Insurance Broker Resume Sample

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Hanna Krajcik
19770 Rhea Brooks,  Chicago,  IL
+1 (555) 331 4891

Work Experience

Insurance Broker
02/2016 - PRESENT
New York, NY
  • Provides efficient and effective service to customers and prospects on all patron based services to a variety of inquiries and customer needs
  • Maintains sincere interest in providing stellar customer care
  • Understands customer needs, determines the appropriate course of action to meet those needs and completes or initiates the transaction
  • Exercises independent thinking in meeting customer expectations
  • Combines knowledge of product, good work ethic, effective time management skills, and human relations skills to meet performance standards and positively influence the client's image
  • Effectively deal with complex customers
  • Create positive customer relationships by defusing angry and upset customers
Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions
05/2010 - 10/2015
San Francisco, CA
  • Demonstrates a commitment to learning quickly and effectively applying knowledge as well as supporting/creating a productive, positive work environment
  • Attention to detail-documentation and follow-up
  • Matches customer needs to insurance company’s products/services
  • Matching customer needs to insurance company’s products/services
  • Experience in the field
  • Manage the policy and coverage negotiation process to ensure that the client’s commercial objectives are achieved
  • Handling all aspects of Risks including quotations, renewals, alterations and claims
  • Maintain and update existing accounts during the year with mid-term endorsements
  • Liaising with Brokers/Clients/Underwriters on a day to day basis on all scheme related issues and developing relationships with them
Property Insurance Broker
08/2007 - 04/2010
Phoenix, AZ
  • Process Policies, Schedules and Endorsements on both Underwriting and Broker Systems and issuing all relevant documentation
  • Respond to allocated mail and queries from brokers/clients on a daily basis
  • Assuming responsibility for project assignments as directed the Team Leader/ Operations Manager
  • Managing relationships with new and existing clients, taking a pro-active approach to all aspects of account management and service delivery
  • Describing insurable risk, designing appropriate insurance solutions and negotiating the best deal in the insurance market
  • Developing and maintaining meaningful working relationships with our underwriting partners
  • Managing budgets, business plans and debtors
  • Promoting the Gallagher brand within the local business community, the region and nationally


William Jessup University
2002 - 2007
Bachelor's Degree in Business

Professional Skills

  • Proven client facing experience and strong written & verbal communication skills
  • Strong attention to detail and administrative skills
  • Excellent written, verbal, and interpersonal communication skills with supervisors, peers, and customers
  • Exceptional oral and written communication skills demonstrated by use of correct grammar and terminology
  • Prior experience managing a portfolio (small to medium corporate accounts)
  • Prior experience managing a portfolio small to medium and/or large corporate accounts
  • Prior experience managing a portfolio of medium to large corporate accounts

How to write Insurance Broker Resume

Insurance Broker role is responsible for acute, mainframe, retail, finance, credit, training, trading, planning, design, research.
To write great resume for insurance broker job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Broker Resume

The section contact information is important in your insurance broker resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Broker Resume

The section work experience is an essential part of your insurance broker resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance broker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance broker position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Broker resume experience can include:

  • Leading, planning and implementing clear and effective renewal / new business and broking strategies
  • Possessing a thorough understanding of financial and or professional classes of insurance which the company offers to its clients and keep abreast of all new technical issues and product developments
  • Contributing towards the Company’s profit objectives through the effective management and attainment of revenue and expense budgets
  • Experience of identifying client’s risk financing, insurance needs and objectives
  • Ideally, 3-5 years’ experience within a broking, underwriting or placement position
  • Experience working within commercial insurance

Education on an Insurance Broker Resume

Make sure to make education a priority on your insurance broker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance broker experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Broker Resume

When listing skills on your insurance broker resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance broker skills:

  • Authentic communication skills for varying audience and excellent planning and analytical skills coupled with the ability to deal with ambiguity
  • Proven experience of working with clients to develop an insurance strategy is highly beneficial
  • Time management skills (dependable, accurate, and detail oriented)
  • Strong account management experience gained within insurance
  • Acute commercial/business acumen skills and an intelligent approach to business
  • Develop strong relationships with key suppliers as evidenced by account size and profitability

List of Typical Experience For an Insurance Broker Resume


Experience For Commercial Insurance Broker Resume

  • Maximising account profitability through the implementation of efficient and effective work practices; including credit control and overall client work flow processes
  • Client business retention by efficient and prompt handling of all matters, day to day enquiries, renewals etc
  • To review and provide technical advice and opinion on Clients’ and Prospects’ insurance programmes
  • To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirement
  • Review insurer placements to ensure that best advice is offered at all times
  • Offer appropriate premium payment options
  • Ensure all client instructions and requirements are handled promptly and accurately

