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insurance broker: Resume Samples & Writing Guide
Employment history
Chief Insurance Broker, AIG New York, New York
August 2021 – Present
- Participate in professional development activities
- Negotiate competitive rates and coverage with insurance carriers
- Resolve client inquiries and complaints
Insurance Broker, Nationwide Columbus, Ohio
August 2020 – July 2021
- Prepare and review policy documents
- Participate in professional development activities
- Monitor and ensure compliance with current regulations
Junior Insurance Broker, Farmers Insurance Los Angeles, California
February 2020 – July 2020
- Participate in professional development activities
- Analyze and assess client needs
- Generate new business leads
Education
University of California, Berkeley, California
Master of Science in Insurance and Financial Services, December, 2019
University of California, Berkeley, California
Bachelor of Arts in Insurance and Financial Services, December, 2015
Skills
Adaptability
Accounting
Quality Assurance
Reliability
Underwriting
Claims Handling
Process Improvement
Risk Management
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Professional Summary
Experienced Insurance Broker with a comprehensive understanding of the insurance industry. Skilled in providing clients with the best insurance coverage options to meet their needs.
Employment history
Senior Insurance Broker, MetLife New York, New York
August 2011 – Present
- Prepare and review policy documents
- Manage client portfolios
- Prepare quotes for clients
Associate Insurance Broker, MetLife New York, New York
August 2010 – July 2011
- Generate new business leads
- Resolve client inquiries and complaints
- Monitor and ensure compliance with current regulations
Entry Level Insurance Broker, State Farm Bloomington, Illinois
February 2010 – July 2010
- Manage client portfolios
- Develop and maintain relationships with clients
- Maintain accurate records of client information
Education
University of Washington, Seattle, Washington
Doctor of Business Administration in Insurance, December, 2009
University of Washington, Seattle, Washington
Bachelor of Arts in Business Administration and Insurance, December, 2005
Skills
Project Management
Flexibility
Research
Networking
Database Management
Reporting
Technical
Risk Management
Employment history
Senior Insurance Broker, AIG New York, New York
June 2019 – Present
- Prepare and review policy documents
- Resolve client inquiries and complaints
- Negotiate competitive rates and coverage with insurance carriers
Insurance Broker, Allstate Northbrook, Illinois
December 2017 – May 2019
- Process applications, endorsements, and renewals
- Resolve client inquiries and complaints
- Maintain accurate records of client information
Junior Insurance Broker, Liberty Mutual Boston, Massachusetts
July 2016 – November 2017
- Prepare quotes for clients
- Educate clients on insurance coverage and policy options
- Monitor and ensure compliance with current regulations
Education
Florida State University, Tallahassee, Florida
Master of Science in Insurance and Financial Services, May, 2016
Florida State University, Tallahassee, Florida
Bachelor of Business Administration in Insurance, May, 2012
Skills
Teamwork
Communication
Social Media
Organization
Financial Modeling
Risk Management
Quality Assurance
Regulatory Compliance
Employment history
Chief Insurance Broker, Nationwide Columbus, Ohio
January 2022 – Present
- Prepare and review policy documents
- Advise clients on appropriate insurance coverage and risk management strategies
- Educate clients on insurance coverage and policy options
Insurance Broker, Liberty Mutual Boston, Massachusetts
January 2021 – December 2021
- Analyze and assess client needs
- Maintain accurate records of client information
- Process applications, endorsements, and renewals
Jr. Insurance Broker, Farmers Insurance Los Angeles, California
August 2019 – December 2020
- Monitor and ensure compliance with current regulations
- Generate new business leads
- Process applications, endorsements, and renewals
Education
University of Washington, Seattle, Washington
Bachelor of Science in Insurance, June, 2019
Skills
Project Management
Networking
Computer Literacy
Adaptability
Claims Handling
Strategic Thinking
Process Improvement
Risk Management
Employment history
Senior Insurance Broker, Farmers Insurance Los Angeles, California
May 2016 – Present
- Participate in professional development activities
- Stay up-to-date with industry trends
- Maintain accurate records of client information
Insurance Broker, Travelers Hartford, Connecticut
November 2014 – April 2016
- Advise clients on appropriate insurance coverage and risk management strategies
- Participate in professional development activities
- Prepare and review policy documents
Jr. Insurance Broker, Farmers Insurance Los Angeles, California
May 2014 – October 2014
- Process applications, endorsements, and renewals
- Negotiate competitive rates and coverage with insurance carriers
- Educate clients on insurance coverage and policy options
Education
University of Texas, Austin, Texas
Bachelor of Science in Insurance and Financial Services, March, 2014
Skills
Quality Assurance
Interpersonal
Documentation
Time Management
Data Analysis
Claims Handling
Business Acumen
Risk Assessment
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insurance broker Job Descriptions; Explained
If you're applying for an insurance broker position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
insurance broker
- Selling various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance.
- Explaining features, advantages and disadvantages of various policies to promote the sale of insurance plans.
- Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals.
- Share client information with insurance carriers to determine which products are best to recommend.
2
insurance broker/ i.t
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, medical and dental insurance.
