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Insurance Broker resume examples & templates

Last Updated: July 2026

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Charlotte Foster
Insurance Broker
 
CONTACT
Phone: 
Email: 
Address: 
LinkedIn: 
 
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JUNIOR (1–2 years)
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SUMMARY
Insurance Broker with 7+ years owning month-end close, FP&A, and audit-grade reporting in growth-stage companies. Strong on controls, automation, and clear executive communication. Trusted partner to leadership and peers, known for clear communication and dependable delivery.
 
WORK EXPERIENCE
Junior Insurance Broker — Westbridge Group, Miami, FL (Aug 2023 – Present)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
 
Insurance Broker Intern — Westbridge Group, Miami, FL (Jan 2023 – Jul 2023)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
 
SKILLS
NetSuite / SAP • Excel (advanced) • Power BI / Tableau • SQL • Floqast / BlackLine • Attention to Detail • Communication • Discretion • Ownership • Cross-functional Partnership • GAAP • Month-End Close
 
EDUCATION
Bachelor of Arts, Insurance Broker — State University (Aug 2014 – May 2018)
 
LANGUAGES
English — Native  •  Spanish — Fluent
 
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MID-LEVEL (2–5 years)
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SUMMARY
Insurance Broker with 7+ years owning month-end close, FP&A, and audit-grade reporting in growth-stage companies. Strong on controls, automation, and clear executive communication. Trusted partner to leadership and peers, known for clear communication and dependable delivery. Comfortable owning ambiguous problems and turning them into shipped, measurable outcomes. Brings a calm, organized approach to high-pressure environments and tight deadlines.
 
WORK EXPERIENCE
Insurance Broker — Westbridge Group, Miami, FL (Jun 2021 – Present)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
 
Associate Insurance Broker — Westbridge Group, Miami, FL (Mar 2019 – May 2021)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
 
Junior Insurance Broker — Northpoint Partners, Baltimore, MD (Aug 2017 – Feb 2019)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
 
SKILLS
NetSuite / SAP • Excel (advanced) • Power BI / Tableau • SQL • Floqast / BlackLine • Attention to Detail • Communication • Discretion • Ownership • Cross-functional Partnership • GAAP • Month-End Close • FP&A • NetSuite • Excel • SOX
 
EDUCATION
Bachelor of Arts, Insurance Broker — State University (Aug 2014 – May 2018)
 
LANGUAGES
English — Native  •  Spanish — Fluent
 
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SENIOR (5–10 years)
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SUMMARY
Insurance Broker with 7+ years owning month-end close, FP&A, and audit-grade reporting in growth-stage companies. Strong on controls, automation, and clear executive communication. Trusted partner to leadership and peers, known for clear communication and dependable delivery. Comfortable owning ambiguous problems and turning them into shipped, measurable outcomes. Brings a calm, organized approach to high-pressure environments and tight deadlines. Committed to continuous learning and mentoring others as a insurance broker.
 
WORK EXPERIENCE
Senior Insurance Broker — Westbridge Group, Miami, FL (Mar 2020 – Present)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
Documented processes, decisions, and lessons learned so the team could scale best practices and onboard new contributors quickly.
 
Insurance Broker — Westbridge Group, Miami, FL (Jun 2017 – Feb 2020)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
Documented processes, decisions, and lessons learned so the team could scale best practices and onboard new contributors quickly.
 
