Sales & Marketing · CV Template
Insurance Agent CV Template & Example
An insurance agent CV has to prove you can grow a book of business and retain it. Insurers and brokers look for premium written, policy counts, retention rates, and the FCA authorisation you legally need to sell.
Insurance Agent CV professional summary example
Open with two or three lines covering what you do, how long you have done it, and one measurable result.
FCA-authorised general and life insurance agent who grew a book to £2.3M in annual premium with a 91% client retention rate over 5 years.
Core skills for a Insurance Agent CV
The skills worth naming in your skills section. Different from the ATS keywords below, which are the terms a parser scans for.
- Policy quoting & binding
- Needs-based selling
- Underwriting basics
- Cross-selling & bundling
- Claims support
- CRM & broking software (Applied Epic)
How to write a standout Insurance Agent CV
Three things hiring managers and applicant tracking systems look for — get these right and you clear the first screen.
State your FCA authorisation up front
General insurance, life and pensions, and CISI/CII qualifications are hard requirements. List the exact lines you're authorised to advise on so screeners don't disqualify you.
Quantify the book
Premium written, policies in force, and retention rate are the metrics insurers reward. A 92% retention rate signals you keep clients, not just sign them.
Show cross-sell ratio
Bundling motor, home, and umbrella lifts revenue per client. Listing your policies-per-household average proves you deepen relationships.
ATS keywords for Insurance Agent CVs
Applicant tracking systems scan for role-specific terms before a human reads your CV. Weave the ones that genuinely apply to you into your summary, skills, and bullets.
Insurance Agent CV bullet point examples
Achievement-led bullets that show impact with numbers — concrete beats vague. Adapt them to your own results.
- Wrote £2.3M in new annual premium across 480 policies, exceeding the agency quota by 28%.
- Lifted client retention from 84% to 91% by launching an annual policy-review program for 600+ households.
- Increased policies-per-household from 1.4 to 2.1 through systematic cross-selling of home and umbrella coverage.
Frequently asked questions
Common questions about writing a Insurance Agent CV.
What credentials should an insurance agent list on a CV?
List every active line you're authorised for, such as general insurance, life and pensions, and any CII or CISI qualifications, plus your FCA authorisation status.
How do I quantify insurance sales on a CV?
Use premium written, number of policies bound, retention rate, and quota attainment percentage. These are the figures hiring brokers benchmark against.
Do I need experience to become an insurance agent?
Entry roles often hire on FCA authorisation plus sales aptitude. Emphasize prior sales results, prospecting habits, and that you've passed your CII exams.
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