Broker Manager Resume Samples

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CB
C Buckridge
Carmela
Buckridge
83727 Parisian Mount
Los Angeles
CA
+1 (555) 165 7199
83727 Parisian Mount
Los Angeles
CA
Phone
p +1 (555) 165 7199
Experience Experience
Phoenix, AZ
Broker Manager
Phoenix, AZ
Hudson, Harvey and Graham
Phoenix, AZ
Broker Manager
  • Provide outstanding and timely service and support to clients, your managers, client relationship managers and originators
  • Provide management with various reports and evaluations of their agent's sales and activity
  • Develop Quarterly Priorities Executed by the Broker
  • Develop effective reporting, training, scorecarding, and evaluation criteria and process for the management of the 3rd party Sales Agencies and Brokers
  • Develop sound business implementation strategies to achieve sales goals outlined in the annual marketing plan
  • Help market submission and product design options to clients, relationship managers, and originators
  • Support the direct and matrix line manager in the specific marketing events
Phoenix, AZ
Manager of National Broker Services
Phoenix, AZ
Labadie, McKenzie and Schoen
Phoenix, AZ
Manager of National Broker Services
  • Gain subject matter expertise in assigned area along with recommending and participating in special projects that add value to brand
  • Tech savvy with a high level of proficiency in web-based applications including Microsoft Office
  • Promote events, training offerings and other initiatives to Brokers
  • Establish business plan and goals for each broker within a book of business leveraging the Curator platform
  • Produce all reporting in accordance with assigned responsibilities either through CRM, Curator or other methodology
  • Partner with the Special Projects Team to support transition / on-boarding for new franchisees
  • Create and maintain positive working relationships throughout the Broker’s business and staff within the organization
present
Dallas, TX
CPG Sales Operations & Broker Manager
Dallas, TX
Durgan-Powlowski
present
Dallas, TX
CPG Sales Operations & Broker Manager
present
  • Manage customer, regional and store performance analysis using customer and broker data
  • Participate in Marketing and Sales innovation/campaign planning workshops for major initiatives to ensure operational execution
  • Develop an external contact strategy with the key customers operational teams
  • Work closely with the Sales and Trade Marketing teams to ensure that the Merchandising, Assortment, Shelf Guidelines and suggested Pricing and Promotional guidelines are implemented
  • Develop a broker and operational strategy across all channels
  • Monitor Broker contractual terms and ensures pay for performance
  • Track overdues, stock and pricing claims
Education Education
Bachelor’s Degree in Accountability
Bachelor’s Degree in Accountability
Kean University
Bachelor’s Degree in Accountability
Skills Skills
  • Proven sales ability with strong negotiation skills
  • Strong attention to detail and accuracy of data entry
  • Strong business and financial acumen: advanced business analytics skills, customer P & L agility, ability to plan, track and evaluate trade management
  • Ability to adapt to changing work and customer demands
  • Experience calling on highly strategic or complex customers
  • Demonstrates sales competencies consistently and effectively with considerable expertise and business impact
  • Ability to assess in-depth analysis and recommended appropriate action
  • Goold Computer knowledge (MS Office)
  • Ability to make recommendations for solutions based on information gathered and analyzed from the systems previously mentioned
  • Good at both English and Chinese (Written and Oral)
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15 Broker Manager resume templates

1

Business Development Manager, nab Broker Resume Examples & Samples

  • Proactively find and manage high-value Mortgage Brokers to achieve specific lending volume and retention targets and contribute to overall portfolio growth
  • Develop a sound understanding of the Broker business to identify product and service opportunities and to assist Brokers in running a better business aligned to our offerings
  • Conduct Broker Accreditation workshops and Market Education Program sessions as well as attend Broker and industry functions representing NAB
  • Discuss Loan Scenarios and Structure with Mortgage Brokers and write recommendations to support complex loan submission
  • Meet with Broker Group BDMs to educate them on our service proposition and products and conduct regular, planned sales calls with structured objectives and outcomes
  • Monitor sales pipeline to ensure budgets are achieved and initiate planned activities to rectify when necessary
  • Manage and leverage internal relationships to deliver a comprehensive, competitive and quality service experience to broker businesses
  • Support all centralised product, pricing, policy and process communications with allocated Brokers
2

