How to Present Your Contact Information
- Full name.
- Professional email address (avoid unprofessional ones).
- Link to your portfolio, LinkedIn, or relevant online profiles (if applicable).
- Phone number with a professional voicemail.
Accomplished Insurance Broker with over 7 years of experience in assessing client needs and providing tailored insurance solutions. Proven track record of increasing client portfolios by 20% annually while maintaining a 95% client retention rate. Adept in negotiating and securing advantageous terms with insurance providers to achieve client satisfaction and business growth. Seeking to leverage expertise in a senior insurance broker position to drive successful insurance strategies and client engagement.
Technical Skills:
- Insurance policy analysis
- Risk assessment
- Claims management
- CRM software expertise
- Regulatory compliance awareness
Soft Skills:
- Negotiation
- Communication
- Customer service
- Problem-solving
- Time management
KPIs (Key Performance Indicators):
- Number of new clients acquired
- Client retention rate
- Percentage increase in total premiums written
OKRs (Objectives and Key Results):
- Expand client portfolio by 15% within the next fiscal year
- Develop and implement a new client onboarding process to reduce setup time by 30%
- Enhance customer satisfaction ratings by 10% through improved communication and follow-up processes
List your experience in reverse chronological order. Focus on achievements, responsibilities, and quantifiable outcomes.
Right Example:
- Assessed and tailored insurance coverages for a diverse client base, increasing retention rate by 15% over two years.
- Negotiated competitive insurance terms resulting in a 10% cost saving for clients annually.
- Implemented a client referral program that increased new client acquisition by 25% in one year.
Wrong Example:
- Handled insurance policies for clients.
- Talked with clients about their insurance needs.
- Worked with team on insurance claims.
