Insurance Advisor with 6 years across life, health and auto lines. Manage a book of 200 policies with renewal tracking and claims support.
Skills
Life and health lines
Auto insurance
Renewal management
Claims support
Needs analysis
Prospecting
Education
B.B.A. in Business Administration Metropolitan University · 2019
Insurance Producer Licence Financial System Superintendency · 2020
Languages
SpanishNative
EnglishProfessional working proficiency
Professional Experience
Insurance Advisor
Istmo Insurance Brokerage · 2021 – Present
Manages a book of 200 life, health and auto policies with follow-up on every renewal.
Analyses each client's coverage needs before recommending a product, explaining exclusions and deductibles.
Supports policyholders through the claims process, handling documentation with the carrier.
Prospects new clients through referrals and follow-up on the existing book.
Sales Executive
National Insurance Company · 2019 – 2021
Placed policies across assigned lines, meeting commercial management targets.
Handled client enquiries on coverage and conditions of active policies.
Supported collection of outstanding premiums within the assigned book.
Certifications
Insurance Producer Licence — current
💡 Why this resume works
Sized book: 200 policies across three lines.
Licence first: legal requirement to sell insurance.
Professional ethics: explaining exclusions and deductibles before selling.
Moment of truth: claims support, where an advisor is really measured.
No inflated figures: "meeting targets", no fake percentages.
How to write an insurance agent resume that proves production and retention
Insurance is consultative selling of a product nobody wants until they need it. That is why hiring managers measure two things: how much you produce and how much of your book renews. Persistency — the percentage of policies still in force after a year — says more about an agent than first-year volume, because selling once is easy and retaining is not.
What the agency manager evaluates
Production. Policies written, premium volume, quota attainment. It is the entry metric.
Persistency and retention. Percentage of book that renews. It separates a professional agent from a first-year seller.
Lines you write. Life, health, property and casualty, auto, commercial, disability, annuities. Each line has different technical logic and sales cycle.
Licensure. State insurance licenses by line (Life, Health, P&C), with states and status. Series licenses if applicable. Legal requirement to operate.
Prospecting and book ownership. How you generate clients: referrals, personal network, cold prospecting, partnerships. An agent with an existing book is valuable from day one.
Mistakes that get an insurance resume rejected
A resume with no numbers. It is a numbers profession. Without production or persistency, you read as a beginner regardless of years.
Not specifying lines. Selling auto and selling commercial life are different trades with opposite sales cycles.
Omitting license details. Without state licensure you cannot legally operate. Its absence halts the process.
Talking only about sales, not service. The agent who walks a client through a claim keeps that client. Mention claims support if you did it.
Hiding weak years. Insurance has cycles. Show the trend; unexplained gaps are what disqualify.
Keywords insurance ATS filters look for
Use them only where they are true for you: the filter searches for them, but the recruiter verifies them in the interview.
insurance agentlicensed agentlife insurancehealth insuranceproperty and casualtyauto insurancecommercial linesprospectingpolicy salesbook of businesspersistencyrenewalspremium volumequota attainmentclaims supportneeds analysisclient retentioncross-sellingunderwriting coordinationstate license
Want to know whether your current resume uses these keywords and whether ATS filters can read it? Analyze it free — three checks a day, no sign-up.
If you are entering insurance
Insurance is among the sectors that hires most readily without experience, because agencies train their own. What they screen for is commercial capability and a network. If you come from sales, customer service or any direct-contact role, those competencies transfer — name them as such. Get your state license as soon as possible; many carriers sponsor the process and pay for the exam. Mention your network honestly, because the first year runs on it. And choose a line to specialize in: agents who try to sell everything usually sell little.
Frequently asked questions
How do I write an insurance agent resume with no experience?
Highlight transferable commercial skills from sales or service, mention your network, and prioritize obtaining state licensure — the legal requirement to sell.
Should I write insurance agent or advisor?
Use the posting's term. "Agent" often implies representing one carrier; "broker" or "advisor" implies working across carriers.
What numbers do I use if production was modest?
The trend and persistency: "book retention above agency average". Retaining well compensates for producing less.
Should I mention claims support?
Yes. It is where the client decides whether to renew. An agent who supports the claim retains, and managers know it.
Is licensing required?
Yes. Every state requires licensure by line to sell insurance. List each state and line with status.
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