Junior Broker Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To work at the position of a junior broker and learn about the different aspects involved in managing insurance brokerage. To master the skill of coordinating the activities between customers and agencies for availing insurance policies.

Key Skills:

  • Extensive knowledge of the insurance policies, regulations and code of conduct
  • Familiar with the nature of the insurance policies, risks and benefits associated with it
  • Ability to analyze complex data, compute values and decipher legal language
  • Excellent logical and critical thinking abilities that help make accurate analysis
  • Willingness to travel, work on weekends or do overtime as per project requirements

Work Experience:

Junior Broker
Masons Insurance Agency, Orlando
October 2013 – till date

  • Visit the clients to understand the potential for business risks and need for insurance
  • Advise the clients on the policy which suits their needs and gives them maximum cover
  • Handle complex cases involving the surveyors, underwriters, investigators, financiers, etc
  • Convey the changes made in the existing policies and explain its impact on the benefits
  • Make claims to the insurance company and quote the price of compensation
  • Advise the clients on taking all precautions for averting the possibility of accidents

Trainee Broker
Masons Insurance Agency, Orlando
April 2011 – September 2013

  • Gather and file the documents from clients required for purchasing the policies
  • Validate the accuracy and completeness in information provided by the clients
  • Make a chart for periodic payments of insurance premium and processing fees
  • Visit the site of accident and verify the authenticity of the incident
  • Attach copies of reports proving the authenticity of the accident and graveness of the loss

Documents Specialist
Accenture Insurance agency, Orlando
October 2010 – March 2011

  • Maintain records of the application forms, correspondence, payment receipts, etc.
  • Develop client base by promoting the services of the agency and benefits of policies
  • Maintain data on computer systems and update the contents regularly
  • Prepare client files by recording the details of their transaction with the insurance agency


  • Achieved an appreciation award for achieving highest target in the first quarter of year 2012 from Masons Insurance Agency, Orlando


On request.