How To Write an Insurance Agent Bio (With 15 Examples)

By Indeed Editorial Team

Published April 20, 2021

Writing an insurance agent bio is an important step when introducing yourself to potential clients. A well-written bio has the potential to help you make a positive first impression and increase your client list. If you are interested in learning how to write an effective insurance agent bio, it's important to understand what type of information to include and how a finished bio should look. In this article, we discuss why having an insurance agent bio is important, teach you how to write one and provide you with examples to use as inspiration for your own bio.

Related: 13 Jobs in the Insurance Industry

Why is an insurance agent bio important?

An insurance agent bio is a paragraph or two of biographical information that insurance agents use to introduce themselves to potential clients. Crafting a strong insurance agent bio is important because it can help clients determine if they want to partner with you for their insurance needs. Your insurance agent bio can convey your education, experience, background and skills. It can also help you establish your personal brand and allow potential clients to connect with you on a deeper level.

Related: Learn About Being an Insurance Agent

How to write an insurance agent bio

Here are some steps you can follow to write your insurance agent bio:

1. Determine your writing voice

Before you write your insurance agent bio, determine what voice and tone best match your personality and business objectives. Choose whether to write in first or third person and what type of message you want to convey to get started. Remember to be authentic and use a tone that accurately conveys your personality so that clients can get a sense of who you are.

2. Introduce yourself

In the first sentence of your bio, make sure to introduce yourself by including your name and job title. You may also include details about where you work or where you are located to give clients more context.

Related: How To Write About Yourself

3. Share your purpose

Tell your potential clients what services you offer and why you decided to become an insurance agent. You can also share your philosophy for working with clients, why you find value in the work you do or what motivates you to be a great insurance agent.

4. Share your accomplishments

Next, include key accomplishments that make you stand out from other insurance agents, showcase your skills and highlight your experience. Remember that your bio is different from your resume, so incorporate only the most important accomplishments in a way that readers can easily comprehend.

5. Make it personal

Your bio is an opportunity for you to connect with potential clients and start building relationships, so consider sharing fun, personal details that may help clients connect with you. You might choose to include facts about your family, your favorite hobbies or causes you are passionate about.

Related: How To Write a Compelling About Me Page

15 insurance agent bio examples

Here are some examples that you can use to write a strong insurance agent bio:

Example 1

Originally from San Antonio, Kendra Day moved to Boston to earn a graduate degree in business communications from Northeastern University. With over 20 years of experience in life and health insurance, Kendra has helped countless clients find plans that fit their lifestyles and give them peace of mind. Kendra cares deeply about her community and puts this into action by volunteering at the Bowburry Food Pantry, serving on the Bowburry Middle School PTA and making regular contributions to the Green Zebras Fund.

Example 2

Charles Stanton has been providing insurance to people around the Bay Area since 1982. He believes that putting his clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer him to their family and friends. Charles brings a high level of expertise to his clients and works diligently with them to find a plan that meets all of their concerns.

Charles' specialty lies in business and personal life insurance. He has been married for 45 years and has two grown sons, a daughter-in-law and three grandchildren. Each winter, you'll find Charles coaching high school basketball. He has been a coach for 16 years and loves working with athletes.

Example 3

Hello, my name is Hallie Robins, and I am an independent insurance agent located in East Briar. I became an insurance agent because I wanted to help people navigate tricky policies and provide my clients with peace of mind. I believe all policyholders should be aware of their risk exposures. It is my goal to help my clients understand what insurance policies make sense for them so that I can provide them with proper coverage.

I have lived in East Briar for six years with my husband, Nathan, and our two daughters, Michelle and Scarlett. In my free time, you can find me kayaking or volunteering at the local homeless shelter. I enjoy giving back to the community and participating in fundraisers with the Blue Tigers Club.

Example 4

Fredrick O'Moore has been a licensed insurance agent for 47 years. He enjoys building new relationships with clients and always makes sure to provide them with the best life and disability insurance to suit their specific needs. Fredrick also specializes in providing long-term care and annuities through several top-rated insurance companies.

In his spare time, Fredrick enjoys playing golf and fishing with his three grandchildren. He has lived in Baltimore since 1985 with his wife, Wanda.

Example 5

Kelsie Kaufman is an expert in the insurance industry who possesses the licensing and experience needed to offer the best possible service to her customers. Her mission is to build customized insurance policies tailored to each client's specific personal, business or life insurance needs. As your insurance agent, Kelsie can advise you on a multitude of products and services, including home and auto insurance, commercial property coverage and life insurance.

