5 Amazing insurance broker Resume Examples (Updated 2023) + Skills & Job Descriptions

As an insurance broker, you are always on the lookout for opportunities to gain more skills. Your current abilities include creating marketing strategies to sell insurance, seeking potential opportunities to take on new clients, customizing insurance plans according to individual client needs, and paying attention to market trends. Despite your many skills, though, you still need a strong insurance broker resume to capture employer interest. These days, you do not have much time to show hiring managers you have everything they want in an insurance broker. Recruiters spend only seconds looking over submissions, and applicant tracking systems must see certain details, such as descriptive metrics, for your document to earn a spot on an employer's desk. You must make every word, line, and design element benefit you. Insurance brokers with more skills and experience than you and those just getting started in the industry all often draw a blank when deciding the most essential elements of a resume. We want to help you move past this common hurdle, which is why we feature a resume sample and writing templates. It's time you started arranging interviews.

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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

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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

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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

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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

Use This insurance broker Resume Template

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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.

insurance broker

Extremely proficient in CompuQuote, Applied TAM and PowerBroker with clean and detail oriented applications for insurance company review
Meet and exceed over 90% sales acquisition targets by presenting customized solutions to our clients in order to ensure customer satisfaction
Contracted to write business with top Insurance companies such as Aviva Canada, Intact Insurance, Travelers, Jevco, Perth, Gore Mutual/Edge Mutual companies etc.
Assess clients extensively in order to explore their insurance needs and provide them with appropriate solutions, provide after sale support by following-up as required or requested in order to maintain client loyalty and rapport
Sell various types of insurance policies to both businesses and individuals on behalf of insurance companies, including automobile, fire, property, and specialized policies such as marine, farm, tech/cyber and other commercial policies
Ensure client conflict, objections and concerns are resolved in a respectful and professional manner
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and attain sufficient RIBO credits

insurance broker

Cold call every morning to set appointments throughout the week
Interview prospective clients in the home to obtain more information about their health and finances so that I could advise them on which insurance products would best fit their needs.
Sell various types of insurance policies to individuals on behalf of multiple insurance companies
Customize Insurance programs to suit individual customers, often covering a variety of risks
Calculate premiums and establish payment methods
Perform administrative tasks such as maintaining records and handling policy renewals

insurance broker

Identify needs of customers and market appropriate products and services.
Create detailed notes to accurately follow up with prospective clients.
Use telephone communication techniques to create instant connection with client over the phone.
Provide quick, upbeat and thorough customer service.
Sell auto, homeowners, renters, condominium and umbrella policies.

insurance broker

Keep records of customer interactions or transactions, recording details of inquiries, c
Contact to respond to inquiries or to notify them of claim investigation results or any planned adjustments. complaints, or comments, as well as actions taken.
Issue receipts, refunds, credits due to clients.
Interview clients to determine clients’ liabilities and insurance coverage, providing necessary advice.

insurance broker

Provide advice to clients on a contract basis, working as a consultant.Answer questions about product features and benefits.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile,(ICBC, Family Auto, Beacon ) , Travel Medical and boat insurance.
Perform basic autoplan tasks such as batching ICBC documents, inventory ordering, inventory reconciliation, maintain past records for lapsed or canceled insurance policies.
Process Family Auto business for monthly renewals reminder letters, renewals, cancellations.

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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.

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

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

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