Home Insurance Broker Resume template
Insurance Broker resume template
A clean starting structure with example content grounded in what insurance brokers actually do day to day, not generic filler. Download and replace the bracketed placeholders with your own details.
Which resume format should you use?
Reverse chronological
You have a steady work history. This is the format almost every recruiter and ATS expects by default.
Functional
You're changing fields or have gaps in your employment. Leads with skills rather than a job-by-job timeline.
Combination
You're early career or have worked consistently but for only a few employers. Blends a skills summary with a shorter chronological history.
This template uses the reverse chronological format: the one most insurance brokers should default to, since most Australian recruiters and ATS software expect it.
Professional summary
Insurance Broker with a solid grounding in client risk assessment, policy comparison and insurer negotiation. Comfortable managing a book of clients across personal and commercial lines while keeping compliance with AFCA rules and industry codes front of mind. Known for clear client communication and finding cover that actually fits the risk, not just the budget.
Key skills
- Regulatory compliance (AFCA, industry codes of conduct)
- Financial analysis and modelling
- Selling and negotiation
- Insurance broking software (OPAL, INSIS)
- CRM systems (Salesforce, HubSpot)
- Policy comparison platforms
- Client relationship management
- Claims support and advocacy
Experience: example bullet points
- Assessed client risk profiles through detailed consultation, identifying gaps in existing cover and recommending appropriate policy adjustments
- Compared quotes and policy features across multiple insurers to secure cover that matched each client's risk exposure and budget
- Negotiated premiums and terms directly with insurers on behalf of clients, securing improved conditions on renewal in a majority of cases
- Maintained compliance with AFCA rules and insurance industry codes of conduct across all client files and correspondence
- Supported clients through the claims process from lodgement to settlement, reducing delays caused by incomplete documentation
- Managed a portfolio of policy renewals, tracking expiry dates and reassessing cover ahead of each renewal cycle
Education
Typical pathway is a Diploma of Insurance Broking or equivalent Tier 1 general insurance qualification (often through ANZIIF), sometimes paired with a Bachelor degree in commerce, business or finance; AFCA membership and an Australian Financial Services Licence (or authorisation under one) are required to practise.
Keywords an ATS is likely to scan for
Applicant tracking systems match your resume against terms in the job ad before a person ever sees it. Only include the ones that actually apply to your experience, but if a term below matches something you've done, use the same wording the job ad uses.
- AFCA
- ASIC
- RG 146
- Tier 1 general insurance
- ANZIIF
- NIBA
- AFSL
- general insurance broking
- professional indemnity
- claims management
- policy wording
- underwriting
- insurance codes of conduct
- CPD points
Getting past ATS screening
- Match the specific skills, certifications and terms used in the job ad, not just your own wording for the same thing.
- Keep formatting simple: no tables, text boxes, columns, headers/footers or graphics. Parsers frequently drop content placed in these.
- Submit as .docx or PDF unless the job ad specifies otherwise.
- Use standard section headings (Experience, Education, Skills) rather than creative alternatives.
- List your core skills and technical competencies in their own section so a keyword scan can find them instantly.
This is a starting point, not a guarantee of interviews. Tailor every bullet point to your own real experience and the specific job ad.