Insurance Broker Resume

Similar to the other types of broker, an insurance broker is also in search of the buyers, not for selling or buying but for the insurance of multiple things including automobile, life, fire, property, accident, calamity, marine and other types of insurance to business and individuals. Such a broker helps people in choosing best insurance program suitable to their needs.

The insurance brokers can get jobs in several insurance companies or employed as independent representatives in specific insurance companies. They establish client insurance coverage, calculate premium, and establish payment methods. Also provides information about policy requirements, re insurance packages, insurance claims and many more.

A person should have completed his secondary education. It is beneficial is if the person has completed insurance courses and training programs from well known or reputed institutes. Skills required for the post are people skills, researching skills, sales and marketing skills and networking skills.

Sample Insurance Broker Resume

Richard Anderson
1234, West 67 Street,
Carlisle, MA 01741,
(123)-456 7890.

Objective:

Willing to work as an insurance broker in a reputed Insurance Industry where I can apply all my education and background experience to increase the profit of the company.

Summary of Qualifications

Obtained RIBO license through Institute of Ontario Conestoga Chapter in Kitchener.
Efficient to work by using MS Office including internet and email
Working towards CIP designation
Outstanding analytical skills to solve problems
Able to handle a fast paced environment
A good negotiator and have excellent conflict-resolution skills
Excellent organizational skills and detail oriented
Able to complete work within given timeline and multi-task
Able to work as a team member or individual
Quickly grasp new things and use initiative

Work Experience

Sun Rise Life Insurance, Azusa, California
Insurance Broker, (2005 - Present)

Responsible for:

Collecting information from clients and assessing their risk profiles and insurance needs.
Anticipate the insurance needs of clients, such as policy renewals.
Creating and maintaining relationship with the customers including planning and attending meetings and knowing about the nature of the business or life of the client
Making research on the various insurance companies and insurance policies offered by them to help clients in choosing most suitable policy.
Providing advice to clients on risk management and assist them to develop new ways to minimize risks.
Preparing reports for insurance underwriters and negotiating with the clients.
Renewing or modifying existing policies;
Marketing and making new clients
Advising clients when and whether they need to make a claim on their policies.
Developing and maintaining relationships with surveyors, structural engineers, underwriters, photographers, and other professionals.
Collecting insurance premiums and processing accounts.
Keeping detailed records of each and every policies.

ABC & Associates, Bishop, California
Receptionist/ Customer Service for all state insurance, (2003- 2005)

Responsible for filling, answering phone, helping customers with their paper work, and collecting payments and keeping records of all those into their policy on Allstar computer program.

Financial Planning Firm, Azusa, California
Receptionist/Administrative Assistant , (2002- 2003)

Responsible for filling, answering phone, doing computer work, setting appointments, collating tax files, opening the office on Saturday, closing up the office on weekdays, working with clients, handling large amount of cash, checks. Seasonal position at the time of tax work.

Education

University of California, CA
Bachelors Degree in Finance (2002)

License

Licensed Insurance Agent, The State of California - #1068

References

Available upon request.