Insurance Agent Resume Example made with Resume Star

Agencies hire agents who are licensed, can write new business and keep clients at renewal. Show your licenses, your premium and your retention rate.

Tips for an insurance agent resume

  • Put your licenses at the top. Property & Casualty, Life & Health, and the states where you are licensed, marked "active".
  • Show premium written. New premium or policies written a year, and your rank in the office.
  • Give your retention rate. Keeping clients at renewal is worth as much as new sales.
  • Show cross-selling. Policies per household or accounts you rounded out with home, life or umbrella.
  • Coming from banking, retail or customer service? Show your sales, referrals and service results. Many agencies hire people and help them get licensed.

Tanya Brooks

1508 Gallatin Ave, Nashville, TN 37206

tanya.brooks@email.com  •  (615)-555-6230

Summary

Licensed Insurance Agent with 4 years of experience selling auto, home, life and small business coverage. Writes $320K in new premium a year and keeps a 91% client retention rate. Builds trust by explaining coverage in plain language and reviewing every policy each year.

Licenses

Property & Casualty Insurance Producer License
Active

Tennessee Department of Commerce & Insurance

Life & Health Insurance Producer License
Active

Tennessee Department of Commerce & Insurance

Core Competencies

  • Personal & Commercial Lines, Life Insurance, Needs Analysis, Quoting & Rating Systems, Cross-Selling & Account Rounding, Policy Reviews, Claims Support, Applied Epic, Salesforce.

Professional Experience

Licensed Insurance Agent
Jan 2022 - Present

Music City Insurance Agency, Nashville, TN
  • Sell auto, home, umbrella, life and small business policies to walk-in, phone and referral clients.
  • Write about $320K in new premium a year; top producer in the office 2 years running.
  • Keep 91% of clients at renewal through annual policy reviews.
  • Raised policies per household from 1.6 to 2.3 by rounding out accounts.

Customer Service Representative
Mar 2019 - Dec 2021

Volunteer State Bank, Nashville, TN
  • Helped 60+ customers a day with accounts, loans and questions.
  • Referred 150+ customers to bankers and partner insurance agents.
  • Earned P&C license while working full time.

Education

Bachelor of Science in Communication

Middle Tennessee State University

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