Insurance broker resume examples from 2025
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How to write an insurance broker resume
Craft a resume summary statement
Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:
Step 1: Mention your current job title or the role you're pursuing.
Step 2: Include your years of experience in insurance broker-related roles. Consider adding relevant company and industry experience as relevant to the job listing.
Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.
Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.
These four steps should give you a strong elevator pitch and land you some insurance broker interviews.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- Look at the job listing and skills listed. You need to include the exact keywords from the job description to get your resume in front of an actual human. Do you have those skills? Fantastic! Be sure to list them.
- Include as many relevant hard or technical insurance broker skills as possible for each job you apply to.
- Be specific with the skills you have and be sure you are using the most up to date and accurate terms.
Here are example skills to include in your “Area of Expertise” on an insurance broker resume:
- Customer Service
- Life Insurance Products
- Lead Generation
- Financial Resources
- Annuities
- Insurance Carriers
- Health Insurance Products
- Auto Insurance
- Insurance Sales
- Medicare Advantage
- Life Insurance Policies
- Brokerage
- Term Care
- Independent Insurance
- Insurance Options
- Casualty Insurance
- Insurance Coverage
- Risk Management
- Administrative Tasks
- Client Relationships
- Outbound Calls
- Cold Calls
- Business Relationships
- Inbound Calls
- Medicaid
- Insurance Premiums
- Product Knowledge
- Payment Method
- Client Retention
- Financial Products
Zippia’s AI can customize your resume for you.
How to structure your work experience
Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.
Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.
Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the insurance broker.
How to write insurance broker experience bullet points
Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.
Use the XYZ formula for your work experience bullet points. Here's how it works:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
This creates bullet points that read Achieved X, measured by Y, by doing Z.
Here are examples from great insurance broker resumes:
Work history example #1
Insurance Underwriter
Chubb
- Provided informative assessments for high wealth individuals regarding Chubb s coverage and service.
- Calculated premium mid-term endorsements and cancellations for more than 10 accounts daily.
- Presented webcasts to assist agents in developing their knowledge to become better advocates for Chubb.
Work history example #2
Insurance Broker
State Farm
- Maintained consistent communication with local clients and prospects to build relationships and encouraged business growth.
- Worked with Construction, Real Estate, Risk Management, Law, and Telecommunications as required.
- Led a quality-control team designed to educate representatives in proper quality-control techniques.
- Created and presented marketing programs to attract new clients and cross sell current clients on new product offerings.
Work history example #3
Insurance Broker
BANKERS LIFE CASUALTY OF NEW YORK
- Licensed Life and health insurer for Delaware and Maryland specializes in Medicare insurance
- Provided medical supplements to seniors; Authorized to discuss Medicare benefits and products that complement those benefits.
- Specialized in helping seniors and their families understand Medicare and Medicare supplements.
- Performed insurance sales primarily for the senior market and educated Medicare recipients about the benefits they receive.
- Cultivated productive relationships with clients through positive and efficient communication.
Work history example #4
Insurance Sales Representative
State Farm
- Maintained consistent communication with local clients and prospects to build relationships and encouraged business growth.
- Managed CRM, including current and potential client database, lead tracking, and cultivated initial contact and follow-up process.
- Created and presented marketing programs to attract new clients and cross sell current clients on new product offerings.
- Developed and communicated follow up action plan reports with internal units including underwriting and/or agency partners.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries from insurance broker resumes:
Master's Degree in business
DeVry University, Oakbrook Terrace, IL
2010 - 2011
Bachelor's Degree in business
Western Washington University, Bellingham, WA
2003 - 2006
Highlight your insurance broker certifications on your resume
If you have any additional certifications, add them to the certification section.
Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.
If you have any of these certifications, be sure to include them on your insurance broker resume:
- Certified Professional, Life and Health Insurance Program (CPLHI)
- Certified Insurance Examiner (CIE)
- Certified Sales Professional (CSP)
- Certified Management Accountant (CMA)
- Health Insurance Associate (HIA)
- International Accredited Business Accountant (IABA)
- Associate in General Insurance (AINS)
- Chartered Property Casualty Underwriter (CPCU)