Insurance Broker Resume Examples & Templates
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Insurance Broker Resume Examples and Templates
Junior Insurance Broker Resume Example and Template
What's this resume sample doing right?
Strong impact in work experience
The work experience section highlights significant achievements, like assisting over 100 clients and achieving a 95% satisfaction rate. This shows the candidate's effectiveness in the Junior Insurance Broker role, essential for attracting potential employers.
Relevant skills listed
The resume includes key skills such as 'Client Relationship Management' and 'Risk Assessment', which are crucial for an Insurance Broker. This alignment with the job title helps the resume stand out to recruiters and ATS.
Clear and concise introduction
The introduction succinctly summarizes the candidate's experience and skills, highlighting their ability to analyze client needs and build relationships. This compelling summary is vital in grabbing the attention of hiring managers.
How could we improve this resume sample?
Lacks specific technical keywords
The resume could benefit from including specific insurance-related terms like 'underwriting' or 'claims processing'. This would enhance ATS compatibility and help the candidate appear more knowledgeable in the insurance field.
Limited detail on education
The education section briefly mentions the degree and a project. Adding relevant coursework or achievements related to insurance could better showcase the candidate's academic background and its relevance to the role.
Need for more quantifiable results
While the work experience lists achievements, it could include more quantifiable results, such as specific sales figures. This would provide stronger evidence of the candidate's impact and effectiveness in previous roles.
Insurance Broker Resume Example and Template
What's this resume sample doing right?
Strong client retention metrics
Managing a portfolio of over 150 clients with a 95% retention rate highlights your ability to build and maintain strong client relationships, which is crucial for an Insurance Broker.
Quantifiable cost reductions
Securing competitive insurance premiums that reduced client costs by an average of 25% showcases your negotiation skills and ability to provide value, making you a strong candidate for any insurance role.
Comprehensive risk assessment experience
Your experience in conducting detailed risk assessments and tailoring solutions demonstrates your expertise, aligning perfectly with the responsibilities of an Insurance Broker.
Effective client acquisition strategies
Implementing strategies that resulted in a 40% increase in new business reflects your proactive approach to growing client bases, which is essential for success in this field.
How could we improve this resume sample?
Lacks specific industry keywords
While you have strong skills listed, incorporating more specific industry keywords related to Insurance Broker roles could enhance ATS compatibility and make your resume more appealing.
Generic skills section
The skills listed are relevant but could be more tailored. Consider adding specific software or tools commonly used in the insurance industry, which would strengthen your profile.
Limited summary detail
Your summary is solid but could better highlight unique achievements or qualities. Adding a sentence about a standout accomplishment could enhance its impact and relevance.
No mention of certifications
Including relevant certifications, such as state licenses or designations like CPCU or AIC, would add credibility and show your commitment to professional development in the insurance field.
Senior Insurance Broker Resume Example and Template
What's this resume sample doing right?
Strong quantitative achievements
The resume highlights impactful metrics, such as a 20% increase in client retention and ¥1 billion in insured coverage. These quantifiable results demonstrate the candidate's effectiveness and success in the insurance industry, which is crucial for an Insurance Broker role.
Comprehensive skills relevant to the role
The skills section lists relevant areas like 'Risk Management' and 'Insurance Negotiation.' This alignment with key competencies for an Insurance Broker helps in showcasing the candidate's qualifications and expertise in the industry.
Clear and concise summary
The summary effectively captures the candidate's experience and value proposition, emphasizing a decade of expertise and a focus on customer service. This approach makes it easy for hiring managers to grasp the candidate's qualifications quickly.
Relevant work experience
The work experience section includes roles at reputable companies like Tokio Marine and Sompo Japan, showcasing a solid career progression. This establishes credibility and a strong foundation in the insurance sector, essential for the Insurance Broker position.
How could we improve this resume sample?
Lacks specific industry keywords
While the resume includes relevant skills, it could benefit from incorporating specific keywords like 'underwriting' or 'claims management.' This addition would enhance ATS compatibility and attract attention from hiring managers looking for those competencies.
Work experience details could be more impactful
Some bullet points in the work experience section could be strengthened with additional metrics or examples. For instance, specifying how risk management strategies were developed could better illustrate the candidate's contributions and impact in past roles.