Broker Manager Resume Examples & Samples

  • Trade Planning
  • New Item Distribution
  • Core Distribution
  • Pricing Execution
  • Supply Chain Management
  • Digital engagement and strategy for each major customer
  • Forecasting: Quarterly and Annual volume and quantities
  • Develop Quarterly Priorities Executed by the Broker
  • Develop Scorecards the Broker will be measured against
  • Develop annual business plan and achieve top and bottom line financial goals
  • Align customer strategies to build a collaborative business plan
  • Understand and execute marketing plan sales priorities
  • Monitor trade plan execution
  • Complete ongoing general business analytics and evaluate risks, opportunities & threats
  • Customer Service collaboration to ensure account coverage and response
  • Proven sales ability with strong negotiation skills
  • Highly organized approach to covering accounts and brokers with attention to detail and follow up skills a must
  • Experience with Grocery and Hardware customers
  • Experience in developing & presenting sales business strategies and forecasting
  • Must show proven ability to build and maintain strong, effective relationships with customers and functional groups
  • Demonstrates sales competencies consistently and effectively with considerable expertise and business impact
  • Experience calling on highly strategic or complex customers
  • Experience across the sales function in both customer facing and business development roles
  • Demonstrates potential to move across other functions of the team and/or organization (Category Leadership, Joint Business Planning, etc.)
  • Strong business and financial acumen: advanced business analytics skills, customer P & L agility, ability to plan, track and evaluate trade management
  • Ability to make recommendations for solutions based on information gathered and analyzed from the systems previously mentioned
  • Strong attention to detail and accuracy of data entry
  • Understanding of the total business process and procedures
3

District Manager / Designated Broker Resume Examples & Samples

  • Recruiting - Work with the District Recruiter to maximize the acquisition of new agents to ZipRealty Residential Brokerage (ZRRB) Master utilization and delivery of ZRRB digital recruiting presentation to prospective agents. Demonstrate and utilize recruiting skills to show ZRRB’s technology and customer acquisition strengths. Present the advantages of our value proposition and customer acquisitions competency and associated compensation plan. Determine and stay current on your three main competitors’ compensation plans and how to sell PBZ’s value proposition against them
  • Agent Training & Coaching- Mentor and coach agents in strategies and best practices to build their business including business planning, development of market expertise and responsiveness to customer-specific real estate needs. Act as the primary advocate for ZAP and ZRRB’s training offerings and demonstrate how to leverage these resources to drive success. Ensure that agents volunteering to participate in the ZRRB Technology and Customer Program meet the production and training standards required for participation in the program, and drive engagement of participating agents in all aspects of the Program including education, customer service and technology adoption
  • Real Estate Compliance– The District Manager/Designated Broker is responsible for the day-to-day real estate operations of ZipRealty Residential Brokerage (ZRRB). This would include but not limited to fielding questions from the ZRRB agents, contract compliance education, NWMLS representation, listing support, and guidance on brokerage policies and procedures
  • Leadership- Act as inspirational leader of agents. Continuously re-recruit agents through communicating ZRRB’s value proposition, executing effective agent recognition programs, leading by example, setting the bar for work ethic and successfully promoting all ZipRealty programs and technology
  • Customer Service – Assist with developing programs to ensure highest possible customer satisfaction and close rates for customers through the ZRRB’s Technology and Customer Program
  • State Managing Broker Real Estate License required
  • 3+ years brokerage management, assistant management or past leadership training preferred
  • Strong conflict resolution skills required
  • Organization and prioritization skills required
4

Senior Broker Manager Resume Examples & Samples

  • Deliver annual operating plan for net sales, profit and trade managerment
  • Own communication of DPSM objectives to third party broker partner and ensure execution of DPSM objectives in-store
  • Proactively serve as liaison between third party broker partner, team counterparts and internal support team members to foster cultural growth and collaboration
  • Proactively support third party broker partner in development and implementation of effective sales and merchandising plans utilizing customer and market data, Brand playbooks and KPI’s to maximize contribution in achievement of volume, distribution and supply chain objectives
  • Proactively support third party broker partner with selling in new innovation, increasing our presence on shelf and executing pricing & promotional strategies
  • Drive full understanding of retail execution plans for all key customers within assigned geographical region ensuring execution is optimized and results are maximized
  • Provide market audits for key DPSM objectives across all customers within the assigned geographical region
  • Serve as ground level resource for any market visits from the brand teams, coordinating any specific broker resource needs through the COM
  • Drive awareness of financial position, facilitate financial reconciliation & facilitate projection of short-term forecasts out 1 year for all key customers within assigned geographical region to ensure action plans meet future annual operating plans
  • Responsible for the quality of our third party broker partner organization representation with all key customers within assigned geographical area
5

