Insurance Sales

Insurance Sales Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Insurance Sales job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • General Insurance
  • Commercial Insurance
  • Term Life Insurance
  • Umbrella Insurance
  •  Find out what your resume's missing
  • Health Insurance
  • Sales
  • Underwriting
  • Casualty Insurance
  • Disability Insurance
  • Homeowners Insurance
  • Liability
  • Employee Benefits Design
  • Sales Management
  • Marketing
  • Insurance Sales
  • Account Management

  •   Show full list

Resume Skills: Product Knowledge

  • Life Insurance
  • Auto Insurance
  • Homeowners Insurance
  • Commercial Insurance
  • Disability Insurance
  • Health Insurance
  • Risk Management
  • Property/Liability Insurance
  • Casualty Insurance
  • Property & Casualty Insurance
  • Life & Health Insurance
  • Worker’s Compensation
  • Underwriting
  • Claims Handling
  •  Match your resume to these skills

Resume Skills: Legal Compliance

  • Insurance Laws
  • Policy Analysis
  • Regulatory Compliance
  • Financial Auditing
  • Fraud Detection
  • Insurance Laws & Regulations
  • Contract Writing
  • Insurance Policy Reviews
  • Conflict Resolution
  • Legal Negotiations
  •  Match your resume to these skills

Resume Skills: Technical

Resume Skills: Financial Analysis Tools

  • Pressure Volume Temperature (PVT) Analysis
  • Cost-Volume-Profit (CVP) Analysis
  • Return On Investment (ROI) Analysis
  • Net Present Value (NPV) Analysis
  • SPSS
  • SAS
  • Excel
  • SQL
  • Bloomberg
  • Financial Modeling
  •  Match your resume to these skills