In her free time, Kelsie enjoys playing volleyball and walking her dog, a golden retriever named Max. She has lived in West Cape for seven years and is an active member of the Insurance Professionals of West Cape Association.

Example 6

Hello, my name is Jonathan Whitmore, and I am a business insurance specialist in Brookfield. With over 25 years of experience, I pride myself on providing a variety of property and casualty products and services that can help protect your business. Some of the areas that I can assist in include property coverages, liability coverages and contract bonds. It is my goal to work closely with my clients and really get to know each unique business that I work with so that I can provide the best solutions.

When I'm not working, I enjoy spending time at my cottage in Westview, boating and hiking with my two German shepherds. I am an active outdoorsman and a member of several local golf leagues.

Example 7

Oliver Humphreys started working as an insurance agent over in Brown County over 20 years ago. With a degree in business from Bellevue University and a passion for helping small businesses, Oliver is well-equipped to help you choose the perfect insurance plans for your company. His areas of expertise include:

  • Insurance solutions for food and beverage businesses, including contamination and recall exposures

  • Insurance solutions for professional liability, errors and omissions

  • Insurance solutions for developers, builders and real estate operations

When Oliver is not busy at work, he enjoys watching football, playing poker and spending time outdoors. He is an avid fisherman and loves having friends and family over for cookouts in the summer.

Example 8

As an insurance agent, Lilly Rogers excels at helping clients find the right kind of insurance for their personal needs. She specializes in life and home insurance and believes it is her responsibility to help clients make the best possible decisions for their unique situations.

Originally from Massachusetts, Lilly has been living in Dalton for six months with her son Jordan and daughter Natalie. She is an active member of the Dalton Conservation Board and volunteers with the Red Herring Club. In her free time, she enjoys going for walks, gardening and practicing yoga.

Example 9

Greetings, my name is John Carpenter. I am an insurance agent in Reedsville with over 20 years of insurance sales experience. I became an insurance agent because I am passionate about helping people in the community. I believe it is my responsibility as an insurance agent to guide each of my customers through their questions and provide the products and knowledge that can serve them best. A few of the areas I am licensed in include:

  • Property and casualty insurance

  • Life insurance

  • Health insurance

I am also a member of the Independent Insurance Agents of Reedsville. In my spare time, I enjoy traveling, playing guitar and spending time with my fiance, Deborah.

Example 10

With over 10 years of experience as an insurance agent, Rose Swanson has the skill set, background and credentials to advise you on the best insurance plans for your situation. A graduate from Baraboo University, Rose has both her Insurance Counselor Certification and her Insurance Service Representative Certification. She offers a wide range of services, including:

  • Home insurance

  • Life insurance

  • Business property insurance

Rose is an active member of the Agate Hill Community Board and has lived in Applebury County for 16 years. She is committed to providing peace of mind for her clients and helping them understand their coverage.

Example 11

Tyler MacDermott got his start in this insurance industry in 1995, working for a company that specialized in health and life insurance. His passion for helping clients is the reason he's still in this industry today. Tyler specializes in working with clients to identify problems they might not know they have before it's too late. He enjoys helping people choose the best possible plans to help them feel secure and plan their financial goals.

In Tyler's free time, you can find him hiking with his wife and family, traveling to Michigan and Canada or coaching little league baseball.

Example 12

Hi, my name is McKenzie Owens. I want to introduce myself as a new insurance agent in the area. With over 35 years of experience in the financial services industry, I am excited to expand my expertise to a new set of clientele. I take a consultive approach when working with my customers, and I always aim to provide the best solution available. Some of the areas I can provide guidance in include life insurance, health insurance and long-term care.

Example 13

Hello, my name is Abigail Hale, and I am a personal financial adviser in Caspar Valley. I specialize in life insurance, health insurance and disability. With over 20 years of experience, I have the expertise and skills to offer the most innovative and comprehensive solutions possible.

In my free time, I enjoy volunteering at the Caspar Valley Clinic and playing an active role in community fundraising events.

Example 14

Jennifer Simmons has been helping families with insurance and finances for over 26 years. Her commitment to building positive relationships with her clients is the cornerstone of her beliefs. Jennifer's passion for insurance stems from her desire to protect people and their families. Some of the services she offers include health insurance, life insurance and home insurance.

Example 15

Hello, my name is Emily McCormick, and I would like to introduce myself as a local insurance agent living in Ekhourt Creek. I became an insurance agent because I care deeply about the people and families in our community. As a licensed chartered financial consultant, chartered property and casualty underwriter and chartered adviser for senior living, I offer a wide variety of services that can help you protect the people and property in your life.

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