Broker Manager Resume Examples & Samples

  • Management of book including servicing of existing accounts and participation in RFP’s for new business opportunities
  • Lead and manage an experienced team of high net worth personal lines brokers, including, goal setting, performance appraisal, career development, budgeting and time management
  • Provide outstanding and timely service and support to clients, your managers, client relationship managers and originators
  • Identify and analyze client exposures
  • Help market submission and product design options to clients, relationship managers, and originators
  • Develop and maintain thorough knowledge of the high net worth insurance marketplace, products and services, developing productive business relationships with key insurance underwriters
  • Development and execution of client service plan
  • Adhere to all best practices
  • Replicate effective products/solutions across syndication
  • Adhere to the highest standards of professionalism and ethical behavior in all activities
  • Minimum of 10 years’ experience in the insurance industry
  • Team management experience
  • Proven collaboration skills enabling the candidate to successfully lead broking teams and leverage thought leaders in pursuit of greater client, carrier and Aon outcomes
  • Strong oral presentation skills and the ability to clearly articulate complex messages in written form
  • Involvement in the transaction of insurance for commercial risk/middle market companies
  • A network of carrier relationships, carrier references required
  • Experience using management reports to identify opportunities and impact results
  • Consistent achievement of assigned territorial or practice goals
  • Track record of successful recruiting of high-performing talent
6

Broker Manager / Manager Sales Resume Examples & Samples

  • Manage top-level broker relationships for branded and private label businesses
  • Bachelor’s Degree in business, finance, marketing or related field
  • Minimum 5 years with broker or sales and/or sales support role in CPG industry
  • Strong technical, report running and analytical skills
  • Experience with DMS/RW3
  • Ability to interact at senior management level
  • Exceptional problem solving skills
  • Ability to travel up to 50% of the time
  • Reasonable proximity to a major air hub
7

Senior Broker Manager Resume Examples & Samples

  • Degree qualified in a business discipline
  • Strong credit and financial analytical skills, ideally within a Corporate or Institutional Banking environment
  • Demonstrate capability to structure fairly complex deals effectively and negotiate financing alternatives with clients utilising your solid interpersonal and negotiating skills
  • Strong portfolio management skills
  • Sound risk management skills
  • Strong knowledge of commercial banking and products
  • Demonstrable experience in Commercial lending
  • Strong technical knowledge of Asset Finance products
  • Ability to workshop or coach Commercial and Asset Finance deals up to $35M
  • Strong influencing and presenting skills
  • Demonstrable experience in dealing with the broker industry in Australia
8

Broker Fast Product Manager Resume Examples & Samples

  • Experience and deep knowledge of Cloud Computing and related technologies
  • Broad exposure across architecture, design, solutioning and execution of service offerings
  • Cloud Networking and Software Defined Networking (SDN) skills are added plus
9

Cib-treasury Services Treasury Sales Manager Banks & Broker Resume Examples & Samples

  • Responsibility for growing revenue, profitability, maintaining and developing client relationships
  • Support new business development initiatives including client training and segment research to identify new business opportunities
  • In partnership with other TSMs and TS Management, drive the execution of the sales strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with target clients
  • Implementing and supporting ongoing client strategy and co-coordinating cross- sell opportunities with other parts of the Bank
  • Management of the entire sales process from selling to full implementation (including proposals, contract negotiation, documentation and co-ordinating product partners / implementation teams)
  • Be the "voice of the client" for TS and achieve a deep understanding of the client's needs and identification of product and service delivery gaps
  • Providing clients/prospects with thought leadership on latest industry news, market developments and issues, regulatory changes
  • Responsible for addressing business issues such as risk, legal and compliance and managing resolution
  • Partner with Client Service, Compliance, Credit, Legal, Operations, Product, Risk and other functions including Senior Bankers to optimize product and service delivery to clients
  • Representing TS at appropriate external market/industry forums
  • Mentoring of junior employees
  • Intellectual ability and desire to develop client and technical skills to assume a TSM role
  • Deep product/solution set knowledge
  • Knowledge of the French Banks & Broker-Dealers segment
  • Organized and disciplined with the ability to handle multiple priorities and to act with own initiative
  • Ambition, drive and a "can-do" attitude with focus on delivery and execution
  • Ability to mobilise and lead diverse teams (internal and external) towards a common goal
  • Excellent communication, influencing and negotiation skills
  • Fluent French speaker in addition to English
10