Resume Skills: Languages

Resume Skills: Sales

Resume Skills: Software Proficiency

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Insurance Sales Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Insurance Sales Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Select a free resume example
Your Name
Insurance Sales
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2018 - Present
Senior Insurance Sales Agent
Orchestrated an innovative marketing strategy to target untapped markets, and boosted general insurance sales by 30% in the first quarter
Exploited data-driven insights to pinpoint sales opportunities and grow term life insurance portfolio by $2M within 6 months
Revitalized a stagnant employee benefits design initiative that enhanced customer satisfaction by 55% and increased retention by 26%
Mentored a team of junior agents, leading to an overall increase in the department's sales performance by 45%
Leveraged expertise in umbrella insurance to secure lucrative business deals, contributing a 40% increase to overall company revenue
State Farm January 2015 - May 2018
Insurance Sales Representative
Outpaced sales targets by 20% consistently over three years through strategic account management
Exceeded company's homeowners insurance policy sales quota by 30% in 2016 and 2017 by developing long-term relationship with clients
Recognized as 'Top Sales Rep' in 2017 for achieving the highest casualty insurance annual sales of $5M October 2011 - December 2014
Junior Insurance Sales Agent
Boosted sales in the department by adopting a targeted approach toward health insurance sales, resulting in a 22% increase in new clients
Implemented unique sales strategy that resulted in 28% annual growth in disability insurance sales
Converted 15% of cold calls into successful commercial insurance deals, generating a revenue growth of $6M within 2 years
Resume Worded Institute June 2014
Certified Insurance Sales Professional
Part-time certification concurrent with employment at
Resume Worded University May 2011
Bachelor of Business Administration – Finance
Focus areas: Insurance fundamentals, financial risk management
Graduated Cum Laude (Top 10%)
Product Knowledge: Life Insurance, Auto Insurance, Homeowners Insurance, Commercial Insurance, Disability Insurance, Health Insurance
Technical Skills: Microsoft Office Suite, CRM systems (Salesforce, HubSpot), Accounting software (QuickBooks, Xero)
Financial Analysis Tools: Pressure Volume Temperature (PVT) Analysis, Cost-Volume-Profit (CVP) Analysis, Return On Investment (ROI) Analysis, Net Present Value (NPV) Analysis
Languages: English (Native), Spanish (Conversational)
Certifications: Life Underwriter Training Council Fellow (LUTCF) – The American College (2016), Property and Casualty Insurance License – State Department of Insurance (2018)
Leadership & Volunteering: Mentor - Children's Aid Society (Assisting underprivileged children in improving life skills, 2014 - Present)
Honors & Awards: Top Performer – State Farm Annual Sales Event (2016, 2017, 2018)
Courses: Continuing education: Negotiations, customer service, and conflict resolution.
Your Name
Insurance Sales Analyst
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE May 2017 - Present
Senior Insurance Sales Analyst
Designed an efficient underwriting system that accelerated proposal approval speed by 35% while maintaining 99.5% accuracy
Developed a robust predictive model to identify prospective clients for life insurance and property & casualty insurance, contributing to a 50% increase in sales
Maximized sales management efficiency by automating the tracking process, which saved team 15 hours per week
Instituted a robust feedback system for policyholders, leading to improved customer experience and a 35% decrease in complaints
Enhanced the marketing effectiveness by tailoring products to meet the unique needs of target segments, boosting term life insurance sales by 45%
AIG January 2015 - April 2017
Insurance Analyst
Successfully negotiated premium rates for commercial insurance, achieving a balance that increased profitability by 25%
Implemented data analysis techniques to identify and target new clients for homeowners insurance, securing an 18% increase in sales year-over-year
Received 'Analyst of the Year' Award for creating a model predicting high-value casualty insurance clients with an accuracy rate of 95%
Resume Worded June 2010 - December 2014
Junior Insurance Analyst
Led database creation of potential leads for health insurance products, capturing 10% more leads within first year
Assisted in drafting low-cost insurance packages which drove a 34% increase in revenue and attracted a new market segment
Created an innovative model for attracting high-value liability insurance prospects, increasing sales by 28%
Resume Worded University January 2015
Master of Business Administration - Finance
Focus: Investment strategies and risk management
Resume Worded Institute May 2010
Bachelor Science in Business Administration - Insurance
Specialized Course: Asset Liabilities Management and Policy
Graduated Magna Cum Laude (Top 5% of class)
Insurance Knowledge: Risk Management, Auto Insurance, Life Insurance, Health Insurance, Property/Liability Insurance, Casualty Insurance
Financial Analysis Tools: SPSS, SAS, Excel (Advanced), SQL, Bloomberg, Financial Modeling
Regulations & Compliance: Insurance Laws, Policy Analysis, Regulatory Compliance, Financial Auditing, Fraud Detection
Languages: English (Native), Spanish (Conversational)
Certifications: Certified Financial Planner (CFP) - 2017, Chartered Insurance Professional (CIP) - 2016
Awards & Achievements: Insurance Analyst of the Year - AIG, Recognized Top Performer -, Bronze Medal in National Business Case Competition
Professional Associations: Member: National Association of Insurance and Financial Advisors, Member: Professional Insurance Agents Association
Your Name
Insurance Producer
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded February 2018 - Present
Senior Insurance Producer
Raised sales conversion rates by 34% demonstrating superior command of Property & Casualty Insurance and Whole Life Insurance policies.
Masterminded an innovative marketing strategy which spurred a 27% increase in Disability Insurance sales.
Forged strong and enduring relationships with commercial clients, leading to an increase in Commercial Insurance policy sales by 50%.
Developed an effective sales training program for junior producers, resulting in a 45% increase in team sales efficiency.
Persistently met and exceeded monthly sales goals, consistently selling over $500K in insurance policies per quarter. May 2015 - January 2018
Insurance Producer
Expanded customer base by 45%, leading to a 35% boost in Life Insurance and General Insurance sales.
Strategically improved customer satisfaction and retention rates by performing regular follow-ups, contributing to a reduction in customer churn rate by 15%.
Implemented a successful sales strategy that effectively promoted Homeowners Insurance policies, resulting in a 25% increase in sales.
Set records for the highest amount of insurance sales in a single quarter, bringing in revenue of $300K.
Liberty Mutual January 2013 - April 2015
Junior Insurance Producer
Enhanced knowledge of Term Life Insurance, aiding in a 20% increase in policy sales.
Improved client relations leading to a 15% increase in customer portfolio.
Seamlessly handled customer inquiries and provided explanations for different insurance products, leading to an increase in sales by 10%.
Resume Worded University May 2017
Master of Business Administration - Insurance
Concentration in Risk Management
Resume Worded University May 2013
Bachelor of Business Administration - Insurance
Minors in Statistics and Economics
Honors: Magna cum Laude
Insurance: Personal Lines Insurance, Commercial Lines Insurance, Health Insurance, Auto Insurance, Life Insurance, Property Insurance
Technical: Microsoft Office Suite, Oracle, SAS, SQL, Risk Management Software
Sales: Cross-Selling, Upselling, Consultative Selling, Relationship Building, Prospecting, Product Demonstration
Licenses: Series 6, Series 7, Chartered Insurance Professional (CIP), Certified Insurance Counselor (CIC), Associate in Risk Management (ARM)
Certifications: Certified Insurance Counselor (CIC) – September 2015
Professional Development: Insurance Distribution Strategies and Technologies - Continuing Education - March 2018
Awards & Honors: Top Agent Award - Regional - - 2016
Volunteering: Volunteer at Local Food Bank - January 2018 - Present
Your Name
Insurance Sales Representative
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded June 2017 - Present
Senior Insurance Sales Representative
Conducted product knowledge training leading to a 25% increase in umbrella insurance product sales.
Leveraged professional liability insurance knowledge to enhance client trust and grow revenue by 30%.
Enhanced customer service efficiency by introducing a streamlined process, gaining a 20% increase in customer satisfaction ratings.
Introduced incentive programs for sales management, leading to a 50% rise in policy renewals.
Consistently exceeded sales goals by 40%, generating an average of $400K revenue quarterly. September 2014 - May 2017
Insurance Sales Representative
Grew the client base by 30% by leveraging comprehensive knowledge in commercial and casualty insurance.
Decreased customer defection rates by 20% by improving customer service quality.
Implemented a referral-based sales tactic, leading to an increase in new policies written by 25%.
Secured the highest number of policy renewals in the department, leading to a 30% revenue increase.
State Farm January 2013 - August 2014
Insurance Sales Trainee
Exceeded sales goals by an average of 15%, contributing significantly to departmental revenue.
Resolved customer queries effectively, contributing to a 10% increase in customer satisfaction.
Managed an active client portfolio, adding on average 10 new clients per month.
Resume Worded Institute December 2017
Chartered Insurance Professional (CIP) Certification
Focused on enhancing technical insurance knowledge and professionalism
Resume Worded University May 2013
Bachelor of Business Administration - Insurance
Concentration on Sales Techniques and Relationship Building
Senior Thesis: 'Emerging Trends in Insurance Sales'
Insurance Software: Applied Systems TAM, EZLynx, Vertafore AMS360, QQCatalyst
Data Analysis: Microsoft Excel (Advanced), SAS (Basic), Tableau
Technical: CRM (Customer Relationship Management), LinkedIn Sales Navigator, Adobe Creative Suite
Languages: English (Native), Spanish (Conversational)
Certifications: Life & Health Insurance License, Property & Casualty Insurance License (2020)
Leadership & Volunteering: Chair, Insurance Producers Networking Group (2018-Present)
Awards: Resume Worded Top Insurance Sales Representative (2019, 2021)
Professional Development: Attended 3+ industry conferences annually for continuing education
Your Name
Insurance Agent
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded November 2017 - Present
Senior Insurance Agent
Implemented cost-effective insurance packages for corporate clients, leading to a 35% increase in income from business accounts.
Managed a book of 200+ policies, consistently maintaining a renewal rate of over 90%
Boosted health insurance sales by 50% through effective policy marketing and client education.
Developed a workers compensation insurance product which pushed annual revenues up by $200K.
Successfully upsold various insurance add-ons, driving a 35% increase in total policy value. June 2015 - October 2017
Insurance Agent
Generated $2M in sales from term life insurance and disability insurance products.
Increased customer retention by 20% through the strategic development of tailored insurance packages.
Increased sales through up-selling and cross-selling, resulting in a 30% increase in revenue.
Contributed to team effort to achieve the highest sales in the Midwest region.
Nationwide January 2014 - May 2015
Insurance Sales Associate
Maintained 100% quota attainment in sales of long-term care policies.
Provided exceptional customer service to policyholders, achieving a satisfaction rate of 95%.
Strengthened customer trust through effective explanation of policy products, leading to a 15% increase in customer referrals.
Resume Worded Institute June 2017
Certified Insurance Sales Professional
Completed 200 hours of specialized insurance sales training.
Resume Worded University May 2013
Bachelor of Business Administration - Insurance
Specialization in Insurance Law and Claims Handling
Awards: Top 10% of the class
Insurance Knowledge: Property & Casualty, Life Insurance, Health Insurance, Commercial Insurance
Tech Tools: Microsoft Office Suite, Zoom, Salesforce, CRM Systems
Regulatory Compliance: State Insurance Laws, Data Privacy, Claims Processing
Financial Assessment: Risk Assessment, Financial Analysis, Pricing Strategy
Certifications: Licensed Insurance Agent - State Insurance Department, CPCU Designation -The Institutes
Volunteering: Mentor - Junior Insurance Professionals Program
Awards: Top Sales Agent Award -, 2017
Continuing Education: Regular attendee - National Insurance Conferences

