Short term insurance broker Resume Example

Are you a Short term insurance broker by profession and looking for a career change? We have good news for you! use our job-winning professional Short term insurance broker Resume Sample template. You don’t have to start writing from scratch. Just click “Edit CV” and modify it with your details. Update the template fonts and colors to have the best chance of landing your dream job. Find more Resume Templates.

Rachel Frank

Short term insurance broker


I am a passionate, hard working person, with an eye for detail. I take pride in my work and strive to treat each and every client with respect and at a level of service equal to that seen in 1st world countries.


  • Computer literate
  • Attention to detail
  • Communication
  • Team player
  • Can work independently

Work Experience

Branch Manager

Neptune Risk Managers


My responsibilities include:

  • handling corporate, marine, aviation, personal clients, including but not limited to underwriting and claims
  • handling of accounts and payments to insurers
  • day to day management of the branch, as well as employees
  • I was responsible for the accounting functions of the company for a period of 2 years – Pastel based


Short term insurance – NQF 6

San Jose State University

  • I completed my short term education, achieving the level of Associate of the Insurnace Institute of South Africa in 2014
  • Completed all Santam SMK courses
  • Attended various courses presented by IIN
  • Completed an Advanced Bookkeeping course through Damelin Business college



  • English
  • French
  • Arabic
  • German

Career Expert Tips:

  • Always make sure you choose the perfect resume format to suit your professional experience.
  • Ensure that you know how to write a resume in a way that highlights your competencies.
  • Check the expert curated popular good CV and resume examples

What is the Role of a Short Term Insurance Broker?

Embarking on a career as a Short Term Insurance Broker means stepping into a dynamic role where every day brings a new opportunity to facilitate security and peace of mind for clients. But what exactly does this role entail? Let’s delve deeper into the world of a Short Term Insurance Broker.

A Short Term Insurance Broker operates in the fast-paced insurance industry, specializing in policies that provide coverage for a defined short period, typically less than a year. These professionals work closely with clients to understand their needs and financial situations, leveraging their expertise to recommend the most suitable insurance solutions. Their role is not just confined to selling insurance policies; it extends to advising clients on risk management, helping them navigate through complex policy details, and ensuring they get the best possible deal.

Being a Short Term Insurance Broker means wearing many hats. You are a consultant, a negotiator, a risk assessor, and a salesperson, all rolled into one. It’s a role that demands a deep understanding of the insurance market, a keen eye for detail, and exceptional interpersonal skills.

What are the Short Term Insurance Broker Job Requirements?

Aspiring to become a Short Term Insurance Broker involves meeting a set of stringent requirements that pave the way for a successful career in this field. Let’s explore the essential prerequisites for this role:

  • A Bachelor’s degree in finance, business, or a related field, laying a strong foundation for understanding the intricacies of the insurance industry.
  • Relevant certifications or licenses, which are often mandatory to operate as a broker in many regions.
  • Experience in the insurance industry, preferably in roles that involved sales or client service, to build a robust understanding of market dynamics.
  • Strong analytical skills to assess various insurance policies and understand the specific needs and financial situations of different clients.
  • Excellent communication skills, which are vital in explaining complex policy details in a simple and understandable manner.
  • A deep understanding of risk management to advise clients on the best strategies to mitigate potential risks.

Building a rich portfolio of experiences and continuously updating your knowledge through professional development courses can further enhance your profile.

What are the Responsibilities of a Short Term Insurance Broker?

The role of a Short Term Insurance Broker is laden with responsibilities that revolve around serving the client’s best interests. Let’s delve into the core responsibilities that define this role:

  • Understanding the client’s needs and financial situation to recommend the most suitable short-term insurance policies.
  • Negotiating with insurance companies to secure the best deals for clients.
  • Keeping abreast of the latest developments in the insurance industry to provide informed advice to clients.
  • Assisting clients in the claim process, ensuring a smooth and hassle-free experience.
  • Developing and maintaining long-term relationships with clients, built on trust and reliability.
  • Managing administrative tasks such as maintaining client records and processing policy renewals.

Each responsibility carries its own set of challenges, requiring a proactive approach and a deep understanding of the short-term insurance landscape.

Short Term Insurance Broker Resume Writing Tips

Crafting a resume that stands out in the competitive job market is a crucial step in your career journey. Here are some tips to help you create a compelling resume:

  • Highlight your experience in the insurance industry, showcasing your knowledge and expertise in short-term insurance products.
  • Detail any certifications or licenses you hold, which attest to your qualifications in the field.
  • Include achievements that demonstrate your success in securing great deals for clients or helping them navigate complex claims processes.
  • Emphasize your analytical and negotiation skills, which are vital in this role.
  • Include testimonials or references from satisfied clients to build trust and showcase your commitment to excellent service.