Property Associate Broker / Account Manager Resume Examples & Samples

  • Has both account management and production responsibilities--hybrid role
  • Has both renewal/retention and new business goals
  • May manage others
  • Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts
  • Performs heavy, ongoing servicing of accounts
  • Bachelor's degree and 5 or more years related experience --or -- High School Diploma/GED and 10 years related experience
  • License required
  • Professional designation such as Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) preferred
11

Account Manager / Broker Resume Examples & Samples

  • A good degree from a recognised University or college
  • ACII qualified
  • Cert CII / Dip CII (Chartered Insurance Institute)
  • Practical experience working in an account management or technician position within an international insurance company
  • Practical experience and knowledge of broking within an international insurance company
  • Experience of placing market submissions and placing documentation, including slip and endorsements on OpenTwins
  • Familiarity with OpenTwins on a detailed level
  • Robust knowledge of general insurance/reinsurance (London Market, Lloyds and Industry) products and services
  • Excellent written and verbal communication, interpersonal and negotiation skills
  • Forward planning (the ability to anticipate future outcomes) and time management skills
  • Enthusiastic team player able to fit into the larger team
12

Broker Manager Resume Examples & Samples

  • Strong understanding of Assess Finance
  • Proven 3rd party relationship management experience, will need to have strong industry experience in commercial lending
  • Strong portfolio management skills, and sound risk management skills
  • Possess strong credit and financial analytical skills
  • Demonstrate capability to structure fairly complex deals effectively
  • Negotiate financing alternatives with clients utilising your solid interpersonal and negotiating skills
13

Medicare Broker Manager Resume Examples & Samples

  • 1-3+ years of sales and/or broker sales experience required
  • Candidate must be proficient using Microsoft Excel
  • Excellent written and verbal communication and presentation skills
  • Ability to prepare and execute a basic business plan
  • State of Oklahoma Insurance/Group One License is strongly preferred
14

Food Broker Manager Resume Examples & Samples

  • Collaborates and partners with Hain Brands, Broker Sr. Mgmt. and Customers to drive best-in-class retail execution and achieve business objectives by prioritizing and organizing various priorities
  • Develops and implements Broker-driven, ROI-based incentive ACV Gap reward program
  • Implements tactical business plans and sales strategies to account for product changes, based on season and demand
  • Maintains frequent and consistent interaction with Brokers and key customers
  • Establishes communications SOP with the Broker Retail team for key performance metrics, competitive and market insights, consumer complaints, and Customer/ Company concerns
  • Utilizes historical retail data to track and audit effectiveness of promotions, price surveys, store audits, Client contests, reset activity, and other retail initiatives
  • Assists with other projects, as assigned
  • Minimum five years’ experience in a direct sales capacity in managing food Broker relationships or related role
  • Ability and desire to travel extensively
  • Ability to create and present sales data internally and to external clients
  • Excellent organizational skills, ability to prioritize multiple priorities and strong attention to detail
  • Computer skills including MS Office programs such as Outlook, Word, Excel PowerPoint
15

Manager, Broker Services Resume Examples & Samples

  • Oversees staff to maintain appropriate standards of coverage and service delivery in accordance with anticipated volume fluctuations and department needs
  • Ensures that all department timelines, deadlines and requirements are met including monthly reporting schedule
  • Provides consistent communication on individual/team/Network performance on key metrics
  • Oversees and helps develop and maintain Broker Services technology and reporting tools
  • Ensures team compliance to proper business practices & policies including processes related to router box coverage, data integrity, documentation and approval of change requests and exception submissions and established business practices
  • Maintains regular communication with the business, team and leadership on development, implementation and follow through of policy & procedures
  • Works with leadership team to continuously develop overall performance, effectively utilizing team resources and implementing improvements
  • Provides training and assesses strengths and developmental needs of employees including timely, clear and objective coaching
  • Minimum 3-5 years business experience within a multi-faceted real estate related environment (i.e. experience in several service/product areas preferred)
  • Ability to interact with external and internal customers at all levels and multi-task and prioritize work in response to changing business needs
  • Proven ability regarding team leadership and relationship management capabilities
  • Process orientation and systems proficiency required
  • Technical expertise with multiple software applications
  • Strong reporting, analytical and problem solving skills
  • USAA background check required
  • College degree preferred
  • Travel- less than 5%
16

