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Insurance agent resume examples

Full-length insurance agent + producer resumes from P&C captive to life + independent brokers. Each leads with lines + license + book, names premium + policies + retention, and surfaces the compliance + carrier signals sales leaders grade on.

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ByTomás Albrecht·Senior Resume Writer·Reviewed byDaniel Ortega· Head of Writing·1 example

Insurance agent hiring grades on three axes: lines + licenses (P&C, life, health, states), book + growth (premium, PIF, retention, cross-sell), and carrier + compliance (appointments, designations, E&O, continuing ed). Agent resumes are 1-2 pages.

The example

Cornelius Van Der Berg-Ferreira

P&C + Life · $4.8M Premium · Retention 92% · PIF/HH 3.4 · CIC
San Diego·[email protected]·+1 (619) 555-0381·linkedin.com/in/cornelius-vanderberg

Summary

P&C + Life + Health licensed (CA, NV, AZ); independent broker with 8 carrier appointments (State Farm + Progressive + Travelers + Nationwide + Chubb + AIG + Northwestern Mutual + Prudential); $4.8M written premium FY26 (+18% YoY); 1,840 policies in force; retention 92%; PIF/household 3.4. CIC + CPCU (in progress). Bilingual Spanish.

Experience

Apr 2021—Present
Independent Insurance Broker — P&C + Life
Ridgeline Insurance Group (independent brokerage) · San Diego, CA
  • Book: $4.8M written premium FY24 (+18% YoY); 1,840 policies in force; $148k earned commission; new-business premium $840k (+22% YoY); 42% of new business from repeat / referral.
  • Cross-sell: PIF/household 3.4 (agency avg 2.1); bundling velocity 68% of new auto with home; 84 umbrella policies written FY24 (up from 38 FY23); life-attach rate 22% on new P&C households.
  • Retention: 92% policy-level (agency 84%); 96% household-level; Net Promoter 68; annual review completed on 82% of top-100 households; churn root-causing every quarter with 4-line breakdown.
  • Community + growth: Chamber board + 4 charity sponsorships; hosted 8 client-education seminars in 2024 (life-insurance + Medicare planning, avg 28 attendees); 14 new households from seminars.
  • Commercial: 14 small-business accounts in FY24 (BOP + WC + GL); $380k combined premium; avg premium/account $27k.
Aug 2018—Mar 2021
Captive Agent (State Farm)
State Farm · San Diego, CA
  • 3 years as State Farm captive; grew personal book from 380 policies to 940 policies.
  • Earned P&C + Life licenses + State Farm production awards 2018.

Licenses + Designations

P&C + Life + Health Licenses (CA, NV, AZ, current)
State DOIs·Aug 2018
CIC — Certified Insurance Counselor
National Alliance·Apr 2024
CPCU — 3 of 8 exams passed (in progress)
The Institutes·Jun 2026
E&O Insurance ($2M / $4M limits, current)
Chubb·Jan 2026

Tools + Carriers

Agency + Rating
Applied Epic (4 yrs) + EZLynx (comparative rating)PL Rating + DocuSign + Salesforce Financial Services Cloud
Carrier Appointments
State Farm + Progressive + Travelers + Nationwide + Chubb + AIG (P&C)Northwestern Mutual + Prudential (life)

Education

Aug 2014—May 2018
BA in Business + Finance
San Diego State University
senior

Senior P&C Independent Broker

P&C + Life · $4.8M premium · Retention 92% · PIF/HH 3.4 · CIC + CPCU

Use this template

Live preview · Senior P&C Independent Broker

Use this resume

Why this resume works

Header names lines + premium + retention + PIF + designations. Bullets quantify book + cross-sell + retention + community.

Cornelius Van Der Berg-Ferreira

P&C + Life · $4.8M Premium · Retention 92% · PIF/HH 3.4 · CIC
San Diego·[email protected]·+1 (619) 555-0381·linkedin.com/in/cornelius-vanderberg

Summary

P&C + Life + Health licensed (CA, NV, AZ); independent broker with 8 carrier appointments (State Farm + Progressive + Travelers + Nationwide + Chubb + AIG + Northwestern Mutual + Prudential); $4.8M written premium FY26 (+18% YoY); 1,840 policies in force; retention 92%; PIF/household 3.4. CIC + CPCU (in progress). Bilingual Spanish.

