Our job-winning resume examples are here to help you get more interviews and land your dream job.
You can copy and paste the below text to customize your Insurance Broker resume.
Creating an effective Insurance Broker resume involves showcasing your skills, experiences, and qualifications relevant to advising clients, assessing risks, and securing optimal insurance coverage. Here are the key points to consider when crafting an Insurance Broker resume:
An Insurance Broker’s responsibility is to advise clients, assess risks, and secure the most suitable insurance coverage. As an Insurance Broker, these are some resume bullet points that you can customize to your job – remember to use the XYZ framework when possible and where relevant:
Advised individual and corporate clients on insurance options, ensuring comprehensive coverage tailored to specific needs.
Assessed client risks and financial goals to recommend appropriate insurance policies, including life, health, property, and liability coverage.
Negotiated policy terms and premiums with insurance providers to secure competitive rates for clients.
Facilitated the claims process by guiding clients through documentation requirements and liaising with insurance companies for efficient resolution.
Monitored client accounts and conducted periodic reviews to recommend updates or changes to coverage based on evolving needs.
Educated clients on policy terms, coverage options, and exclusions, fostering transparency and informed decision-making.
Built and maintained strong client relationships, ensuring retention and trust through exceptional service.
Researched market trends and new insurance products to provide clients with up-to-date and innovative solutions.
Collaborated with underwriters to evaluate and approve applications, ensuring accurate risk assessments.
Developed marketing strategies to attract new clients and expand the brokerage’s client base.
Coordinated with internal teams to ensure seamless client onboarding and policy issuance.
Implemented customer relationship management (CRM) tools to streamline client communication and enhance service delivery.
Secured new business by conducting prospecting activities, including cold calls, networking, and presentations.
Analyzed claims histories and loss ratios to recommend risk management strategies for clients.
Promoted diversity and inclusion by tailoring insurance solutions to meet the needs of diverse client demographics.
Trained and mentored junior brokers, enhancing their product knowledge and client-handling skills.
Prepared detailed reports on sales performance and client portfolios for management review.
Ensured compliance with regulatory standards and company policies in all client transactions.
Organized and conducted seminars and workshops to educate clients and prospects on insurance solutions.
The typical hiring manager for an Insurance Broker position can vary depending on the type and size of the organization. Here are some common scenarios:
Insurance Agencies: Hiring managers are often branch managers, sales directors, or senior brokers responsible for overseeing client acquisition and policy management.
Corporate Insurance Firms: In large firms, the hiring manager could be a regional manager, team leader, or department head who oversees a team of brokers and prioritizes business development.
Independent Brokerages: In smaller brokerages, hiring managers are typically the owner, principal broker, or operations manager focused on finding individuals who can balance client relationships and sales targets.
Specialized Insurance Providers: In niche markets (e.g., health, life, or marine insurance), hiring managers may include product specialists or sector-specific managers looking for brokers with expertise in those areas.
Banks and Financial Institutions: For brokers in financial institutions, hiring managers are often financial services managers or wealth advisors, emphasizing candidates who can integrate insurance offerings with broader financial solutions.
Startups and InsurTech Companies: In modern, tech-driven companies, hiring managers might include chief revenue officers (CROs) or HR specialists, seeking brokers with strong digital and customer service skills.
The example above is a great place to start when it comes to the best Insurance Broker resume example format.
However, there are other factors to take into consideration, since every resume will need some personalizing from the above example. People often wonder what a resume should look like, which will depend on how many years of experience you bring to the role, the types of insurance products you specialize in, the organization’s culture, and the specific skills and certifications the job requires.
Look at our resume templates if you’re interested in design aesthetics for your resume. The focus of your resume will be on your client management experience, negotiation skills, and ability to secure optimal policies for clients, but you will want to ensure that your resume design is clean, professional, and has proper, consistent formatting, fonts, and action-oriented bullet points.
The Insurance Broker resume example above is a good place to start, but if you’re curious, you can look at our dozens of resume templates for further design inspiration. Typically, Insurance Broker resumes need to be professional, simple, and modern. Remember that you can apply any of our resume templates in our resume builder, and if you already have a template and resume, you can pass it through our resume grader to see how your resume stacks up against other Insurance Broker resumes.
An insurance broker may also be known by different titles depending on the company and industry structure. Common alternative titles include:
These titles reflect the diverse responsibilities within the insurance sector, including providing clients with suitable coverage options, ensuring policy compliance, and facilitating risk management solutions.
The most daunting part of creating a resume is simply getting started. Beyond that, make sure that you’re clear on the industry requirements: what are the key skills that an Insurance Broker needs to bring to the table? What are the current insurance market trends and customer expectations you need to demonstrate? And what soft and technical skills are essential for success?
Once you’ve done your research (and we hope this guide will help a lot with that), you can start to create your resume, beginning with the professional summary, work experience, and skills sections, as these are often the most critical and may take the longest to write.
Make sure to include keywords that match the job description to get past the ATS and review the XYZ resume method to ensure you’re demonstrating the impact you can bring to the position and organization.