CPG Sales Operations & Broker Manager Resume Examples & Samples

  • Interact with sales brokers as the point of communication between brokers and Beiersdorf
  • Set and track KPI's driving operational excellence
  • Manage customer, regional and store performance analysis using customer and broker data
  • Work closely with the Sales and Trade Marketing teams to ensure that the Merchandising, Assortment, Shelf Guidelines and suggested Pricing and Promotional guidelines are implemented
  • Maintains internal focus on On Shelf Availability, innovation, share of shelf, pricing, net sales, promotions, promotional compliance, innovation speed to shelf and distribution
  • Sales project lead for On Shelf Availability
  • Act as lead project team member for the Top City project whereby key cities will be targeted to deliver growth, distribution and share
  • Monitor Broker contractual terms and ensures pay for performance
  • Track overdues, stock and pricing claims
  • Set up and track key drives and incentives in line with S&CM and Marketing plans
  • Facilitate training and education of brokers’ staff
  • Analyze and monitor TTC Spend
  • Collect and distribute in store and competitor information
  • Implement and track in store activities e.g. stickering, uplifts, etc
  • Ensure product flows and secondary placements are implemented and audited at stores
  • Develop a broker and operational strategy across all channels
  • Develop an external contact strategy with the key customers operational teams
  • Participate in Marketing and Sales innovation/campaign planning workshops for major initiatives to ensure operational execution
17

Manager, Medicare Broker Operations Resume Examples & Samples

  • 5+ years experience in managing high volume transaction processing, financial management, project delivery, production, systems analysis and application program development
  • Experience working with vendors required
  • Demonstrated negotiating skills required
  • Healthcare experience is preferred
18

Account Manager, Broker Partnerships Resume Examples & Samples

  • Develop and execute outreach strategy for targeted real estate firms
  • Book introductory meetings with brokers to build a clientele list
  • Conduct face-to-face meetings including presentations, broker engagements and events to advocate WeWork’s product offerings and services
  • Ensure that all potential leads are followed up with by appropriate WeWork Sales Lead
  • Manage benchmarking process, create client and prospect reports to show results
  • Provide support for Broker and Real Estate related PR, marketing, and design initiatives as-needed
  • Network with key contacts within related industry to expand contact base
  • Prepare various monthly, quarterly, and annual reports for management’s review as needed
  • Consistently maintain a high level of client-member satisfaction
  • 5+ years professional experience related to relationship management and business development
  • Commercial real estate experience preferred
  • Creative thinking and flexibility -- ability to multi-task and handle pressure in a fast-paced environment
  • High level of personal credibility, customer relationship, networking and interpersonal skills
  • Proactive and reliable; driven to achieve team goals
  • Proven track record of high level strategic skills
  • Ability to work in a matrix organization and demonstrate team leadership skills
  • Ability to work collaboratively across functions, work independently, and take initiative when appropriate
  • Proficiency with SalesForce, Microsoft Office, Adobe Creative Suite, InDesign and presentation software
19