Remember to tailor your resume to the specific role you are applying for, highlighting the experiences and skills that are most relevant to the job description.

Short Term Insurance Broker Resume Summary Examples

Your resume summary is a snapshot of your professional journey, offering a glimpse into your expertise and achievements. Here are some examples to inspire you:

  • “Experienced Short Term Insurance Broker with a proven track record in securing optimal insurance solutions for clients. Expert in risk assessment and policy analysis.”
  • “Dedicated Short Term Insurance Broker with a deep understanding of the insurance market dynamics. Known for excellent client service and strong negotiation skills.”
  • “Proactive Short Term Insurance Broker with a knack for identifying the best insurance products to meet individual client needs. A trusted advisor with a strong client retention rate.”


summary offers a unique angle, showcasing different strengths and areas of expertise.

Create a Strong Experience Section for Your Short Term Insurance Broker Resume

The experience section is the heart of your resume, offering a detailed view of your career journey. Here’s how to build a strong experience section:

  • Detail your roles in the insurance industry, highlighting your experience in working with short-term insurance products.
  • Showcase your success stories, including instances where you secured great deals for clients or helped them successfully navigate the claims process.
  • Highlight any initiatives you took to improve processes or enhance client satisfaction.
  • Include metrics to quantify your achievements, such as the number of policies sold or the value of the deals negotiated.

Each entry in this section should paint a picture of a professional who is adept at navigating the complex landscape of short-term insurance, always with the client’s best interest at heart.

Sample Education Section for Your Short Term Insurance Broker Resume

Education forms the backbone of your expertise in the insurance industry. Here is a sample education section for your resume:

  • Bachelor of Business Administration, XYZ University, 2015
  • Certified Insurance Broker, ABC Institute, 2017
  • Advanced Diploma in Risk Management, DEF Academy, 2019

Listing your educational qualifications along with any additional certifications showcases your commitment to professional growth and learning.

Short Term Insurance Broker Skills for Your Resume

Your skills section is a showcase of your abilities, both innate and acquired. Let’s list down the essential skills that a Short Term Insurance Broker should possess:

Soft Skills:

  1. Communication: The ability to convey complex information in a simple, understandable manner.
  2. Negotiation: The skill to negotiate the best deals for clients.
  3. Customer service: A commitment to serving clients with empathy and understanding.
  4. Attention to detail: The meticulous approach to understanding and analyzing various insurance products.
  5. Problem-solving: The knack for finding solutions in challenging situations.

Hard Skills:

  1. Insurance product knowledge: A deep understanding of the various short-term insurance products available in the market.
  2. Risk assessment: The ability to assess the potential risks faced by clients and recommend suitable insurance solutions.
  3. Regulatory compliance: Knowledge of the regulatory landscape governing the insurance industry.
  4. Data analysis: The skill to analyze data to identify trends and insights that can aid in decision-making.
  5. Technical proficiency: Familiarity with industry-specific software and tools.

Each skill is a testament to your expertise and readiness to excel in the role of a Short Term Insurance Broker.

Most Common Mistakes to Avoid When Writing a Short Term Insurance Broker Resume

While crafting your resume, it’s essential to avoid common mistakes that can hinder your chances of landing the job. Here are some pitfalls to steer clear of:

  • Using a generic template that doesn’t highlight your unique strengths and experiences.
  • Overloading your resume with industry jargon, making it difficult for non-industry professionals to understand.
  • Failing to include a cover letter that narrates your professional journey and showcases your passion for the role.
  • Not proofreading your resume, leading to typos and grammatical errors that can create a negative impression.

Avoiding these mistakes will help you craft a resume that is both professional and compelling.

Key Takeaways for Your Short Term Insurance Broker Resume

As we wrap up this guide, let’s revisit the crucial points to remember while creating your Short Term Insurance Broker resume:

  • Highlight your expertise in short-term insurance products, showcasing your deep understanding of the market dynamics.
  • Detail your success stories, painting a vivid picture of your achievements in serving clients effectively.
  • Include a strong skills section that showcases your proficiency in both soft and hard skills essential for the role.
  • Emphasize your educational background and any additional certifications that attest to your expertise in the field.

Finally, feel free to utilize resources like AI Resume Builder, Resume Design, Resume Samples, Resume Examples, Resume Skills, Resume Help, Resume Synonyms, and Job Responsibilities to create a standout application and prepare for the Short Term Insurance Broker job interview.

With this comprehensive guide, you are now equipped to craft a resume that truly reflects your journey, skills, and aspirations. Remember, your resume is a canvas where you paint your professional story, a narrative of growth, learning, and dedication. Best of luck!