Education section could be expanded
The education section briefly mentions the degree but lacks details on relevant coursework or projects. Adding these specifics could provide further context to the candidate's qualifications and their relevance to the Insurance Broker role.
No professional certifications listed
Including any relevant certifications, such as a Chartered Insurance Professional (CIP) or similar, would strengthen the resume. These credentials can set the candidate apart and demonstrate a commitment to professional development in the insurance field.
Lead Insurance Broker Resume Example and Template
What's this resume sample doing right?
Strong quantifiable achievements
The resume highlights impressive metrics, such as increasing client retention rates by 30% and team sales performance by 25%. These quantifiable achievements showcase Emily's effectiveness as an Insurance Broker, making her a strong candidate for the role.
Relevant skills highlighted
Emily lists essential skills like Client Relationship Management and Risk Assessment, which are crucial for an Insurance Broker. These keywords align well with the requirements of the role, enhancing her chances with ATS systems.
Compelling summary statement
The introduction effectively summarizes Emily's experience and strengths, providing a clear picture of her value. This concise overview sets a positive tone for the resume, appealing to hiring managers looking for an experienced Insurance Broker.
Leadership experience emphasized
The resume showcases Emily's leadership abilities, particularly in managing a team of brokers. This experience is vital for the Insurance Broker role, as it indicates her capability to drive results and mentor others in the industry.
How could we improve this resume sample?
Lacks specific industry keywords
While the resume includes relevant skills, it could benefit from additional industry-specific keywords like 'premium auditing' or 'claims processing.' Adding these terms would improve ATS matching and highlight Emily's comprehensive knowledge of the insurance field.
Work experience details could be clearer
Some job descriptions are a bit dense with bullet points. Breaking down key achievements into clearer, more concise statements would improve readability, helping hiring managers quickly grasp Emily's impact in her roles.
Education section could be elaborated
The education section provides basic details but lacks specifics about relevant coursework or projects. Adding this information would enhance her qualifications for the Insurance Broker role, demonstrating her foundational knowledge in the field.
Missing additional certifications
If Emily holds any relevant certifications like Chartered Insurance Professional (CIP) or similar designations, including them would strengthen her candidacy. Certifications would showcase her commitment to professional development in the insurance industry.
Principal Insurance Broker Resume Example and Template
What's this resume sample doing right?
Strong summary statement
The introduction clearly outlines your extensive experience and focus on risk management and client relations. This aligns well with what employers look for in an Insurance Broker, immediately showcasing your expertise.
Quantifiable achievements
Your work experience includes impressive metrics, like a 30% increase in retention rates and a 40% rise in new business acquisition. These figures demonstrate your impact and effectiveness, which is crucial for an Insurance Broker role.
Relevant skills listed
You’ve included key skills like Risk Management and Negotiation, which are essential for the Insurance Broker position. This makes it easier for hiring managers to see your qualifications at a glance.
Diverse experience
Your background spans various roles and companies, showing a breadth of knowledge in the insurance field. This diversity can appeal to employers seeking a well-rounded candidate for the Insurance Broker role.
How could we improve this resume sample?
Lacks specific industry keywords
Your resume could benefit from incorporating more specific insurance industry keywords, like 'claims management' or 'regulatory compliance'. This would enhance ATS compatibility and help you get noticed by hiring managers.
More detailed education section
The education section could include relevant coursework or projects that relate to the Insurance Broker role. This additional detail can help emphasize your qualifications and commitment to the field.
Limited impact in earlier roles
While your latest positions show great achievements, earlier roles could highlight more quantifiable results. Adding metrics from those experiences would provide a fuller picture of your capabilities over time.
No certifications mentioned
If you hold any relevant insurance certifications, they should be included. Certifications like CPCU or CIC can significantly strengthen your application for an Insurance Broker role.
1. How to write an Insurance Broker resume
Hunting for work as an Insurance Broker can feel frustrating when you're asked to prove specific client and carrier results. How do you prove your sales impact on a two-page resume that must clearly show measurable results and accomplishments quickly? Hiring managers focus on measurable client retention and on concrete evidence of your work impact over defined reporting periods monthly. Many applicants fixate on long job lists, fancy templates, or keyword stuffing instead of clear outcomes and numbers that matter.
