Insurance Broker Resume Example & Writing Guide

Use this Insurance Broker resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Insurance brokers help clients navigate the complex world of insurance, helping them find the right coverage at the best possible price. If you have a knack for creating win-win scenarios and enjoy solving problems—while building strong relationships—this might be the perfect career for you!

Insurance brokers work with individuals and businesses to create insurance plans that protect their clients against unforeseen events like accidents, natural disasters, or lawsuits. They help clients choose the right coverage amount, select the best insurance company to partner with, and determine which insurance products will best suit their needs.

If you’re ready to break into this industry or make a career switch, here are some tips and an example resume to help you write a fantastic insurance broker resume that will get you noticed by hiring managers everywhere.

David Moore
Los Angeles, CA | (123) 456-7891 | [email protected]

Seasoned insurance broker with over 10 years of experience in the industry. Proven success in developing and managing client relationships, providing solutions, and negotiating rates and coverage. Driven to provide clients with the best possible service and support.

San Francisco State University Jun '10
B.A. in Business Administration
Company A, Insurance Broker Jan '17 – Current
  • Managed a team of 5 brokers and assisted in the development, implementation, and management of business strategies for new clients.
  • Created marketing plans to increase brand awareness through social media platforms such as Facebook, LinkedIn, Twitter etc.
  • Assisted with client retention by developing long-term relationships based on trust and integrity.
  • Provided support to existing clients by assisting with claims processing and renewal needs including policy changes or additions.
  • Developed sales leads using various lead generation techniques such as cold calling, networking events, referrals from current customers etc..
Company B, Insurance Broker Jan '12 – Dec '16
  • Created and implemented a marketing plan that included email campaigns, direct mailers, social media posts and print advertisements
  • Assisted in the development of new insurance products for commercial clients through research and analysis
  • Conducted risk management audits to ensure compliance with state regulations and company policies
  • Collaborated with underwriters on policy review processes to determine coverage eligibility and limits
  • Maintained client relationships by responding promptly to inquiries via phone or email
Company C, Insurance Agent Jan '09 – Dec '11
  • Actively sought out new customer sales opportunities through networking and cold-calling.
  • Worked with customers to identify their needs and provided them with the best insurance coverage options based on those needs.
  • Explained the features, advantages, and disadvantages of various insurance policies to customers.
  • Property and Casualty License
  • Life and Health License
  • Property and Casualty Insurance License

Industry Knowledge: Insurance, Risk Management, Loss Control, Loss Prevention
Technical Skills: Microsoft Office Suite, QuickBooks, Salesforce, Google Analytics, Google Drive
Soft Skills: Communication, Problem Solving, Teamwork, Negotiation, Attention to Detail, Conflict Resolution

How to Write an Insurance Broker Resume

Here’s how to write an insurance broker resume of your own.

Write Compelling Bullet Points

Bullet points are the most effective way to showcase your experience and qualifications. But rather than simply listing your responsibilities, you can make your bullet points much more interesting by using them to tell a story about your work.

For example, rather than saying you “managed client accounts,” you could say that you “managed client accounts for top insurance agency in the region, growing revenue by 15% in first year and helping agency achieve number one ranking in region for three consecutive years.”

Notice how the second bullet point is much more specific and provides more detail about what you did and the results of your work.

Identify and Include Relevant Keywords

When you apply for an insurance broker role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. This system looks for specific terms related to the job, like “property insurance” or “risk management” in order to determine whether your skills and experience are a match for the job opening. If your resume doesn’t include enough relevant keywords, the ATS might automatically reject your application.

To increase your chances of getting an interview, use this list of common insurance broker keywords as a starting point:

  • Insurance
  • Life Insurance
  • Property & Casualty Insurance
  • General Insurance
  • Commercial Insurance
  • Umbrella Insurance
  • Underwriting
  • Risk Management
  • Health Insurance
  • Homeowners Insurance
  • Liability
  • Sales
  • Brokerage
  • Casualty Insurance
  • Claims Management
  • Claims
  • Working with Brokers
  • Business Insurance
  • Financial Services
  • Customer Service
  • Financial Risk
  • Underwriting Insurance
  • Actuarial Science
  • Investment Banking
  • Corporate Finance
  • Investment Management
  • Wealth Management
  • Financial Analysis
  • Derivatives
  • Financial Markets

Showcase Your Technical Skills

Insurance brokers use a variety of software programs to help them do their jobs. Programs like Microsoft Office Suite (Excel, Word, PowerPoint), Act! CRM, and Salesforce are essential for brokers, as they allow them to keep track of customers, policies, and payments. Additionally, brokers need to be familiar with insurance-specific software programs, like SunGard and IBS.

So if you have experience with any of these programs or platforms, be sure to list them on your resume. And if you’re not familiar with them, now is the time to learn them!


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