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Insurance Broker Resume Template (Australia)

Professional insurance broker resume template designed for Australian roles. Includes ATS-optimised formatting, key skills, and expert guidance to help you land your next position.

SARAH JOHNSON

Insurance Broker

sarah.johnson@email.com | 0412 345 678

Melbourne VIC 3000

PROFESSIONAL SUMMARY

Skilled insurance broker with experience in client interviewing and insurance product knowledge. Proven track record of contributing to team success and achieving objectives in professional environments.

PROFESSIONAL EXPERIENCE

Insurance Broker

Professional Services Pty Ltd

Mar 2021 - Present
  • Applied client interviewing to support business objectives
  • Collaborated with team members to complete projects on time and within scope
  • Maintained high standards of work quality and attention to detail
  • Contributed to process improvements and workplace efficiency initiatives

KEY SKILLS

Client Interviewing
Insurance Product Knowledge
Risk Assessment
Policy Explanation
Premium Calculation
Payment Method Knowledge
Customer Service
Communication Skills

EDUCATION & QUALIFICATIONS

Bachelor Degree2019
University Name
Professional Development Certificate2021
Professional Body

Free Insurance Broker Resume Template and Example

This template is specifically designed for Australian insurance broker roles and optimised to pass Applicant Tracking Systems used by employers across Australia.

What's Included:

ATS-optimised insurance broker resume formatting
Australian industry standards compliant
Professional layout with insurance broker focus
DOCX format for easy editing

See also: Resume templates for related roles

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SARAH JOHNSON
sarah.johnson@email.com | 0412 345 678
Melbourne VIC 3000
Summary
Professional insurance broker with strong background in client interviewing, insurance product knowledge, risk assessment with proven ability to deliver results.
Work Experience
Insurance Broker
Professional Services Pty Ltd
Jun 2023 - Present
Successfully managed interview clients to identify insurance needs with measurable results
Led explain policy terms, premiums and benefits resulting in improved efficiency
Education
Bachelor of Marketing - University of Sydney
Google Analytics Certified • HubSpot Inbound Marketing

Quick Setup - Just 2 Steps

Fill in the boxes below to create your resume

1
Type Your Work Experience
2
Paste Job Description

Essential Information for Insurance Broker Resumes

Key skills, responsibilities, and ATS tips specifically for insurance broker roles

Key Skills

  • Client Interviewing
  • Insurance Product Knowledge
  • Risk Assessment
  • Policy Explanation
  • Premium Calculation
  • Payment Method Knowledge
  • Customer Service
  • Communication Skills

Core Responsibilities

  • Interview Clients to Identify Insurance Needs
  • Explain Policy Terms, Premiums and Benefits
  • Assist Clients to Determine Coverage Type and Level
  • Calculate Premiums and Establish Payment Method
  • Review Client Circumstances for Appropriate Coverage
  • Settle Claims to Satisfy Client and Insurer
  • Record Client and Policy Information
  • Identify Potential Clients From Sources

ATS Tips

  • Include key terms: Client Interviewing, Insurance Product Knowledge, Risk Assessment
  • Use industry-standard formatting for Insurance Broker roles
  • Quantify achievements in interview clients to identify insurance needs
  • Match job posting language for positions

How to Write an Insurance Broker Resume

Follow these expert tips to create a compelling insurance broker resume that gets noticed

Professional Summary

Write 2-3 sentences highlighting your insurance broker expertise and key accomplishments.

"Experienced insurance broker with expertise in Client Interviewing and Insurance Product Knowledge, specialising in personal insurance."

Key elements to include:

  • • Years of experience in
  • • Expertise in Client Interviewing and Insurance Product Knowledge
  • • Key achievements in interview clients to identify insurance needs

Experience Section

Focus on quantifiable achievements in your insurance broker roles.

Basic:

"Explain Policy Terms, Premiums and Benefits"

Enhanced:

"Explain Policy Terms, Premiums and Benefits resulting in 25% efficiency improvement and $50K cost savings"

Tips:

  • • Use action verbs for interview clients to identify insurance needs
  • • Include metrics and percentages
  • • Show progression in roles

Skills Section

Organise your insurance broker skills by category and relevance.

"Technical Skills: Client Interviewing, Insurance Product Knowledge, Risk Assessment, Policy Explanation"

Key elements to include:

  • • Prioritise Client Interviewing and Insurance Product Knowledge
  • • Include industry-specific certifications
  • • Match skills to job requirements
Insurance Broker Resume Template (Australia)