifications

  • Certified Life Underwriter (CLU), The American College of Financial Services, December 2023
  • Life and Health Insurance License, Texas Department of Insurance, April 2023

Skills

  • Life insurance sales and policy recommendations
  • Customer relationship management (CRM) systems (Salesforce)
  • Market research and competitor analysis
  • Excellent communication and negotiation skills
  • Time management and organizational skills

Why this resume for insurance agent example is effective?

  • The document highlights both practical experience and technical expertise.
  • Clear progression from intern to agent shows growth and adaptability in the industry.
  • Education and certifications are aligned with the role, demonstrating commitment to professional development.
How to format an entry-level insurance agent resume
  • Choose simple fonts such as Arial, Calibri, Times New Roman, or Helvetica.
  • Use a font size between 10-12 points for the body text. Headings can be slightly larger.
  • Set 1-inch margins on all sides of the document.
  • Leave one line of space between sections to make them easy to scan.
  • For an entry-level role, the resume should ideally be 1 page long.
  • Add strong, active verbs to describe your achievements and responsibilities.
  • Avoid overwhelming the reader with too much technical jargon.
  • Your language should be formal, professional, and concise.
  • Keep most text left-aligned to maintain uniformity.
  • Place your name and contact information at the top.
  • If the job posting uses specific keywords, incorporate these terms.
  • Carefully proofread your draft for spelling and grammar errors.

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Entry-level health insurance agent resume

Entry-level health insurance agent resume example

Linda Evans

Dallas, TX
Email: linda.evans@gmail.com
Phone: (214) 555-9876

Resume Summary

Dedicated and client-focused Health Insurance Agent with a strong track record of helping individuals and families navigate healthcare coverage options. Skilled in providing clear and concise policy explanations, offering cost-effective solutions, and building lasting relationships with clients.

Experience

Health Insurance Agent

Blue Cross Blue Shield, Dallas, TX

August 2024 – Present

  • Expertly explain the nuances of the Affordable Care Act (ACA), Medicaid, and Medicare, ensuring clients fully understand their options and benefits.
  • Manage client accounts and provide ongoing support, including assistance with claims processing, policy renewals, and adjustments.
  • Implement customer acquisition strategies, driving business growth and consistently meeting or exceeding sales targets.
  • Collaborate with team members and insurance providers to ensure smooth policy execution and client satisfaction.

Sales Assistant (Health Insurance)

United Healthcare, Dallas, TX

May – July 2024

  • Assisted senior agents by preparing accurate quotes, policy documents, and client proposals, streamlining the insurance application process.
  • Provided exceptional customer service by addressing client inquiries, guiding them through billing concerns, and assisting with enrollment procedures.
  • Coordinated marketing outreach initiatives, including follow-up communications and appointment scheduling, to ensure a steady flow of leads.
  • Organized client files and ensured compliance with industry regulations, contributing to a smooth operational flow.

Education

Bachelor’s Degree in Health Administration

University of Texas at Dallas, TX

Graduated: May 2022

GPA: 3.9/4.0

Certifications

Certified Health Insurance Specialist (CHIS)

American Institute for Health Care Compliance

Certification Date: October 2023

Health Insurance License

Texas Department of Insurance

Certification Date: June 2022

Skills

  • In-depth knowledge of healthcare plans (HMO, PPO, Medicare, Medicaid)
  • Excellent client consultation and policy explanation abilities
  • Proficient in health insurance claims processing and renewals
  • Strong negotiation skills, capable of securing optimal client outcomes
  • Analytical skills to assess client needs and offer tailored solutions
  • Proficient in CRM and insurance management software

Languages

  • Spanish – Intermediate

Hobbies

  • Fitness
  • Traveling
  • Volunteering

Why this beginner insurance agent resume sample works?

  • The opening statement provides a picture of Linda's key skills and professional focus.
  • The addition of Spanish at the intermediate level provides an advantage for working with a broader client base.
  • While the hobbies section is not strictly necessary, it gives a personal touch to the application.
How to choose between resume summary and resume objective?

A resume summary highlights your skills, achievements, and experience, providing a snapshot of what you can offer an employer right away. It’s typically short and focused on how your qualifications align with the needs of the company or role.

Example of insurance agent resume summary:

Detail-oriented and customer-centric Auto Insurance Agent with an understanding of car insurance policies and customer needs. Skilled in explaining coverage options clearly and offering personalized solutions. Ready to provide excellent customer service and assist clients in protecting their vehicles with the right insurance coverage.

A resume objective is a brief statement that focuses on your goals and what you hope to achieve in the position. It can be more focused on what you want to gain from the job.

Example of insurance agent resume objective:

Looking to secure an entry-level Insurance Sales Agent role to utilize my strong sales skills, customer relationship abilities, and passion for helping individuals and businesses make informed insurance decisions.

How to organize education on a resume for beginner insurance agent?
  • Specify the type of degree you’ve earned (e.g., Bachelor of Science, Associate Degree, etc.).
  • List the full name of the college, university, or other institutions where you studied.
  • Include the city and state (or country if it’s international) of the school.
  • Add the month and year you graduated, or the expected date.
  • Only include GPA if it’s above 3.5/4.0 or if the employer requests it.
  • If you lack work experience, mention a few relevant courses.

