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Insurance Broker CV Example

A template for insurance professionals who protect businesses and individuals.

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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 McLennan
  • 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 Aon
  • 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.

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