Experience

Apr 2021—Present
Independent Insurance Broker — P&C + Life
Ridgeline Insurance Group (independent brokerage) · San Diego, CA
  • Book: $4.8M written premium FY24 (+18% YoY); 1,840 policies in force; $148k earned commission; new-business premium $840k (+22% YoY); 42% of new business from repeat / referral.
  • Cross-sell: PIF/household 3.4 (agency avg 2.1); bundling velocity 68% of new auto with home; 84 umbrella policies written FY24 (up from 38 FY23); life-attach rate 22% on new P&C households.
  • Retention: 92% policy-level (agency 84%); 96% household-level; Net Promoter 68; annual review completed on 82% of top-100 households; churn root-causing every quarter with 4-line breakdown.
  • Community + growth: Chamber board + 4 charity sponsorships; hosted 8 client-education seminars in 2024 (life-insurance + Medicare planning, avg 28 attendees); 14 new households from seminars.
  • Commercial: 14 small-business accounts in FY24 (BOP + WC + GL); $380k combined premium; avg premium/account $27k.
Aug 2018—Mar 2021
Captive Agent (State Farm)
State Farm · San Diego, CA
  • 3 years as State Farm captive; grew personal book from 380 policies to 940 policies.
  • Earned P&C + Life licenses + State Farm production awards 2018.

Licenses + Designations

P&C + Life + Health Licenses (CA, NV, AZ, current)
State DOIs·Aug 2018
CIC — Certified Insurance Counselor
National Alliance·Apr 2024
CPCU — 3 of 8 exams passed (in progress)
The Institutes·Jun 2026
E&O Insurance ($2M / $4M limits, current)
Chubb·Jan 2026

Tools + Carriers

Agency + Rating
Applied Epic (4 yrs) + EZLynx (comparative rating)PL Rating + DocuSign + Salesforce Financial Services Cloud
Carrier Appointments
State Farm + Progressive + Travelers + Nationwide + Chubb + AIG (P&C)Northwestern Mutual + Prudential (life)

Education

Aug 2014—May 2018
BA in Business + Finance
San Diego State University

What hiring managers look for

The specific signals an experienced insurance agent hiring panel grades on during the eight-second scan.

  • Lines + license

    'P&C + Life + Health licensed (CA, NV, AZ)' beats 'insurance agent.'

  • Book + premium

    Book size + written premium + earned commission.

  • Policies + retention

    Policies in force + PIF/household + retention rate.

  • Carriers

    Named carriers appointed with (captive vs independent).

  • Cross-sell + bundling

    PIF/household + bundling velocity.

  • Certifications

    CIC, CPCU, CLU, ChFC, CFP.

How to write a insurance agent resume

  1. 1

    Open with lines + states + carriers + premium

    Lines + states + carriers + premium + retention.

  2. 2

    Quantify book + growth

    Premium + PIF + new business + growth + source.

  3. 3

    Surface cross-sell

    PIF/household + bundling + attach.

  4. 4

    Name retention + NPS

    Retention + NPS + reviews.

  5. 5

    Close with designations + carriers

    Designations + appointments + community.

Pro tip

Lead with lines + premium + retention

'P&C + Life licensed (CA, NV); $4.8M written premium FY24; retention 92%' is the agent signal.

Pro tip

Captive vs independent

Distinct tracks. Captive = carrier depth; independent = carrier breadth + brokerage.

Pro tip

Cross-sell velocity

PIF/household is the mature-agent signal.

Pro tip

Designations compound

CIC + CPCU + CLU signal deep craft.

ATS notes

Insurance ATS pipelines screen for line + carrier + designation tokens. Lines: Personal P&C (auto + home + umbrella + boat), Commercial P&C (BOP, GL, WC, professional liability, cyber), Life (term, whole, universal, IUL, VUL), Health (individual, group, Medicare Advantage + Supplement, ACA), Disability, LTC. Carriers: State Farm, GEICO, Progressive, Allstate, Nationwide, Farmers, Liberty Mutual, Travelers, Chubb, AIG, Hartford, Zurich (P&C); Northwestern Mutual, MassMutual, New York Life, Prudential, Guardian, MetLife (life); UnitedHealthcare, Aetna, Cigna, BCBS, Humana (health). Designations: CIC, CPCU, CLU, ChFC, CFP, CRPC, LUTCF, ACSR. Agency management: Applied Epic, AMS360, HawkSoft, EZLynx, QQ Catalyst, Agency Zoom. Comparative raters: EZLynx Rating, PL Rating, Talage, Tarmika.

