Resume guide · Job Zone 4
Insurance Sales Agentsresume guide.
Sell life, property, casualty, health, automotive, or other types of insurance. A strong Insurance Sales Agents resume shows reading comprehension, active listening and speaking, and names the tools you have worked with, such as Adobe After Effects, Zoom and Microsoft Outlook.
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- 1Show the book you grew and kept.Households, written premium and retention are the numbers an agency owner reads first. Retention also shows Service Orientation, one of the skills this guide ranks highly.
- 2Show how you handled a market change.Florida has moved hundreds of thousands of Citizens policies to private carriers. Clients you kept through that move show "Call on policyholders to deliver and explain policy" done well.
- 3Put a dollar amount on what you saved clients.With more carriers writing and rates leveling off, clients expect their agent to shop renewals. An average saving with the same coverage proves Negotiation and Critical Thinking.
- 4Show a closing rate, not just calls taken."Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans" becomes a close rate set against the agency's average, which is how sales managers compare agents.
- 5Name the agency software you know.This guide lists AMS Services AMS 360 and Insurance rating software, and Microsoft Excel and Zoom are in-demand tools. An agency running the same system knows you can start quoting in week one.
- 6Write out each license by number and state.You need a state license to sell, so give the license type (2-20, 2-15), the lines it covers, the state that issued it and that it is active. Spell out designations like CISR in full.
Sample resume. The candidate is fictional; the layout and templates are real.
01Also called
O*NETInsurance AgentInsurance BrokerInsurance Sales AgentSales AgentSales AssociateSales RepresentativeUnderwriting Sales RepresentativeAccount RepresentativeAccount SpecialistAuto Insurance Agent (Automotive Insurance Agent)
02Skills employers expect
O*NETImportance is how much the skill matters to the job; level is how much of it the job demands. Both are worth naming on the resume, in this order.
| Skill | Importance | Level |
|---|---|---|
| Reading Comprehension | Very high | Advanced |
| Active Listening | High | Advanced |
| Speaking | High | Advanced |
| Critical Thinking | High | Intermediate |
| Persuasion | High | Intermediate |
| Writing | High | Intermediate |
| Time Management | High | Intermediate |
| Service Orientation | High | Intermediate |
| Negotiation | High | Intermediate |
| Social Perceptiveness | High | Intermediate |
03Knowledge areas
O*NET- Customer and Personal Service
- Sales and Marketing
- English Language
- Mathematics
- Law and Government
- Transportation
- Administration and Management
- Education and Training
- Communications and Media
- Computers and Electronics
04Common responsibilities
O*NETOrdered by importance. Each one is a bullet waiting for a result and a number.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
05Software and tools
O*NET64 tools across 18 categories. The six largest categories are below; Hot marks a hot technology, In demand a tool employers ask for most often.
Enterprise resource planning ERP software28
- Microsoft Dynamics
- AMS Services AMS Sagitta
- Advantage Information Systems The Agency Advantage
- Agency management software
- Agency Master
- Agency Software AgencyPro
- AMS Services AMS 360
- Applied Systems The Agency Manager
- CoVirt VirtGate
- DORIS FILESERVERonline
- FINEOS Insure
- G2X Agility:Insurance
- GBS Agency Expert
- Insurance Technologies Corporation InsurancePro
- irs-aims MARS
- LIDP Consulting Services The Administrator
- MI-Assistant MI Management System
- NaviSys Front Office
- North American Software Associates Eclipse
- Online Database Solutions Agent Intelligence
- QuickQuote QuickFile Agency Management System
- Results International Systems Artius Suite
- Skywire Software Policyware
- Special Agent
- Terrace Consulting AgencyInsight
- Tritech Financial Systems General Insurance Management System GIMS
- United Systems and Software Individual Life and Health Administration System
- Vulcan Solutions Vulcan Insurance
+ 23 more
Customer relationship management CRM software12
- Applied Systems Vision
- Allied Financial Software Act4Advisors
- Benefits Technology Group SalesLogix
- CPU Tracker Software CPU Tracker
- E-Z Data SmartOffice
- Fiserv FSC Manager
- Hoffman Computer Systems Amsoft
- Infospectrum Quick Insure
- InStar Orion
- Insurance Systems WebWriter BackOffice
- Insurance Technologies ForeSight Enterprise
- Tangle S Creations Your Insurance Office
+ 7 more
Financial analysis software4
- Insurance rating software
- Cygnus Software IncomeMax
- Insurance analysis software
- Underwriting software
Video creation and editing software3
- Adobe After EffectsHotIn demand
- Apple Final Cut ProIn demand
- YouTube
Medical software2
- Medical procedure coding software
- Healthcare common procedure coding system HCPCS
Video conferencing software2
- ZoomHotIn demand
- LogMeIn GoToMeeting
Web page creation and editing software2
- FacebookHot
Calendar and scheduling software1
- Scheduling software
Data base user interface and query software1
- Insurance Technology Consultants WOW
Document management software1
- Allstar Software Systems Kofax
Electronic mail software1
- Microsoft OutlookHotIn demand
Instant messaging software1
- GroupMe
Internet browser software1
- Web browser softwareIn demand
Office suite software1
- Microsoft Office softwareHotIn demand
Operating system software1
- Microsoft WindowsHotIn demand
Presentation software1
- Microsoft PowerPointHotIn demand
Spreadsheet software1
- Microsoft ExcelHotIn demand
Word processing software1
- Microsoft WordHotIn demand
06Education and preparation
O*NETTypical education
Bachelor's Degree
39% of surveyed workers. Others report Associate's Degree or other 2-year degree (16%) and High School Diploma or the equivalent (such as a GED) (15%).
Preparation level
Job Zone 4 · Considerable preparation
Usually a four-year degree and several years of related experience.
07Putting it on your resume
ResumeXRays guidanceBEE · How to show it
Lead with what you built. For a Job Zone 4 role, hiring managers and parsers both look for outcomes before credentials. Put two or three results at the top of each job entry, with the scale or effect stated plainly.
Name the tools exactly. This occupation is heavy on named software. A skills section that says "Adobe After Effects, Zoom, Microsoft Outlook, Microsoft Office software" matches more job descriptions than a general phrase. Use the spelling employers use.
Show active listening and speaking, not just reading comprehension. Active listening and speaking rank close to reading comprehension for this occupation. One bullet per role that shows a decision, a tradeoff or a result covers them.
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