Insurance Broker CV Sample

An Insurance Broker plays a crucial role in the insurance industry by connecting clients with the most suitable insurance coverage for their needs. This CV sample for an Insurance Broker showcases the skills, qualifications, and experience necessary to excel in this role.

With a strong educational background in Insurance and professional certifications, the candidate demonstrates expertise in analyzing risks, negotiating with underwriters, and providing tailored insurance solutions. The extensive professional experience section highlights achievements in exceeding sales targets and delivering exceptional customer service. The skills section showcases the candidate's knowledge of insurance products, effective communication, and relationship-building abilities.

This comprehensive CV sample is designed to impress potential employers and secure opportunities in the competitive insurance industry.

Insurance Broker CV Example

This Insurance Broker CV sample uses a simple format that will guide you in writing a perfect CV for your job applications.

Customize it with your own details and experiences to create a personalized and professional CV/resume. Make sure to highlight your specific achievements and accomplishments that align with the job requirements.

If you'd like to add more style and formatting to this CV, take a look at our CV templates and formats.


John Doe

123 Main Street, Lagos, Nigeria

+234 123 4567

[email protected]

Objective

Highly motivated and results-driven Insurance Broker with 5+ years of experience in the insurance industry. Proven track record of exceeding sales targets and providing exceptional customer service. Seeking a challenging position to utilize my skills and expertise in developing tailored insurance solutions for clients.

Education

Bachelor of Science in Insurance, University of Lagos, Lagos, Nigeria (2010-2014)

Associate of the Chartered Insurance Institute (ACII)

Professional Experience
Insurance Broker, XYZ Insurance Agency, Lagos, Nigeria (2015-present)
  • Develop and maintain relationships with clients to understand their insurance needs and provide appropriate coverage options
  • Analyze client's existing insurance policies and recommend necessary adjustments or additional coverage
  • Negotiate with insurance underwriters to obtain competitive quotes and secure the best terms for clients
  • Prepare and present insurance proposals to clients, explaining coverage details and premiums
  • Process insurance applications, endorsements, and claims, ensuring accuracy and timely completion
  • Stay updated with industry trends, regulations, and product knowledge to provide accurate and up-to-date information to clients
  • Achieved 120% of annual sales target in 2019, resulting in recognition as the top-performing broker in the agency
Insurance Sales Agent, ABC Insurance Company, Lagos, Nigeria (2014-2015)
  • Marketed and sold various insurance products to individuals and businesses
  • Generated leads through cold calling, referrals, and networking events
  • Conducted thorough risk assessments and provided customized insurance solutions
  • Assisted clients in filing insurance claims and facilitated the claims process
  • Consistently met or exceeded monthly sales targets
Skills
  • Strong knowledge of insurance products, policies, and regulations
  • Excellent communication and interpersonal skills
  • Proven ability to build and maintain client relationships
  • Effective negotiation and sales techniques
  • Attention to detail and strong analytical skills
  • Proficient in insurance software and Microsoft Office Suite
References

Available upon request


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