Insurance Broker Resume Sample

Insurance brokers are specialists in insurance and risk management and their task is to liaise between clients and insurance companies, with an aim to find the best deal that suits client’s needs. The insurance broker needs to be a compassionate, driven and compassionate person. The duties and responsibilities of an insurance broker remains to create effective marketing strategies to sell insurance plan to clients, make use of various method like networking and cold calling to spot opportunities, creating trust with potential customers, coordinating with clients to introduce risk management strategies, gauging the condition of business and uncovering plans as per their requirement, providing reviews of progress to interested parties, retaining and renewing bookkeeping system, overseeing insurance claims to ensure fair dealings, accomplishing goals by obtaining new clients, following the market trend and updating knowledge about product and services. The broker needs to have proven experience in a similar field and should have knowledge of all types of insurance plans. They must possess a basic understanding of the system and the latest trend in insurance, policies, and products. An insurance broker must hold communication, interpersonal, time management and presentation skill.

Insurance Broker Resume

Name: Jadyn Grimes

Address: 1873 Pine Garden Lane, Atlanta, GA 30205
Phone: 517 – 304-736
Email: [email protected]
Current Job:  Insurance Broker, Sunrise Life Insurance, Atlanta, GA


Creative professional with extensive knowledge in insurance brokering with an experience of more than 6 years handling client’s needs and recommending suitable coverage options. Dedicated and passionate insurance broker with a strong relationship with clients and providing knowledgeable and compassionate services. Willing to work as an insurance agent in a reputed firm were my background knowledge will help to increase the profit of the firm.


  • Excellent negotiation and influence skills
  • Superior interpersonal skill working with clients in a team environment
  • Remains updated about the insurance industry and its products
  • Skilled assessing clients need and recommend suitable coverage option
  • The superb negotiator with excellent conflict resolution skills
  • Able to compete in a given time period and can perform multi-tasking

Work Experience

Insurance Broker, Sunrise Life Insurance, Atlanta, GA ( 2016 – present )
Duties and Responsibilities:

  • Gather information from clients and assess their insurance need
  • Attend the meeting to resolve insurance-related issues
  • Perform research about various insurance companies and policies offered by them to help clients to pick up the most suitable one

Insurance Broker, Facts and Figures Inc., Atlanta, GA (2014 – 2016 )
Duties and Responsibilities:

  • Advise clients about various benefits of taking insurance
  • Research and study about various life insurance policies offered by different companies
  • Assisting clients in the claim process

Insurance Broker, Wright Brokerage Inc., Atlanta, GA (2012 – 2014 )
Duties and Responsibilities:

  • Maintained detail report about each and every policy
  • Gathered insurance premium and processes accounts
  • Developed and maintained a relationship with clients
  • Renewed and modified existing policies


Masters in Business Administration – Scheller College of Business, Atlanta, GA

Bachelor Degree in Business Administration – Bright Community College, Atlanta, GA

High School: South Atlanta High School, Atlanta, GA


Gene Butler, Insurance Broker, Wright Brokerage Inc., Atlanta, GA

Personal Information:

  • Civil Status: Married
  • Date of Birth: 18/2/1999
  • Hobbies: Reading and gardening

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