- Sells various types of insurance policies to businesses and individuals on behalf of insurance companies, including health, dental, vision and life options.
- Calls on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Seeks out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
3
insurance broker
- Sell auto, boat, motorcycle, and renters insurance policies
- Renew,make changes and update clients policies as needed
- Take monthly payments in office or over the phone for clients
- Calculated premiums and established payment methods for clients
4
insurance broker
- Providing insurance advice and information to potential clients and preexisting customers.
- Sell life, property, and casualty insurance to potential clients and customers.
- Maintain the facility to the utmost cleanliness.
- Process claims and file reports to the company.
- Deposit daily cash premiums.
- Document and asses new client’s information for potential eligibility for Insurance.
- Acquire information on client’s homes and automobiles, taking pictures, measurements, and getting necessary information to provide them with insurance.
5
insurance broker
- Outbound call room working B leads, building relationships with current or potential clients over the phone and either scheduling appointments for home visits with agents in the area, or selling the policy through the mail
- Sell auto, boat, renters, motorcycle policies
- Renew policies
- Answer calles
insurance broker Job Skills
For an insurance broker position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job
effectively. Some examples of technical skills are data analysis, project management, software proficiency,
and programming languages, to name a few.
Add the technical skills that will get hired in your career
field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills
section of the builder, manually write in the skill or simply click on "Add more skills". This will
automatically generate the best skills for your career field, choose your skill level, and hit "Save &
Next."
- Data Analysis
- Project Management
- Quality Assurance
- Database Management
- Risk Management
- Troubleshooting
- Computer Literacy
- Technical
- Business Acumen
- Process Improvement
- Financial Management
- Visualization
- Reporting
- Strategic Thinking
- Insurance Knowledge
- Regulatory Compliance
- Claims Handling
- Underwriting
- Actuarial Analysis
- Risk Assessment
- Financial Modeling
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including
soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your
problem-solving abilities and show that you navigate challenges and changes in the workplace
efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select
your preferred resume template in the skills section, enter the skills manually or use the "Add more skills"
option. Our resume builder will generate the most relevant soft skills for your career path. Choose your
proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your insurance broker Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Gordon Cooper 7 Forest St., Central City, IL 62801
Employment history
Senior Insurance Broker, Travelers Hartford, Connecticut
December 2014 – May 2022
- Manage client portfolios
- Stay up-to-date with industry trends
- Advise clients on appropriate insurance coverage and risk management strategies
Associate Insurance Broker, Travelers Hartford, Connecticut
June 2013 – November 2014
- Prepare and review policy documents
- Maintain accurate records of client information
- Negotiate competitive rates and coverage with insurance carriers
Junior Insurance Broker, Nationwide Columbus, Ohio
January 2012 – May 2013
- Generate new business leads
- Process applications, endorsements, and renewals
- Analyze and assess client needs
Education
University of Texas, Austin, Texas
Doctor of Arts in Business Administration and Insurance, November, 2011
University of Texas, Austin, Texas
Bachelor of Arts in Insurance and Accounting, November, 2007
Skills
Attention to Detail
Communication
Visualization
Coaching
Regulatory Compliance
Project Management
Claims Handling
Troubleshooting
Provide your Contact Information and Address Year Gaps
Always explain any gaps in your work history to your advantage.
Key Insights- Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
- Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.
How to Optimize Your insurance broker Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Senior Insurance Broker, USAA San Antonio, Texas
July 2021 – Present
- Manage client portfolios
- Prepare quotes for clients's
- Stay up-to-date with industry trend's
Associate Insurance Broker, USAA San Antonio, Texas
July 2020 – June 2021
- Eduacte clients on insurance covergae and policy options
- Generate new bussiness leads
- Stay up-to-date with industy trends
Entry Level Insurance Broker, MetLife New York, New York
February 2019 – June 2020
- "I went to the store to buy some food
- I went to the store too buy some food.
Education
Florida State University, Tallahassee, Florida
Bachelor of Arts in Insurance and Accounting, December, 2018
Skills
Interpersonal
Relationship Management.
Risk Management
Public Speaking
Database Management
Reporting
Project Management
Financial Management
Include Job Descriptions and Avoid Bad Grammar
Avoid sending a wrong first impression by proofreading your resume.
Key Insights- Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
- Before submitting your resume, double check to avoid typos.
insurance broker Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an insurance broker position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Insurance Broker
Farmers Insurance
Los Angeles, California
Farmers Insurance
Los Angeles, California
Greetings Farmers Insurance Hiring Team
I am a results-driven Insurance Broker with 3 years of experience in Insurance. I am excited to submit my application for the Chief Insurance Broker role at Farmers Insurance, where I believe I can make a valuable contribution to your team.
As someone who has always been committed to making a positive impact on the world, I have pursued opportunities to contribute to my community through my work wherever I may be. My experience in this field has equipped me with the skills and knowledge necessary to succeed throughout my life and I am confident that they will help me to bring my passion and expertise to your organization and help drive your success.
I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.
Best regards,
Roy Ingram
851-819-1858
[email protected]
Roy Ingram
Showcase your most significant accomplishments and qualifications with this cover
letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the
competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.