Insurance broker CV template and example

This insurance broker CV template follows a commercial broker who progressed from trainee account handling into responsibility for an SME portfolio. The Word example combines client service, insurer negotiation and technical insurance knowledge with clear evidence of results. The guide covers commercial and personal lines, account handling, client-facing roles and progression into more specialist broking.

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Content of this CV template

How to write an insurance broker CV

An insurance broker CV should let an employer understand the business you handle and the part you play in arranging it. “Commercial insurance experience” could mean servicing packaged SME policies, managing corporate relationships or negotiating specialist placements. Make that distinction early, then use your employment history to show technical judgement, client service and commercial contribution.

Describe your market and client portfolio

Start with the combination that defines your experience: personal or commercial lines, the main classes of insurance, typical clients and your level of responsibility. A profile might introduce an SME commercial broker with property and liability experience, or a private-client handler managing high-value home and motor portfolios. This gives the reader a useful frame for the rest of the CV.

Under each employer, add a short portfolio description. Client numbers, typical premium ranges, sectors and complexity can all help. A manufacturer with several locations presents different servicing demands from a portfolio of individual landlords, even where both involve property insurance. Include the details that explain your workload and judgement.

Use one or two scale measures, with clear labels. A £1m premium portfolio and a £1m brokerage income portfolio are very different. If you use gross written premium, fee income or commission income, name the measure and period. Client count is often enough when monetary figures add little or are not available for your part of the work.

Clarify the division between servicing, advice and placement

Job titles vary between brokerages. An account handler may manage a complete renewal process while an account executive owns the wider relationship; another firm may combine those responsibilities. Describe your actual contribution beneath the title so employers can compare it with their own structure.

• Account handling: show the portfolio serviced, renewal and adjustment workload, insurer contact and the documents or decisions you prepare.
• Client-facing broking: explain how you review requirements, present recommendations, maintain relationships and coordinate the client’s programme.
• Market-facing placement: identify the classes, insurers or market types, complexity of submissions and your role in negotiating terms.
• Account executive work: make account ownership, client meetings, retention, referrals and new-business development visible alongside technical support arrangements.

Keep shared work specific. “Prepared the renewal presentation and compared insurer terms for the account executive’s client meeting” gives clear evidence of technical responsibility. “Led the annual review with the finance director and agreed the placement approach with our broking team” describes a different level of client ownership. Both can be strong evidence for the right vacancy.

Make technical knowledge visible through cases

A compact skills section can name your main classes of business, such as commercial combined, property owners, liability, fleet or professional indemnity. Employment bullets should show how you use that knowledge. Select a renewal, placement or mid-term change that required more than routine processing.

Useful examples include obtaining better risk information before approaching insurers, comparing a significant exclusion across quotations, coordinating a specialist referral or updating cover following a change in business activities. Explain the issue, your contribution and the outcome in two or three lines. The purpose is to demonstrate judgement on the CV, rather than reproduce the full advice file.

For a property-focused application, buildings, occupancy and portfolio complexity may be relevant. For professional indemnity or cyber roles, the client’s activities and the specific placement work may deserve more space. A specialist application is stronger when a few relevant cases receive detail than when every class you have encountered is given equal prominence.

For London market or wholesale roles, describe the type of risk, territories and the work you carry out with producing brokers, underwriters or placement colleagues. Name relevant placement and document systems alongside that work. This helps distinguish active broking experience from administrative exposure to the same market.

Turn renewal work into evidence of client service

Renewals are a substantial part of many broking roles, but “handled renewals” explains very little. Show the stages you manage: gathering updated information, preparing market submissions, obtaining terms, comparing options, discussing recommendations, securing instructions and checking documentation.

Choose the stages that reveal your contribution to a timely, well-explained renewal. An advance review diary may have reduced late information requests; a clearer submission may have helped insurers respond; regular contact may have kept a complex case moving. These examples show organisation and communication in an insurance setting.

Mid-term adjustments deserve similar treatment when they involve meaningful work. Changes to a client’s locations, contracts, vehicles or activities can demonstrate how you maintain an understanding of their business throughout the year. Routine processing can be summarised in one bullet, leaving room for a more demanding example.

