insurance broker resume example with 16+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :

For the last 12 years, I have worked at a small, family owned and operated independent insurance agency. I got my property and casualty license when I was only 19 years old and went to college and to get my bachelors degree in Business Management. I would describe myself as a client focused insurance sales agent and I am dedicated to helping customers find an insurance policy that best meets their needs. Although I do love my job and I love building relationships with the customers, I am ready for a career where I can move up, advance, and grow within the company.

  • Organized
  • Attentive to detail
  • Property and casualty products
  • Complaint handling and resolution
  • Excellent communication skills
  • Customer advocate
  • Computer-savvy
Insurance Broker, 04/2005 to Current
Futurity First Insurance GroupMedford, OR,
  • Assisted insured's throughout the claims process if they present any questions or concerns 
  • Processed applications, payments, corrections, endorsements and cancellations
  • Developed, implemented and monitored new underwriting guidelines for the agency
  • Promoted agency products to customers in person, on the telephone and in writing
  • Followed up with potential clients regarding online information requests
  • Presented and clearly explained insurance policy options to clients based on their needs and goals. 
  • Developed productive working relationships with car dealers, loan processors and other business partners in the community
  • Finalized and maintained all types of personal lines insurance policies within the agency
  • Promoted client retention through high-quality service and follow through
  • Presented account proposals in a professional and timely manner
  • Communicated with customers, employees and other individuals to answer questions and explain information
  • Worked with several large insurance companies including Safeco, Travelers, Progressive, Foremost, American Reliable, and National General
Busser, 10/2004 to 04/2005
Food Hall CompanyPlano, TX,
  • Deliver starter items and refill beverages as needed
  • Keep tables and floor free of debris
  • Completed end of shift cleaning duties
Education and Training
Bachelor of Science: Business Management, Expected in 2013 to University of Phoenix - Mesa, AZ
Associate of Applied Science: Business, Expected in 2009 to Central Arizona College - Apache Junction, AZ
High School Diploma: , Expected in 2007 to Apache Junction High School - Apache Junction, AZ
  • Finished in the top 10 percent of the high school graduating class
  • Graduated with a 3.5 GPA
  • Earned an Arizona Academic Scholar Medal, as well as academic and NJROTC honor cords
  • Property & Casualty Insurance Producer License - April 2008
  • License number: 10639407
  • Status: Active

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Resume Overview

School Attended

  • University of Phoenix
  • Central Arizona College
  • Apache Junction High School

Job Titles Held:

  • Insurance Broker
  • Busser


  • Bachelor of Science
  • Associate of Applied Science
  • High School Diploma

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