This guide will help you craft a resume that highlights your licensure and proves measurable business impact to hiring managers. Whether you rewrite "Handled clients" as "Renewed $1.2M in premiums", you'll grab recruiter attention and show clear verifiable results quickly. You'll get step-by-step edits for your Summary and Work Experience sections to improve clarity and add metrics that recruiters value. After reading, you'll have a focused, ATS-friendly resume that clearly shows your results and earns interview requests consistently.
Use the right format for an Insurance Broker resume
Pick a resume format that highlights your strengths. Chronological lists jobs by date. Use it if you have steady insurance experience and clear career growth.
Functional focuses on skills and roles. Use it if you have gaps or you are changing careers into insurance brokering. Combination mixes both. It shows skills up top and work history below.
- Chronological: best for steady career progression.
- Functional: best for career changers or gaps.
- Combination: best for mixed experience or transferable skills.
Keep the layout ATS-friendly. Use clear headings, simple fonts, and no columns, tables, or images. Put keywords from the job posting into your summary and experience.
Craft an impactful Insurance Broker resume summary
The summary sits at the top. It tells the recruiter who you are and what you offer in a few lines. Use a summary if you have relevant experience. Use an objective if you are entry-level or changing fields.
A strong summary follows this formula: '[Years of experience] + [Specialization] + [Key skills] + [Top achievement]'. Tailor it to the job by echoing keywords from the posting. Keep it brief and metric-driven when possible.
- Summary: use when you have measurable outcomes and domain experience.
- Objective: use when you lack direct broker experience but have related skills.
Write one to three sentences. Lead with your strongest result. Mention core specialties like commercial lines, personal lines, client acquisition, or renewals.
Good resume summary example
Experienced summary: 'Licensed Insurance Broker with 8 years in commercial and small-business policies. Expert in risk assessment, policy placement, and client retention. Grew Weber Group's commercial book by 28% and cut claims response time by 35%.'
Why this works: It shows years, niche, key skills, and a clear metric. It mirrors employer keywords like 'commercial' and 'client retention'.
Entry-level objective: 'Recent finance grad seeking to start a career as an insurance broker. Trained in risk analysis and client advisory through internships. Eager to apply strong communication and CRM skills to support policy sales and renewals.'
Why this works: It sets a clear goal, shows transferable skills, and explains what you bring despite limited broker experience.
Bad resume summary example
'Motivated insurance professional seeking a broker role. Good with clients and policies. Ready to contribute to a growing team.'
Why this fails: It reads vague and lacks metrics. It doesn't show specialty or results. Recruiters can't see what differentiates you.
Highlight your Insurance Broker work experience
List jobs in reverse-chronological order. For each entry, show Job Title, Company, Location, and dates. Use bullet points under each job. Start bullets with strong action verbs.
Quantify impact whenever you can. Use numbers like revenue, retention rate, number of accounts, or premium volume. Replace 'responsible for' with 'increased' or 'reduced'. The STAR method helps. State the Situation, Task, Action, and Result when you write a bullet.
- Use verbs like 'renewed', 'placed', 'negotiated', and 'developed'.
- Include tools like AMS360, Applied Epic, or CRM names if relevant.
Match your bullets to the job ad. ATS looks for keywords, so echo duties and tools listed by the employer.
Good work experience example
'Negotiated terms and placed commercial liability and property policies for 120 small-business clients, increasing premium volume by 32% in 18 months.'
Why this works: It starts with a verb, lists scope, and shows a clear metric and timeframe. It includes the type of policy and client base.
Bad work experience example
'Handled commercial accounts and helped clients find policies. Worked with carriers to place coverage.'
Why this fails: The bullet is accurate but vague. It lacks numbers, scope, and impact. Recruiters can't gauge your contribution.
Present relevant education for an Insurance Broker
Include School, Degree, and graduation year. Add location if you want. Recent grads should list GPA, relevant coursework, and honors. Experienced brokers can shorten this to school and degree only.
Mention licenses and certifications either here or in a separate section. State state licenses clearly, like 'Licensed Producer — California'. Keep dates when they help, like recent degrees or expiring licenses.
