Insurance Broker Resume Samples

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Insurance Brokers liaise between insurance companies and their clients. Typical work activities highlighted on an Insurance Broker resume sample include assessing client insurance needs, attracting new clients, amending existing policies, developing customized insurance plans, and advising clients on how they can fill claims. Based on our collection of example resumes, these professionals should demonstrate insurance industry expertise, excellent selling skills, analytical thinking, communication and writing abilities, and computer competencies. Most Insurance Brokers hold a college degree in a relevant field, although formal education is not mandatory.

Looking for cover letter ideas? See our sample Insurance Broker Cover Letter.

1

Insurance Broker

Managing, staffing and selling insurance for [company name] Brokerage.

  • Planned, coordinated and implemented recruiting and sales efforts for brand new insurance office that lead to new agents and increased sales
  • Involved in every aspect of establishing and organizing new office including the set up of systems and processes that were fundamental in structuring the office.
  • Responsible for interviewing prospects and training new agents as well as the hiring and firing of administrative staff.
  • Managed sales and administrative staff as well as daily production and commission reports making sure that production levels were exceeding expectations and that everyone got paid accordingly and on time.
  • Sold auto, homeowners, commercial & renters insurance.
  • Organized marketing events at local grocery stores and swap meets to bring in new clients and increase brand awareness.
Candidate Info
7
years in
workforce
1
year
at this job
AA
Communications
2

Insurance Broker

Provided prompt, accurate and courteous service to insured, sales representatives and insurance
companies

  • Increased sale volumes of three types of insurance products and reported directly to the owner
  • Set up computers for new employees and got them acquainted with firm's system
  • Assisted part-time IT manager to resolve instant IT-related issues
  • Contacted vendors to schedule training sessions for the whole firm
  • Collaborated with oversea team on designs of fliers, postcards for advertising
Candidate Info
4
years in
workforce
1
year
at this job
BS
Business Administration
MS
Leadership And Management
MBA
Master of Business Administration
3

Independent Insurance Broker

Resolved customer concerns and maintained own book of business.

  • Generated new sales for health and life insurance and acquired referrals for potential new customers.
  • Prepared complete and accurate applications for underwriting and ensured proper delivery of policy to client.
  • Maintained and over-exceeded company minimums.
Candidate Info
18
years in
workforce
3
years
at this job
AS
Legal Assisting
AS
Marketing Management
4

Licensed Insurance Broker

Increased book of business to over $500,000 in 9 years

  • Partnered with large San Diego Real Estate office as "In House Insurance Agent."
  • Established working partnerships with local Mortgage Brokers.
  • Knowledge of all underwriting guidelines for numerous Insurance Companies.
Candidate Info
21
years in
workforce
11
years
at this job
BA
Liberal Studies - Environmental Science
5

Self-employed Insurance Broker

Self-employed Insurance Broker for 12 years. Independently contracted with leading Insurance Carriers including Blue Cross, Blue Shield, Aetna and Health Net. Solicited, presented, wrote and managed my own Book of Business consisting of Individual, Family and Small Group Insurance Policies.

  • Maintained excellent client Retention Rates
  • Developed referrals accounting for over 70% of new business
  • Won business from competitors through Broker of Record Change
  • Wrote Small Group Business through the General Agencies LISI of San Diego and Group Health Solutions of NY
  • Managed and grew Book of Business while teaching in Thailand for nine years.
Candidate Info
33
years in
workforce
12
years
at this job
BA
Communication
6

Insurance Broker

Write auto insurance policies

  • Make over 100 outbound calls per day
  • Closing ratio is at 94% for dates 1/1/14-7/31/14
  • Educate customers on their insurance needs and options
  • Help my office achieve monthly goals and quotas
  • Help customers with claims and insurance related problems
  • Maintain the highest level of customer appreciation and service
Candidate Info
11
years in
workforce
2
years
at this job
7

Insurance Broker/marketing Rep/underwriter

  • Marketed personal insurance for P&C on a daily basis.
  • Front line Underwriting prior to company submissions.
  • Reconciled accounts for discrepancies after company issuance.
  • Marketed policies with 18 major carriers.
  • Handled the move of a $5.5 million book of business from one large company to another.
Candidate Info
6
years in
workforce
6
years
at this job
8

Commercial Insurance Broker

  • Solicited businesses to allow me to shop their insurance.
  • Went on appointments with potential and current clients to go over their coverage, gather information about their business, sell quotes, and renew their policies.
  • Acted as an intermediary between clients and insurance companies.
  • Developed an in-depth knowledge of risks and the insurance market.
Candidate Info
20
years in
workforce
4
years
at this job
AA
Liberal Arts
BA
Business Management
Insurance Brokers License
9

Insurance Broker

Explaining to the clients about the importance of different kinds of insurance policies and offering the best insurance to satisfied their needs

  • Searching for new clients and generating the list of prospective clients
  • Identifying needs of customers and market appropriate products and services
  • Provide quick, perfect and friendly customer service
  • Quoting new business
  • Taking payments and advance accounting for company
  • Negotiating the broker fee
Candidate Info
5
years in
workforce
2
years
at this job
HS
Insurance Broker / Agent
10

Insurance Broker

  • Contacted potential clients based on health insurance leads with assigned campaigns
  • Analyzed a client's financial and health insurance position to pre-qualify client
  • Communicated with floor supervisors to assign lead fronts to the appropriate closer
  • Communicated with client to understand their health insurance needs and develop quotes based on client needs with available products
  • Convinced clients to utilize company's services to purchase health insurance
  • Upsold various ancillary products to clients
  • Initiated action to meet key performance indicators based on dials, closes, and fronts closed
Candidate Info
4
years in
workforce
7
months
at this job
BA
Business Information Systems

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