Insurance Agent Resume Example (2026 Guide)
Insurance Agent resume example
A complete sample in the Modern template FitMyRole exports. The person and employers are fictional; the structure, skills and bullet style are what to copy.
Diego Valdez
[email protected] • (555) 018-5562 • Phoenix, AZ • linkedin.com/in/diegovaldez
Professional Summary
Licensed Property and Casualty Insurance Agent with 3 years of experience quoting, binding and servicing personal lines auto, home, renters and umbrella policies at an independent agency in metro Phoenix. Writes about 22 new policies a month across eight carriers and manages a book of 640 households with $1.4M in written premium and a 91% annual retention rate. Holds P&C producer licenses in Arizona, Nevada and New Mexico and a Life and Health license in Arizona. Works every renewal 45 days out and walks clients through coverage gaps before they turn into claims, in English or Spanish.
Skills
- Personal Lines Insurance: Auto, homeowners, renters, condo, umbrella, landlord dwelling fire, motorcycle, recreational vehicles
- Sales & Quoting: Comparative rating, quoting, binding, needs analysis, cross-selling, account rounding, lead follow-up, referral generation
- Policy Service & Retention: Renewal reviews, remarketing, endorsements, cancellations, non-payment saves, first notice of loss, claims guidance, retention tracking
- Agency Systems: EZLynx comparative rater, Applied Epic, carrier quoting portals, DocuSign, RingCentral, Microsoft Excel
- Licensing & Compliance: P&C producer licenses (AZ, NV, NM), Life and Health producer license (AZ), E&O documentation, signed coverage rejections, continuing education
- Languages: Fluent English and Spanish, Spanish-language quoting, policy reviews and claims guidance
Education & Certification
- Coursework focus: Risk Management and Insurance, Business Communication, Consumer Behavior and Professional Selling.
- National Producer Number 20819473; non-resident P&C licenses added in Nevada and New Mexico in 2025.
Work Experience
Insurance AgentMarch 2024 – PresentCopper Canyon Insurance Agency, Phoenix, AZ
- Wrote 690 new personal lines policies and $1.1M in new written premium over 31 months by quoting each prospect across eight carriers in EZLynx and presenting the best two options side by side.
- Hold a 91% annual retention rate on a book of 640 households by reviewing every renewal 45 days before expiration and remarketing any policy with a rate increase above 10%.
- Raised policies per household from 1.6 to 2.1 by bundling auto with home or renters and adding umbrella coverage during annual reviews, which also lifted retention on bundled accounts.
- Bound coverage the same day for 85% of new home purchases by working directly with loan officers and title companies on evidence of insurance before closing.
- Handle quoting and service in Spanish for about 30% of the agency’s inbound leads, translating declarations pages and coverage options so clients understand what they are buying.
- Process 150 to 200 endorsements, cancellations and billing requests a month in Applied Epic, filing signed uninsured motorist rejections to protect the agency’s E&O position.
- Generated 120 referred leads in 2025 through a quarterly client referral email and partnerships with two local auto dealerships, closing 48% of them.
Licensed Customer Service RepresentativeMay 2023 – February 2024Sun Valley Insurance Services, Mesa, AZ
- Serviced a book of about 1,200 personal lines households, handling 40 to 60 calls a day on billing, coverage changes, ID cards and first notice of loss.
- Earned the Arizona P&C producer license within 30 days of hire and began quoting walk-in and phone prospects, writing 95 new policies in eight months.
- Saved 70 policies flagged for non-payment cancellation by calling each client before the cancellation date and setting up automatic payments.
- Cut the endorsement backlog from 120 items to under 20 by building a daily task queue in the agency management system with the office manager.
Sales AssociateJune 2021 – April 2023Valley Connect Wireless, Tempe, AZ
- Ranked in the top three of 14 associates for device protection plan attach rate in 15 of 22 months by explaining coverage and deductibles in plain terms.
- Sold about 70 new lines a month through needs-based conversations on data use and family plans, the same discovery approach later used in insurance quoting.
- Resolved billing and device issues for 25 to 35 customers a shift while keeping a 4.8 out of 5 average post-visit survey score.
- Trained five new associates on point-of-sale, plan comparisons and store compliance procedures during the 2022 holiday season.
Want yours to read like this? Upload your resume and a job posting, and FitMyRole rewrites it for that job in this template.
Tailor my resumeWhy This Resume Works
- The license is in the Certifications section with the issuing state agency, the line of authority and the National Producer Number, so a recruiter can confirm it before reading further.
- Retention, premium and policies per household (91%, $1.1M, 1.6 to 2.1) are the numbers agency owners judge an agent by, and each appears in a bullet that says how it was achieved.
- P&C keywords from postings (quoting, binding, renewals, endorsements, umbrella) appear in real work, for example "Bound coverage the same day for 85% of new home purchases".
- The Spanish-language bullet turns a skill into a business result (about 30% of inbound leads), which ranks well for bilingual agent postings.
- Early-career progression is honest and easy to follow: a wireless sales job, then a licensed service role, then a producing agent, with the month each license was earned.
Common Resume Mistakes
- No policy or retention metrics.
- Missing P&C or license keywords.
- Generic "sold insurance" without type.
Keywords Recruiters Look For
- Insurance
- P&C
- Policies
- Retention
- Quoting
- Licensed
- Premium
- Binding
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