Press "Enter" to skip to content

Insurance Associate - resume example

Not sure what to put on your resume for the Insurance Associate role? We've analyzed the common theme among resumes for this specific position, alongside researching what employers typically expect from those applying.
Illustration: TaskTeller

Jane Doe | Insurance Professional

Contact Information

  • Phone: (555) 123-4567
  • Email:
  • LinkedIn:

Professional Summary
Detail-oriented and analytical professional with over 5 years of experience in the insurance sector. Proven track record in evaluating insurance applications, customizing client coverage, and facilitating effective communication between clients and underwriters. Committed to delivering exceptional customer service and adept at navigating complex policy details to support informed decision-making.

Work Experience

Senior Insurance Advisor
ABC Insurance Co. | New York, NY | April 2019 – Present

  • Conduct thorough risk assessments on insurance applications, increasing department accuracy by 20%.
  • Spearhead a client education program that improved policy renewals by 15%.
  • Collaborate with underwriters to tailor policies that meet clients’ specific needs, resulting in a 25% increase in customer satisfaction.

Insurance Analyst
XYZ Insurance Services | New York, NY | June 2016 – March 2019

  • Analyzed and processed an average of 30 insurance claims per week, ensuring compliance with company policies.
  • Provided detailed reports on market trends and policy performance to senior management.
  • Assisted in developing risk mitigation strategies that reduced claim payouts by 10%.


Bachelor of Science in Finance
University of New York | New York, NY | May 2016

  • Graduated Cum Laude
  • Relevant Coursework: Risk Management, Property and Casualty Insurance, Life and Health Insurance


  • Risk Assessment & Management
  • Policy Development
  • Client Relationship Building
  • Regulatory Compliance
  • Data Analysis & Reporting
  • Claims Processing


  • Certified Insurance Service Representative (CISR)
  • Chartered Property Casualty Underwriter (CPCU)


  • English (Native)
  • Spanish (Conversational)

Professional Affiliations

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Chartered Property and Casualty Underwriters (CPCU Society)

Remember, the key to a successful resume is to tailor it to the role, emphasizing the skills and experiences that are most relevant to the job description. Use this example as a foundation to build upon, ensuring that your resume is a true reflection of your professional journey and capabilities.

How to Make Your Resume ATS-Friendly

ATS (Applicant Tracking System) is a software application that automates the recruitment process for employers. It streamlines sorting, scanning, and ranking job applications by filtering resumes based on predefined keywords, skills, job titles, and other criteria. This assists recruiters in efficiently identifying qualified candidates for open positions.

  • Use simple formatting: ATS systems best read resumes with clear and straightforward formatting. Avoid using headers or footers, tables, images, or graphics, as these can confuse the ATS.
  • Include relevant keywords: Tailor your resume with keywords from the job description. ATS systems scan for these keywords to determine if your skills and experiences match the job requirements.
  • Stick to standard headings: Use common heading titles like “Work Experience,” “Education,” and “Skills” to ensure the ATS can easily find and categorize your information.
  • Choose the correct file type: Submit your resume as a Word document (.doc or .docx) or a plain text file (.txt) for maximum compatibility. Avoid PDFs unless specified.
  • Keep consistent job titles: If your previous job titles are not industry-standard, consider altering them slightly (without misrepresenting your role) to match more familiar titles.
  • Avoid fancy fonts or creative layouts: Stick to traditional fonts like Arial, Calibri, or Times New Roman. Creative designs and fonts might look appealing but can be problematic for ATS parsing.
  • Use full forms and acronyms: If you include technical terms or certifications, use their spelled-out form and acronyms to ensure the ATS recognizes them.
  • Be precise with dates: Format dates clearly and consistently, ideally in a ‘Month YYYY’ format.
  • Proofread for spelling and grammar: Errors can confuse the ATS. Proofread your resume or use a tool to check for accuracy.
  • Test your resume: Before submitting, test it through an ATS resume checker to see how it reads your information.

By following these guidelines, your resume will be better equipped to pass through ATS filters, increasing your chances of landing an interview.

    Leave a Reply

    Your email address will not be published. Required fields are marked *

    Please note that comments undergo review by our team. They will be made public if they contribute constructively to the discussion. You can read more about this in our community guidelines.