Sample bullets you can adapt

Each follows the [verb] [object] [number] structure hiring managers grade against. Copy them as a starting point, swap in your own numbers, and read the annotation to understand why each one works.

  • Book

    Book: $4.8M written premium FY24 (+18% YoY); 1,840 policies in force; $148k earned commission; new-business premium $840k (+22% YoY); 42% of new business from repeat / referral.

    Why it works: Premium + PIF + commission + growth.

  • Cross-sell

    Cross-sell: PIF/household 3.4 (agency avg 2.1); bundling velocity 68% of new auto with home; 84 umbrella policies written FY24 (up from 38 FY23); life-attach rate 22% on new P&C households.

    Why it works: PIF + bundling + attach.

  • Retention

    Retention: 92% policy-level (agency 84%); 96% household-level; Net Promoter 68; annual review completed on 82% of top-100 households; churn root-causing every quarter with 4-line breakdown.

    Why it works: Retention + NPS + reviews.

  • Community

    Community + growth: Chamber board + 4 charity sponsorships; hosted 8 client-education seminars in 2024 (life-insurance + Medicare planning, avg 28 attendees); 14 new households from seminars.

    Why it works: Board + events + attribution.

  • Carriers

    Carrier relationships: appointed with State Farm + Progressive + Travelers + Nationwide + Chubb + AIG (P&C) + Northwestern Mutual + Prudential (life); direct underwriter relationships at 4 carriers.

    Why it works: Carriers + underwriter relationships.

  • Compliance

    Compliance: E&O current ($2M/$4M limits); 24 CE credits/yr; zero DOI complaints in 6 years; captured OFAC + CIP process for all new households.

    Why it works: E&O + CE + zero-complaints + OFAC.

  • Tech

    Technology: EZLynx + Applied Epic (agency management); PL Rating for comparative quoting; DocuSign for e-signature; Salesforce Financial Services Cloud for household CRM.

    Why it works: Stack by role.

  • Commercial

    Commercial: 14 small-business accounts in FY24 (BOP + WC + GL); $380k combined premium; avg premium/account $27k.

    Why it works: Segment + count + premium.

  • Life

    Life production: 22 term + 8 whole-life applications submitted FY24; 26 issued + placed; $2.8M face value; positioned as college-planning + estate-planning conversation.

    Why it works: Applications + placement + face + framing.

  • Team

    Team: mentored 2 new producers through their first year; both cleared production goal + retained beyond 12 months.

    Why it works: Mentees + outcome.

  • Designations

    Designations: CIC (Certified Insurance Counselor, 2022); CPCU (in progress, 3 of 8 exams passed).

    Why it works: Designation + progress.

  • Bilingual

    Bilingual: Spanish (heritage fluency); 22% of book is Spanish-speaking households.

    Why it works: Language + book share.

Wrong vs Right · bullet rewrites

Same intent, two phrasings. Read why the right column lands on the keep-pile and the wrong column doesn't.

Summary

Wrong

Motivated insurance agent.

Right

P&C + Life + Health licensed (CA, NV, AZ); independent broker with State Farm + Progressive + Travelers + Nationwide + Chubb + AIG appointments; $4.8M written premium FY24; retention 92%; PIF/household 3.4. CIC + CPCU designations.

Why: Lines + states + carriers + premium + retention + PIF + designations.

Book + premium

Wrong

Grew my book.

Right

Book: $4.8M written premium FY24 (+18% YoY); 1,840 policies in force; $148k earned commission; new-business premium $840k (+22% YoY); 42% of new business from repeat / referral.

Why: Premium + PIF + commission + new + growth + source.

Cross-sell

Wrong

Cross-sold policies.

Right

Cross-sell: PIF/household 3.4 (agency avg 2.1); bundling velocity 68% of new auto with home; 84 umbrella policies written FY24 (up from 38 FY23); life-attach rate 22% on new P&C households.