Experience For Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions Resume

  • Establish network of contacts in insurer offices
  • Comply with AJG Professional Standards Manual in accordance with statutory requirements for role with specific attention, but not limited to Managing Client information, Whistle Blowing and Treating Customers Fairly
  • Basic knowledge of the general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance
  • We rely on strong interpersonal and negotiation skills along with persistent and tenacity in achieving results. Being dedicated in lead management and follow up goes without question
  • Self-motivated and motivates others to achieve -whilst being comfortable and credible at decision-maker level, someone who continually builds and sustains a network managing relationships

Experience For Personal Insurance Broker Resume

  • Servicing a worldwide portfolio of clients produced on a wholesale as well as a retail basis
  • Service both renewals and new business from the initial enquiry through to the handing over of the completed placing slip to the Documentation / Policy Department for processing and invoicing
  • Provide full reviews of submissions, preparation of underwriting presentations, production of draft insurance contracts set out in a slip format and including detailed premium and claim analysis
  • Working with specialist placement brokers and/or Client Executives to manage renewal strategy activities and placement for agreed classes
  • Leading programme design activities in conjunction with specialist placement brokers
  • Placement of business with Insurers in a number of ways

Experience For Property Insurance Broker Resume

  • Management of the sales pipeline from identification and qualification to client appointment
  • Take a pro-active approach to all aspects of account management and service delivery to clients
  • Develop and implement appropriate Client Service Plans and ensure service standards are met
  • Assist management team with the preparation, management, implementation and achievement of team/unit business plans and goals
  • Meet and exceed service standards agreed in the client’s service agreement
  • Develop and maintain effective long term relationships with own and Account Executive's key client decision makers and frequently monitor political, management and other changes within client organisations to preserve and protect the Company's relationship at all times
  • Possess and apply a thorough understanding of the client's business, risk management and insurance needs to ensure that our services and programs continue to meet with their needs and expectations
  • Provide clear and accurate delegation of key tasks to Senior Account Executives
  • Research and analyze client coverage trends to identify areas of risk and opportunities

Experience For Insurance Broker Resume

  • Assist with Account receivables
  • Proactive and customer focused approach i.e. empathy
  • Provide a first class service as part of a team, ensuring effective day to day servicing of existing client accounts ensuring clients’ needs are identified
  • Provide guidance to clients, with reference to others where necessary, about the administration of their insurances
  • Build productive relationships with clients to ensure that their demands and needs are fully understood and met including proactively managing customer contract renewals

Experience For Commercial Insurance Broker Resume

  • Manage senior client/prospect/introducer relationships and grows the book/existing accounts, providing the most appropriate insurance and risk management solutions
  • Manage the relationships for senior portfolios with cross multiple trades and industries and many different classes of insurance
  • Own and support the creation and overall implementation of senior Account Plan(s) within their Book of Business leading the senior relationships on specific allocated customers to ensure retention of revenue
  • Identify and implement the most effective and tailored proactive contact strategy through strong relationship mapping and partnership with internal/external clients
  • Retain the aligned book of business in terms of revenue and in turn maximise the available revenue generated from these relationships by identifying other revenue opportunities
  • Maximise all profitable business opportunities from prospects assigned and be accountable for managing the sales cycle
  • Manage a profitable portfolio which crosses multiple trades and industries and many different classes of insurance

Experience For Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions Resume

  • Identify and manage potential profit improvements and pricing exposures using industry tools and processes to assist in this task taking into account appropriate market trends
  • Building and maintaining strong relationships with underwriters, practice leaders, claims personnel and client service teams
  • Assisting client service teams in the Design, Planning and implementation of client broking strategies as required
  • Manage operational risk by ensuring invoice debiting is actioned by due date in order to minimise debts
  • Assisting client service teams in claim related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of client as required
  • Working within and across the region to assist client service teams in supporting new business growth and assist in the development of new products
  • Keeping abreast of changing market conditions and informs practice client servicing teams, and/or clients of major developments affecting various types of coverage

Experience For Personal Insurance Broker Resume

  • Collaborate with internal colleagues, Lead and motivate team members and carry out performance reviews as required. Providing guidance to colleagues, with reference to others where necessary, about the administration of their clients insurances
  • Keen to advance through insurance qualifications
  • Communicate in French a definite asset
  • Functional knowledge of EPIC system is an asset
  • Knowledge of mainframe and computer (pc) and internet applications
  • Active RIBO License

List of Typical Skills For an Insurance Broker Resume


Skills For Commercial Insurance Broker Resume

  • Proven Hull & Machinery insurance experience is essential
  • Prior Business development experience or an appetite to develop new business opportunities
  • Prior commercial programs experience an asset
  • Lead, plan and implement clear and effective renewal and broking strategies, ensuring renewal performance meets
  • Previous experience of broking complex risks in the Lloyd’s market is highly beneficial
  • A strong understanding of insurance products and wordings
  • Possess a solid understanding of all aspects of insurance and indemnity clauses
  • Experience working with multiple insurers required

