Sales and finance

Insurance agent CV: example and template

This example is for insurance agents and advisers at insurance companies, multi-agencies and banks, and for people moving into insurance from sales or customer service.

A sales director looks first at results: the number of policies, premium, client portfolio and renewals. We show you how to present them on your CV.

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Example CV: insurance agent

All the details in this example are fictional. Treat it as a model of layout and wording, and replace the content with your own experience.

Grzegorz Pietrzak

Insurance agent

Opole +48 123 456 789 grzegorz.pietrzak@example.com

Professional profile

Insurance agent with 6 years of experience in a multi-agency. I manage a portfolio of over 900 individual and small business clients and sell motor, property and life insurance. I keep the renewal rate above 85% and meet my sales plan every year.

Work experience

Insurance agent

03.2020 - present

Insurance multi-agency, Opole

  • Managing a portfolio of over 900 individual and business clients.
  • Selling motor, property and life insurance, on average 60 policies a month.
  • Policy renewal rate above 85% for the last 3 years.
  • Comparing offers from over a dozen insurers and matching cover to the client's needs.
  • Helping clients report claims and liaising with loss adjusters.

Customer advisor

05.2017 - 02.2020

Telecom sales outlet, Opole

  • Selling services and devices, meeting monthly targets.
  • Handling complaints and renewing contracts with customers.
  • Cross-selling while serving customers.

Education

Economics, bachelor's degree

2013 - 2016

University of Opole

Skills

  • Selling motor and property insurance
  • Life insurance
  • Analysing client needs
  • Building and keeping a portfolio
  • Insurers' sales systems
  • Claims support

Licences and training

  • Entry in the register of insurance intermediaries
  • Annual professional training required of insurance distributors
  • Business insurance training, 2023

Languages

  • English: B1

Additional information

  • Category B driving licence

I hereby consent to the processing of my personal data for the purposes necessary to carry out the recruitment process, in accordance with Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (GDPR).

How to write an insurance agent CV

Professional summary

Say which insurance you sell, how many clients you serve and what your results are. Add whether you work for one insurer or in a multi-agency, because it is a different job with different expectations.

Insurance adviser with 2 years of experience at an insurance company. I sell motor and home insurance, on average 40 policies a month, and look after renewals. Before that I worked in retail sales.

Experience: duties and achievements

In sales, numbers matter most: policies, premium, portfolio, renewals, meeting the plan. Add after-sales service too, such as help with claims, because it builds client loyalty.

Weaker: Selling insurance.

Better: Selling motor, property and life insurance, on average 60 policies a month.

Weaker: Serving clients.

Better: Managing a portfolio of over 900 individual and business clients.

Weaker: Good client relationships.

Better: Policy renewal rate above 85% for the last 3 years.

Skills worth listing

Show your product knowledge and sales skills. Clients buy insurance from someone they trust, so honesty and explaining the terms are as important as effectiveness.

Professional skills

  • Motor, property and life insurance
  • Needs analysis and choosing cover
  • Comparing insurers' offers
  • Sales systems and CRM
  • Claims support
  • Insurance distribution rules

Personal skills

  • Building trust
  • Explaining contract terms clearly
  • Independence and organising your work
  • Coping with rejection
  • Negotiation

Licences and training

Say that you are entered in the register of insurance intermediaries and list the professional training the law requires of people who sell insurance. Add product and sales training with the year.

Insurance agent CV with no experience

People often move into insurance from sales, banking and customer service. Describe your sales results and your experience in talking to customers.

Say that you are ready for the training and exam the insurer requires. Many companies hire people with no experience and prepare them for registration.

Tailoring your CV to the job offer

An insurance company looks for results with its products, a multi-agency for broad market knowledge, and a bank for selling alongside financial products. Move what the job ad is about to the top.

The most common mistakes on an insurance agent CV

Questions and answers

What should an insurance agent put on a CV?

Types of insurance, portfolio size, number of policies, premium, renewals, meeting the plan, registration as an intermediary and training.

Does an insurance agent need a licence?

Yes, people who sell insurance must be entered in the register of intermediaries and train regularly. Insurers usually help new agents with this.

Can you become an insurance agent with no experience?

Yes. On your CV, show sales or customer service experience and readiness for training.

Which results should an insurance agent CV show?

Usually the number of policies a month, written premium, renewal rate and meeting the sales plan.

Create an insurance agent CV in the builder

In the CV Majster builder you enter your details step by step and see right away what the document looks like. You can copy the wording from this page and adapt it to yourself. The finished CV as a PDF costs a one-off PLN 5, with no subscription, and you see the preview before you pay.

Go to the CV builder

See also

Resume examples for similar jobs

Career guide

All resume examples by job