Why: PIF + bundling + product mix + growth.

Retention

Wrong

High retention.

Right

Retention: 92% policy-level (agency 84%); 96% household-level; Net Promoter 68; annual review completed on 82% of top-100 households; churn root-causing every quarter with 4-line breakdown.

Why: Retention + NPS + reviews + governance.

Community + growth

Wrong

Involved in community.

Right

Community + growth: Chamber board + 4 charity sponsorships; hosted 8 client-education seminars in 2024 (life-insurance + Medicare planning, avg 28 attendees); 14 new households from seminars.

Why: Board + events + attendance + attribution.

Skip the blank page

Start from the senior p&c independent broker example

Edit the names, the numbers, the company — yours in under a minute.

Use this template

Common mistakes (and how to fix them)

Patterns our writers see most often when reviewing insurance agent resumes — each one disqualifies candidates faster than weak experience does.

  • Mistake

    Generic 'motivated agent.'

    Fix

    Lines + license + carriers + premium.

  • Mistake

    Book without growth arc.

    Fix

    YoY premium + new business + retention.

  • Mistake

    No PIF/household.

    Fix

    Cross-sell velocity is the mature signal.

  • Mistake

    Retention absent.

    Fix

    Retention + NPS + reviews.

  • Mistake

    Carriers not named.

    Fix

    Named carriers + appointment breadth.

  • Mistake

    Designations missing.

    Fix

    CIC / CPCU / CLU / CFP compound.

  • Mistake

    Compliance buried.

    Fix

    E&O + CE + zero-complaints.

  • Mistake

    Two-page for < 3 yrs.

    Fix

    1 page early.

Resume format for Insurance Agents

Reverse-chronological. Header → lines + license + carriers + premium + retention summary → experience (with book + cross-sell + retention + community detail) → designations + compliance + tech. 1-2 pages.

Salary & job outlook

Median annual salary

$59,080 (independent + commercial + top producers $150-380k)

Range: $33,720 to $140,290+

Projected job growth

+6% from 2023 to 2033 (faster than average)

Source

U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024 (Insurance Sales Agents, 41-3021)

Action verbs for insurance agents

Strong verbs lead strong bullets. Replace generic openers (worked on, helped with, was responsible for) with the specific verb that matches what you actually did.

quotedwrote (premium)boundrenewedcross-soldbundledretainedcarrier-appointedCIC-earnedCPCU-pursuedE&O-maintainedOFAC-clearedunderwriter-partneredlife-attachedcommercial-producedseminar-hosted

Skills hiring managers screen for

ATS pipelines weight your Skills section as a structured list. Include 15-25 of the items below if they match your experience — not soft skills.

P&C + Life + Health licenses (multi-state)CIC + CPCU + CLU + ChFC + CFP designationsIndependent broker + captive carrier tracksApplied Epic + AMS360 + HawkSoft + EZLynx agency managementPL Rating + EZLynx Rating comparative quotingSalesforce Financial Services CloudDocuSign + e-signature workflowsPersonal P&C (auto + home + umbrella)Commercial P&C (BOP + WC + GL + cyber)Life (term + whole + universal + IUL)Medicare Advantage + SupplementOFAC + CIP + anti-fraud complianceE&O maintenance24 CE credits/yr renewalUnderwriter relationshipsCommunity + Chamber presenceClient-education seminarsBilingual client service (Spanish + others)

FAQ

Captive vs independent framing?+

Captive = depth with 1 carrier + brand; independent = breadth + comparative. Different resumes.

How important is PIF/household?+

Mature agent signal. Cross-sell velocity + bundling.

Should I list all carrier appointments?+

Yes for independent — carrier count = market coverage.

How important is retention?+

Critical. Retention + NPS + review cadence.

Which designations matter?+

CIC + CPCU for P&C; CLU + ChFC + CFP for life + planning.

Do I need E&O?+

Yes to sell. Surface limits + years current.

Should I include commercial + personal?+

Yes if both. Frame % of book.

Bilingual worth including?+

Yes — book share in Spanish/etc.

Two-page resume ok?+

Senior — yes if book + community + designations warrant.

Do I need a degree?+

Helpful; license + designations + book matter more.

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