Associate Insurance Broker — Northpoint Partners, Baltimore, MD (Sep 2014 – May 2017)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
 
SKILLS
NetSuite / SAP • Excel (advanced) • Power BI / Tableau • SQL • Floqast / BlackLine • Attention to Detail • Communication • Discretion • Ownership • Cross-functional Partnership • GAAP • Month-End Close • FP&A • NetSuite • Excel • SOX • Audit • Forecasting • Variance Analysis • Controls
 
EDUCATION
Bachelor of Arts, Insurance Broker — State University (Aug 2014 – May 2018)
 
LANGUAGES
English — Native  •  Spanish — Fluent
 
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LEAD / MANAGER (10+ years)
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SUMMARY
Insurance Broker with 7+ years owning month-end close, FP&A, and audit-grade reporting in growth-stage companies. Strong on controls, automation, and clear executive communication. Trusted partner to leadership and peers, known for clear communication and dependable delivery. Comfortable owning ambiguous problems and turning them into shipped, measurable outcomes. Brings a calm, organized approach to high-pressure environments and tight deadlines. Committed to continuous learning and mentoring others as a insurance broker.
 
WORK EXPERIENCE
Lead Insurance Broker — Westbridge Group, Miami, FL (Jan 2019 – Present)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
Documented processes, decisions, and lessons learned so the team could scale best practices and onboard new contributors quickly.
Mentored junior teammates through 1:1 coaching and code/work reviews, helping them ramp up faster and take on more ownership.
 
Senior Insurance Broker — Westbridge Group, Miami, FL (Aug 2014 – Dec 2018)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
Documented processes, decisions, and lessons learned so the team could scale best practices and onboard new contributors quickly.
Mentored junior teammates through 1:1 coaching and code/work reviews, helping them ramp up faster and take on more ownership.
 
Insurance Broker — Northpoint Partners, Baltimore, MD (May 2010 – Jul 2014)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
Documented processes, decisions, and lessons learned so the team could scale best practices and onboard new contributors quickly.
 
Junior Insurance Broker — Crestline Holdings, Baltimore, MD (Jun 2008 – Apr 2010)
Consulted with cross-functional stakeholders to define goals, scope, and success metrics, and translated them into a clear delivery plan that the team executed on time.
Owned the end-to-end workflow from research and planning through execution and review, ensuring every deliverable met quality standards and stakeholder expectations.
Partnered with team members and external partners to align priorities, unblock dependencies, and keep projects moving forward without surprises.
Analyzed performance data and customer feedback to identify improvement opportunities, then implemented changes that measurably improved outcomes.
 
SKILLS
NetSuite / SAP • Excel (advanced) • Power BI / Tableau • SQL • Floqast / BlackLine • Attention to Detail • Communication • Discretion • Ownership • Cross-functional Partnership • GAAP • Month-End Close • FP&A • NetSuite • Excel • SOX • Audit • Forecasting • Variance Analysis • Controls • Time Management • Critical Thinking
 
EDUCATION
Bachelor of Arts, Insurance Broker — State University (Aug 2014 – May 2018)
 
LANGUAGES
English — Native  •  Spanish — Fluent
 

How to Write a Insurance Broker Resume

Insurance Broker roles remain among the most competitive in their field, and a well-written resume is the single biggest lever you control. A great insurance broker resume demonstrates measurable impact, the exact keywords the JD asks for, and a clean, ATS-friendly layout.

Resumeva's ATS Resume Builder helps insurance brokers create resumes optimized for both recruiters and applicant tracking systems — same story, half the time.

What should a insurance broker resume include?

  • Resume header
  • Professional summary
  • Work experience
  • Skills
  • Education
  • Certifications
  • Optional awards and achievements

Insurance Broker Salary & Job Growth

Salary and demand vary widely across insurance broker specializations. The charts below show current US averages and year-over-year growth across the most common insurance broker role variants — use this to position your title, target comp, and headline metrics.

Finance salary

1
CFO
$245k
2
Finance director
$175k
3
Senior financial analyst
$115k
4
Accountant
$79k
5
Bookkeeper
$47k

Finance jobs per year

1
Financial managers+17.0%
2
Financial analysts+8.0%
3
Accountants & auditors+4.0%
4
Bookkeeping clerks-6.0%
5
Tellers-15.0%

Insurance Broker Job Market Outlook

Finance teams hire for operators who can close clean, automate where possible, and translate numbers into decisions.

