Your Insurance Broker CV should show your ability to be the liaison between clients and insurance companies., assess a client’s insurance needs and take instructions from new clients.
No matter what job you are applying for, you need a well-crafted CV to help you stand out from others. Consider it as a sales pitch for you as a candidate and view the hiring manager as a potential customer. If you view the whole recruitment process in this way you’ll start to see the bigger picture and know what you have to do to succeed.
To win in this fiercely competitive jobs market, you need to show you are someone who displays great attention to detail in all tasks. It has to highlights your communication skills, as well as your ability to manage a varied caseload of claims via telephone and written correspondence.
If you’re struggling to do all of this, then don’t panic. This detailed guide will help you to navigate the world of CV writing and show you how to convince hiring managers that your CV is worth reading.
By: Iejaz Uddin – Updated 9 November 2025
Page overview
- Insurance Broker CV examples
- How to write an Insurance Broker CV
- CV structure
- Contact details
- Personal summary
- Insurance Broker work experience
- Skills
- Education section
Insurance Broker CV example
Maxine Corry
Address
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
A self-motivated, reliable, and hard working Insurance Broker who can act as an intermediary between clients and insurance companies. Maxine has a track record of helping clients find the most suitable insurance policies. She is able to work either independently or as part of a team to help a brokerage achieve its objectives.
Is an expert at coming up with tailor made insurance solutions and never having a “one size fits all” approach to things. Also possesses extensive experience of dealing with commercial insurance businesses and in depth knowledge of insurance organisations and their policies.
In her current role she looks for great opportunities with insurance companies that a client might not be able to find themselves. As part of her duties, she works closely with senior Account Managers and assists major clients with their insurance requirements. With colleagues she has a reputation for negotiating with insurance companies to get the best deal she can.
On a personal level she has the communication skills needed to comfortably manage relationships both internally and externally. A sociable person who treats colleagues, candidates, clients, and business partners with equality, fairness, and respect. As an ambitious individual she thrives within a targeted sales environment and is good at spotting opportunities for upselling and identifying new prospects.
Right now, she would like to join a company which believes that talented and entrepreneurial people are the key to its success.
CAREER HISTORY
INSURANCE BROKER – Start Date – Present
Employers name – Location
Responsible for acting as an intermediary between clients such as individuals, commercial businesses and organisations and insurance companies.
Duties;
- Gathering detailed information from clients so as to assess their insurance needs and risk profile.
- Meeting with clients to discuss the type of insurance they want and what they need from a policy.
- Having conversations with people and listening to them to build relationships.
- Identifying and responding to all up-sell and cross-sell opportunities.
- Attending monthly broker meetings to remain updated on company matters and the latest insurer products.
- Researching insurance companies’ policies to find the best deals for clients.
- Responding promptly to new business enquiries received by telephone, letter, e-mail or on-line.
- Managing and coordinating workflow around renewals for clients.
- Taking instructions from existing clients as regards to alterations to current policies and then ensuring insurers are notified and records updated.
- Managing and resolving queries from clients and Insurers.
- Advising clients on whether and when they need to make a claim on their policies.
- Obtaining renewal terms for customers and research suitable alternatives.
- Writing up contractual documentation to a high level and within timescales.
- Generating quotes and issuing insurance contracts.
- Handling paperwork and following technical procedures required by insurers.
- Prepare case reports for insurance underwriters and surveyors.
- Managing your own pipeline of business to meet sales targets and KPIs.
- Assisting clients to ensure their business has the appropriate Insurance cover.
- Processing all important insurance documentation for clients.
- Managing client expectations by communicating market dynamics and anticipated outcomes to them in advance.
- Making sure that clients fully understand the terms and conditions of the cover being provided.
- Renewing or amending existing policies for clients.
- Giving advice to clients if they’re looking to make a claim.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- In depth knowledge of commercial products and the insurance market as a whole.
- Strong problem-solving skills and the ability to seek out innovative solutions.
- Ability to organise and prioritise workloads with good time management skills.
- Highly accurate with a strong attention to detail.
- Able to communicate effectively with others, both verbally and in writing.
- Proficiency in Microsoft Office products such as Word, Excel and PowerPoint.
- Making sure all business and paperwork meets legal requirements.
Personal
- Ability to build, manage and develop relationships with diverse populations.
- Always remaining cool calm and collected.
