Professional Resume Template for
Insurance Agent
Theresa M. Sterling
Charlotte, NC
(704) 555-0143
theresa.sterling@email.com
linkedin.com/in/theresa-sterling | therasasterling.com
Professional Summary
Solutions-focused Insurance Agent with 5 years of experience managing a $3.2M book of business across commercial and personal lines. Expertise includes risk assessment, coverage gap analysis, policy underwriting, and high-value client retention. Successfully maintained a 94% policy retention rate and increased new business acquisition by 28% year-over-year by leveraging data-driven lead generation. Skilled in cross-selling supplementary products, boosting average policy value by 18%. Proficient with Applied Epic, Salesforce Financial Services Cloud, AgencyBloc, and EZlynx.
Work Experience
Insurance Sales Agent — Summit Risk Partners
Charlotte, NC | July 2023 – Present
- Managed a $3.2M annual book of business for commercial property and casualty policies, maintaining a 94.5% client retention rate over a 24-month period by implementing proactive renewal reviews.
- Generated $480,000 in new premium sales annually by building a strategic referral pipeline with local real estate agencies, exceeding annual agency sales quotas by 18%.
- Analyzed commercial risk profiles for 150+ mid-market corporate accounts to identify coverage gaps, successfully reducing policy claims dispute rates by 22% and improving client trust.
- Utilized Salesforce Financial Services Cloud and EZlynx to automate follow-up touchpoints, cutting average policy issuance time from 5 business days to 36 hours.
Associate Insurance Agent — Clarion Mutual Brokerage
Atlanta, GA | June 2021 – June 2023
- Acquired and serviced 320+ personal lines policies (auto, home, life), achieving a personal sales volume of $250,000 in written premiums within the first 12 months.
- Cross-sold life insurance policies to 14% of existing property and casualty clients, increasing the brokerage's overall cross-sell ratio by 6.5% during tenure.
- Conducted virtual coverage audits for 200+ clients annually, helping policyholders align coverages with changing assets and reducing underinsured liabilities.
- Leveraged Applied Epic to maintain client data accuracy and process renewals, improving documentation compliance rating to 99.2% during internal agency audits.
Education
Bachelor of Science in Finance
Elon University · Elon, NC · 2021
Skills
Risk assessment, Coverage gap analysis, Property & Casualty insurance, Life & Health insurance, Underwriting guidelines, Policy renewal management, Client relationship management, Cross-selling, Regulatory compliance, Salesforce Financial Services Cloud, Applied Epic, EZlynx, AgencyBloc, Microsoft Excel
Projects
Digital Renewal Campaign
Role: Campaign Lead
Tools: Applied Epic, Salesforce CRM, Mailchimp
Led an automated email and phone campaign targeting 1,200 personal lines clients, increasing renewal retention from 88% to 95.2% over 6 months.
Commercial Book Expansion
Role: Lead Agent
Tools: EZlynx, LinkedIn Sales Navigator, Excel
Built a targeted outbound campaign for local construction contractors, binding 24 new commercial accounts and generating $180,000 in new premiums in 8 months.
Certifications
- Certified Insurance Counselor (CIC) (2024)
- State Property & Casualty (P&C) Insurance License (2021)
Additional information
- Languages: English (Native), Spanish (Conversational)
- Volunteer Work: Financial literacy workshop instructor for local community center (2022-present)
- Availability: 2 weeks notice
Job Market Insights
Market data and opportunities for
Insurance Agent
Job Market Insights
$55,000
-
$110,000
Avg:
$78,000
Growth Outlook:
The demand for Insurance Agents in the U.S. is projected to grow by 6% over the next decade, in line with average growth across all occupations. While online comparison tools allow customers to buy basic policies directly, complex commercial coverage and customized personal lines still require the specialized expertise of licensed agents. An aging population driving demand for health and long-term care insurance, along with the retirement of experienced agents, will sustain consistent job openings. Agents who leverage modern CRMs and digital marketing will be highly competitive.
6% growth over 10 years
Key Skills Required
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