Present retention and growth with useful definitions

Commercial results help employers understand the scale of your contribution. The most useful figures are those that connect to your own responsibilities and have an understandable basis.

• Retention: specify whether the figure refers to clients, policies, premium or income, and state the period.
• New business: give the number of clients or placements, the source of enquiries and a clearly labelled premium or income figure where useful.
• Portfolio growth: explain whether it came from new clients, additional cover, transferred accounts or changes within existing business.
• Service improvements: use measures such as renewal readiness, outstanding queries, document corrections or turnaround, with the relevant workload and timeframe.

The example CV states that 94 of 101 client accounts due for renewal were retained in one year. That is easier to interpret than an unexplained retention percentage. It also gives the annual written premium attached to nine new clients, making clear that the amount describes insurance business placed.

Premium growth alone can reflect market pricing as well as new business. Client numbers, income measures or a brief explanation of the source of growth help the reader see your contribution. If you mainly service accounts, strong renewal and quality evidence can be more relevant than sales targets owned by another colleague.

Show the quality behind your broking work

Regulatory awareness is most convincing when attached to routine responsibilities. Your CV might mention recording demands and needs, explaining material differences in cover, maintaining advice records, handling complaints, supporting customers who need additional help or following up file-review findings. Choose examples relevant to your customer base and role.

If Consumer Duty work formed part of your responsibilities, describe the contribution: reviewing customer communications, improving understanding of renewal options or acting on service feedback. The scope of the work matters more than adding the phrase to a skills list. For a senior role, staff coaching, quality assurance and resolving recurring documentation issues may provide stronger evidence.

Claims experience can also demonstrate service and policy knowledge. Explain whether you notified insurers, gathered information, kept the client informed, worked with loss adjusters or supported a specialist claims colleague. A concise case can show how you maintained communication and helped progress the matter, with the decision-making responsibilities clear.

Put broking systems in context

List the systems you use and the work you complete in them. Acturis experience might cover quotations, policy administration, diaries, invoicing and correspondence. Other broking platforms, insurer portals, CRM tools or electronic placement systems can be presented in the same practical way.

For a vacancy using a different platform, your experience of controlled policy records, renewal workflows and document checks still matters. If you helped migrate a book, configured a workflow or trained colleagues, describe that separately. It demonstrates more than familiarity with the interface.

Excel belongs on the CV when you use it for a defined task such as tracking renewals, reconciling a portfolio or reviewing business production. Name the task and, where useful, the level of spreadsheet work involved.

Present CII study and professional development clearly

Give the full qualification name, awarding body and completion date. A CII Certificate in Insurance, Diploma in Insurance and Advanced Diploma each communicates a different stage of development. Include your current professional designation where applicable, and record individual Chartered status separately if held.

For study in progress, state the qualification and completed units or the next scheduled assessment. This is more informative than “working towards CII”. Recent development can be grouped around relevant subjects, such as commercial property, liability, cyber or customer outcomes. A concise record shows the direction of your learning without reproducing your entire CPD log.

Place insurance qualifications prominently for an experienced applicant. A degree or earlier education can follow in a shorter entry. For a school leaver, apprentice or graduate, education and relevant work experience may take more space because they provide the evidence of numeracy, communication and learning that the employer needs.

Build a convincing first broking application

For trainee roles, use previous work to demonstrate handling detailed information, asking questions, explaining options and following enquiries through. Customer service, administration and sales can all provide useful examples when the connection is concrete. Managing a queue of enquiries accurately or resolving a billing discrepancy is stronger evidence than a general claim of attention to detail.

Applicants moving from personal lines to commercial insurance should identify the strongest overlap: property risks, client conversations, policy comparisons, insurer negotiations or renewal management. Then show relevant study and any commercial work already undertaken. A move from claims or underwriting can draw on policy interpretation and insurer knowledge, alongside evidence of client communication and the broking responsibilities sought.

Use the administrator CV example if you need help selecting evidence from an earlier administrative role. For the finished application, give insurance-related work the greatest prominence. You can compare other document styles in the template library.

Insurance Broker CV FAQs