Manager of National Broker Services Resume Examples & Samples

  • Serve as the centralized, remote point of contact for affiliates within the assigned book of business by assisting them with brand and RFG tools and systems implementation, questions and level 1 troubleshooting. Respond to all affiliate inquires and requests promptly and provide exceptional experiences during each interaction
  • Maintains accurate roster of key leadership staff within each brokerage (operations, training, TA, marketing, etc.) and mainatains active relationship with all key leadership staff
  • Establish business plan and goals for each broker within a book of business leveraging the Curator platform
  • Proactively reach out to affiliates (at least once per month) by using consulting tools available (Curator, Red Flag Report, Power Broker and others as applicable)
  • Provide first level support for various web based systems including but not limited to CREST (DASH), ZAP and all other systems relevant to the BHGRE franchise framework
  • Proactively position and differentiate BHGRE products, tools and systems to reinforce the value proposition of both BHGRE and Realogy
  • Own and lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary company team members where appropriate
  • Understand and leverage full shared services throughout Realogy
  • Partner with the Special Projects Team to support transition / on-boarding for new franchisees
  • Contribute to “One Realogy” enterprise philosophy
  • Exhibit and maintain an expert level of knowledge of BHGRE’s products and current market conditions in order to leverage the brand system offerings and add value to customers
  • Respond to all inquiries from Brokers, internal brand staff and shared service teams
  • Create and maintain positive working relationships throughout the Broker’s business and staff within the organization
  • Monitor responses and attitudes of affiliates to ensure brand is responsive to their needs. Maintain and increase broker satisfaction ratings
  • Produce all reporting in accordance with assigned responsibilities either through CRM, Curator or other methodology
  • Gain subject matter expertise in assigned area along with recommending and participating in special projects that add value to brand
  • Promote events, training offerings and other initiatives to Brokers
  • Assist brokerages with any and all office change requests (i.e. Relocations, Assignments, Terminations, Owner and Responsible changes, DBA name changes. Assist existing brokers with New Office openings as well as Mergers and Acquisitions
  • Assist as needed with renewal process for assigned territory
  • Manage brokerage compliance with the assistance of internal teams and external vendors within assigned territory (i.e. insurance compliance and website compliance)
20

Telephonic Broker Channel Manager Resume Examples & Samples

  • Develop sales strategies to procure sufficient number of referrals and other self-generated leads to meet sales targets
  • Assist with broker trainings and evaluations for assigned network of agencies
  • Provide training to assigned agencies on Molina product offerings, systems, and processes
  • Assist with GA/Broker meetings and provide ongoing trainings
  • Assist with projects as assigned
  • Current relationships with centers of influence for Molina products (Medicare/Marketplace/Medicaid)
21

Designated Broker / District Manager Resume Examples & Samples

  • P&L Management-Own regional P&L and execute responsibilities to achieve profit targets that include balancing under-performing and over-performing areas to achieve a favorable P&L result for the district
  • Agent Recognition Events-Oversee world-class execution of agent recognition events and adoption of ZRRB’s uniform national recognition standards. Ensure adequate agent communication and support, interaction and coaching to maximize agent retention
  • Ancillary Businesses- Drive agent adoption of other ZRRB’s businesses as they are incorporated in ZRRB’s offerings (such as mortgage, insurance, title, etc.)
  • Minimum 5 years of real estate sales experience required
  • Must exhibit superior leadership skills
22

VP Risk Manager, Broker Resume Examples & Samples

  • Design, consistent production, and analysis of daily and periodic reporting of risk positions
  • Suggestion, review, application for central approvals, and monitoring of risk limits
  • Evaluation and communication of risks associated with new products and new business activities
  • Understanding all regulatory risk management requirements, design of procedures to satisfy these requirements, and communication of results and other requested information to regulators (both directly and indirectly through relevant affiliates)
  • Communication, advocacy, and coordination of risk management approaches and policies within the firm and in concert with SMFG’s global risk management approaches and requirements
  • Five years’ experience in risk management or closely-related role in a major investment bank or broker-dealer
  • Strong understanding of common risk management concepts and requirements
  • Strong understanding of the use and characteristics of common securities and derivatives
  • Experience with or solid knowledge of current regulatory requirements for risk management preferred
  • Strong quantitative skills with solid grounding in basic mathematical and statistical concepts
  • Excellent written and verbal communication skills essential
  • Advanced Microsoft Excel skills necessary, including basic macro programming
  • Comfort with basic document and presentation production with Microsoft Word and Microsoft PowerPoint necessary
  • Experience using the capabilities of third-party systems such as Bloomberg Professional preferred
23

