Commercial Insurance Broker Resume Samples

A Commercial Insurance Broker helps business owners assess the amount and type of risk the company faces. To complete this core task, the following associated tasks mentioned on the Commercial Insurance Broker Resume are carried out – gathering information from clients, assessing the risk profiles and insurance needs, researching the client’s industry, keeping up with the changes in the insurance sector, researching the various policies of insurance companies and finding the best policies for the clients, acquiring new clients, and winning accounts, and advising clients on risk management.

The nature of the job demands the following skills –good knowledge of various insurance plans, a basic understanding of computers and statistics, the ability to evaluate and persuade, selling skills, and the ability to foster a relationship with clients. A degree and a valid license to practice a profession are seen on eligible resumes.

Commercial Insurance Broker Resume example

Commercial Insurance Broker Resume

Objective : A quick learning, and adapting professional capable of anything I set my mind to. I am looking for a position in a fast paced, upbeat environment where my communication skills, proven leadership ability and work ethic are both needed and appreciated.

Skills : Windows, Insurance Manager.

Description :

    1. Responsible for all aspects of managing commercial properties including oversight of construction, maintenance schedules and procedures; preparing annual budgets; all leasing activities.
    2. Served as liaison between tenants and management company.
    3. Responsible for financial data generated for both companies including coordination of all accounting departments, supervision of all accounting/office personnel, and collection of all receivables for a company with gross sales in excess of $8,000,000.
    4. Worked directly with the owners of small fleet trucking companies, helping them put together insurance packages that best suit their.
    5. Developed sales tools and collateral.
    6. Briefed and trained the sales force at quarterly sales meetings.
    7. Briefed press and analysts and go on press tours.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                B.S. In Business Administration


                Commercial Insurance Broker Resume

                Summary : Successful Escrow Commercial Insurance Broker professional with nearly 25 years of combined experience in commercial and residential closings, underwriting, account management, and brokerage Dedicated to excelling in demanding environments, both individually and on a team Committed to contributing to a company's overall success by exceeding goals and building rapport with clients.

                Skills : Case Management, Life Training, Career Assessment.

                Description :

                  1. Developed and Implemented sales plane and manage all phases of the sales cycle- from Agency prospects to close and follow-up support.
                  2. Represented a full line of commercial Insurance products, servicing as an assistant to the Agency to round out their own accounts and clients.
                  3. Provided underwriting for property, liability, health care, and worker's compensation policies.
                  4. Negotiated coverage and premiums with underwriters.
                  5. Prepared and presented proposals of insurance coverage summaries for client review.
                  6. Developed new business marketing plans for direct target marketing.
                  7. Developed and implemented marketing strategies and tactics to drive a successful sales pipeline and revenue streams.
                                              Years of Experience
                                              Experience
                                              10+ Years
                                              Experience Level
                                              Level
                                              Senior
                                              Education
                                              Education
                                              Bachelor Of Arts


                                              Commercial Insurance Broker Resume

                                              Headline : Commercial Insurance Broker is responsible for Providing a broad range of commercial insurance brokerage services to a wide variety of customers in the following industries: business and professional liability, property and casualty, life and health, real estate; insurance for government agencies; and specialty products such as business interruption coverage (BI), reinsurance, auto policy protection, mortgage protection, etc.

                                              Skills : Licensed Insurance Agent, Long Term Care Claims Professional, Vault Program, Group Benefits Disability Specialist, Dynamics Of Sales.