Good education example
'Bachelor of Science in Finance, University of Illinois, 2016'
Why this works: It lists degree, school, and year clearly. It shows a relevant major for risk and finance roles.
Bad education example
'BS Finance — 2016'
Why this fails: It lacks the school name and location. That omission makes the entry look sparse and may cause extra recruiter questions.
Add essential skills for an Insurance Broker resume
Technical skills for a Insurance Broker resume
Soft skills for a Insurance Broker resume
Include these powerful action words on your Insurance Broker resume
Use these impactful action verbs to describe your accomplishments and responsibilities:
Add additional resume sections for an Insurance Broker
Use sections like Certifications, Projects, Volunteer work, or Languages. Add them when they support your candidacy. List certifications like CPCU or state producer licenses prominently.
Include measurable project results. Use volunteer work when it shows client or sales skills. Keep entries concise and job-focused.
Good example
'Certification: Property & Casualty Producer License, State of Illinois, active since 2018.'
Why this works: It names the license, the state, and the date. Recruiters can verify licensure quickly.
Bad example
'Volunteer: Helped at community insurance clinic; educated people about coverages.'
Why this fails: It shows service but lacks scope, numbers, and impact. Add details like 'advised 50 visitors' or 'referred 12 clients to carriers.'
2. ATS-optimized resume examples for an Insurance Broker
Applicant Tracking Systems (ATS) are software tools that screen resumes before a human sees them. They scan for keywords, job titles, and dates. They can drop resumes that use odd formatting or miss key terms.
For an Insurance Broker, ATS matter because hiring teams look for specific skills like policy negotiation, risk assessment, underwriting knowledge, commercial insurance, personal lines, claims management, renewals, and client retention. They also search for certifications such as CPCU, CIC, AINS, or ARM. Recruiting teams may filter for software skills like Applied Epic, AMS360, Salesforce CRM, and advanced Excel.
- Use clear section headings: Work Experience, Education, Skills, Certifications.
- List concrete keywords from job postings naturally in bullets and skills.
- Choose .docx or PDF saved as text, not a graphic.
Avoid complex formatting. Do not use tables, columns, text boxes, headers, footers, images, or graphs. Many ATS misread those elements and drop content.
Pick readable fonts like Arial, Calibri, or Times New Roman. Use standard date formats and put company names, job titles, and locations on separate lines. Put certifications in their own section so an ATS finds them easily.
Common mistakes include swapping exact keywords for creative synonyms, burying software or certification names in images, and using nonstandard headers like "Where I've Worked." Another error is relying on visual layout to show chronology or importance. That layout may disappear when ATS parses the file.
Follow these rules and you improve the chance your Insurance Broker resume reaches a recruiter. Keep each bullet factual and keyword-rich. Make it easy for both the ATS and the hiring manager to read.
ATS-compatible example
Experience
Insurance Broker, Shields-Ledner — New York, NY | 2019–2024
• Managed commercial insurance portfolios for 120 clients, reducing client claim costs by 18% through targeted risk assessment and policy negotiation.
• Performed underwriting reviews, coordinated renewals, and handled claims management using Applied Epic and AMS360.
• Certifications: CPCU, AINS. Skills: Commercial insurance, personal lines, risk assessment, policy negotiation, CRM (Salesforce), Excel.
Why this works: This example uses clear sections and strong keywords an ATS will match. It names software and certifications explicitly. It keeps dates, title, and company separate for easy parsing.
ATS-incompatible example
My Story
Ivory White at Crona Inc — helped clients with all sorts of insurance needs and loved creating bespoke solutions.
• Worked on renewals, claims, and paperwork inside fancy spreadsheets and a custom system.
• Handled underwriting and risk, built relationships, and boosted retention.
Why this fails: The header is nonstandard and the job entry buries keywords. It uses vague phrasing and mentions a "custom system" instead of naming software. An ATS may miss key terms like CPCU, Applied Epic, or "commercial insurance."
3. How to format and design an Insurance Broker resume
Pick a clean, professional template for an Insurance Broker. Use reverse-chronological layout so hiring managers see recent deals and client work first. That layout also parses well for applicant tracking systems (ATS).
