Hard skills encompass technical abilities such as knowledge of insurance policies, risk assessment, and claims processing that are essential for effectively managing clients' needs.
Insurance Broker Resume Examples & Templates
Looking to make an impact in your career? Our insurance broker resume examples guide you in showcasing negotiation skills and market knowledge that will catch employers' attention.
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Popular Insurance Broker Resume Examples
Discover our top insurance broker resume examples that emphasize key skills such as negotiation, risk assessment, and client relationship management. These resumes effectively showcase how to highlight your accomplishments in this competitive field.
If you want to build an impressive resume, our Resume Builder offers user-friendly templates designed specifically for insurance professionals, making it simple to create a standout application.
Recommended
Entry-level insurance broker resume
What this resume does well:
This entry-level resume effectively showcases the job seeker's ability to increase client retention and sales growth through strategic planning and risk assessment. New professionals in this field should demonstrate their capacity for negotiation, client relations, and innovative problem-solving despite limited industry experience.
Mid-career insurance broker resume
What this resume does well:
This resume clearly outlines key qualifications, showcasing achievements in client growth and risk management. The structured presentation shows the job seeker's readiness for advanced roles, reflecting a strong progression in expertise and a commitment to excellence in the insurance industry.
Experienced insurance broker resume
What this resume does well:
This resume's work history section demonstrates the applicant's strong performance as an insurance broker, notably increasing their client portfolio by 30% annually and generating $2 million in revenue each year. The bullet-point format improves readability, allowing hiring managers to quickly identify key achievements.
Resume Template—Easy to Copy & Paste
Jane Huang
Eastside, WA 98001
(555)555-5555
Jane.Huang@example.com
Professional Summary
Dynamic Insurance Broker with 7 years' experience. Proven success in boosting client retention and revenue growth. Expertise in risk management and policy development.
Work History
Insurance Broker
SafeGuard Insurance Solutions - Eastside, WA
January 2022 - October 2025
- Generated 0K in annual revenue
- Increased client retention by 25%
- Developed custom insurance plans
Financial Advisor
City Financial Services - Tacoma, WA
January 2019 - December 2021
- Managed portfolios totaling 12M
- Achieved 20% growth in assets
- Advised clients on strategic investments
Sales Associate
Summit Insurance Group - Tacoma, WA
January 2016 - December 2018
- Boosted sales by 15% annually
- Developed long-term client relationships
- Assisted in claim processes and audits
Languages
- Spanish - Beginner (A1)
- French - Beginner (A1)
- German - Beginner (A1)
Skills
- Insurance Analysis
- Risk Management
- Client Retention
- Financial Planning
- Sales Forecasting
- Negotiation
- Policy Development
- Customer Service
Certifications
- Certified Insurance Counselor - The National Alliance
- Financial Services Certified Professional - American College of Financial Services
Education
Master of Business Administration Finance
University of Chicago Chicago, Illinois
June 2015
Bachelor of Science Economics
Illinois State University Normal, Illinois
June 2013
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How to Write an Insurance Broker Resume Summary
Your resume summary is the first impression you make on hiring managers, so it’s essential to craft it carefully. This section should effectively highlight your qualifications and demonstrate how you can add value to their team as an insurance broker.
As an insurance broker, you possess unique skills in risk assessment, client relations, and policy negotiation that should be emphasized. It's important to showcase your ability to navigate complex insurance products and deliver tailored solutions for clients.
To illustrate what makes an effective resume summary for this profession, we will provide examples that highlight successful elements and common pitfalls:
Weak resume summary
I am an experienced insurance broker with a lengthy career and many skills. I hope to find a job where I can use my abilities and help the company succeed. A position with good benefits and chances for advancement would be perfect for me. I believe I can contribute significantly if given the chance.
Why this summary misses the mark:
- Contains vague claims about experience and skills, lacking concrete examples
- Relies heavily on personal pronouns and terms that may not add value to the employer
- Emphasizes the job seeker's needs from a role instead of highlighting what they can deliver to the organization
Strong resume summary
Results-driven insurance broker with over 7 years of experience in providing comprehensive coverage solutions for individuals and businesses. Achieved a 20% increase in client retention rates by implementing personalized risk assessment strategies and improving customer service protocols. Proficient in policy negotiation, market analysis, and leveraging technology to streamline operations and improve client satisfaction.
Why this summary works:
- Begins with clear experience level and industry focus
- Highlights quantifiable achievement that reflects impact on client relationships
- Showcases relevant technical skills important for success in the insurance sector
PRO TIP
If you have little formal work experience, consider using a career objective on your resume. This approach lets you highlight your goals and enthusiasm. Look for tailored resume objective examples specific to insurance brokering that can guide you in crafting the perfect statement.
Showcasing Your Work Experience
The work experience section is the cornerstone of your resume as an insurance broker. This area will contain the bulk of your content, and effective resume templates always prioritize this section.
Organize this part of your resume in reverse-chronological order, detailing your previous roles. Use bullet points to highlight key achievements and responsibilities that showcase your expertise in the insurance industry.
To assist you further, we’ll present a couple of examples that illustrate what works well in a work history section for insurance brokers. These examples will clarify effective strategies and common pitfalls to avoid.
