What is a Good CV Example for an Insurance Broker Role?

A well-crafted CV is critical for insurance broker roles, where demonstrating a proven track record in client retention, sales growth, and policy negotiation directly influences hiring decisions. Based on our assessment experience, a CV that quantifies achievements—such as "maintaining a 95% retention rate"—is significantly more effective at securing interviews.

What are the Key Sections of an Insurance Broker CV?

A professional CV for an insurance broker must be structured to quickly convey your expertise and value to recruiters and Applicant Tracking Systems (ATS), which are software used by companies to screen applications. The essential sections include:

• Contact Information: Full name, location, phone number, and a professional email address.
• Professional Summary: A 2-3 line powerful statement at the top of your CV that highlights your years of experience, key skills, and most notable achievements.
• Work Experience: Detailed listings of your roles, with a focus on accomplishments rather than just responsibilities.
• Education & Certifications: Relevant degrees and industry-specific qualifications, such as an Advanced Diploma in Insurance.
• Skills: A blend of technical insurance knowledge and crucial soft skills like negotiation and customer service.

How Should You Write a Compelling Professional Summary?

Your professional summary is your elevator pitch. It should immediately hook the reader by aligning your experience with the insurance broker role's requirements. Instead of a generic objective, use a summary that showcases your impact.

Effective Example: "Passionate insurance broker with over three years of experience in providing clients with comprehensive insurance policies. Proven track record of delivering cost-effective solutions and maintaining strong relationships with policyholders. Strong analytical and negotiation skills."

This example works because it starts with a strong attribute ("Passionate"), states the experience level, and immediately highlights key results ("maintaining strong relationships").

How Can You Quantify Achievements in Your Work Experience?

This is the most critical section. Hiring managers look for evidence of success. Use action verbs and quantify your results with data wherever possible. This demonstrates the tangible impact you had in previous roles.

What Skills and Certifications Are Essential to List?

Insurance brokering requires a specific skill set. Clearly listing these keywords helps your CV pass through ATS filters and reassures the hiring manager of your competency.

• Technical Skills: Knowledge of life, health, and car insurance products; risk assessment; regulatory compliance; market analysis.
• Soft Skills: Negotiation, interpersonal communication, customer service orientation, problem-solving, and analytical thinking.
• Certifications: Always include relevant licences and certifications, such as those from the CII (Chartered Insurance Institute). These are often mandatory requirements for roles on ok.com and other major job boards.

To maximize your CV's impact:

• Tailor each application by incorporating keywords from the specific job description.
• Proofread meticulously to avoid spelling and grammatical errors.
• Use a clean, professional format that is easy to read both on-screen and in print.