Insurance Broker

Insurance Broker Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Insurance Broker job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Life Insurance
  • Insurance
  • Health Insurance
  • Property & Casualty Insurance
  • Commercial Insurance
  • General Insurance
  • Term Life Insurance
  •  Find out what your resume's missing
  • Disability Insurance
  • Insurance Brokerage
  • Underwriting
  • Fixed Annuities
  • Whole Life Insurance
  • Casualty Insurance
  • Medicare Supplements
  • Liability
  • Employee Benefits Design
  • Sales
  • Umbrella Insurance
  • Medicare Advantage
  • Assurance
  • Professional Liability
  • Legal Liability
  • Risk Management
  • Customer Service
  • Homeowners Insurance
  • Claims Management

  •   Show full list

Resume Skills: Insurance Tools

  • Applied Systems TAM
  • AMS360
  • EZLynx
  • SalesForce
  • Microsoft Office Suite
  • Vertafore AMS360
  • HawkSoft
  • Zywave BrokerageBuilder
  • Applied Systems Tam
  • Microsoft Dynamics
  • Nexsure
  • QQCatalyst
  • AgencyBloc
  •  Match your resume to these skills

Resume Skills: Tools & Software

  • Applied Systems TAM
  • AMS360
  • EZLynx
  • SalesForce
  • Microsoft Office Suite
  • Vertafore AMS360
  • HawkSoft
  • Zywave BrokerageBuilder
  • Underwriting Software (e.g., RiskMeter, PL Rating)
  • CRM Software (e.g., Salesforce, Hubspot)
  • Data Analysis Software (e.g., Tableau, SPSS)
  •  Match your resume to these skills

Resume Skills: Insurance Product

  • Risk Management
  • Commercial Insurance
  • Health Insurance
  • Life Insurance
  • Auto Insurance
  • Casualty Insurance
  • Insurance Underwriting
  • Claims Management
  • Home Insurance
  • Policy Analysis
  • Pricing Strategy
  • Regulatory Compliance
  • Customer Service
  • Liability Assessment
  •  Match your resume to these skills

