Broker Assistant Resume Sample
Kaylin Terry
71590 Lola Groves,
Houston,
TX
+1 (555) 381 3571
Work Experience
Assistant Manager Commercial Broker
02/2016
-
PRESENT
Detroit, MI
- Research market solutions in order to support the identification and appropriate development of optimum risk solutions for clients
- Record all information accurately on the appropriate systems
- Significant quantitative and analytical skills
- Technical understanding of theories, methods and approaches within the professional field
- Understanding of basic risk and insurance products and services
- Analyzes and reports preparation
- Participation in insurance programs negotiations
- Preparation of correspondence, statements, papers, presentations and other documents needed for insurance programs implementation
- Participation in insurance programs implementation (meetings with clients, information campaigns, etc.)
Broker Assistant
07/2012
-
01/2016
San Francisco, CA
- Strong knowledge of the insurance brokerage business
- Works independently on the most complex and/or important placements
- Enter all new business submission into the operating system for Clearance
- Verification of licensing and compliance requirements for accounts
- Follow up for information request with retailers
- Prepare specifications of coverage and pricing for an account to be marketed to a carrier
- Responsible for marketing to designated markets upon instructions of Broker
Broker Assistant
12/2008
-
01/2012
Boston, MA
- Insurance brokers active daily support
- Desirably experience in working in an insurance or broker company
- Desirably knowledge of the medical industry
- Proficiency in MS Office and general computer literacy
- Build and maintain relationships with business partners and employees at all levels
- Excellent communication and problem solving skills, initiative
- Works closely with Producers and/or Account Executives to understand a prospect’s needs
- Serves as a primary internal source for information concerning market trends, pricing practices and other underwriting policies
Education
Vincennes University - Jasper Campus
2002 - 2007
Bachelor's Degree in Business
Professional Skills
- Excellent computer skills, working with the entire Microsoft Suite
- Have good administration and processing skills with a keen eye for detail
- Experience as a broker or underwriter for commercial lines
- Managing and maintaining the debtor process and internal audit process
- Interesting job in international environment
- Ensuring internal databases and relevant systems are kept up to date and accurate
- Maintaining clients’ data in internal systems
How to write Broker Assistant Resume
Broker Assistant role is responsible for training, events, administration, insurance, research, compensation, finance, retail, health, microsoft.
To write great resume for broker assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Broker Assistant Resume
The section contact information is important in your broker assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Broker Assistant Resume
The section work experience is an essential part of your broker assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous broker assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular broker assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Broker Assistant resume experience can include:
- Performing general office tasks
- Delivering presentations for the clients
- Participating in clients and insurers meetings
- Preparing comparisons of the offers and brokers’ reports focused on financial, reinsurance and M&A insurance lines
- Preparing insurance and risk management analysis reports in M&A deals
- Responsible for the handling of account invoicing
Education on a Broker Assistant Resume
Make sure to make education a priority on your broker assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your broker assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Broker Assistant Resume
When listing skills on your broker assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical broker assistant skills:
- Strong analytical skills / affinity with numbers
- Analytical skills / affinity with numbers
- Driving license (B) is a strong asset
- Administration support on new business and renewal policies and provide an exceptional customer experience
- Providing support in preparing presentations for clients
- Contacting clients and insurers
List of Typical Skills For a Broker Assistant Resume
1
Skills For Assistant Placement Broker Resume
- Assist with updating company intrnet and/or electronic property listings
- Work in a people-oriented team with dynamic colleagues and leaders who are committed to exceeding the high standards set by our clients and by ourselves
- Attractive benefits package (including private health care, sports card, life insurance, savings plan, lunch card, language courses)
- A-class office building facilities
- Tier 1 Insurance Broking Qualification is desirable though not essential
- Initial training and development opportunities
- Attractive benefits package (including private health care, sports card, life insurance, lunch card, language courses)
- A-class office building facilities near to Rondo Zawiszy
- Insurance licensing required to be obtained within 6 months of hire date
2
Skills For Assistant Manager Commercial Broker Resume
- Possess your Tier 1 Insurance Broking qualification (not essential)
- Compliance relative to account servicing based on company’s policies and procedures
- Responsible for the handling of binders
- Responsible for conducting quality control review on policies, endorsements and audits
- Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for Broker approval
- Cold calling and support in organization of business events
3
Skills For Broker Assistant Resume
- Competitive salary based on employment contract
- No unusual physical demands
- Build long-term relationships with business clients
- High level of independence and responsibility at work
- Discipline and a great attention to details
- Possibility to become Broker and pass Broker exam
- Cooperation with multinational client group
- Fluency in English (C1 level)
- Build relationships with business clients
4
Skills For Assistant Placement Broker Resume
- The possibility to work with some of the key players from Financial and M&A sector and biggest GPW listed companies
- Work closely with Brokers across the region
- Project work in an international environment
- Fast career path and a possibility to become a Broker
- Daily correspondence via phone and email with clients, brokers, underwriters and other key stakeholders with some face-to-face contact with major clients
- Communications with customers primarily confined to account information request, declination and/or quote release and follow-up
5
Skills For Assistant Manager Commercial Broker Resume
- Take initiative to complete assignments independently
- Process and review accuracy of endorsements and audits
- Work on non-routine and more complex issues with assistance as needed
- Service a book of business under the direct supervision of a Broker
- Order and follow up on inspections and handle endorsement requests and referrals for the Broker
- Cooperation with Finance and Operation Shared Services
6
Skills For Broker Assistant Resume
- Preparing standard documentation (as: claims handling procedure documents, covering letters with policies), policy summaries, cash flow report, loss statistics and other internal and external reports
- Prepare money and non-money endorsement letters including invoicing
- Manage relationships with retail agents and follow up on any outstanding information needed to complete the brokerage file
- Assists in the renewal process, preparation of submission, and the gathering of information
- Analyses of insured benefit plans (mainly life insurance and medical plans)
- Preparation of comparisons of offers, reports
7
Skills For Assistant Placement Broker Resume
- Participation in insurance programs negotiations with providers
- Assist with the preparations of submissions, quotes, binders, and invoices,
- Prepare policy delivery letters
- Handle claims and loss run request
- Preparing standard documentation (e.g. claims handling procedure documents, covering letters with policies), policy summaries and other internal and external reports for the clients and insurers
- Support in organization of marketing / business events
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