Home Insurance Agent Resume template
Insurance Agent resume template
A clean starting structure with example content grounded in what insurance agents actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most insurance agents should default to, since most Australian recruiters and ATS software expect it.
Professional summary
I am an insurance agent with experience assessing client risk and recommending suitable cover across property, life and business lines. I focus on explaining policy terms clearly and maintaining a book of clients through renewals and regular reviews.
Key skills
- Regulatory compliance
- Selling and negotiation
- Financial analysis and modelling
- CRM software (Salesforce, Dynamics 365)
- Insurance underwriting platforms
- Microsoft Office suite
- Email and scheduling systems
- Client relationships and advisory
- Written communication
- Attention to detail
- Problem solving
Experience: example bullet points
- Assessed client circumstances and risks through structured needs analysis conversations, then recommended cover tailored to budget and exposure.
- Explained policy features, exclusions and premiums in plain language, reducing client confusion and post-sale complaints.
- Compared coverage options against client risk tolerance, helping clients make informed decisions without overselling.
- Processed applications, quotes and policy amendments through underwriting platforms with high accuracy and compliance.
- Followed up on renewals and lapsed policies, maintaining a consistent retention rate across the client base.
Education
Typical entry is Year 12 or equivalent, often with a Certificate III or IV in Insurance, a Diploma of Insurance, or a bachelor degree in business, commerce or a related field. Many agents also complete the Tier 2 or Tier 1 compliance requirements under ASIC's RG 146.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- ASIC
- AFSL
- RG 146
- General Insurance Code of Practice
- Life Insurance Code of Practice
- Product Disclosure Statement (PDS)
- Financial Services Guide (FSG)
- client needs analysis
- risk assessment
- policy renewals
- CRM
- Salesforce
- Dynamics 365
- underwriting platforms
- insurance sales
- compliance
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.