Resume Skills: Regulation & Compliance

Resume Skills: Customer Relationship Management

Resume Skills: Communications

Resume Skills: Other

Resume Skills: Technical

Resume Skills: Risk Assessment

Resume Skills: Languages

Resume Skills: Commercial Insurance Knowledge

Resume Skills: Risk Management Techniques

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Insurance Broker Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Insurance Broker Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Insurance Broker
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE July 2020 - Present
Senior Insurance Broker
Orchestrated a strategy that increased life insurance sales by 35% in 2021 via comprehensive market research and targeted campaigning.
Leveraged robust understanding of insurance underwriting to fast track policies, bolstering client satisfaction by 40%.
Managed a team to handle insurance brokerage tasks leading to an increase in team efficiency by 30%.
Developed new leads on Whole Life Insurance, and Casualty Insurance yielding a 25% increment in overall client base.
Instituted an employee benefits design that enhanced employee retention by 70%.
Resume Worded April 2018 - June 2020
Insurance Broker
Implemented diversified Property & Casualty Insurance protocols leading to a 20% jump in policy sales.
Advised 200+ clients on suitable Medicare Advantage and supplements yielding improved customer relationships.
Augmented general insurance sales by 15% in 2019 through strategic sales approaches and effective client engagement.
New York Life January 2016 - March 2018
Insurance Agent
Expanded revenue by $200K annually through dynamic sales of term life insurance and commercial insurance.
Bolstered client conformance to disability insurance by ensuring that clients understood the importance of the policy.
Resume Worded Institute March 2018
Chartered Insurance Professional (CIP)
Completed while working full-time as an Insurance Agent
Resume Worded University December 2015
Bachelor of Business Administration with a specialty in Risk Management and Insurance
Graduated Cum Laude
Relevant coursework include: Business Statistics, Financial Mathematics, and Corporate Finance
Insurance Brokerage Tools: Applied Systems TAM, AMS360, EZLynx, SalesForce, Microsoft Office Suite
Insurance Knowledge: Risk Management, Commercial Insurance, Health Insurance, Life Insurance, Auto Insurance, Casualty Insurance, Insurance Underwriting, Claims Management
Regulation & Compliance: Dodd-Frank, ACA, Sarbanes-Oxley, NAIC Model Laws, State Insurance Regulations
Certifications: Licensed Property & Casualty Insurance Agent, State of New York (2016)
Awards: Sales Excellence Award at New York Life (2017), Brokers' Top Choice Award at Resume Worded (2019)
Continued Learning: Attended Annual Global Insurance Symposium (2018, 2019, 2020)
Volunteering: Active member, Insurance Industry Charitable Foundation
Your Name
Insurance Underwriter
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded August 2019 - Present
Senior Insurance Underwriter
Facilitated a 60% reduction in risk exposure by implementing stringent underwriting methodologies.
Boosted the acceptance rate of fixed annuities and assurance policies by providing comprehensive pre-underwriting guidance.
Directed a team of 10 Insurance Underwriters, achieving a 10% improvement on team KPIs.
Mitigated Professional Liability by 45% through strategized risk assessments.
Amplified commercial insurance portfolio by underwriting 80+ new policies annually. July 2017 - July 2019
Insurance Underwriter
Enhanced health insurance policy uptake by an average of 25% per quarter.
Played a key role in preserving company reputation by maintaining a 98% accuracy level in policy underwriting.
Instituted a training program to improve new hire understanding of insurance underwriting principles.
Aflac June 2015 - June 2017
Underwriter Assistant
Assessed and processed robust umbrella insurance policies leading to a 10% increase in policy uptake.
Facilitated communication between Insurance Brokers and clients, achieving high satisfaction levels.
Resume Worded University May 2017
Master's in Business Administration - Insurance Risk Management
Specialized in risk modeling and mitigation strategies
Resume Worded Academic Center April 2015
Certified Insurance Underwriter (CIU)
Focused on liability assessment, policy drafting, and industry-standard underwriting software
Part-time Certification
Insurance Underwriting: Risk Management, Policy Analysis, Pricing Strategy, Regulatory Compliance, Customer Service, Liability Assessment
Tools & Software: Microsoft Office Suite, Underwriting Software (e.g., RiskMeter, PL Rating), CRM Software (e.g., Salesforce, Hubspot), Data Analysis Software (e.g., Tableau, SPSS)
Technical Skills: SQL (Intermediate), Data Analysis, Financial modeling
Certifications: Chartered Property Casualty Underwriter (CPCU) - The Institutes (2020)
Leadership & Volunteering: Insurance Industry Charitable Foundation (Board Member - 2018 to Present), Feed the Need, Insurance Volunteer Initiative (2019 to Present)
Conferences & Workshops: Regular attendee, National Underwriter Property & Casualty Annual Conference; Completed workshop, 'Evolving Risks in Insurance Underwriting' (2021)
Professional Memberships: Member, Risk and Insurance Management Society (RIMS); Member, The Underwriting Association of America
Your Name
Insurance Sales Representative
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE September 2018 - Present
Senior Insurance Sales Representative
Grew sales revenue by $500K annually via the introduction of new commercial insurance products.
Spearheaded the sales team to exceed target by 150% through dynamic life insurance campaigns.
Advanced client understanding of Medicare Supplements leading to a 20% increase in client base.
Restructured sales strategy that escalated term life insurance revenue by 30%
Ensured 98% client retention through the provision of error-free general insurance solutions.
Resume Worded February 2016 - August 2018
Insurance Sales Representative
Maximized disability insurance sales by 15% through educational client engagement.
Fostered and maintained strong professional relationships with 150+ clients.
Planned and executed insurance awareness programs leading to a 10% increase in sales.
Progressive Insurance January 2014 - January 2016
Insurance Sales Assistant
Provided administrative support to the sales team resulting in a 25% increase in sales efficiency.
Aided in maintaining a 90% customer satisfaction rate.
Resume Worded Institute August 2018
Certified Insurance Counselor, CIC
Acquired key industry credentials, enhancing knowledge in areas such as: Insurance policy, laws and risk management
Resume Worded University December 2013
Bachelor of Business Administration - Marketing
Minors in Finance and Economics
Awards: Resume Worded Scholar Award (Top 5% of class), Dean’s List 2012-2013
Insurance Product: Auto Insurance, Home Insurance, Life Insurance, Health Insurance, Commercial Insurance
Customer Relationship Management: MS Dynamics CRM, Salesforce, Hubspot, Zoho CRM, Pipedrive
Communications: Public Speaking, Presentations, Pitching, Negotiations, Client Engagement
IT skills: MS Office Suite, Google Suite, Email Marketing (MailChimp), Social Media Advertising (Facebook, LinkedIn)
Volunteering: Serve as a Financial Advisor for non-profit - ResumeWorded Helps - providing insurance advice and suggestions to low income families (2017-Present)
Awards: Top Sales Representative - Progressive Insurance, 2015; Salesperson of the Year - Resume Worded, 2017 & 2018
Professional Development: Attended annual National Insurance Sales Representatives Conference (2016-Present)
Languages: English (Native)

How do I add skills to an Insurance Broker resume?

Review the job posting closely.

Go through the Insurance Broker posting you're applying to, and identify hard skills the company is looking for. For example, skills like Insurance, Commercial Insurance and Term Life Insurance are possible skills. These are skills you should try to include on your resume.

Add industry skills like Life Insurance and Property & Casualty Insurance.

Add other common skills from your industry - such as General Insurance, Disability Insurance and Health Insurance - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Medicare Supplements, Assurance and Risk Management - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Use the exact job title.

Try to add the exact job title, Insurance Broker, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Insurance Broker Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Insurance Broker job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Insurance Broker Skills and Keywords to Include On Your Resume

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Insurance Broker Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Life Insurance Agent

Resume Example
Health Insurance Agent

Resume Example
Life Insurance Agent

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Browse Skills from Similar Jobs

Frequently Asked Questions

What are the top skills you should add to your Insurance Broker resume?

Some effective Insurance Broker skills you can add to your resume include:

  • Life Insurance
  • Insurance
  • Health Insurance
  • Property & Casualty Insurance
  • Commercial Insurance
  • General Insurance
  • Term Life Insurance
  • Disability Insurance

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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