Trainee Insurance Broker CV Template - Free Download
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Trainee Insurance Broker CV Template
Trainee Insurance Broker CV Template
Sharon Rooney
Trainee insurance broker
321 Made Up Street Exeter E32 9KK
Tel: 0131 000 7788 Mobile: 07711 888 7777 Email:
Personal profile
A degree educated candidate with lots of
commonsense & a hard working confident attitude.
Ready to start immediately & familiar with all aspects
of the insurance business including quotations and
underwriting, mid term adjustments, renewals and
claims. A proven ability to identify the customer
needs, match their insurance requirements whilst
adhering to underwriting guidelines
Bright, articulate and numerate with excellent
communication skills, presently looking for a career
as a trainee broker within the insurance industry.
Academic qualifications
BA (Hons) Business Economics 2:1
A’ Levels: Maths (C) English (A) Physics (A)
Areas of expertise
Telephone sales Claims handling
Financial services Commercial insurance
New Business Generation Account management
Work experience
Turners Insurance Services May 2010 - Present
Working for an expanding insurance company.
Responsible for generating new leads through cold
calling to build up a database of prospects, which is
used to generate new business.
Communicating directly with clients and insurance
Handling queries from both external customers
and internal calls.
Involved in complex sales which include client
visits and contacting underwriters.
Assessing a clients needs then matching their
insurance requirements.
Dealing promptly with incoming telephone calls,
post and e-mail enquiries.
Business development and building lasting
business relationships with clients.
Maintaining a clients portfolio including claims
and enquiries and renewals.
Assisting in renewal terms, rebooking exercises,
client registers & other necessary documentation.
Sales skills
A proven track record of successful closing
sales after offering a competitive and
comprehensive insurance product.
Experience of both commercial and personal
insurance broking.
Able to adhere to the underwriting guidelines.
Ability to develop close working relationships
with internal and external contacts.
Familiar with using computer quotation,
administration and database systems.
A comprehensive understanding of the
insurance market.
Fully aware of industry rules and regulations.
Excellent business development skills, able to
cold call prospects, develop relationships and
give relevant insurance advice.
Experience of investigating, negotiating and
settling claims.
Communication with policyholders, solicitors
and others by telephone and in writing.
Familiar with contacting loss adjusters,
solicitors, policyholders & other third parties.
Personal attributes
Have confident and effective telephone skills.
Excellent organisation skills.
Knowledge of databases, Microsoft Word and
Enthusiastic, motivated and willing to learn.
Flexible with working hours.
Can build a solid rapport a variety of
Attention to detail and an ability to accurately
record information.
Available on request.
Driving license: Yes
Nationality: British
Languages: Portuguese
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