Insurance Broker CV: Sample & Guide [Entry Level + Senior Jobs]

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Insurance Broker CV Example
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Insurance Broker CV Example

This Insurance Broker CV Example showcases the skills, knowledge, and experience necessary to be successful in the insurance broker industry. It outlines the qualifications required to be a successful insurance broker, as well as the key responsibilities and duties associated with the position. Additionally, the article provides a sample CV to demonstrate how to present yourself in the best light when applying for an insurance broker role. By reading this article, you will gain insight into what employers are looking for in an insurance broker and how you can create a CV that stands out from the rest.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does an Insurance Broker do?

Insurance brokers are responsible for helping individuals and businesses find the best insurance policies for their needs. They research different insurance companies to find the best coverage and rates and provide advice and guidance to clients. They work with clients to assess their risk and develop suitable insurance strategies. They also may negotiate with insurance companies on behalf of their clients.

What are some responsibilities of an Insurance Broker?

  • Acting as an intermediary between insurance companies and their clients
  • Assisting clients in choosing the right type of insurance coverage for their needs
  • Explaining insurance policies and coverage options to clients
  • Staying up-to-date with changes in the insurance industry
  • Negotiating with insurance companies to get the best coverage and premiums for clients
  • Maintaining detailed records of client policies and premiums
  • Providing advice and support to clients when filing claims
  • Developing relationships with clients to encourage long-term business relationships

Sample Insurance Broker CV for Inspiration

John Doe

Email: | Phone: 212-123-4567

John Doe is an experienced Insurance Broker with a successful track record in providing quality insurance services to customers. He has extensive knowledge of the insurance industry and is adept at developing personalized insurance plans to meet the individual needs of clients. He is an excellent communicator and negotiator, able to explain complex concepts in an easy-to-understand manner and to broker deals that benefit both parties.

Work Experience

  • Insurance Broker, ABC Insurance - 2018 to Present
  • Provide comprehensive insurance services to customers, including advising on coverage options and helping clients select plans tailored to their needs.
  • Negotiate and broker insurance deals with insurers to ensure the best prices for customers.
  • Follow up with customers to ensure their satisfaction with their insurance plan.


  • Bachelor of Arts in Business Administration, XYZ University - 2014 to 2018


  • Excellent communication and negotiation skills
  • Strong customer service skills
  • In-depth knowledge of the insurance industry
  • Ability to develop personalized insurance plans
  • Proficient in Microsoft Office Suite


  • Certified Insurance Broker, ABC Insurance - 2018

English (Native) | Spanish (Intermediate)

CV tips for Insurance Broker

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Insurance Broker CV pointers.
We've curated top-notch advice from experienced Insurance Broker individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your knowledge of the insurance industry and relevant regulations.
  • Explain your success in promoting and selling insurance products.
  • Discuss any certifications or industry-related awards you’ve earned.
  • Discuss your experience with customer service, problem solving and account management.
  • Include any experience with digital marketing, data analysis or customer relationship management systems.

Insurance Broker CV Summary Examples

A CV summary or CV objective is an important tool to help you get noticed by recruiters and potential employers. Insurance Brokers are typically responsible for assessing clients’ risk factors and determining the best insurance coverage for their specific needs. A CV summary or CV objective should serve to highlight your experience, skills, and qualifications in this field. It should demonstrate your knowledge of the insurance industry, your ability to assess risks, and your commitment to finding the best coverage for your clients. In addition, it should emphasize your customer service skills and your ability to build strong relationships with clients.

For Example:

  • Experienced Insurance Broker with extensive knowledge of insurance products and services. Proven success in building and expanding customer base and developing customer relationships.
  • Motivated insurance broker with a proven track record of providing high quality service to a variety of clients. Possesses strong communication and negotiation skills.
  • Dynamic Insurance Broker with 5+ years of experience in providing excellent customer service and building relationships. Skilled in educating clients on policies and terms.
  • Highly organized Insurance Broker with over 10 years of experience in the industry. Skilled in customer service, sales, and policy research and analysis.
  • Accomplished Insurance Broker with expertise in finding the best insurance policies to fit customer needs. Experienced in leveraging data to improve customer experience.

