Insurance Agent Retirement Letters
Use these sample retirement letters as templates for your formal retirement letter.
Last updated on November 24th, 2020
In the months and years leading up to retirement, it can be easy to assume saying goodbye to coworkers will be so easy. But then that day comes, and often the actual act of bidding farewell to the workplace, peers, and even bosses can be much harder than anticipated!
While writing an insurance agent retirement letter is still customary, the time it takes to compose a letter that contains exactly the right words can be unexpectedly time-consuming. Here, it often helps to have some guidance from others who have gone through the process.
Below are sample insurance agent retirement letters. Even though it is an informal letter, it should be written with professionalism, and not have an overly casual tone. The letter should be written in business-letter style, and it may be acceptable to copy the letter to everyone via email, except the direct superior.
Sample 1 - Insurance Agent Retirement Letter
Jim Long
Senior Insurance Agent
234 Wood Drive
Berkeley, CA, 94704
November 24, 2020
Larry Hughes
Vice President
123 Business Ave.
Berkeley, CA, 94705
RE: To inform of my impending retirement from ABC Company
Dear Larry:
This letter is to inform you that I plan to retire from my position of Senior Insurance Agent from ABC Company on 12/15/2020. I would like to take this opportunity to tell you how much I enjoyed our business relationship. You were always very friendly as well as professional to me and I appreciate it very much. I worked hard to make your relationship with ABC Company as smooth and easy as possible.
At our next meeting, I will introduce you to my replacement, Name of Replacement, and would like to ensure you that she will be vigilant to make the transition smooth.
I can be reached at (555) 990-3466 or at [email protected] if you have any questions. Please let me know if there is anything I can do to facilitate the transition.
Sincerely,
Jim Long
Senior Insurance Agent
Sample 2 - Insurance Agent Retirement Letter
Donna Cole
XYZ Company
234 Candle Wood Lane
Oakland, CA, 947612
November 23, 2020
XYZ Company
7800 Oakland Blvd.
Oakland, CA, 947614
Attn: Lisa Heart - HR Department
RE: To inform of my impending retirement from XYZ Company
Dear Lisa,
I have proudly served XYZ Company for more than 30 years. I am sorry to say that I have come to the point in my life where I must take my retirement. Thought I understand this is a bit earlier than anticipated, there are many things that have pushed me to make this decision. My last day of work will be December 12, 2020. I find that this retirement is bittersweet, as I am excited to start a new chapter in my life but sad to end another one.
XYZ Company has been one of the best companies I have ever worked for. Though I started out as a lowly junior agent, I worked my way up into a supervisor’s position. I have found over the years that the company has always been good to their employees and made sure that we were taken care of financially.
When looking for a new supervisor to fill my position, please take into consideration the long hours and dedication this position takes. The perfect person will be someone who has already had previous supervisory skills and is not afraid to face great stress and opposition. I would be willing to help in the hiring process and finding someone with XYZ Company that can fill my shoes.
I once again want to express my gratitude for having such a great company to be a part of. I feel blessed beyond measure that I got to be a part of such a great team.
Sincerely,
Donna Cole
Senior Insurance Agent
By Andre Bradley
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Donna Cole
XYZ Company
234 Candle Wood Lane
Oakland, CA, 947612
November 23, 2020
XYZ Company
7800 Oakland Blvd.
Oakland, CA, 947614
Attn: Lisa Heart - HR Department
RE: To inform of my impending retirement from XYZ Company
Dear Lisa,
I have proudly served XYZ Company for more than 30 years. I am sorry to say that I have come to the point in my life where I must take my retirement. Thought I understand this is a bit earlier than anticipated, there are many things that have pushed me to make this decision. My last day of work will be December 12, 2020. I find that this retirement is bittersweet, as I am excited to start a new chapter in my life but sad to end another one.
XYZ Company has been one of the best companies I have ever worked for. Though I started out as a lowly junior agent, I worked my way up into a supervisor’s position. I have found over the years that the company has always been good to their employees and made sure that we were taken care of financially.
When looking for a new supervisor to fill my position, please take into consideration the long hours and dedication this position takes. The perfect person will be someone who has already had previous supervisory skills and is not afraid to face great stress and opposition. I would be willing to help in the hiring process and finding someone with XYZ Company that can fill my shoes.
I once again want to express my gratitude for having such a great company to be a part of. I feel blessed beyond measure that I got to be a part of such a great team.
Sincerely,
Donna Cole
Senior Insurance Agent
By Andre Bradley
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