Insurance Broker Resume Samples

An Insurance Broker will be responsible for finding new customers for the insurance company. The job duties also include promoting and selling the company’s insurance plans. The other duties are listed on the Insurance Broker Resume as follows – researching policies from different insurers; arranging insurance cover, negotiating for best deals, dealing with renewals, collecting premiums; processing accounts; preparing reports for underwriters; liaising with insurance professionals, finding new clients and forecasting their potential future needs.

Employers like to see the following things of the resume – basic understanding of various insurance plans, demonstrable ability to present and persuade; selling skills, valid license to practice the profession; result-oriented approach, and staying aware of latest insurance policies and its terms and payment conditions. Graduates from the following areas accounting, finance, economics, mathematics, and statistics have a better chance of getting placed.

Insurance Broker Resume

Headline : Licensed Professional Insurance Agent who has provided valuable services to consumers in need of insurance coverage. Eight years of experience in the insurance field has yielded a solid professional committed to providing the best insurance services to consumers.

Skills : Pipe fitter and Exterminator.

Description :

    1. Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.
    4. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtains underwriting approval by completing application for coverage.
    6. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    8. Provides death benefits by delivering policy proceeds; reassessing client needs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Insurance


Insurance Brokerage Intern Resume

Summary : Seeking a position where 25 plus years of experience in customer service, sales, marketing and management may be utilized and fully explored in an enterprising and progressive work environment.

Skills : Customer Service, Insurance, Sales, Presentation Skills, Benefits Administration, Problem Resolution, Research.

Description :

    1. Render investment advice and financial planning services to individuals.
    2. Effectively assist clients in maintaining their desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation.
    3. Assist clients in planning for the future, protecting their legacy, and preserving their sense of self and independence.
    4. Coordinate and gather potential investments, and effectively determine market values most advantageous to the client.
    5. Utilize life, health, and investment products, creating a comprehensive portfolio designed to meet any financial needs that may arise in the future due to seen and unforeseen circumstance(s).
    6. Establish and maintain liaison relationship, both verbally and in writing with banking and non-banking officials.
    7. Continuously work with auditors to ensure all banking programs and operations are effective and efficient and assisted in management if recommended courses of actions are needed.
    8. Assist in promoting economy and efficiency in the banking insurance programs and operations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.S. In Finance


Independent Insurance Broker Resume

Summary : Obtain a position within an organization that will enable to utilize strong management, marketing, interpersonal and leadership skills. Obtaining this position will allow me to add value to the organization at the same time giving me the opportunity to develop and grow.

Skills : MIcrosoft Office.

Description :

    1. Responsible for marketing and soliciting potential prospects and determining their particular needs and financial situations.
    2. Determine extent of present coverage and investments.
    3. Review policies and recommend any improvements.
    4. Responsible for conferring with customers and potential clients by phone, email or in person in order to inform and educate them about products and services.
    5. Personally maintain, manage and service a portfolio of over 600 clients with personal, commercial and small business policies and retaining these clients through strong working relationships, loyalty, trust and satisfaction.
    6. Respond to inquiries about services or claims to include resolving complicated billing issues.
    7. Responsible for calculating and quoting rates for immediate coverage and long term implementation while marketing and selling products.
    8. Drive organic growth of my portfolio through effective client management, knowledge of products and aggressive marketing.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Commercial Insurance Broker Resume

Headline : To lead a team in a dynamic work environment focused on promoting community growth by providing superior value and service through recreation for a results-oriented organization. Motivated and enthusiastic individual with strong interpersonal skills seeking employment to utilize my strengths in teambuilding, servicing the community, event planning, and program creation. Thrives in deadline-driven environments; ability to work effectively in an independent and team environment.

Skills : Proficient Computer Skills And Knowledge, Average 59 Wpm Typing, Leadership Development, Planning And Marketing, Knowledegable Of Spanish Language, CLASS Software, Special Events.

Description :

    1. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts Calculate premiums and establish payment method.
    2. Confer with clients to obtain and provide information when claims are made on a policy.
    3. Contact underwriter and submit forms to obtain binder coverage.
    4. Customize insurance programs to suit individual customers, often covering a variety of risks.
    5. Develop marketing strategies to compete with other individuals or companies who sell insurance Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
    6. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
    7. Perform administrative tasks, such as maintaining records and handling policy renewals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Insurance Broker/Manager Resume

Summary : Seeking a position in the administrative field where bring immediate value and strengths to my employer while developing my current skills. Highly motivated, services focused, technically skilled, and hardworking office support professional with four years of experience as an licensed insurance broker, receptionists and office assistant.

Skills : Public Relations, writer, Mangement, Supervisor, Problem Solver, Trainer.

Description :

    1. Maintained client confidentiality on sensitive, legal and personal issues.
    2. Calculated premiums and establish payment methods.
    3. Customized insurance programs to suit individual clients, often covering a variety of risks.
    4. Sold various types of insurance policies to businesses and individuals on behalf of over fifty different insurance companies including automobile and property insurance.
    5. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage Sought out new clients.
    6. Explained features, advantages and disadvantages of various policies to promote the sale of insurance plans.
    7. Contacted underwriter and submitted forms to obtain binder coverage.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate Of Completion

Licensed Insurance Broker Resume

Summary : Licensed Professional Insurance Agent who has provided valuable services to consumers in need of insurance coverage. Eight years of experience in the insurance field has yielded a solid professional committed to providing the best insurance services to consumers.

Skills : Customer Service, Insurance, Sales, Presentation Skills, Benefits Administration, Problem Resolution, Research.

