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Insurance Customer Service Representative Resume Examples

Writing a great insurance customer service representative resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own insurance customer service representative resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the insurance customer service representative job you're after.

Insurance Customer Service Representative Resume Example

Resume samples

Daena Deighton

daena.deighton@gmail.com | (415) 760-2151 | Salt Lake City, UT


I am an Insurance Customer Service Representative with over 1 year of experience. I have successfully handled customer inquiries and provided resolutions in a timely manner. I have also processed insurance claims and maintained accurate records. My excellent communication and interpersonal skills have helped me build strong relationships with customers.


Insurance Customer Service Representative at State Farm, UTJun 2022 - Present

  • Answered an average of 85 calls per day.
  • Assisted customers with policy changes, billing inquiries, and claims.
  • Resolved customer complaints in a timely and efficient manner.
  • Maintained up-to-date knowledge of company products and services.
  • Generated new sales leads through proactive outreach to current and potential customers.
  • Achieved monthly quotas for new sales, renewals, and retention.

Insurance Customer Service Representative II at Progressive, UTSep 2021 - Apr 2022

  • Answered an average of 80 calls per day, providing exceptional customer service.
  • Assisted customers with policy changes, cancellations, and questions regarding their coverage.
  • Processed an average of 50 transactions per day.
  • Entered data and updated customer information in company database.
  • Maintained a high level of accuracy when entering data (99%).
  • Generated quotes for new and existing customers.


High School Diploma at West High School, UTAug 2017 - May 2021

I've learned how to study for and take tests, how to do research, and how to write papers.


  • Insurance
  • Customer Service
  • Communication Skills
  • Interpersonal Skills
  • Organizational Skills
  • Time Management

Siana Delucca

siana.delucca@gmail.com | (963) 216-2345 | Charleston, WV


I am an experienced customer service representative who has worked in the insurance industry for over 1 year. I have a strong track record of providing excellent customer service and maintaining positive relationships with customers. I am able to handle difficult situations calmly and efficiently, and always work to resolve any issue the customer is having. I have a thorough knowledge of insurance policies and procedures, which allows me to provide accurate information to customers and help them make informed decisions about their coverage.


Insurance Customer Service Representative at Nationwide, WVJun 2022 - Present

  • Achieved 97% customer satisfaction rating.
  • Exceeded sales goals by 15%.
  • Answered an average of 150 calls per day.
  • Resolved complex customer issues in a timely and efficient manner.
  • Processed an average of 10 insurance claims per day.

Insurance Customer Service Representative II at State Farm, WVAug 2021 - May 2022

  • Answered an average of 100 calls per day, with a 90% satisfaction rating from customers.
  • Created 10 new insurance policies each week on average.
  • Assisted in resolving customer complaints and escalated issues to management when necessary.
  • Successfully upsold additional coverage or products to 20% of customers contacted.
  • Maintained accurate records for all customer interactions using the company database.


High School Diploma at Parkersburg High School, Parkersburg, WVAug 2016 - May 2021

I've learned how to effectively communicate with others, how to manage my time wisely, and how to work independently and as part of a team.


  • Communication
  • Interpersonal skills
  • Computer literacy
  • Data entry
  • Typing
  • Insurance knowledge

Key Elements of an Insurance Customer Service Representative Resume

Your Insurance Customer Service Representative Resume is key. It shows your skills, experience, and qualifications for the job. This resume is your first impression to future employers. It shapes their view of you as a job candidate.

You need to make this resume with care. Highlight parts that show you can handle customer questions well. Show that you can process insurance claims and keep good relationships with customers.

To make your resume stand out, know what goes into each section of it. Understand why each part is important and what it needs to have in it. Learn how to make every part shine.

Remember, don't change "resume" to "CV". Keep sentences short for easy reading.

1. Contact Information

Your Insurance Customer Service Representative resume needs your contact details. This is the first part of your resume and it's how potential bosses can get in touch with you for interviews or more talks. It should be easy to read, correct, and current to make sure communication is smooth.

