Home›CV Examples›Insurance Broker
📊 Business

Insurance Broker — CV Example

A template for insurance professionals who protect businesses and individuals.

← All Examples

What Does a Insurance Broker Actually Do?

Insurance agents sell and service insurance products — life, health, home, auto, and commercial policies — either working for a single insurer as a captive agent or across multiple providers as an independent broker. They report to a sales manager or branch director and spend most of their time prospecting new clients, reviewing existing policies, handling renewals, and supporting claims queries. Banks, insurance companies, independent brokerages, and financial advisory firms all hire them. A typical week involves client calls, policy comparisons, preparing quotes, and meeting sales targets.

Daniel Morris
Senior Insurance Broker
📍 London, UK✉️ daniel.morris@email.com
Summary

CII Cert CII qualified Senior Insurance Broker with 6 years of experience in commercial and personal lines. Manage portfolio of 500+ SME clients generating £2.1M GWP. Specialist in liability, property, and fleet insurance.

Work Experience
Senior Insurance Broker — Commercial at Marsh McLennanJan 2022 — Present
  • Manage portfolio of 500+ SME commercial clients generating £2.1M gross written premium annually
  • Negotiate renewal terms with 20+ insurers achieving average premium saving of 12% for clients
Insurance Broker at AonJul 2018 — Jan 2022
  • Handled new business and renewals across personal and commercial lines generating £800K GWP
  • Processed 200+ claims annually coordinating between clients, loss adjusters, and underwriters
Skills
Commercial LinesCert CIIClaims HandlingUnderwriter NegotiationActuris / SSPClient RetentionFCA ComplianceRisk Assessment

What Recruiters Look For

Insurance CVs must show your CII qualification level, lines of business expertise, and portfolio size. Include your GWP (gross written premium), client retention rate, and new business performance.

Key Skills to Include

Cert CII / Dip CII, commercial and personal lines, claims handling, underwriter negotiation, Acturis/SSP systems, FCA compliance, client retention, and risk assessment.

Common Mistakes

Not quantifying your book of business. State your GWP, number of clients managed, and average premium size. Also show your claims ratio and client retention percentage.

Formatting Tips

One page. Lead with your CII qualification level and lines of business. Include GWP and client numbers prominently in your profile summary.

Average Salary — Insurance Broker

United States
$45,000 – $80,000
United Kingdom
$28,000 – $50,000
Germany
$32,000 – $52,000
UAE / Dubai
$35,000 – $60,000
Canada
$40,000 – $68,000
Australia
$45,000 – $70,000

Figures in USD. Ranges reflect mid-level experience (3–7 years). Senior roles and major metro areas typically sit at the top of these bands.

Top 5 Interview Questions — Insurance Broker

1How do you handle a prospect who says they already have insurance and don't need to review it?
Show a consultative approach — ask when they last reviewed it, what life changes have happened, and whether their current cover actually matches their situation. Don't be pushy, be useful.
2Describe your process for building a book of business from scratch.
Talk about referrals, networking, LinkedIn outreach, community involvement, and asking existing clients for introductions. Be specific about what worked best for you.
3How do you explain a policy exclusion to a client who expected to be covered for a claim?
Show empathy first, then clarity. Walk them through the policy language, validate their frustration, and where possible help them understand what options they have going forward.
4What's your process for identifying gaps in a client's existing insurance programme?
Describe a structured review — assets, liabilities, income protection, business exposure, dependants. Show you look at the full picture, not just what you can sell today.
5Tell me about your best year in sales. What drove that performance?
Be specific — number of policies sold, premium volume, renewal rate. Explain what changed that year and what you'd replicate in a new role.

How to Tailor Your CV

Aviva, AXA, State Farm, Marsh McLennan, and NFU Mutual all hire insurance agents and brokers. State Farm captive agents need strong community ties and referral networks — they value relationship selling over product knowledge. Aviva and AXA hire for their broker-facing teams and want candidates with CII qualifications and pipeline management experience in a CRM like Salesforce. Marsh McLennan operates at the commercial and specialty end and looks for complex risk experience, technical insurance knowledge, and enterprise account management. Always quantify your renewal retention rate and annual GWP on your CV.

Related CV Examples

📊Financial Advisor→📊Mortgage Advisor→📊Chartered Accountant→

Ready to build yours?

Use this template or start from scratch — our AI builder will guide you.