Keep length tight. One page fits entry-level and mid-career brokers. Use two pages only if you have long, directly relevant experience in insurance sales, underwriting, or large book transfers.
Choose ATS-friendly fonts like Calibri, Arial, Georgia, or Garamond. Use 10–12pt for body and 14–16pt for headers. Keep line spacing at 1.0–1.2 and add clear margins for white space.
Use standard headings: Contact, Summary, Experience, Licenses & Certifications, Education, Skills, and Relevant Achievements. Lead each job entry with employer, title, dates, and two to five bullet points that show revenue, retention, or portfolio growth.
Avoid complex formatting. Don’t use multi-column layouts, images, embedded charts, or unusual fonts. Those items often break ATS parsing and distract hiring managers.
Watch these mistakes: long paragraphs, inconsistent spacing, mixed fonts, vague bullet points, and missing license details. Always list state insurance licenses and any carrier appointments clearly.
Well formatted example
HTML snippet
<h1>Valentin McKenzie</h1><p>Licensed Insurance Broker — CA, TX</p><p>Contact: 555-123-4567 | valentin@email.com</p><h2>Experience</h2><h3>Armstrong, Harvey and Reinger — Senior Broker</h3><p>2019–Present</p><ul><li>Managed a book of 350 clients and increased retention by 12% year over year.</li><li>Closed 45 commercial policies worth $3.2M premium in 2024.</li></ul>
Why this works
This layout shows clear headings, concise bullets, and license info up front. It reads quickly, highlights measurable results, and stays ATS-friendly.
Poorly formatted example
HTML snippet
<div style="columns:2"><h1>Gov. Scottie Zulauf</h1><p>Licensed Broker</p><p>Contacts and links with icons and small infographics</p><h2>Experience</h2><h3>Raynor-Block — Broker</h3><p>2017–2022</p><p>Handled client accounts. Worked on many policies. Generated revenue.</p></div>
Why this fails
The two-column layout and images can confuse ATS. The bullets lack numbers and concrete outcomes, which weakens impact.
4. Cover letter for an Insurance Broker
Tailoring your cover letter matters for an Insurance Broker role. It shows why you fit the job and it adds personality that your resume does not show.
Start with a clear header. Include your contact details. Add the company and hiring manager if you know them. Put the date.
Open strong. State the Insurance Broker role you want. Show real enthusiasm for the company. Mention your top qualification or where you found the listing.
Body paragraphs should link your experience to the job needs. Focus on one idea per paragraph. Use metrics and concrete examples when you can. Use keywords from the job ad.
- Highlight technical skills: policy analysis, risk assessment, quoting software, CRM tools.
- Show soft skills: negotiation, client relationship building, clear communication.
- Give achievements: percent growth, policies placed, retention rates.
Keep each sentence short. Say things like you're talking to a hiring manager directly. Avoid long lists of tasks. Show how you solved problems for clients.
Close with confidence. Reiterate interest in the Insurance Broker role and the company. Ask for an interview or a call. Thank the reader for their time.
Mind your tone. Stay professional, confident, and friendly. Customize each letter for the employer. Do not copy a generic template.
Before you send, edit for clarity. Cut filler words and keep sentences active. Make sure the letter fits one page and reads like a short conversation.
Sample an Insurance Broker cover letter
Dear Hiring Team,
I am applying for the Insurance Broker position at Chubb. I admire Chubb's client-first approach and national reach.
At my current firm, I manage a portfolio of 150 small business clients. I increased premium retention by 18% last year. I also rebuilt our renewal process, cutting response time from five days to two.
I use policy analysis and market comparison tools to match clients with the right coverage. I handle commercial and professional liability accounts. I negotiate terms with carriers and explain policy details in plain language.
My skills include risk assessment, quoting software proficiency, and CRM management. I closed 40 new accounts last year and kept average client satisfaction above 92%. I bring steady client service, clear communication, and a focus on measurable results.
I want to bring that same drive to Chubb. I can help grow client retention and streamline your broker workflows. I would welcome a chance to discuss how I can support your team.
Thank you for considering my application. I look forward to speaking with you soon.
Sincerely,
Alex Morgan
5. Mistakes to avoid when writing an Insurance Broker resume
You work in a detail-driven sales and compliance role. Your resume must show trust, technical knowledge, and results.