How to List Contact Information for an Insurance Customer Service Representative Resume

You need to put your full name, phone number, and professional email on your contact details. Your email should look professional; it's best if it's made up of your first and last names. Don't use nicknames or emails that sound unprofessional.

Think about adding your LinkedIn profile or other job-related social media profiles too. These can give extra details about what you can do and what you've done before that might not fit on your resume.

You don't always need to put your home address because we live in a digital world now. But, it could be helpful if the job wants people who live nearby or has rules about where you need to live.

Make sure all these details are easy to see at the top of your resume. You want the people hiring to find them fast without having to look through the whole document.

  • Full Name
  • Phone Number
  • Professional Email
  • Social Media Profiles (Optional)
  • Home Address (Optional)

Note: Wrong or old contact details could mean you miss out on jobs. Always check this part carefully before you send off your resume.

2. Objective Statement

The "Objective Statement" is a vital part of an Insurance Customer Service Representative's resume. This section, usually at the top of your resume, should briefly state your career aims and hopes in connection to the job you want. It must be customized for the Insurance Customer Service Representative role and show your dedication to delivering top-notch customer service in the insurance field.

In this statement, you should clearly convey what you can offer to the company and how you aim to use your skills and experience. For example, it could contain details about:

  • Your past experience in customer service roles,
  • Any specific knowledge or expertise in insurance products or services,
  • Soft skills like communication abilities, problem-solving skills, or empathy.

This objective statement serves as a brief introduction and offers potential employers a glimpse of why you're a strong contender for their Insurance Customer Service Representative role. It's crucial to make this section engaging and relevant to grab the hiring manager's interest right away.

Keep in mind that this section shouldn't be generic; it has to match with the specific demands of the job listing. A well-written objective statement can set the mood for your whole resume and boost your odds of securing an interview.

Related: Top Insurance Customer Service Representative Resume Objective Examples

3. Skills and Competencies

Sure thing. The "Skills and Competencies" part is super important in an Insurance Customer Service Representative's resume. This is where you show off what you can do that makes you a good fit for the job. Here are some main skills and competencies to include:

  1. Insurance Knowledge: It's really important to understand insurance policies, terms, and principles. You should know about different kinds of insurance like health, life, car, home, and more.
  2. Customer Service Skills: If you're a customer service rep, great communication and people skills are a must. You need to be good at talking with customers, fixing their problems quickly, and keeping them happy.
  3. Problem-Solving Skills: Being able to look at situations, think about different options, and find solutions fast is key for this job.
  4. Computer Literacy: You need to be good at using computer programs like Microsoft Office (Word, Excel), CRM systems and other database software for managing customer info and dealing with claims.
  5. Organizational Skills: In this job, you have to handle lots of tasks at once while still paying attention to details.
  6. Negotiation Skills: If you can negotiate well with clients or people making claims it can help solve disagreements or settle claims.
  7. Sales Skills: Sometimes reps may need to sell more insurance products so having sales skills can help.
  8. Multilingualism: In our global world today, knowing more than one language can make you stand out from other candidates.
  9. Empathy & Patience: When customers are upset it takes empathy and patience to keep relationships good.
  10. Regulatory Compliance Knowledge: Knowing the laws about insurance will make sure all deals follow the rules.

Remember not just to list these skills; try to give examples from your past jobs where you've used them successfully.

Related: Insurance Customer Service Representative Skills: Definition and Examples

4. Work Experience

The "Job History" part is super important in an insurance customer service rep's resume. It gives bosses a clear picture of your work past and shows if you're a good fit based on what you've done before.

When you're writing this part, it's really important to put down not just where you worked and how long, but also a quick rundown of what you did there. Using bullet points makes it easier to read and helps highlight the main stuff.

If you're applying for an insurance customer service job, focus on any experience with helping customers, knowing about insurance stuff, managing policies, dealing with claims, and sorting out problems. If you know a lot about certain kinds of insurance like health, life or car insurance, make sure to say so.

For example:

  • ABC Insurance Company (2018-2021)
    • Helped customers understand their policies.
    • Took care of claims quickly.
    • Sorted out problems and complaints like a pro.
    • Taught customers about different kinds of insurance.

