Insurance Agent CV example

Do you need help creating an insurance agent CV that will help you to stand out from the competition?

Then we’ve got you covered.

In this guide, we’ll teach you how to write an impressive application that will help you to secure an interview.

Just check out our top writing tips below, complete with an insurance agent CV example.

 

 

 

Insurance Agent CV example

Insurance Agent CV 1

Insurance Agent CV 2

 

This CV example showcases the optimal structure and format for your Insurance Agent CV, providing a pleasant reading experience for busy recruiters.

It also demonstrates the skills, experience and qualifications you should emphasize in your own CV to increase your chances of landing job interviews.

 

CV builder

 

Insurance Agent CV format and structure

If you focus purely on the written content of your CV but ignore the style and layout, your efforts could end up wasted.

No matter how suitable you are for the role, no recruiter wants to spend time squinting and trying to navigate a badly designed and disorganised CV.

Instead, make sure to organise your content into a simple structure and spend some time formatting it for ease of reading – it will ensure every recruiter and hiring manager can read your CV with ease.

 

How to write a CV

 

Tips for formatting your Insurance Agent CV

  • Length: Even if you’ve got tons of experience to brag about, recruiters don’t have time to read through overly lengthy CVs. Keep it short, concise and relevant – a CV length of 2 sides of A4 pages or less is perfect for the attention spans in today’s job market.
  • Readability: Make sure your CV is easy to read and looks professional by applying some simple formatting tricks. Bullet points are great for making large paragraphs more digestible, while formatting your headings with bold or coloured text will help the reader to find the information they need, with speed.
  • Design & format: When it comes to CV design, it’s best to keep things simple and sleek. While elaborate designs certainly command attention, it’s not always for the right reasons! Readability is key, so whatever you choose to do, make sure you prioritise readability above everything.
  • Photos: Recruiters can’t factor in appearance, gender or race into the recruitment process, so a profile photo is not usually needed. However, creative employers do like to see them, so you can choose to include one if you think it will add value to your CV .

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

As you write your CV, divide and sub-head into the following sections:

  • Name and contact details – Always start with these, so employers know exactly how to get in touch with you.
  • CV profile – Add a short summary of your relevant experience, skills and achievements, which highlights your suitability.
  • Core skills section – A 2-3 columned list of your key skills.
  • Work experience – A detailed list of any relevant work experience, whether paid or voluntary.
  • Education – An overview of your academic background and any training you may have completed.
  • Hobbies and interests – A brief overview of your hobbies and interests, if they’re relevant (optional).

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Make it easy for recruiters to get in touch, by heading your CV with your contact details.

There’s no need for excessive details – just list the basics:

  • Mobile number
  • Email address – Use a professional address with no nicknames.
  • Location – Just write your general location, such as ‘London’ or ‘Cardiff’ – there’s no need to put your full address.
  • LinkedIn profile or portfolio URL

 

Insurance Agent CV Profile

Your CV profile is the first thing recruiters will read – so your goal is to give them a reason to read onto the end of the document!

Create a short and snappy paragraph that showcases your key skills, relevant experience and impressive accomplishments.

Ultimately, it should prove to the reader that you’ve got what it takes to carry out the job.

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: The best CV profiles are short, sharp and highly relevant to the target role. For this reason, it’s best to write 3-4 lines of high-level information, as anything over might be missed.
  • Tailor it: Before writing your CV, make sure to do some research. Figure out exactly what your desired employers are looking for and make sure that you are making those requirements prominent in your CV profile, and throughout.
  • Don’t add an objective: If you want to discuss your career objectives, save them for your cover letter, rather than wasting valuable CV profile space.
  • Avoid generic phrases: If your CV is riddled with clichès like “Dynamic thought-leader”, hit that delete button. Phrases like these are like a broken record to recruiters, who read them countless times per day. Hard facts, skills, knowledge and results are sure to yield far better results.

 

Example CV profile for Insurance Agent

Dedicated Insurance Agent with 10+ years of experience in helping individuals and business select life, health, and disability policies that suit their needs. Adept at calculating and quoting rates for immediate coverage action and long-term strategy implementation. Focused on accepting ownership for attaining new and different requests and exploring opportunities to add business value.

 

What to include in your Insurance Agent CV profile?

