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Insurance CV Writing Guide

This document provides a template for an insurance and financial services professional's CV. It includes sections for contact information, a professional statement highlighting qualifications and experience, key skills, recent achievements, recent employment history including roles and responsibilities, education and qualifications, hobbies and interests, and a note about references being available upon request. The purpose is to help those in the insurance and financial industry showcase their qualifications, experience, skills, and achievements for a new role.

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Motivational Quotes
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57 views2 pages

Insurance CV Writing Guide

This document provides a template for an insurance and financial services professional's CV. It includes sections for contact information, a professional statement highlighting qualifications and experience, key skills, recent achievements, recent employment history including roles and responsibilities, education and qualifications, hobbies and interests, and a note about references being available upon request. The purpose is to help those in the insurance and financial industry showcase their qualifications, experience, skills, and achievements for a new role.

Uploaded by

Motivational Quotes
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

[Full Name, Title, Qualifications e.g.

Cert C11, Dip C11, Cert CILA, Dip PFS, Cert PFS]
[Home address]
[Contact Number] • [Email Address]

Professional Statement
Use this section of your CV to highlight the five key bullet points that cover who you are and what
you do. You should include your current job title, how long you have been in this role and what the
role involves. Make sure you detail any industry specific qualifications in one of the bullet points too,
and refer to yourself with relevant attributes e.g. high achiever, results driven, confident etc. It’s also a
good idea to include a link to your LinkedIn profile.

Insurance and Financial Services professionals are target driven and motivated to succeed, so don't
forget to highlight and "sell" yourself.

Try to avoid statements such as "I work well as part of a team and on my own initiative" or "I can
communicate at all levels" - the majority of CVs contain these statements. CVs that show creativity
stand out – make yours specific to you.

Key Skills
List these so that they stand out after your professional profile, these should link to your recent
achievements below and more importantly to the role that you are applying for – again be specific.

Recent Achievements
This is a great opportunity for you to highlight your biggest and most recent career successes. You
should create a top five bullet point list of the things that really make you stand out, some useful
examples could be:

 Successfully managed various relationships with… Which resulted in the following contracts
being awarded…
 Migrated IT systems by working closely with operational teams…detail how the project was
managed and what was achieved
 Details of any cost saving exercises/initiatives and include the amounts saved
 Developed a process to ensure FCA regulatory deadlines were consistently met which was…
this resulted in…

Recent Employment
This should be brief and, as a general rule of thumb, focus on your last three roles, in chronological
order with the most recent at the top. Highlight your key achievements, and aim to use bullet points
rather than lengthy descriptions.
E.g.
[Job Title], [Company Name] [Location] [Date M/Y- Date M/Y]
Achievements and responsibilities:
• Brief role overview
• Work alongside [team] to produce [project]
• Implemented [change] which resulted in [benefit]
• Received an [award name] for [reason]

Once you have detailed your last three roles you should then list all of your remaining roles and client
names but with no detail, it is still good practice to ensure a client knows all of the companies you
have worked in in case they wish to you ask you further questions about any of them.

Education
Industry specific exams/qualifications
Degrees
A-levels:
• [Subject] – [Grade] [College/School Name] [Date M/Y– Date M/Y]
• [Subject] – [Grade] [College/School Name] [Date M/Y– Date M/Y]
• [Subject] – [Grade] [College/School Name] [Date M/Y– Date M/Y]
GCSEs:
• [Number] GCSEs, grades [range], including Maths and English

Hobbies and Interests


This section is not essential, but can be a good opportunity to reinforce your application, and show a
future employer what motivates you outside of work.

Only include if you have achieved something/volunteered etc.

E.g.

 I’ve completed a marathon for [charity]


 I negotiated my away across [country] on a budget, working as I went

References
References are available upon request.

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