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

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.

 

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