How do I add skills to an Insurance Sales resume?

Review the job posting closely.

Go through the Insurance Sales posting you're applying to, and identify hard skills the company is looking for. For example, skills like Health Insurance, Commercial Insurance and Property & Casualty Insurance are possible skills. These are skills you should try to include on your resume.

Add industry skills like Insurance and Term Life Insurance.

Add other common skills from your industry - such as Umbrella Insurance, General Insurance and Life Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Disability Insurance, Sales Management and Liability - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Emphasize your communication skills.

Communication is often an important component of the role of an Insurance Sales, so when writing your resume, include examples of how you communicated with stakeholders, team members or customers, or produced content.

Emphasize your sales skills.

As the job title suggests, sales and communication are important elements of Insurance Sales roles. Through your bullet points, show hiring managers evidence of how you have generated new customers.

Use the exact job title.

Try to add the exact job title, Insurance Sales, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Insurance Sales Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Insurance Sales job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Insurance Sales Skills and Keywords to Include On Your Resume

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Insurance Sales Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
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Regional Sales Manager

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Hotel Sales Manager

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Automobile / Car Sales Manager

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Retail Sales Manager

Resume Example
Retail Sales Manager

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Frequently Asked Questions

What hard skills should you include on an Insurance Sales resume?

The most common skills and keywords we found on Insurance Sales resumes and job postings were Insurance, Life Insurance, Property & Casualty Insurance, General Insurance, Commercial Insurance, Term Life Insurance, Umbrella Insurance and Health Insurance.

Skills like Insurance Sales, Liability, Casualty Insurance, Disability Insurance and Sales Management also appeared on related job postings.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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