Insurance Broker Resume Template


The job involves mediating between insurance companies and clients as an insurance broker. Brokers use their knowledge and help the insurance companies sell the policies to various clients. These clients may be corporate employees or families. This is a target based job and provides incentives for performing exceptionally well. Being a broker is an independent job and can offer products from more than one insurance company.

Insurance Broker Resume Template

Career Objective:

Utilize my skills and knowledge and work as an insurance broker with reputed insurance company.

Marshal Smith

1244, Tron Street,

Newtown, PA

(123) 456 -5890

M.Smith@umail.com

Professional Forte:

  • In-depth knowledge of insurance policies and their strategies.
  • Proven ability of helping clients find the best policies.
  • Good management skills.
  • Excellent verbal and written communication skills.
  • Excellent analytical skills and a good team player.
  • Proficient in multitasking.
  • Ability to work under stress.

Professional Experience

Insurance hub XYZ. 1

2000 TillĀ  date

Insurance broker

Key Responsibilities:

  • Major tasks included accumulating details from clients and analysing the insurance needs.
  • Generating reports for clients.
  • Collecting the premiums from the clients.
  • Market research on all types of insurance policies offered by the companies.
  • Meet the clients personally or discuss their health insurance queries over the phone.
  • Furnishing the relevant documents to the clients and expedite the process
  • Maintain records of all the policies.

Venture Insurance 1996- 2000

Insurance broker

Key Responsibilities:

  • Major tasks included accumulating details from clients and analysing the insurance needs.
  • Generating reports for clients.
  • Collecting the premiums from the clients.
  • Market research on all types of insurance policies offered by the companies.
  • Meet the clients personally or discuss their health insurance queries over the phone.
  • Furnishing the relevant documents to the clients and expedite the process
  • Maintain records of all the policies.

Educational Qualification:

  • Bachelor’s degree in Arts, College of Florida.
  • Licensed Insurance agent through the State of PA

Languages known:

  • Fluent in English
  • German

Other Interests:

  • Learning new technology
  • Travelling different parts of the world

Significant Achievement:

  • Received best broker certificate from Max New York insurance company.

Category: Insurance Loans Resume Templates

Leave a Reply