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Resume Tips for New Insurance Agents

For newly licensed agents and people moving into insurance sales.

By Resume Star · Updated October 2026

Insurance agencies hire new agents all the time, and many people come in from banking, retail, customer service, teaching or the military. You don't need insurance experience. You need a license, or a plan to get one, and proof that you can sell and take care of people.

The tips below show you how to put your license front and center, turn your past work into sales and service results, and show an agency owner that clients will trust you.

Start with the Insurance Agent template →

7 tips for a new insurance agent resume

  1. Put your license at the top. List Property & Casualty and/or Life & Health, the state, and "active". If you're still studying, write "Life & Health license exam scheduled" with the month.
  2. Show sales results from any job. Products sold, cards or accounts opened, referrals made, upsells or goals beaten. Agencies want to see that you can sell before they train you.
  3. Show that people trust you. Repeat customers, high survey scores, handling money or private information, and calming upset customers are all things an agent does every day.
  4. Show that you follow up. Agents keep clients by checking in at renewal. Any time you tracked customers, scheduled callbacks or kept a client list counts.
  5. Name the systems you've used. CRM, banking or point-of-sale systems, and spreadsheets. If you've used an agency system such as Applied Epic or EZLynx, list it first.
  6. Mention your network. Agents grow through referrals. Community groups, churches, sports leagues and local business groups show that you know people in the area.
  7. Write a short summary. "Newly licensed Life & Health agent with 3 years of bank customer service. Referred 150+ customers for loans and insurance and kept a 98% satisfaction score." Two sentences is enough.

Before and after

Before

Bank customer service rep. Helped customers with accounts.

After

Helped 60+ customers a day with accounts and loans. Referred 150+ customers to bankers and insurance partners, and earned my P&C license while working full time.

The second version shows volume, referrals and initiative: the three things an agency owner looks for in a new agent.

Example: insurance agent resume

This is the Insurance Agent template you will start with. Its sample shows a move from banking into insurance sales. Replace the sample details with your own. Every section can be renamed, reordered or removed.

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
Use this template

Checklist

Frequently asked questions

Can I get an insurance job before I am licensed?

Yes. Many agencies and carriers hire people and pay for their licensing course and exam. Say you are "pursuing a Life & Health license" and give the month you plan to test.

Which license should I get first?

It depends on the job. Agencies that sell auto and home need Property & Casualty. Life insurance and benefits jobs need Life & Health. Many agents eventually hold both. Check the job post.

How do I show sales if I have never been in sales?

Look for anything you recommended or signed people up for: store cards, memberships, warranties, bank accounts, or programs at a school or nonprofit. Referrals count too.

Should I include jobs that have nothing to do with insurance?

Yes. They show reliability and people skills. Keep each one to 2 or 3 bullet points about sales, service, trust or follow-up.

Is commission-only work worth listing?

Yes. If you have done commission or bonus-based work, say so and give your best results. It shows you are comfortable when pay depends on performance.

Is a one-page resume enough?

Yes. Keep your license and summary at the top of one page.

Licensing rules, exams and pre-licensing hours vary by state. Check your state's department of insurance for what applies to you.

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