Insurance Broker Resume Samples
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Insurance Broker Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the insurance broker job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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JG
J Grimes
Jadyn
Grimes
1237 Bechtelar Port
Boston
MA
+1 (555) 930 4007
1237 Bechtelar Port
Boston
MA
Phone
p
+1 (555) 930 4007
Experience
Experience
New York, NY
Insurance Broker
New York, NY
Daugherty LLC
New York, NY
Insurance Broker
- Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures
- Bind coverage and create and submit carrier binders/documents
- Provide thorough communication with all Willis Towers Watsonteam members, carriers, and/or wholesalers throughout the duration of each placement
- Create innovative placement approaches to meet and exceed client expectations
- Responsible for maintaining and building strong carrier and wholesaler relationships
- Responsible for leading marketing strategy and proposal review meetings with Willis Towers Watson team members to correspond with client presentation dates
- Aggressively negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers
Dallas, TX
Property Insurance Broker
Dallas, TX
Kemmer, Gleichner and VonRueden
Dallas, TX
Property Insurance Broker
- Create competition in and among the various insurance marketplaces in order to drive the best results for our clients
- Provide consultation and advice to clients on matters related to property program
- Review coverage wordings for each renewal and make enhancements where possible
- Communicate market pressures on coverage and rate to Client and/or Service Teams
- Present property policy reviews
- Coordinate the complete marketing process among Service Team and Broking Team
- Negotiate broad terms and conditions on assigned accounts
present
Phoenix, AZ
Personal Insurance Broker
Phoenix, AZ
Ortiz, Witting and Ledner
present
Phoenix, AZ
Personal Insurance Broker
present
- Maintaining quality controls, checks work for accuracy
- Exceed established sales and revenue targets
- Analyzes customer inquiries by providing information on products/services
- Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities
- Analyzing customer inquiries by providing information on products/services
- Meeting established sales and service targets
- Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales
Education
Education
Bachelor’s Degree
Bachelor’s Degree
University of Arizona
Bachelor’s Degree
Skills
Skills
- Demonstrated excellence in negotiation skills and influence skills are critical
- Superior interpersonal skills for working with colleagues and clients in a collaborative team environment
- Demonstrated ability in conflict resolution and selling skills are
- Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills. Demonstrated capability in strong in person communication/presentation skills is advantageous
- Technology acumen to adapt to multitude of technology based systems (Epic,carrier online rating systems, etc)
- Attention to detail and process orientation
- Time Management and Organizational Skills in the face of changing deadlines and workloads
- Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
- Customer service focus
- Problem solving abilities, including critical thinking, research, quantitative skills, creativity
7 Insurance Broker resume templates
Read our complete resume writing guides
1
Commercial Insurance Broker Resume Examples & Samples
- Collaborating with Account Executive(s) to develop coverage strategy and marketing initiatives for renewal and prospective business
- Analyzing client specific risk exposure and details coverage requirements; preparing and presenting marketing proposals for renewals and new business
- Negotiating, establishing, and maintaining strong relationships with the underwriting community for the ultimate benefit of the client
- Following up with insurer to confirm terms of negotiated contract are met
- Approving documentation for new contracts, policy changes, additions, deletions and renewals
- Providing leadership, mentoring and directing to the Associate Broker and Broking Coordinator
- Leading by example by demonstrating and sharing with all lines of business the importance of best practices; and
- Performing other related duties as assigned
- Minimum of 5-7 years of insurance and/or commercial marketing, broking experience
- Knowledge of mining coverage is an asset
- Proven negotiation skills
- Excellent interpersonal, communication and presentation skills
2
Commercial Insurance Broker Resume Examples & Samples
- Minimum 3/4 years experience in Personal lines or 2/3 years in Commercial lines broking
- Hold a relevant insurance qualification (min APA, but with CIP desirable)
- Be computer literate with experience of working on Open GI being advantageous but not essential
- Have excellent customer service skills, internal and external
- Be committed to assisting in the development of their colleagues
- Have the ability to adapt to and embrace change
- Have great attention to detail and the ability to work alone and within a team
3
Insurance Broker Resume Examples & Samples
- Aggressively negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers
- Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures
- Responsible for leading marketing strategy and proposal review meetings with Willis Towers Watson team members to correspond with client presentation dates
- Create innovative placement approaches to meet and exceed client expectations
- Create and analyze comparisons of carrier quotes to demonstrate value and thoroughness for clients; make recommendations where needed
- Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process
- Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements
- Provide thorough communication with all Willis Towers Watsonteam members, carriers, and/or wholesalers throughout the duration of each placement
- Bind coverage and create and submit carrier binders/documents
- Responsible for maintaining and building strong carrier and wholesaler relationships
- Keep informed of changing insurance and risk market conditions. Communicate changes and/or updates to Service Team members as they relate to pertinent classes of business
- Understand and comply with Willis Towers Watson Excellence Model Management (WEM) requirements
- Ability to complete business travel for client visits, other Willis Towers Watson office visits, and/or advanced skill trainings on a limited basis
- Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, various global and domestic Central Operations groups, etc) to smoothly and efficiently complete joint work/process steps/etc
- Maintain performance to applicable Client Service and Placement standards and/or metrics
- Property & Casualty (P&C) insurance knowledge/experience is required. Client-facing experience in this space is strongly preferred. Previous work experience in a similar job function or with similar processes is very strongly preferred
- Demonstrated excellence in negotiation skills and influence skills are critical
- Superior interpersonal skills for working with colleagues and clients in a collaborative team environment
- Demonstrated ability in conflict resolution and selling skills are a plus
- Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills. Demonstrated capability in strong in person communication/presentation skills is advantageous
- Technology acumen to adapt to multitude of technology based systems (Epic,carrier online rating systems, etc)
- Time Management and Organizational Skills in the face of changing deadlines and workloads
- Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
- Customer service focus
- Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel
- Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities
- Excel skill capabilities to include: data entry and formatting
- Exposure to Excel formulas and Pivot table creation/manipulation a plus
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status
- Must successfully complete the provided CISR course training and/or maintain this required designation by completing various Continuing Education activities as needed. If already carrying the CISR designation, must be able to show valid confirmation of current active status
- Insurance designations such as CPCU, CIC and ARM are advantageous
4
Personal Insurance Broker Resume Examples & Samples
- Provide prospective clients with quotes and places them with the appropriate market
- Proactively performs outbound initiatives to enhance growth and enhance the client experience
- Analyzes customer inquiries by providing information on products/services
- Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales
- Maintains a strong level of market awareness and understanding of the products which are offered from the numerous insurer markets
- Proficient in MS Word, Excel ,Powerpoint, & MS Outlook
- Working knowledge of Personal Lines
- Knowledge of company policies and procedures
5
Personal Insurance Broker Resume Examples & Samples
- Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities
- Resolving customer concern/complaints within authority limits
- Maintaining general knowledge and understanding of all personal property and auto insurance products/services
- Providing telephone coverage support (as directed)
- Performing other related duties as required
- Minimum two (2) to three (3) years of personal property and auto insurance experience required
- Previous experience placing policies with multiple insurers and markets required
- Experience working in an inbound and outbound call center type environment
- Ability to establish a rapport, assess and identify cross selling opportunities over the phone
- Excellent interpersonal, communication and presentation skills, both verbally and written
- Ability to work collaboratively as a key member of a team and independently with minimum supervision
- Meticulous attention to detail, refined organizational skills and the ability to multi-task
- Proven ability to prioritize competing requirements and deadlines under pressure
- Three (3) to five (5) years of personal property and auto insurance is preferred
- Experience working with multiple insurers an asset
- Previous experience working in a high volume; production based environment an asset
- Functional knowledge of TAM systems is an asset
6
Property Insurance Broker Resume Examples & Samples
- Coordinate the complete marketing process among Service Team and Broking Team
- Communicate (and Present) Property Team resources and deliverables
- Communicate market pressures on coverage and rate to Client and/or Service Teams
- Create competition in and among the various insurance marketplaces in order to drive the best results for our clients
- Negotiate broad terms and conditions on assigned accounts
- Present property policy reviews
- Review coverage wordings for each renewal and make enhancements where possible
- Represent WTW Property with the utmost professionalism in the market
- Provide consultation and advice to clients on matters related to property program
- Develop and design program alternatives, provide advice on marketplace trends, insurance carrier capabilities, strategic market access points, benchmarking and creative program alternatives
- Insurance broker's P&C license required
- 5+ years’ experience in the field
- Recognized expertise in field
- Technical knowledge of property insurance contracts/structure
- Knowledge and understanding of global property insurance marketplace
- Computer skills, including Excel, Word, PowerPoint, Outlook
- Computer system skills; ability to work within agency management systems
- Ability to provide expertise and in depth advice to clients resulting in overall client satisfaction
- Skilled at interfacing with customers
- Support nationally based relationships with carriers and clients
- Understanding of RMS and AIR Analytical Systems
- In-depth understanding of property coverage wordings
7
Transactional Risk Insurance Broker Private Equity & Mergers & Acquisitions Resume Examples & Samples
- Build and maintain relationships with the M&A community, including financial sponsors, corporates, law firms and the wider transaction advisory community
- Undertake in-depth analysis on each client transaction to understand all potential risks associated with the deal and advise on possible M&A insurance solutions
- Provide strategic advice to clients on how M&A insurance products can be introduced to a transaction process enabling them to achieve their objectives
- Lead negotiations with Insurers, in line with the commercial transaction strategy, to develop enhanced and bespoke policy wordings and coverage positions
- Manage the policy and coverage negotiation process to ensure that the client’s commercial objectives are achieved
- Work with colleagues across the PEMA division to ensure all available M&A services are introduced to the transaction
