CV / English / Insurance Broker

Email: [email protected]
Phone: +1 234 567 8901
Address: 452 Evergreen Terrace, Springfield, USA

Dynamic and client-focused Insurance Broker with over 7 years of experience in crafting customized insurance solutions for clients across various sectors. Expert in negotiating with insurers to offer the best terms and pricing for clients while maintaining a keen eye on market trends and policy changes. Passionate about empowering clients through education on their insurance options.

Core Competencies

• Insurance Policy Analysis & Management
• Client Relationship Building
• Risk Assessment & Management
• Negotiation & Sales Techniques
• Regulatory Compliance
• Market Trends Analysis

Technologies and Certifications

• Proficient in AgencyBloc and Insly Insurance Software
• Certified Insurance Broker (CIB)
• Licensed Property and Casualty Insurance Agent
• Proficient in Microsoft Office Suite and CRM systems

Professional Experience

Senior Insurance Broker
Global Insurance Brokers, Springfield, USA
May 2018 - Present
- Led a team of junior brokers, overseeing the generation of $5M in sales.
- Developed and maintained relationships with over 200 clients, offering tailor-made insurance solutions.
- Negotiated with insurance carriers to secure advantageous terms for clients, achieving a 95% client satisfaction rate.

Insurance Broker Associate
Family Insurance Services, Springfield, USA
March 2015 - April 2018
- Assisted senior brokers in the analysis and management of insurance policies for over 150 clients.
- Conducted risk assessments to advise clients on appropriate insurance coverage.
- Participated in workshops and seminars to keep abreast of the latest insurance products and regulations.

Education and Training

Bachelor of Business Administration - Insurance and Risk Management
Springfield University, Springfield, USA
September 2010 - May 2014

Professional Development:
- Completed a course on 'Advanced Insurance Brokerage Techniques' in 2017.
- Regular attendee at annual National Insurance Brokers Association conferences.

Referees

Jordan Mitchell
Branch Manager
Global Insurance Brokers, Springfield, USA
Email: [email protected]
Phone: +1 456 789 0123

Alexa Simons
Senior Broker
Family Insurance Services, Springfield, USA
Email: [email protected]
Phone: +1 234 890 1234