How To Write An Insurance Sales Manager Resume (With Steps)

Updated 23 March 2023

Insurance sales managers create strategies to increase sales of a company's insurance products and services and oversee the sales team. To secure this role, it is essential that your application highlights how your skills and experiences make you a suitable candidate. Understanding how to write an effective resume gives you a better chance of success over candidates with similar experience and qualifications. In this article, we explain what a resume for an insurance sales manager is, outline the steps to create a well-written document and offer a template and example resume you can follow to write yours.

Please note that none of the companies, institutions or organisations mentioned in this article are associated with Indeed.

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What Is An Insurance Sales Manager Resume?

An insurance sales manager resume is a formal document that outlines your skills, experience, education and qualifications. It is your primary opportunity to impress a recruiting manager. Ensuring your resume is well written gives you a better chance of securing the job. When writing it, highlight duties from your previous jobs. Here are some examples to consider:

Forecasted the number of policies insurance brokers and agents might sell during a certain period
Promoted the company's insurance products and services to new and existing clients
Provided reports, presentations and recommendations on market trends, competitor actions and customer trends
Created action plans, sales strategies and budgets

How To Write An Insurance Sales Manager Resume?

Use these steps to create your resume for this role:

1. Include your contact information

Clearly stating your contact information at the top of your resume makes it easy for recruiters to identify your application and contact you to discuss a suitable job opening. List your full name, email address, phone number and the city and state or union territory where you live. Providing information about your current location helps recruiters consider you for a local job. Consider creating a professional email address that uses a simple variation of your first and last name.

Example:
Riya Manchanda
+91 87440-74158 | riya.manchanda@email.com | Delhi, New Delhi

2. Write your professional summary

This summary is the first information recruiters usually read on your resume. Typically, it is two to three sentences in length and highlights your key skills and experience working in the insurance sector. Focus on describing your credentials as an insurance sales manager. Emphasise your main strengths to encourage recruiters to continue reading your resume. Use action words, statistics, numbers and strong adjectives to ensure your professional summary is effective.

Example:
Result-driven and motivated Insurance Sales Manager with six years of experience managing day-to-day operations of the insurance sales department. Increased my current employer's client base by 45% in the past three years. Enthusiastic individual eager to contribute to the team's success through hard work, attention to detail and excellent organisational skills.

3. Describe your work experience

This section demonstrates your competency and proficiency in the insurance field. List your most recent and relevant work experience, including your job title, employment dates, employer's name and the city and state or union territory where you worked. Underneath each job experience, list your duties and accomplishments in that role. If possible, include quantifiable achievements to emphasise to recruiters what you can achieve.

Example:
Insurance Sales Manager | June 2020–Current
Bharti Insurance Corporation | Delhi, New Delhi

Advise clients on which insurance policies to purchase
Communicate effectively with clients, having expanded customer base by 35% in six months as a result
Identify risks involved based on clients' requirements
Handle customer queries and improve satisfaction rate
Educate clients about various insurance policies available, such as land, health, life and automobile

4. Outline your skills

When applying for this role, highlight the skills that recruiters value. Demonstrate your aptitude and understanding of the job by listing relevant skills, both hard and soft. Soft skills are skills that are not directly related to the role, such as interpersonal, communication and leadership. Hard skills are those related to an insurance sales manager's duties and include marketing and sales, knowledge of insurance policies and products, customer service, forecasting and project management. Ensure you include the skills that the employer has mentioned in the job description to show recruiters you possess the appropriate skill set for the position.

Example:

5. List your relevant educational qualifications

Use this section to list the relevant degrees and courses you have completed. Typically, recruiters only consider candidates for an insurance sales manager position if they have some formal higher education, such as a Bachelor of Commerce (BCom) or Bachelor of Business Administration (BBA) in finance or related areas. As it is a managerial position, recruiters typically prefer candidates with a master's degree, so a Master of Business Administration (MBA) in finance or related areas can help you secure this role. When writing this section, include the degree you completed, the name of the institution and its location.

Example:
Bachelor of Business Administration in finance, Summit School of Business Administration
Pune, Maharashtra

Resume Template For An Insurance Sales Manager

Here is a template to use when creating a resume for this role:

[First name] [Last name], [Degree or certification if applicable]
[Phone number] | [Email address] | [City] | [State or Union territory]

Professional Summary
[Two to three sentences that highlight your years of experience, relevant skills, education or certifications and achievements as a professional.]

Experience

(For the most recent role, list 5 experience items. For previous roles, list 3.)

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Union territory]

(Strong verb) + what you did (more detail) + reason, outcome or quantified results
[Job duty]
[Job duty]
[Job duty]
[Job duty]

[Job Title] | [Employment dates]
[Company Name] | [City], [State or Union territory]

(Strong verb) + what you did (more detail) + reason, outcome or quantified results
[Job duty]
[Job duty]

Education
[Degree], [Name of School or University]
[City], [State or Union territory]

Certifications (optional)
[Certification Name], [Host Organisation] - [Year completed or expiration date]

Example Resume For Insurance Sales Manager

Here is an example to help you write your own resume:

Priyank Sharma +91 87554-61452 | priyank.sharma@email.com | Bhopal, Madhya Pradesh

Professional Summary
Multi-faceted and goal-oriented Insurance Sales Manager with six years of experience in life insurance. An adaptable individual with a successful history managing high caseloads in a fast-paced environment. Proven ability to increase productivity by 25% and customer satisfaction by 54% in two years while increasing revenue and sales.

Experience
Senior Insurance Sales Manager | June 2020–Current
Asma Insurance Corporation | Delhi, New Delhi

Create mutually beneficial client relationships through telephone calls and meetings
Improve agents' sales effectiveness, overcome client issues and increase renewal rates
Determine financial requirements by evaluating existing coverage and aligning new products and services with long-term organisational goals
Guide more than 100 insurance agents through life insurance licensing and renewal processes
Grow sales by leveraging supplier relationships and overseeing negotiations, resulting in a 25% revenue increase

Junior Insurance Sales Manager | June 2016–May 2020
Asma Insurance Corporation | Delhi, New Delhi

Achieved 60% overall growth in the territory by opening 52 high-value life insurance accounts
Prepared and implemented growth plans based on the company's expectations and goals
Collaborated with senior management to implement continuous improvements and exceed team goals

Education
Master of Business Administration in finance, Briarwood Institute of Management Technology
Mumbai, Maharashtra

Bachelor of Business Administration in finance, Meadowgren School of Management
Pune, Maharashtra