                                              Description :

                                                1. Delivered skilled people management from initial contact to presentation, to close of sales, and follow-up.
                                                2. Responsible for implementing strategies to attract clientele.
                                                3. Acknowledged by management for exceptional work ethic, sales abilities, and commitment to client.
                                                4. Worked as an intermediary between clients, who were commercial businesses, insurance companies and other organizations in different regions of the U.S.
                                                5. Possessed and used an in-depth knowledge of risk management and the insurance market place to find and arrange suitable insurance policies for property and casualty accounts, general liability, workers compensation and high value areas such as oil and gas, aviation, marine and coastal prone areas.
                                                6. Acted in the interest of my clients and offered products from over 25 carriers both brokerage and binding markets to ensure that their clients got the best coverage.
                                                7. Arranged specialized types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers.
                                              Years of Experience
                                              Experience
                                              5-7 Years
                                              Experience Level
                                              Level
                                              Executive
                                              Education
                                              Education
                                              Associate In Legal Studies

                                              Commercial Insurance Broker Resume

                                              Summary : Commercial Insurance Broker is Develop a comprehensive understanding of the commercial insurance market by gathering information through industry surveys; attending conferences; reading industry publications such as Insurance Today, Insurance Weekly, Insurance Magazine, Commercial; Industrial Insurance Magazine, etc.; conducting research with independent industry consultants; and participating in trade shows.

                                              Skills : Microsoft Visio, Microsoft SharePoint, Program Recruitment Eligibility and Intake, Supervision, Corrections, Customer Service, Sales, Microsoft Systems,.

                                              Description :

                                                1. Developed and executed marketing plans to drive new business and maintain organize files for renewal.
                                                2. Identified new opportunities and launching new products or services to increase revenue.
                                                3. Worked with internal resources to ensure the creation of effective marketing campaigns, including identifying target markets and creating compelling content.
                                                4. Identified new insurance products, developing leads and selling them to customers.
                                                5. Developed new business plans that allow for growth in revenue & profitability.
                                                6. Managed and serviced insurance claims in accordance with company policies & procedures.
                                                7. Managed relationships with independent third parties, brokers & agents.
                                                                      Years of Experience
                                                                      Experience
                                                                      7-10 Years
                                                                      Experience Level
                                                                      Level
                                                                      Management
                                                                      Education
                                                                      Education
                                                                      Master's

                                                                      Commercial Insurance Broker Resume

                                                                      Summary : Outgoing and dynamically positive Insurance Commercial Insurance Broker Professional with 18+ years of experience. Extensive experience as an insurance sales agent, broker, underwriter, and trainer. Solid knowledge in all lines of insurance through a successful insurance career. Account Manager/Broker driven to exceed goals, maintain high retention and build long term relationships with clients as well as internal customers.

                                                                      Skills : Customer Service, Marketing, Account Management, Training & Development.

                                                                      Description :

                                                                        1. Specialised in property and casualty insurance, general liability and workers compensation programs.
                                                                        2. Developed documentation requirements to support claims management activities, including establishing credibility within the insurance industry in order to maintain client relationships and build trust with customers.
                                                                        3. Identified the client needs and requirements.
                                                                        4. Developed solutions to solve those needs.
                                                                        5. Generated quotes for the client based on the solution developed by the Commercial Insurance Broker team.
                                                                        6. Worked with the customer to refine their needs and determine appropriate pricing structure.
                                                                        7. Performed due diligence on clients business operations, their current level of insurance coverage, their ability to pay claims, etc.
                                                                                                                                                            Years of Experience
                                                                                                                                                            Experience
                                                                                                                                                            10+ Years
                                                                                                                                                            Experience Level
                                                                                                                                                            Level
                                                                                                                                                            Senior
                                                                                                                                                            Education
                                                                                                                                                            Education
                                                                                                                                                            High School Diploma

                                                                                                                                                            Commercial Insurance Broker Resume

                                                                                                                                                            Summary : Effective Commercial Insurance Broker with more than 15 years experience working with the nation's leading wireless provider. Strong background includes managing multiple indirect dealers, team management, relationship building, training, and post and pre-sale support. Proven professional, adept at prioritizing and facilitating multiple projects within time-restricted guidelines, supporting key initiatives.

                                                                                                                                                            Skills : Spanish, Account Management, Relationship Building, Self-Starter, Sales.