Don't forget to talk about any big wins at your jobs like getting an award for being great with customers or starting something that made things run smoother.

This part shouldn't just be a list of what you did. It should show how you used skills that matter for the job. Use words that show action like 'handled', 'fixed', 'helped' and so on to show how involved you were in your old jobs.

Finally, even if some jobs don't seem related to being an insurance customer service rep, they might still be useful if they needed skills like talking well, solving problems or working as a team.

5. Education and Certifications

The "Education and Certifications" section is key on an Insurance Customer Service Representative's resume. It shines a spotlight on the academic achievements and professional certificates that make a candidate right for the job.

Usually, insurance customer service reps need at least a high school diploma or its equal. But, those with an associate's or bachelor's degree in areas like business administration, finance, economics, or similar fields might have an advantage. These degrees give insights into business workings and financial management. This knowledge can help in understanding insurance rules and processes.

Besides formal schooling, certain certificates can make a resume more attractive. For example, getting a Certified Customer Service Representative (CCSR) title shows dedication to the job and mastery of important skills. Likewise, becoming a Certified Insurance Service Representative (CISR) or earning other insurance-specific certificates can display specialized industry knowledge.

  • These types of certifications confirm expertise in areas like policy management, risk control, claims handling and so on.
  • They also show commitment to ongoing learning and career advancement.
  • Recognized organizations like The Institutes Risk & Insurance Knowledge Group or National Alliance for Insurance Education & Research often provide them.

Moreover, state licensing is often necessary for jobs that involve selling insurance products. So including details about any relevant licenses can be helpful.

To sum up, when you list education and certifications on an Insurance Customer Service Representative resume, it's vital to emphasize those most related to the job description. This showcases your potential to excel in this role.

Related: Insurance Customer Service Representative Certifications

6. Relevant Training or Courses

The "Relevant Training or Courses" part of your Insurance Customer Service Representative resume is vital. It shows your unique skills and knowledge in the insurance field. This can make you stand out from other job seekers.

People who work in insurance customer service need to know a lot about insurance rules, methods, and laws. So, any training or courses about these topics can help your resume. For example, you may have taken classes about:

  • Managing risks
  • Property insurance
  • Life insurance
  • Health insurance
  • Business law

Training that focuses on customer service can also be useful for this job. You might have taken classes on how to:

  • Talk to people better
  • Solve conflicts
  • Fix problems or use Customer Relationship Management (CRM) software.

Also, having certifications like the Certified Insurance Service Representative (CISR) or Certified Professional Insurance Agent (CPIA) can make you look more professional. If you have these certifications or are working towards them, make sure to include this information.

Note:The insurance world changes quickly. So if you're always learning and growing by going to seminars or workshops related to the job of an insurance customer service representative - don't forget to mention this on your resume.

To wrap up, the "Relevant Training or Courses" section shows that you're dedicated to your career and have the technical knowledge needed to give great service to customers in an insurance environment.

7. References

"References" are a key part of any resume, even for an Insurance Customer Service Representative. This section lets possible employers check your professional skills and personal traits. It also gives them a way to learn about your work habits, abilities, and performance from those who've worked with you before.

In the insurance field, trust is very important. Having good references can greatly increase your chances of getting the job. Your references should be people who can support your ability to answer customer questions well, handle complaints in a professional manner, or process insurance claims quickly.

When picking references for an Insurance Customer Service Representative resume, think about past bosses, coworkers or even customers who can say good things about your customer service abilities in insurance. They should be able to talk confidently about how well you communicate with customers while staying professional.

Always ask each person if they're okay being a reference. Give their full names, current job titles, where they work (if they do), phone numbers and email addresses. It's also useful if you can say how you know each reference person professionally.

  • Avoid using family or friends as references unless they've been your boss in a work setting. The more related the reference is to the job you're applying for, the better it will be.
  • Remember that some employers might not look at references until they're thinking about offering you the job. So it's okay on resumes to write "References available upon request." This gives you time to tell your references before potential employers contact them.

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