Fresher insurance agent resume example
Anjali Mishra · Life Insurance Advisor · Bhopal, Madhya Pradesh. A sample person — replace every detail with your own.
Professional summary
IRDAI-licensed life insurance advisor in the first year of practice, focused on term and child education plans for salaried families and small shopkeepers. Completed the insurer’s agency training, builds needs-based proposals and follows up renewals personally. Seeks a larger agency or bancassurance channel where client service and persistency are rewarded.
Skills
- Needs analysis
- Term insurance
- Child education plans
- Premium follow-up
- Proposal documentation
- Client onboarding
- Local networking
- Mobile CRM apps
Experience
- Issued 52 policies with first-year premium of ₹11 lakh, mostly term plans for salaried families in their thirties.
- Maintained 13th-month persistency of 88 percent by calling every client a fortnight before each renewal date.
- Completed medical scheduling and document collection for all proposals, keeping the average issuance time under ten days.
- Answered about 60 policyholder calls daily on premium payments, nominee changes and claim status in Hindi and English.
- Escalated delayed claim cases with complete notes, helping the team lower repeat calls on the same issue.
Education
Certifications and registrations
- IRDAI-licensed life insurance agent (IC-38 passed)
Projects
- Neighbourhood awareness camp — organised a Sunday session on term cover for 40 shopkeepers, leading to nine proposals
Languages
Hindi · English
Download this resume
Edit it in Word or Google Docs. The layout is ATS-friendly: one column, standard headings, no tables or text boxes.
Edit this resume in the free resume builder → — change the template, colour and country, then download.
Experienced insurance agent resume example
Gurpreet Singh · Senior Insurance Advisor, Health and General Insurance · Ludhiana, Punjab. A sample person — replace every detail with your own.
Professional summary
Composite insurance advisor with twelve years in health, motor and commercial lines for families, transporters and small manufacturers across Punjab. Handles renewals, claim coordination and fire and marine covers for factory owners. Manages a book of more than 1,500 active policies and leads a small team of sub-agents under a corporate agency.
Skills
- Health insurance
- Motor insurance
- Fire and marine covers
- Claim coordination
- Renewal management
- Commercial risk assessment
- Agent team leadership
- Punjabi client relations
Experience
- Manage over 1,500 active health, motor and commercial policies generating about ₹4.8 crore in annual premium.
- Achieved renewal retention of 91 percent on health policies through reminder calls and annual cover reviews with each family.
- Placed fire and burglary covers for 70 hosiery and bicycle-parts units after walking through their premises with surveyors.
- Lead a team of eight sub-agents, training them on product suitability, proposal accuracy and claim documentation.
- Built a motor book of 600 commercial vehicle policies by working with transport associations and truck dealers.
- Supported more than 250 claims with surveyors and garages, settling most cashless motor claims within a week.
- Kept a record of zero mis-selling complaints across six years of audits by the branch office.
- Renewed group health policies for 15 small employers, adding outpatient and maternity riders after reviewing staff claims history.
Education
Certifications and registrations
- IRDAI-licensed composite insurance agent (IC-38 General and Health)
- Licentiate, Insurance Institute of India
Projects
- Claim help desk — set up a messaging-app claim support line that guided policyholders through hospital admission paperwork
Languages
Punjabi · Hindi · English
Download this resume
Edit it in Word or Google Docs. The layout is ATS-friendly: one column, standard headings, no tables or text boxes.
Edit this resume in the free resume builder → — change the template, colour and country, then download.
Why these resumes work
- Anjali’s persistency figure of 88 percent shows she keeps clients paying, which matters more to an insurer than a single big month of sales.
- Gurpreet’s factory walkthrough bullet proves he understands commercial risk, not just retail policies, which widens the roles he can apply for.
- Both resumes state the IRDAI licence and IC-38 category clearly, allowing a recruiter to confirm the right to solicit business at a glance.
- Claim support appears on both resumes, reminding employers that good agents stay with clients after the sale, which drives renewals and referrals.
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