  • Experience overview: Showcase your aptitude for the job you are aiming for by giving a brief summary of your past work history, including the industries you have worked in, the kinds of employers you have served, and the roles you have held.
  • Targeted skills: Ensure that your profile highlights your key skills that are most relevant to your Insurance Agent, and tailor them to match the specific job you are applying for. To do this, refer to the job description to closely align your skills with their requirements.
  • Important qualifications: If you have any qualifications which are highly relevant to Insurance Agent jobs, then highlight them in your profile so that employers do not miss them.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

Next, you should create a bullet pointed list of your core skills, formatted into 2-3 columns.

Here, you should focus on including the most important skills or knowledge listed in the job advertisement.

This will instantly prove that you’re an ideal candidate, even if a recruiter only has time to briefly scan your CV.

 

Core skills section CV

 

Important skills for your Insurance Agent CV

Product Knowledge – Understanding the various insurance products offered by the company, including their features, benefits, and coverage options.

Risk Assessment – Evaluating clients’ needs and assessing their insurance requirements, considering factors such as risk exposure, liabilities, and asset protection.

Regulatory Compliance – Staying up-to-date with the latest insurance regulations and compliance requirements in the UK to ensure all policies and procedures adhere to legal standards.

Policy Underwriting – Maintaining proficiency in underwriting policies, which involves assessing risks, setting premiums, and determining policy terms and conditions.

Claims Handling – Processing and managing insurance claims efficiently, including documentation, investigation, and settlement negotiation.

Customer Relationship Management (CRM) – Using CRM software to manage client relationships, track interactions, and provide personalised service.

Sales Techniques – Applying sales techniques such as prospecting, objection handling, and closing to acquire new clients and upsell existing ones.

Market Research – Conducting market research to identify potential clients, industry trends, and competitive offerings.

Client Communication – Explaining complex insurance terms and policies clearly to clients.

Negotiation – Negotiating terms, pricing, and policy details with clients and insurance carriers to secure the best deals and meet sales targets.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

Now that recruiters have a good overview of your skills and abilities, you need to jump into the detail of your career history.

Give them a more thorough insight into what you can do by creating a detailed list of your relevant experience.

Start with your current role, and work backwards through all the relevant positions you’ve held.
This could be freelance, contract or voluntary work too; as long as it’s related to the role you’re applying for.

 
Work experience
 

Structuring each job

Lengthy, unbroken chunks of text is a recruiters worst nightmare, but your work experience section can easily end up looking like that if you are not careful.

To avoid this, use my tried-and-tested 3-step structure, as illustrated below:

 
Role descriptions
 

Outline

Begin with a summary of your role, detailing what the purpose of your job was, who you reported to and what size of team you were part of (or led).

 

Key responsibilities

Using easy-to-read bullet points, note down your day-to-day responsibilities in the role.

Make sure to showcase how you used your hard sector skills and knowledge.

 

Key achievements

Lastly, add impact by highlight 1-3 key achievements that you made within the role.

Struggling to think of an achievement? If it had a positive impact on your company, it counts.

For example, you might increased company profits, improved processes, or something simpler, such as going above and beyond to solve a customer’s problem.

 

Sample job description for Insurance Agent CV

Outline

Sell medical insurance products and services, for a financial institution that shares a set of values and solutions which drives new ways of improving customers’ lives, the communities they live in, and the planet shared by everyone.

Key Responsibilities

  • Conduct one-on-one meetings with clients to assess their healthcare requirements and financial situations.
  • Identify opportunities to expand the consumer base and generate new business.
  • Evaluate risk profiles and gather information about people’s medical history, preferences, and budget constraints.
  • Explain coverage options, and cost implications, as well as discuss the benefits, limitations, and exclusions of different plans to aid informed decision-making.

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

At the bottom of your CV is your full education section. You can list your formal academic qualifications, such as:

  • Degree
  • GCSE’s
  • A levels

As well as any specific Insurance Agent qualifications that are essential to the jobs you are applying for. Note down the name of the qualification, the organisation at which you studied, and the date of completion.

 

Hobbies and interests

This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.

If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.

Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.

 

CV builder

 

An interview-winning CV for a Insurance Agent role, needs to be both visually pleasing and packed with targeted content.

Whilst it needs to detail your experience, accomplishments and relevant skills, it also needs to be as clear and easy to read as possible.

Remember to research the role and review the job ad before applying, so you’re able to match yourself up to the requirements.

If you follow these guidelines and keep motivated in your job search, you should land an interview in no time.

Best of luck with your next application!