Small mistakes can cost interviews. Fix wording, add numbers, and match policy and client terms to the job.
Vague achievement statements
Mistake Example: "Improved client retention."
Correction: Give numbers and context. Instead write: "Raised client retention from 68% to 82% across a book of 250 accounts within 12 months by introducing quarterly policy reviews."
Listing duties instead of outcomes
Mistake Example: "Prepared insurance quotes and communicated with underwriters."
Correction: Focus on results. For example: "Generated 120 tailored commercial quotes monthly, closing 34% of opportunities and adding $420K in annual premium."
Ignoring compliance and licensure details
Mistake Example: "Licensed agent."
Correction: Spell out licenses and numbers. For example: "Licensed Life & Health Producer, CA #LA123456. Maintained CE requirements and passed AML training in 2024."
Poor ATS formatting and keyword gaps
Mistake Example: "Used CRM to manage clients."
Correction: Use clear headings and industry keywords. Write: "CRM: Salesforce; Policy Types: Commercial Property, General Liability, Workers' Comp; Tasks: policy placement, endorsements, renewals."
Including irrelevant personal details
Mistake Example: "Hobbies: skydiving, baking, travel."
Correction: Remove unrelated filler. Add short, relevant extras instead. For example: "Volunteer: Financial literacy workshops for small business owners; Languages: Spanish (conversational)."
6. FAQs about Insurance Broker resumes
These FAQs and tips help you craft a clear, focused Insurance Broker resume. You'll find what to highlight, how to show credentials, and quick ways to make hiring managers notice you.
What core skills should I list on an Insurance Broker resume?
What core skills should I list on an Insurance Broker resume?
List skills that show you sell, advise, and manage policies.
- Sales and negotiation
- Policy knowledge (life, health, property, casualty)
- Client relationship management
- Regulatory compliance and licensing
- Risk assessment and quoting tools
Which resume format works best for an Insurance Broker?
Which resume format works best for an Insurance Broker?
Use a reverse-chronological format if you have steady brokerage experience.
Use a hybrid format if you have varied experience or strong sales results but gaps.
How long should an Insurance Broker resume be?
How long should an Insurance Broker resume be?
Keep it to one page if you have under 10 years of experience.
Use up to two pages if you have long sales history or complex client work to show.
How do I show licenses and certifications on my resume?
How do I show licenses and certifications on my resume?
Create a clear Certifications or Licenses section near the top.
- Include license name, issuing body, and license number if required
- Note renewal date or CE status when relevant
- Mention industry training like CISR or LUTCF
How should I explain employment gaps or career changes?
How should I explain employment gaps or career changes?
Be brief and honest. Focus on skills gained during gaps.
- Mention freelance brokerage, continuing education, or caregiving
- Highlight any client numbers, retained business, or certifications you earned
Pro Tips
Quantify Your Sales Results
Show revenue, close rates, or policies sold. Numbers make your impact clear. For example, write "Renewed $1.2M in annual premiums" or "Grew client base 30% in 12 months."
Lead With Relevant Licenses
Put active state licenses and key certifications near your name or top of the page. Recruiters scan for licensing first. That quick visibility saves time and boosts trust.
Show Client Work and Tools
Mention types of clients you serve and the platforms you use. List CRM, quoting tools, and policy admin systems. That helps hiring managers see how fast you'll ramp up.
7. Key takeaways for an outstanding Insurance Broker resume
Here's a quick wrap-up of the top takeaways for your Insurance Broker resume.
- Use a clean, professional, ATS-friendly format so recruiters and systems parse your info easily.
- Lead with a short summary that targets Insurance Broker roles and mentions licenses or certifications.
- Highlight client-facing skills, risk assessment, policy knowledge, and negotiation experience that match the job.
- Show measurable impact: number of clients, premium growth, retention rates, or savings you delivered.
- Start bullet points with strong action verbs like negotiated, advised, closed, or retained.
- Optimize for ATS by naturally adding job-relevant keywords such as commercial lines, personal lines, underwriting, or compliance.
- Keep sections concise, use clear headings, and remove unrelated details.
If you want, try a resume template or builder and tailor each version to the Insurance Broker job you apply to.
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