Description :

    1. Gather information from clients to properly assess their insurance needs and risk profile.
    2. Build and maintain ongoing relationships with clients including scheduling and attending meetings to understand the nature of each client's personal and professional need for life insurance.
    3. Plan in advance for proper follow through with clients to ensure their ongoing insurance needs are met consistently throughout the year.
    4. Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance for clients at the best price.
    5. Educate clients on their insurance needs and confirm they understand the terms and the extent of the coverage provided in line with industry regulations.
    6. Build relationship and acquire new clients to consistently expand portfolio.
    7. Maintain the administrative tasks such as paperwork, correspondences, and detailed record keeping for each client.
    8. Educate and perform necessary research to acquire accounts from competitors.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Worship Arts

Life Insurance Broker Resume

Summary : Goal oriented with great energy. Three solid years of business-to-business sales. Self confident with interactions across all business hierarchies; a persuasive communicator and assertive negotiator with strong deal closing abilities.

Skills : Bilingual.

Description :

    1. Health insurance offering several types of insurance products directly to the consumer.
    2. Insurance Broker Responsible for account management of client accounts, prospecting new business leads and conduct frequent marketing presentations and events.
    3. Selected to train and supervise new brokers, both are now meeting or exceeding monthly quotas and performing very well.
    4. Conduct sales and marketing presentations to individuals and large groups as well as launching successful product marketing campaigns.
    5. Consistently exceeded monthly sales quota by 150% by providing effective insurance solutions to various social-economic customers.
    6. Annual sales up to $2M with new business averaging up to $35K monthly, within Denver city limits.
    7. Increased territory by 33.3% during worst recession in recent history.
    8. Improved retention of customers but maintaining long-term trusting relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Associate Insurance Broker Resume

Summary : Proven ability to utilize inspiring leadership, personal drive, creative vision, and analytical skill to yield successful delivery of both team and individual goals, actively contributing to organizational growth.

Skills : Microsoft Office, TAM Insurance System, Genesis Time Management System.

Description :

    1. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    2. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    3. Customize insurance programs to suit individual customers, often covering a variety of risks.
    4. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
    5. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    6. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    7. Primary market was individual health but also was involved with medicare, dental, supplemental, life, group and represented numerous companies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Paralegal Studies

Health Insurance Broker Resume

Summary : 4 years of active experience in the criminal justice field including college courses on emergency management and implementation of disaster prevention program, working in security and completing an internship.

Skills : Access, Excel, Outlook, Powerpoint, Word, General Office Skills, Management, Sales, Workforce Planning, Benefits, Customer Service.

Description :

    1. Administered multiple insurance and health benefit plans for self-funded and fully insured commercial employer groups.
    2. Investigated claim denials and non-payments for health plan members and negotiated payment settlements.
    3. Developed summary of benefits (SOB) for contribution comparisons to reflect varying coverage and costs.
    4. Solicited bids from vendors for dental, vision, and group life insurance.
    5. Position required an in-depth knowledge of managed care financials diverse healthcare delivery systems and regulatory state/federal laws.
    6. Created cost based benefit analysis from multi-state insurance carriers to compare competing bids.
    7. Collaborated with national consultant agencies to create multi-state health plans.
    8. Essential was the ability to communicate with medical professionals, finance executives and underwriters to determine design and pricing issues.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A. In Communications

Insurance Broker/Agent Resume

Summary : To obtain a Sales/Marketing/Production Underwriting position with a world-class insurance organization that would allow experience and specialized knowledge of the risk management industry.

Skills : Trusted Key Holder, Creative Problem Solver, Strong Client Relations, Training Development.

Description :

    1. Perform administrative tasks, such as maintaining records and handling policy renewals.
    2. Plan and oversee incorporation of insurance program into bookkeeping system of company.
    3. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    4. Select company that offers type of coverage requested by client to underwrite policy.
    5. Calculate premiums and establish payment method.
    6. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    7. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    8. Complete contract forms, prepare change of address records, and issue service discontinuance orders, using computers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
N/a In Social Sciences

Insurance Broker I Resume

Summary : Self Motivated, detail oriented, efficient and organized professional with extensive experience in sales, customer service, business marketing, and office management. Excellent written and verbal communication skills. Highly trustworthy, discreet and ethical.

Skills : Microsoft Office, Strong analytical and problem solving skills.

Description :

    1. Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
    2. Gather information from client related to risk management/commercial needs and evaluates the best way to manage the client's risk.
    3. Review with the client loss experience and current coverage.
    4. Recommend appropriate products and services.
    5. Create and present renewal proposals to existing clients.
    6. Consult via telephone on annual basis or as appropriate to identify opportunities to cross sell other lines of coverage.
    7. Responsible for growth of assigned book of business as well as client retention goals.
    8. Ensure that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor In Science

Insurance Broker Resume

Objective : Recruitment and development of business partners and sales team to market the business to business applications. Management of sales team and channel. Our target markets the financial services business, and professional advisory.

Skills : Sales, Management.

Description :

    1. Gather information from clients, assessing their insurance needs and risk profile.
    2. Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance for your clients at the best price.
    3. Ensure that clients understand the terms and the extent of the cover provided.
    4. Foresee clients' insurance needs, such as policy renewals or amendments.
    5. Advise clients on whether and when they need to make a claim on their policies.
    6. Prepare reports for insurance underwriters and surveyors and negotiating with insurers.
    7. Advise clients on risk management and help to devise new ways to mitigate risks associated with a loss.
    8. Build and maintain ongoing relationships with clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Insurance