Build a Strong Experience Section for Your Insurance Broker CV

Building a strong experience section for a insurance broker CV will help demonstrate to potential employers that you possess the relevant skills and knowledge to successfully handle a range of insurance-related tasks. It will also demonstrate to employers that you have the necessary experience to take on a more senior position. Additionally, it will provide employers with a comprehensive overview of your past experience, highlighting your past successes and highlighting any areas of improvement. This will help employers assess your suitability for the role.

For Example:

  • Assisted clients with the development of sound and cost-effective insurance programs.
  • Provided advice and guidance to clients on insurance-related matters.
  • Researched and evaluated a variety of insurance products to determine which best met the client's needs.
  • Drafted and reviewed insurance policies to ensure accuracy and compliance with state and federal regulations.
  • Conducted market research to identify competitive insurance products and rates.
  • Developed and maintained relationships with insurers, brokers, and other professionals in the insurance industry.
  • Negotiated with underwriters to obtain the best terms and rates for clients.
  • Provided customer service and support to answer clients' questions about their insurance policies.
  • Attended industry seminars and conferences to stay informed on the latest developments in the industry.
  • Managed the day-to-day operations of an insurance brokerage office.

Insurance Broker CV education example

A high school diploma or equivalent is typically the minimum educational requirement for becoming an insurance broker. However, many employers prefer candidates to have a bachelor's degree in business, finance, accounting, economics, or a related field. Insurance brokers must also obtain a license to practice, which requires passing a written exam. They must also complete continuing education courses throughout their career to stay up to date on industry regulations and best practices.

Here is an example of an experience listing suitable for a Insurance Broker CV:

  • Bachelor of Business Administration in Insurance, Finance and Risk Management - University of Harrow, London - 2009-2012
  • Certified Insurance Broker - Chartered Insurance Institute, London - 2012-2014
  • Professional Insurance Broker - British Insurance Brokers Association - 2014-present

Insurance Broker Skills for a CV

It is important to add skills for an Insurance Broker CV because it highlights the key qualifications the candidate possesses that are relevant to the position. These skills can include knowledge of the insurance industry, customer service, sales, problem solving, and technical skills. It is important to include these skills because they demonstrate to potential employers that the candidate is knowledgeable and qualified for the insurance broker role. Examples of skills can include: • Knowledge of insurance policies and regulations • Excellent customer service skills • Excellent communication and negotiation skills • Ability to analyze customer needs and develop appropriate solutions • Ability to develop and maintain relationships with clients • Knowledge of risk assessment and management • Proficiency in Microsoft Office applications, including Word and Excel • Ability to use web-based insurance systems and databases • Knowledge of insurance products and services

Soft Skills:

  1. Communication
  2. Interpersonal
  3. Customer Service
  4. Organizational
  5. Problem-solving
  6. Negotiation
  7. Time Management
  8. Detail-oriented
  9. Risk-assessment
  10. Salesmanship
Hard Skills:
  1. Risk Assessment
  2. Claims Management
  3. Policy Writing
  4. Financial Analysis
  5. Customer Service
  6. Regulatory Compliance
  7. Contract Negotiation
  8. Data Analysis
  9. Account Management
  10. Insurance Underwriting

Common Mistakes to Avoid When Writing an Insurance Broker CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Insurance Broker CV

  • Highlight any relevant certifications or licenses held
  • Explain your understanding of the insurance market
  • Detail your knowledge of different types of insurance
  • Demonstrate your ability to develop relationships with clients
  • Showcase any experience in customer service or sales
  • Describe any related experience in the financial services industry
  • Mention any experience in dealing with insurance providers
  • Highlight any successful sales or marketing campaigns
  • Provide details of any awards or achievements in the field
  • Demonstrate strong communication, negotiation and problem-solving skills
  • Describe any experience with claims processing or underwriting

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