Skills For Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions Resume

  • Maintain and increase profit from existing client bank as evidenced by retention rates and commission
  • Be proactive, flexible and demonstrate a keen willingness to assist fellow colleagues
  • Previous experience of Corporate / Commercial Property and/or Casualty insurance is essential
  • Excellent telephone tact and diplomacy
  • To operate in accordance with FSA and company agreed processes

Skills For Personal Insurance Broker Resume

  • Foster and maintain effective long term relationships with key client decision makers
  • Planning the service team’s work relating to upcoming renewals and implementing timetables
  • Checking work for colleagues and providing supervision and training as required
  • Requesting and analysing underwriting information
  • Developing and maintain meaningful working relationships with insurers, clients and colleagues through regular contact and interaction
  • Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/FIT (Fitness Insurance Test) desirable
  • Managing premium billing, collections and settlements in liaison with relevant departments
  • Preparing market presentations and contracts ensuring renewal strategy is reflected

Skills For Property Insurance Broker Resume

  • Populating Marsh tracking systems
  • Developing and executing a business development strategy and sales plan to achieve sales targets
  • Engaging with senior stakeholders and specialist practices within Marsh and developing potential business opportunities
  • Remaining abreast of emerging risks, new technical and product developments, new service offerings to ensure continued value to clients
  • Maintaining/updating Summary of Insurance (update as policy changes occur and at renewal) as required

Skills For Insurance Broker Resume

  • Communicating with insurance companies – sending requests, follow ups etc
  • Contributing to the achievement of both the local team’s business plans and national divisional objectives
  • Conducting insurer negotiations in conjunction with specialist placement brokers
  • Hosting client and insurer meetings in consultation with placement brokers and Client Executives
  • Obtaining claims reports from colleagues
  • Drafting client renewal reports and registers of insurance
  • Assisting with day to day client insurance and risk queries
  • Assisting in mid-term changes to risk
  • Attending Insurer meetings as requested

Skills For Commercial Insurance Broker Resume

  • Assisting in the preparation of reports on specific projects, as requested
  • Being aware of the Client’s business, business issues, insurance programmes and service plans
  • Liaising with the various departments within Marsh to provide Client service solutions
  • Engaging with middle market companies to develop relationships with key influencers and decision makers
  • Communicating, influencing and relationship building
  • Calculation of PST, Invoicing, execution of premium finance forms, correction of commission differences, addressing accounting inquiries
  • Meet deadlines, pay attention to detail and thrive in an environment that is always changing

Skills For Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions Resume

  • Possess a thorough understanding of all aspects of insurance
  • Tier 1 FCA Compliance and a Diploma qualification in Insurance Broking is essential
  • Possess a thorough understanding of all aspects of insurance and indemnity clauses
  • An understanding of risk management and major classes of insurance
  • Relevant Broking qualifications (Tier 1 Compliance) and tertiary studies are desired
  • Familiarity working in an inbound and outbound call center type environment
  • Successful completion Background check and possibly Drug Screening

Skills For Personal Insurance Broker Resume

  • Completion of Tier 1 Insurance Broking qualification
  • An innate understanding and passion for sales and the sales process
  • Increase client base through actively seeking recommendation and referral
  • Develop and maintain meaningful working relationships with insurers, clients and colleagues through regular contact and liaison
  • Consistently meet and exceed own and team revenue, expense and trading profit budgets
  • Execution of insurance certificates, pre-renewal letters, liability slips, binders, proposals and processing of client documents i.e. endorsements and policies
  • Claims reporting, request claim runs etc

Skills For Property Insurance Broker Resume

  • Attends client, program and underwriting meetings where required
  • Profiecient in all Microsoft Office Suites
  • Chartered Insurance Professional (CIP) or Canadian Accredited Insurance Broker (CAIB) or Certified Risk Management (CRM) designations would be an asset
  • Proven insurance experience is essential – ideally within Warranty & Indemnity (W&I), Directors & Officers (D&O) and other Financial Lines insurances gained within an International Broking house
  • Previous experience within merger, acquisition and/or private equity transactions is highly beneficial, but not essential
  • Previous experience in the placement and structuring of layered insurance programmes (ideally within the W&I, D&O or other Financial Lines insurances) highly beneficial
  • Experience in handling wider Marine insurance is beneficial but not essential
  • Candidates with international outlook /experience and multi-lingual capability highly desirable

Skills For Insurance Broker Resume

  • Proven client management and development expertise
  • Experience of placement of clients with Insurance Markets
  • Thorough understanding of insurance products
  • Proficient with software packages such as Word and Excel
  • Attention to detail and the ability to work under pressure to strict deadlines is essential

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