Weak work experience
Insurance Broker
Schwartz Insurance Agency – Los Angeles, CA
- Managed client accounts
- Provided insurance quotes
- Communicated with clients about policies
- Assisted in claims processing
Why this work experience section misses the mark:
- Lacks specific information about job impacts or achievements
- Bullet points describe routine tasks rather than unique contributions
- Does not highlight any measurable results or client satisfaction metrics
Strong work experience
Insurance Broker
True Insurance Agency – New York, NY
March 2020 - Present
- Increased client base by 30% in one year through strategic networking and personalized service
- Negotiated comprehensive insurance packages for over 100 clients annually, improving customer satisfaction and retention
- Implemented new client management system that reduced processing time by 40%, improving operational efficiency
Why this work experience section works:
- Starts each bullet point with a compelling action verb to highlight achievements
- Incorporates specific metrics demonstrating significant contributions to company growth
- Showcases essential skills like negotiation and client relationship management
While your resume summary and work experience may be the focal points, don’t overlook the importance of other sections. Each part plays an important role in presenting your qualifications effectively. For more detailed guidance, explore our comprehensive guide on how to write a resume.
Top Skills to Include on Your Resume
A well-defined technical skills section is important for an effective resume. It allows you to immediately showcase your qualifications, making it easier for hiring managers to see your fit for the role.
Today’s employers value professionals who can pair industry-specific expertise with the interpersonal skills needed to lead, collaborate, and adapt. When building your resume, emphasize a blend of technical and soft skills to show you’re both capable and versatile.
Soft skills include strong communication, negotiation, and relationship-building abilities that foster trust and collaboration between brokers and their clients, ensuring satisfactory outcomes in complex situations.
When selecting resume skills for your resume, it’s important to align them with what employers expect from applicants. Many businesses use automated systems that screen resumes for essential skills, making it important to showcase the right qualifications.
To ensure you highlight the most relevant skills, carefully examine job postings in your field. These listings often provide insights into which abilities recruiters and ATS systems prioritize, helping your resume stand out effectively.
PRO TIP
Boost your chances of landing an interview by using our ATS Resume Checker. It identifies over 30 common mistakes, ensuring your resume stands out to applicant tracking systems and gets noticed by employers.
10 skills that appear on successful insurance broker resumes
To grab the attention of recruiters, it's important to highlight key skills in demand for insurance broker roles. You can find examples of these skills in our resume examples, which will help you submit applications with confidence.
By the way, consider integrating relevant skills from your experience into your resume. Here are 10 skills you should think about adding if they align with your qualifications and job requirements:
Negotiation
Customer service
Analytical thinking
Attention to detail
Time management
Sales expertise
Risk assessment
Networking abilities
Problem-solving
Knowledge of insurance regulations
Based on analysis of 5,000+ insurance professional resumes from 2023-2024
Resume Format Examples
Selecting the appropriate resume format is important for insurance brokers as it showcases key skills, relevant experience, and career advancements clearly and effectively to potential employers.
Entry-Level 0 - 2 years
Functional
Focuses on skills rather than previous jobs
Best for:
Recent graduates and career changers with up to two years of experience
Mid-Career 3 - 7 years
Combination
Balances skills and work history equally
Best for:
Mid-career professionals looking to highlight their skills and growth potential
Experienced 8+ years
Chronological
Emphasizes work history in reverse order
Best for:
Seasoned brokers excelling in complex risk management and client relations
Frequently Asked Questions
Should I include a cover letter with my insurance broker resume?
Absolutely, including a cover letter can significantly improve your job application by showcasing your personality and detailing how your skills align with the role. A well-crafted cover letter also allows you to express genuine interest in the position. For tips on writing one, explore how to write a cover letter. Alternatively, use our easy-to-navigate Cover Letter Generator for quick assistance.
Can I use a resume if I’m applying internationally, or do I need a CV?
When applying for jobs abroad, use a CV instead of a resume, as many countries prefer this format. A CV provides detailed information about your career and education. For guidance on creating an effective CV, explore how to write a CV for tips on formatting and check out CV examples tailored for international applications.
What soft skills are important for insurance brokers?
Soft skills such as communication, negotiation, and empathy are essential for insurance brokers. These interpersonal skills help brokers understand clients' needs, build trust, and foster long-term relationships, which ultimately lead to successful outcomes in securing the right insurance solutions.
I’m transitioning from another field. How should I highlight my experience?
Highlight your transferable skills such as communication, negotiation, and analytical thinking when applying for insurance broker roles. These abilities illustrate your potential value, even if you lack direct experience in the industry. Share concrete examples from your previous jobs that align with key responsibilities of an insurance broker to strengthen your application.
How do I write a resume with no experience?
Applying for an insurance broker position with limited experience can still lead to success. Highlight transferable skills such as customer service, attention to detail, and problem-solving. Emphasize any relevant coursework, internships, or volunteer roles that showcase your understanding of the insurance industry. For tips on crafting a resume with no experience, focus on demonstrating your enthusiasm and willingness to learn, which can impress potential employers.
Should I include a personal mission statement on my insurance broker resume?
Yes, adding a personal mission statement to your resume can effectively convey your core values and professional aspirations. This approach is particularly beneficial when applying to companies that prioritize strong ethical principles or have a clear mission-oriented culture.
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