Insurance Specialist CV Example
An insurance specialist CV should show the premium volume you generate, the policy portfolio you manage and your claims/renewal performance in figures. This example can be adapted for broker and insurer roles. Keep it one page, ATS-friendly and free of a photo or personal details.
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Michael Reid
Insurance Specialist
Manchester, UK
Summary
Insurance specialist with 8 years of experience across personal and commercial lines. I manage a portfolio generating £1m in annual premium and hold renewal rates above 85%. My command of underwriting and claims processes continually drives customer satisfaction and cross-selling. Working towards the CII Diploma.
Experience
Commercial Insurance Specialist · Pennine Insurance Brokers Ltd
Apr 2020 – Present- ›Managed a commercial portfolio generating £1m in annual premium, lifting the renewal rate to 85%.
- ›Increased cross-selling by 35% with packaged SME insurance products.
- ›Tracked claims files to bring the average customer settlement time down to 10 days.
Insurance Account Handler · Greenfield Insurance Services
Jul 2017 – Mar 2020- ›Produced an average of 120 new motor, home and contents policies a month.
- ›Managed no-claims discount and quote processes, raising the quote conversion rate by 25%.
Skills
Education
Foundation Degree in Banking & Insurance · Manchester Metropolitan University (2015 – 2017)
What to Highlight in a Insurance Specialist CV
- ✓State the annual premium volume you generate and the number of policies in figures.
- ✓Renewal rate and the size of your customer portfolio are the strongest metrics in insurance.
- ✓Clearly write sector-specific qualifications such as CII certificates and FCA-regulated experience.
- ✓Highlight the lines you specialise in (motor, health, commercial, life).
- ✓Show cross-selling and claims-handling wins with concrete examples.
Technical Skills
- •Policy production and quoting systems
- •Claims file management
- •Underwriting and risk assessment
- •Personal and commercial lines knowledge
- •CII insurance qualifications
- •Portfolio and renewal management
Soft Skills
- •Persuasion & sales
- •Customer focus
- •Building trust
- •Objection handling
Common Mistakes
- ✕Saying "I made sales" without stating premium and policy numbers produced.
- ✕Not including sector qualifications such as CII certificates.
- ✕Leaving the insurance lines you specialise in vague.
Frequently Asked Questions
Are CII qualifications needed on an insurance CV?
For technical and account-handling roles, Chartered Insurance Institute (CII) qualifications are a strong advantage; noting them in the certifications section strengthens your application.
Is broker or insurer experience more valuable?
Both are valuable. Broker roles show broad-lines and sales experience, while insurer roles highlight claims/underwriting expertise; emphasise whichever side you are stronger on.
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