Insurance broker CV sample - insurance broker CV formats / templates
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- RE: Insurance broker CV sample - insurance broker CV formats / templates -Ishita kispotta (09/09/12)
Insurance broker CV sample
Pankaj
Mobile: +91-81********
pankaj****@gmail.com
Career Profile
-Skilled and experienced professional in insurance field and devoted towards tremendous growth of the organization.
-Proven records of completing the targets within given timeline.
-Excellency with financial derivatives like credit, interest rate etc.
-Knowledge of International stock purchase and equity plan design.
-Experience of working with securities exchange and financial markets.
-Excellent knowledge of Equity Edge software, FAS123R and stock administration.
Key Skills
-Proficiency in using the methods and process of insurance sales.
-Excellent negotiation and presentation skills.
-Ability to work under pressure and fulfill the targets.
-Excellent building and maintaining relationship.
-Well verse in using MS Office, internet and emails.
Personality Traits
-Excellent communication and interpersonal skills.
-Quickly grasp skill and take initiatives.
-Excellent Problem solving skills.
-Excellent negotiating and conflict-resolution skills.
-Excellent organizational.
Professional Experience
“Company Name “-Place
Insurance Broker
April 20**- Present
-Gather information’s from clients and understand insurance needs.
-Renew or modify the policies.
-Develop and maintain relationships with the customers.
-Plan and attend meetings and analyze about the business of the client.
-Research on different insurance companies and policies.
-Provide suggestion to the clients for choosing suitable policies.
-Advice the clients on risk management and assist them for minimizing the risks.
-Preparing reports for insurance, negotiating with clients and keep details of each policy.
“Company Name “-Place
Insurance broker
June 20**- Feb 20**
-Identify the potential clients and provide then the insurance policies options.
-Assist the client for calculating the premiums and convenient methods of payment.
-Analyze the client’s properties and health condition to determine the insurance risk.
-Maintain the insurance records and remind the client for renewals.
-Schedule and fix meeting to evaluate the clients’ requirements.
-Provide suggestion to the client for appropriate insurance policies.
Achievements
-Awarded as Best “Insurance Broker” by XYZ.
-Recognized for achieving the target before the decided deadline in 20**.
Academic Qualifications
MBA (Marketing) from XYZ with First Class in 20**.
B.Com from XYZ with First Class in 20**.
10+2 from CBSE Board in 19**.
Personal Details
Date of Birth: 05 Sept 19**.
Languages known: Hindi, Punjabi and English.
Address: XYZ.