                                                                                                                                                            Description :

                                                                                                                                                              1. Provided a competitive quote for each clients business operation based on current industry trends (e.g. year over year growth).
                                                                                                                                                              2. Assisted clients in identifying additional insurance products that meet their needs/requirements.
                                                                                                                                                              3. Assisted clients in obtaining quotes from multiple insurance providers to meet their specific needs/requirements.
                                                                                                                                                              4. Offered competitive pricing, information and products.
                                                                                                                                                              5. Provided sales support to customers through multiple channels such as telephone, email, website and social media.
                                                                                                                                                              6. Developed pricing strategies that maximize revenue while maintaining profitability.
                                                                                                                                                              7. Provided a full range of insurance products to meet all customer needs; including but not limited to: home and commercial property protection, life insurance, health insurance and annuity products.
                                                                                                                                                                                                                            Years of Experience
                                                                                                                                                                                                                            Experience
                                                                                                                                                                                                                            10+ Years
                                                                                                                                                                                                                            Experience Level
                                                                                                                                                                                                                            Level
                                                                                                                                                                                                                            Senior
                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                            Business Management

                                                                                                                                                                                                                            Commercial Insurance Broker Resume

                                                                                                                                                                                                                            Objective : As a Commercial Insurance Broker, responsible for Performing thorough market analysis to determine the best ways to sell insurance products, Identifying opportunities for new business by performing due diligence on new and existing customers (including security brokers), Analyzing different pricing strategies.

                                                                                                                                                                                                                            Skills : Planning, Trading, Analyzing.

                                                                                                                                                                                                                            Description :

                                                                                                                                                                                                                              1. Maintained a strong investment portfolio that provides a high yield; including but not limited to: mutual funds, cash or money market funds or bond funds (as applicable) in accordance with industry standards; and/or other investments as may be.
                                                                                                                                                                                                                              2. Managed an annual revenue budget for the company's commercial lines of business.
                                                                                                                                                                                                                              3. Developed detailed business plans to support new product offerings and service offerings.
                                                                                                                                                                                                                              4. Developed appropriate proposal letters (including proposals for renewal).
                                                                                                                                                                                                                              5. Negotiated pricing on a per transaction basis with customers.
                                                                                                                                                                                                                              6. Negotiated pricing on a per trade basis with customers.
                                                                                                                                                                                                                              7. Created custom quotes tailored to the size of the customer's business or geographic region.
                                                                                                                                                                                                                                                            Years of Experience
                                                                                                                                                                                                                                                            Experience
                                                                                                                                                                                                                                                            2-5 Years
                                                                                                                                                                                                                                                            Experience Level
                                                                                                                                                                                                                                                            Level
                                                                                                                                                                                                                                                            Executive
                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                            GED

                                                                                                                                                                                                                                                            Commercial Insurance Broker Resume

                                                                                                                                                                                                                                                            Objective : Commercial Insurance Broker is responsible for Acting as a trusted advisor to clients and their insurance agents, Identifying new markets and grow the market share within existing markets, Creating new product offerings, especially in high growth markets, Creating compelling value propositions with respect to product pricing and features.

                                                                                                                                                                                                                                                            Skills : Insurance Management, Service Assistant, Vendor Management.

                                                                                                                                                                                                                                                            Description :

                                                                                                                                                                                                                                                              1. Analysed customer risk profiles to develop appropriate pricing strategies.
                                                                                                                                                                                                                                                              2. Acted as a leader within the company.
                                                                                                                                                                                                                                                              3. Built relationships with clients.
                                                                                                                                                                                                                                                              4. Understood their needs and understand how to satisfy them.
                                                                                                                                                                                                                                                              5. Assessed customer needs and develop a plan for solving problems.
                                                                                                                                                                                                                                                              6. Negotiated pricing and risk management policies with clients, vendors, and insurers.
                                                                                                                                                                                                                                                              7. Researched new products or services that may be attractive to clients in order to find out what they need from you.
                                                                                                                                                                                                                                                                                              Years of Experience
                                                                                                                                                                                                                                                                                              Experience
                                                                                                                                                                                                                                                                                              2-5 Years
                                                                                                                                                                                                                                                                                              Experience Level
                                                                                                                                                                                                                                                                                              Level
                                                                                                                                                                                                                                                                                              Executive
                                                                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                                                                              G.E.D