What to Include in Your Insurance Broker Work Experience

Every employment-history entry on a insurance broker resume should include:

Include the following:

Title and reporting line
Company and revenue size
Location
Dates of employment
Systems (NetSuite, SAP, Oracle, Excel)
Outcomes — close days, variance %, savings

ATS Optimization for Insurance Broker Resumes

Most employers and recruiting agencies use Applicant Tracking Systems (ATS) to screen applications before a human ever sees them. Resumeva's free ATS Resume Checker helps you identify missing keywords, formatting issues, weak bullet points, skills gaps, and ATS compatibility problems in seconds.

  • Missing keywords from the JD
  • Formatting issues (two-column layouts, text in images)
  • Weak, responsibility-only bullet points
  • Skills gaps versus the target role
  • ATS-compatibility problems

Insurance Broker ATS Keywords

The keywords most often surfaced in insurance broker job descriptions include:

GAAPMonth-End CloseFP&ANetSuiteExcelSOXAuditForecastingVariance AnalysisControls

Choosing the Best Insurance Broker Resume Template

The best insurance broker resume template is:

  • ATS-friendly (single column, standard headings)
  • Easy to read at a glance
  • Professional and on-brand for the role
  • Well structured, with consistent dates and spacing

Resumeva recommends a reverse-chronological format for most insurance broker professionals.

Insurance Broker Resume Summary Example

A resume summary should quickly communicate your experience and value. Example:

Insurance Broker with 7+ years owning month-end close, FP&A, and audit-grade reporting in growth-stage companies. Strong on controls, automation, and clear executive communication.

Insurance Broker Work Experience Examples

Strong example

Insurance Broker | Westbridge Group

  • Cut month-end close from 11 → 5 business days through process redesign and automation in NetSuite + Floqast.
  • Owned annual budget and quarterly reforecast for a a meaningful amount P&L; variance to plan within ±meaningfully for 6 consecutive quarters.
  • Led successful Big-4 audit with zero material adjustments two years in a row.
  • Identified a meaningful amount in annual savings through vendor consolidation and SaaS rationalization.

Weak example

  • Responsible for insurance broker duties.
  • Worked with the team.
  • Helped with projects.

Insurance Broker Skills Examples

Hard skills

  • • NetSuite / SAP
  • • Excel (advanced)
  • • Power BI / Tableau
  • • SQL
  • • Floqast / BlackLine

Soft skills

  • • Attention to Detail
  • • Communication
  • • Discretion
  • • Ownership
  • • Cross-functional Partnership

Education Section Example

Bachelor of Arts, Insurance Broker

State University · 2014 – 2018

Additional certifications:

  • CPA
  • CFA Level II+

Common Insurance Broker Resume Mistakes

Do

Keep it simple — there is no need for your insurance broker resume to be creative. Clear and concise is all that is required.

Ensure your resume is spaced out well, uses a single column, and is easy to scan in under 10 seconds.

×Don't

Write a insurance broker resume that is more than two pages long. Recruiters simply don't have the time to read pages and pages.

Use tables, graphs, or images on your resume — ATS parsers mangle them. Text only is fine.

  • Using generic summaries that could apply to any candidate
  • Missing ATS keywords from the target JD
  • Listing duties instead of measurable achievements
  • Using outdated, multi-column resume formats that parsers mangle
  • Including irrelevant experience that dilutes the story

Frequently Asked Questions

How long should a insurance broker resume be?

Most insurance brokers should use a one-page resume early in their career and a two-page resume if they have extensive, distinct experience to show.

What is the best format for a insurance broker resume?

Reverse-chronological format remains the preferred format for most insurance broker positions because it surfaces recency and progression first.

Are insurance broker resumes screened by ATS?

Yes. The majority of employers use ATS software before resumes reach a hiring manager — keywords and a parser-friendly layout matter.

Improve your resume with Resumeva

Get an ATS score, find missing keywords, and improve your bullet points with AI.

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