Entry-level property insurance agent resume

Entry-level property insurance agent resume template

Property Insurance Agent Resume
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Entry-level property insurance agent resume sample | Plain text

Daniel Harris

Chicago, IL
Email: daniel.harris@gmail.com
Phone: (312) 555-5555

Resume Summary

Energetic and resourceful Property Insurance Agent with a passion for helping clients safeguard their homes, businesses, and assets. Expertise in assessing property risks, recommending coverage, and managing client accounts to ensure comprehensive protection.

Experience

Property Insurance Agent

Farmers Insurance, Chicago, IL

July 2024 – Present

  • Provide clients with expert advice on property insurance coverage options for both residential and commercial properties.
  • Perform thorough property risk assessments to determine the necessary coverage limits.
  • Handle the full claims process, ensuring accurate documentation, timely claims submission, and continuous client support.
  • Achieved a client satisfaction rate of 95% through personalized consultations and tailored coverage plans.

Insurance Sales Intern

State Farm Insurance, Chicago, IL

January – June 2023

  • Supported senior property insurance agents by preparing accurate policy documents, facilitating customer inquiries, and maintaining client records.
  • Participated in client meetings to understand needs, recommending coverage options, and contributing to the sales process.
  • Worked closely with the underwriting department to ensure policy compliance and client satisfaction.

Education

Bachelor’s Degree in Risk Management and Insurance

DePaul University, Chicago, IL

Graduated: May 2024

  • GPA: 3.8/4.0
  • Relevant Coursework: Property Risk Management, Insurance Law, Business Continuity, Claims Processing, Financial Risk Assessment

Certifications

  • Certified Insurance Counselor (CIC), The National Alliance for Insurance Education & Research, October 2023
  • Property and Casualty Insurance License, Illinois Department of Insurance, May 2023

Skills

  • Property Risk Assessment & Management
  • Residential and Commercial Insurance Policies
  • Claims Management & Client Retention
  • Exceptional Interpersonal & Customer Service Skills
  • Knowledge of Underwriting Guidelines
  • Proficient in Insurance Management Software (CRM, Salesforce)
  • Strong Communication & Negotiation Skills

Volunteering Experience

Volunteer Coordinator

Chicago Homeless Outreach Program, IL

March 2023 – Present

  • Organize and lead outreach initiatives to provide essential resources to homeless communities in Chicago.
  • Coordinate a team of 10+ volunteers, fostering collaboration and community involvement.
  • Work with local businesses to obtain donations for clothing, food, and hygiene kits.

Extracurricular Activities

President

DePaul University Insurance Club, Chicago, IL

September 2023 – May 2024

  • Led a student organization of 50+ members focused on networking opportunities and industry insights for students interested in insurance.
  • Organized guest speaker events, panel discussions, and industry field trips to provide members with a deeper understanding of the insurance sector.
  • Coordinated internship and job placement programs for club members, enhancing career prospects.

Strong sides of this entry-level insurance resume example:

  • The internship adds practical knowledge, reinforcing Daniel’s familiarity with processes.
  • The inclusion of industry-recognized certifications demonstrates a commitment to professional development.
  • Volunteering highlights leadership abilities, organizational skills, and commitment to giving back to the community.
How to list experience on a beginner insurance agent resume?
  • Always place your most recent occupation first, followed by previous positions in reverse order.
  • Include both the month and year of employment to provide a clear timeline.
  • Your job title should be relevant to the role you're applying for.
  • When listing your responsibilities, prioritize tasks related to the insurance industry.
  • If you're an entry-level candidate with limited full-time background, internships or part-time roles worth to be mentioned.
What are the key insurance agent resume skills?
  • Hard skills are teachable abilities or knowledge sets that are measurable and gained through education, training, or specific experiences. They are typically technical in nature and can be easily tested.
  • Soft skills are personal attributes that help individuals work well with others and manage situations in the workplace. They are often harder to measure but are essential for professional success.

Hard skills for insurance agent resume:

  • Knowledge of insurance policies (health, life, auto, property)
  • Insurance software proficiency (CRM systems, Salesforce)
  • Claims processing and management
  • Understanding of insurance regulations and compliance
  • Premium calculation and underwriting
  • Risk assessment
  • Policy documentation and preparation
  • Sales and lead generation techniques
  • Customer relationship management (CRM)
  • Data analysis and reporting
  • Familiarity with billing and invoicing systems
  • Bilingual (if applicable)

Example of soft skills for an entry-level insurance agent resume:

  • Excellent communication skills
  • Customer service and relationship building
  • Problem-solving abilities
  • Time management and organization
  • Active listening
  • Negotiation skills
  • Empathy and emotional intelligence
  • Adaptability and flexibility
  • Team collaboration
  • Attention to detail
  • Conflict resolution
  • Self-motivation and initiative
  • Critical thinking

Conclusion

Crafting an entry-level insurance agent resume requires highlighting both your educational background and your ability to learn and adapt quickly.

By using these basic resume examples as inspiration and tailoring your document to fit the specific role you're applying for, you'll significantly improve your chances of landing a rewarding position.

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