- Can remain seated for hours making phone calls.
AREAS OF EXPERTISE
Customer service
Life assurance
Life insurance
Underwriter relationships
Assessing risk
Selling insurance
Advising clients
Negotiating skills
Multitasking
Customer Satisfaction
Complaints handling
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
How to write an Insurance Broker CV
Writing a Insurance Broker CV without having prior experience of doing so becomes much easier when you know which sections to focus on and what to include. That’s where this page can help you. If you’re looking for a free and fully formatted Insurance Broker CV template, and advice on which skills employers are looking for you’ve come to the right place
Any CV you submit not only has to beat the dreaded ATS, but also win over the human reader. In addition to this is has to show your genuine interest in the field, as employers also want candidates who are passionate about the field and eager to learn.
In this article, we explain exactly what a Insurance Broker CV is, and outline the steps you should follow to create one, and provide you with examples you can copy.
In your CV include all of the below skills and abilities;
- In depth knowledge of the relevant insurance market and available products and policies.
- Patience and the ability to remain calm in stressful situations.
- Providing a professional service to brokers and clients in writing, email and telephone.
- Being able to build up a trustworthy relationship with clients.
- Using methods such as networking and cold calling etc to spot insurance sales opportunities.
- Cultivating trust with potential new customers.
- Effective Communication skills both written and verbal.
CV Structure
The layout of your CV is just as important as what you write in it. That’s because a visually appealing one can not only show your professionalism but also help to time constrained hiring managers to find key information about you. Go for this chronological order: header, contact information, personal statement, employment history, education, skills, and additional sections.
If you’re new to this field, or have significant career gaps, or are changing careers, then a skills-based CV might be a better choice.
Improve the CVs readability by using empty space such as margins, line breaks, paragraphs, and spacing. This will help to separate content and help the reader to distinguish between different pieces of information and prevent them from feeling overwhelmed.
Contact Details
Having different contact options shows prospective employers your willingness to engage with them. This is something that can set you apart from other candidates who just give one contact option and appear be less willing to engage with recruiters.
Make it as easy as possible for a recruiter to contact you by listing your contact details at the top of the page. This means your name, address, email address, and telephone number. Give a phone number where you can be easily reached. Speaking directly to them can help ensure that both parties are on the same page and lead to the creating of bond before any interview meeting
Personal Summary
Start off your CV with a concise summary of your most relevant brokering experience and the positive approach to your duties. This is one of the most intimidating parts of the CV to write up. Whether you’re a seasoned professional or a recent graduate, being able to create a attention grabbing one is essential for success.
Consider using the job listing as a guide when writing up your summary as it will show you what keywords to include.
Your aim is to write a brief paragraph that draws the reader in and pique their interest, whilst enticing them to delve deeper into your CV. Mention any previous work experience related to the job as well as situations aligned with the job description requirements
Insurance Broker Work Experience section
In detail explain your main duties, such as acting as an intermediary between clients and insurance companies. Through 2–3 bullet points for each role highlight your key achievements or the measurable impact you’ve had on the company’s operations. Use action verbs to emphasise your contributions and stress your achievements.
Describes times when you had to work with colleagues to achieve team based results. Prioritize career experiences that align with the job description, and either briefly mention or exclude jobs older than 10 years.
If you’re short on work experience, then consider highlighting any relevant volunteer work, internships, or school projects etc.
Insurance Broker CV Skills
As always try to ensure that the skills you include here align with the roles requirements.
When writing your CV prioritize those key skills which resonate with what the employer is looking for in a candidate and which are mentioned prominently in the job description. In short concise bullet pointed explain what these are and how you have used them in your career to achieve results.
If you’re not sure what your skills are, then your first step is to identify them. Do this by goings through your past life experiences, such as paid and unpaid jobs, interests, hobbies and volunteering to identify your skills. Ask yourself if you have used these skill a little or a lot and note what you achieved doing them.
Education
Having the right education on a CV shows hiring managers that you have formal training required for their role. Although there is no limit to how many qualifications you can list in this section, its always best to just focus on those that are relevant to the role you want and briefly mention the main other ones.
A well stocked education section is also a good indication of strong soft skills like dedication and perseverance. All qualities that prospective employers admire in applicants.
Provide the following details:
- Title of the qualification
Name of school, college or university
Grades awarded
Dates achieved
More CV templates
CV templates