17 December 2018
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Associate Broker CV template example 1

Maxine Curry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com


PERSONAL SUMMARY

An articulate, focused, and capable Associate Broker who has a long history of playing a key role in the dynamic growth of highly successful and consistently profitable companies. Maxine is someone who possess a variety of competencies that set her apart from other candidates, in particular her total commitment to seeing a task through to its successful conclusion. She always works hard to maintain a high customer retention rate and high customer satisfaction score. In her current role, she supports senior Brokers in all Broking related functions such as administrative processes, planning and strategy discussions. Through her career she has learnt how to make sure that the important points are done fist and the other duties are still done. She is currently looking for a suitable position with an exciting company that not only offers her superb future career prospects but also provides a competitive salary and a full package of benefits.


CAREER HISTORY

ASSOCIATE BROKER - Start Date - Present
Employers name - Location 
Responsible for reviewing new applications as well as renewal applications to evaluate difficult and complex lines of business. 

Duties;

  • Developing client and prospect presentations to secure new business, and build on existing relationships. 
  • Contacting customers by telephone on receipt of web generated enquiries or leads.
  • Performing simple fact finds, customer quotes and arranging policies over the phone.
  • Liaising with senior brokers and executing all the normal duties of an associate. 
  • Looking after the operational, legal and administrative aspects of the broker team.
  • Attending buyer-seller meetings, preparing and circulating contract or deal documents.
  • Building agent relationships, finding sources of business, and being creative in product opportunities.
  • Supervising the execution of the company’s underwriting guidelines, corporate policy and contract terms.
  • Maximising the revenue for enquiries through a simple non-advised sales process whilst delivering fantastic customer service at all times.
  • Ensuring quotes, binders, and policies are issued promptly and accurately.
  • Preparing initial market submissions (including loss summaries) to be finalized by senior brokers.
  • Using analytical techniques to design and compare risk transfer. 
  • Financing plans as required according to product line and client needs.
  • Defining and monitoring successful sales and marketing strategies in cooperation with senior management.


JOB TITLE - Start Date - End Date
Employers name - Location

JOB TITLE - Start Date - End Date
Employers name - Location


KEY SKILLS AND COMPETENCIES

Professional 

  • Highly motivated through the earning potential of leads.
  • Technologically savvy and fully aware of how to use the latest software tools. 
  • Knowledge of Excess & Surplus Lines insurance.
  • Maintaining and developing underwriting relationships with carriers.
  • Advanced communication and negotiation skills for the brokerage process.
  • Customer coverage competency, knowledge of markets and relationships.
  • Record keeping using appropriate systems.
  • Basic commercial knowledge and an understanding of the business and sector, e.g. markets.
  • Understanding of basic risk and insurance products and services. 
  • Can liaise competently with senior associates and well as junior staff. 

 

Personal

  • Possess superb quantitative and analytical skills.
  • Computer proficiency and superior knowledge of computer software.
  • Advance verbal and written communication skills.
  • Driven and motivated by success.


AREAS OF EXPERTISE

Industry regulations
E&S insurance
Broker license
P&C license 
E&S risks


ACADEMIC QUALIFICATIONS 

University name  -  Degree details               Study Dates
College name      -  Qualifications                Study Dates
School name       -  Subjects / Grades          Study Dates


REFERENCES 

Available on request.
 


 

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