Insurance Broker

The following is an example of a qualified / professional Insurance Broker resume sample(s). These resume examples uses an integration resume layout. The Resume initiates with the applicants qualification profile, outlining key-qualifications for Insurance job field.

Then, the candidate has an outline of their full work experience (employment history) in sequential order with employment dates on file.

Next is the Educational background, listed in descending order (most recent first). It then moves onto the Professional Background, highlighting skills separated into professional & personal skills.

And lastly, Certifications/Licenses that the candidate it involved with. Then a final part displays any other additional information that the candidate want it to be listed.

Resume Example for Insurance Broker

Insurance Broker – Symmetry Financial Group

Colorado Springs, CO

Authorized to work in the US for any employer

Work Experience

Insurance Broker

Symmetry Financial Group

July 2016 to Present

• Obtained license to conduct business in Colorado and Alabama with two lines of authority, Health and Life, Exp. 6/2018 
• Dialed leads to schedule appointments with clients, 90% booking ratio 
• Sat appointments with clients in their home and followed the R.E.A.L in home presentation system, 70% closing ratio 
• Responsible for closing sales and submitting business to insurance carriers 
• Maintained contact with clients and carriers to promptly complete any outstanding forms etc. to get policies placed 
• Delivered policies, asked for referrals

Shift Manager

Loaf N Jug

June 2014 to May 2015

• Delegated shift tasks, run register, report to store manager at end of shift 
• Handled customer complaints and issues in professional manner 
• Responsible for store appearance and secret shop scores

Customer Service Rep. Verizon Wireless


November 2013 to April 2014

• Utilized Doorways 2.0 data base to research and obtain most current policies to achieve first call resolution 
• Mastered ACSS platform (plan changes, trouble-shooting, number blocks, billing) 
• Averaged 94% Entire Rep Performance and Rep Resolve (most important stat based on random customer surveys, exceeding goal)

Convenient Store Manager

Stop and Go

August 2012 to January 2013

• Reconciled register at the end of every shift 
• Reported to owner about all employee’s performance 
• Priced and ordered product 
• Handled all sales and cash transactions for customers

Tax Form Clarification Specialist

Kroll Factual Data

October 2010 to April 2011

• Responsible for correcting and clarifying tax forms and sending off to the IRS for approval 
• Maintained a standard of nearly perfect accuracy 
• Met requirement to submit at least 100 forms per day 
• Trained in other departments including calls to mortgage lenders to request documentation for clients 
• Upheld strict company mandates to protect client’s privacy contained in documentation handled

Reservation Agent

Alpine Express

November 2009 to April 2010

• Booked telephone reservations for transportation from local airport to ski area 
• Maintained communication with dispatch to assure space and correct times for arrivals and departures 
• Checked guests in and distributed shuttle information at time of plane arrival 
• Responsible for filing group invoices and purging old records

Hostess, busser, waitress and delivery driver


May 1999 to October 2009

• Dining room manager in a very fast paced cafe 
• Monitored and directed appropriate guest seating while managing the wait list, welcoming guests, and announcing meal specials 
• Handled all customer cash flow including ticket charge-outs, split tickets, and end-of-shift register reconciliation 
• Bussed tables, side work, end-of- shift cleaning and stocking


Cheeks International Academy of Beauty Culture

May 2011 to March 2012

Toni and Guy Hairdressing Academy

October 2005 to February 2006


Gunnison High School

August 1999 to May 2004


business management. (1 year), cash (10+ years), clerical (5 years), stocking (1 year)


Life and Health Insurance

August 2016 to June 2018

Colorado issued, also hold an Alabama non resident license exp.6/18

Additional Information

Skills: 1year insurance sales, business management. Sixteen years – customer service, cash handling, inventory, ordering, stocking and dining room management. Five years – clerical, phones, reservations, Microsoft Office, and proprietary software. Type 60+ wpm.