                                                                                                                                                                                                                                                                                              Commercial Insurance Broker Resume

                                                                                                                                                                                                                                                                                              Objective : As a Commercial Insurance Broker, responsible for Developing marketing plans that meet revenue goals, Finding new customers through direct mail, collateral distribution, etc, Building loyalty with existing clients by providing high level of service, Negotiating favorable terms for new business with existing clients.

                                                                                                                                                                                                                                                                                              Skills : Team Work, Developing, Marketing Campaign Manager.

                                                                                                                                                                                                                                                                                              Description :

                                                                                                                                                                                                                                                                                                1. Developed a product road map based on customer needs.
                                                                                                                                                                                                                                                                                                2. Worked with product management to make sure product features are aligned with long term strategies.
                                                                                                                                                                                                                                                                                                3. Worked with the sales team to create a sales plan that meets client goals.
                                                                                                                                                                                                                                                                                                4. Developed, implemented and managed all aspects of commercial insurance marketing including the development of new products, new channels and new markets.
                                                                                                                                                                                                                                                                                                5. Developed a strategic plan to deliver profitable growth in each channel (direct sales, agents sales force, web site) that aligns with company objectives.
                                                                                                                                                                                                                                                                                                6. Developed a product positioning for each companys brand that clearly supports the companys core values (e.g., quality, value).
                                                                                                                                                                                                                                                                                                7. Planned and executed commercial insurance marketing campaigns to drive revenue growth; developing creative innovative campaigns that are effective in driving revenue growth.
                                                                                                                                                                                                                                                                                                                  Years of Experience
                                                                                                                                                                                                                                                                                                                  Experience
                                                                                                                                                                                                                                                                                                                  2-5 Years
                                                                                                                                                                                                                                                                                                                  Experience Level
                                                                                                                                                                                                                                                                                                                  Level
                                                                                                                                                                                                                                                                                                                  Executive
                                                                                                                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                                                                                                                  MS

                                                                                                                                                                                                                                                                                                                  Commercial Insurance Broker Resume

                                                                                                                                                                                                                                                                                                                  Objective : Obtain a Commercial Insurance Broker, responsible for Managing commercial insurance sales activities, including sales force development and training, customer relations, credit risk assessment and processing, claim processing and payment procedures; development of new products and services; customer service provision; referrals to appropriate resources; and ensuring compliance with regulations.

                                                                                                                                                                                                                                                                                                                  Skills : Planning, Client Recording, Customer Service Assistant.

                                                                                                                                                                                                                                                                                                                  Description :

                                                                                                                                                                                                                                                                                                                    1. Coordinated with senior management to develop a strategy for continued growth in each market segment.
                                                                                                                                                                                                                                                                                                                    2. Developed and implemented marketing strategies to generate sales.
                                                                                                                                                                                                                                                                                                                    3. Negotiated insurance policies with insurers, adjusters and other parties involved in the business.
                                                                                                                                                                                                                                                                                                                    4. Managed customer relations and assisting with client training on all insurance products.
                                                                                                                                                                                                                                                                                                                    5. Collected, analysed data on claims made by clients.
                                                                                                                                                                                                                                                                                                                    6. Provided reports to clients; managing client accounts.
                                                                                                                                                                                                                                                                                                                    7. Maintained client records.
                                                                                                                                                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                                                                                                                                                      Experience
                                                                                                                                                                                                                                                                                                                                      2-5 Years
                                                                                                                                                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                                                                                                                                                      Level
                                                                                                                                                                                                                                                                                                                                      Executive
                                                                                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                                                                                      GED