Broker Manager Resume Examples & Samples

  • Direct all 3rd party and broker related activity for specific customers achieving Account Revenue objectives, individual training, strategic account planning, and customer development
  • Manage approximately ~300+ small to mid-size accounts (some accounts include: 99 Cent Only, Academy Sports & Outdoors, Aldi, Associated Grocers, Central Grocers, Container Store, Dollar Express, Dot Foods, Fred’s, Piggly Wiggly, Shopko, Variety Wholesalers, etc.) through partnership with 3rd party agency (located in Neenah, WI) who provide headquarter sales coverage of retailers and distributors via face-to-face, phone and electronic media. Team includes 6 account managers, 3 sales administrators; support for systems (shipments and consumption data), 1 team lead and 1 Director
  • Develop effective reporting, training, scorecarding, and evaluation criteria and process for the management of the 3rd party Sales Agencies and Brokers
  • Analyze customer and market trends appropriate actions to capitalize on opportunities and address potential problems
  • Achieve net sales, market share, and gross to net objectives
  • Drive strategy and execution to pursue alternative channel “white-space” opportunities for new business, including assisting the organization in solving route-to-market challenges
  • 50% travel
  • Must be mobile for future opportunity growth/progression within SC Johnson
  • 2-3 years of broker management experience
  • 3-5 years of experience in CPG
  • High level of comfort with: forecasting reports, shipment review, and market share
  • Retail Management experience
  • Ability to adapt to changing work environment
  • Strong communication: written and verbal
  • Strong analytical skills and ability to think strategically
  • Interact with multiple levels of the internal and external organizations
  • Strong leadership experience and acumen
  • Demonstrated ability to motivate and train on key processes, systems, strategies, tactics and products
  • Strong software skills including MS Office applications, Vista, BW, and Nielsen
  • Strong Planning & Organization skills – need to manage a complex portfolio of customers and markets
  • Ability to work cross functionally to deliver customer needs (finance, supply chain, customer marketing)
  • Sense of Urgency
  • Oral communication in group and individual situations
  • Ability to assess in-depth analysis and recommended appropriate action
  • Ability to adapt to changing work and customer demands
  • Sales forecasting
  • Deal spending within budget
  • Distribution recommendations for account
  • Merchandising recommendations for account
  • Pricing and promotion recommendations for account
  • T&E spending within budget
24

Client Manager / Broker Resume Examples & Samples

  • Manage key client relationships, including market negotiation and client communication while adhering to agreed turnaround times
  • Partner with colleagues to deliver the team’s sales strategy
  • Effectively communicate product wording changes across the Marsh Global network
  • Participate in ML team initiatives, including conferences and administrative duties
  • Maintain and develop productive relationships with key ML strategic insurance markets as well as producing offices within the Marsh Global network
  • Commercial insurance experience essential
  • Experience of broking or underwriting Financial Lines desirable
  • ACII (or working towards) desirable
  • Highly numerate
  • Strong relationship management skills
25

Broker Development Manager Resume Examples & Samples

  • Acting as a Trusted Business Advisor your primary responsibility is to grow profitable RSA business with your intermediary accounts through defending renewal business and creating new business opportunities
  • Build and maintain relationships within assigned intermediary organisations to understand their strategy, culture, personalities, customer base and decision making and ensure they fully understand RSA’s propositions
  • Develop, agree and maintain a yearly account plan for each allocated intermediary to achieve sales strategy and targets
  • Manage the effective delivery of account plans, involving marketing, sales, operations, claims and underwriting colleagues, to ensure RSA achieves the required service and performance
  • Manage the sales pipeline with each of these intermediaries to ensure RSA achieves its annual sales targets
  • Lead the identification, planning and winning of new account relationships to grow the portfolio of intermediary accounts in line with sales strategy
  • Proactively develop sales skills and market/business knowledge, apply best practice techniques and tools and demonstrate the Brand Beliefs to maximise your performance and exploit RSA’s investment in your training and development
  • Comply with the required standards of sales excellence and best practice and operating effectiveness and efficiency, and Group, legal and regulatory requirements
26

Broker Manager Resume Examples & Samples

  • Minimum 5 years sales and/or broker sales experience required
  • Minimum 5 years of experience in Medicare/Government sales preferred
  • Proven success within a high performance sales culture with less focus on account management and more focus on sales performance
  • Experience in affectively communicating with partners in the following areas - field sales, distribution and sales management
27

Broker Account Manager Resume Examples & Samples

  • Conduct outbound contacts to brokers to communicate Regus value and generate enquiries and book tours for brokers and prospects
  • Handle inbound and outbound calls and other methods of communication (e.g. email) to new prospects and existing customers including follow-up calls to qualify, educate and sign up business
  • Manage sales process: lead/enquiry generation, sell all product lines and close deals
  • Work efficiently (high volume) and effectively (good sales and customer feedback) on all Key Performance Indicators in line with company procedures and guidelines
  • Accurately record notes clearly in all relevant systems
  • Recommend improvements that will positively impact sales and efficiency
  • Proven track record of selling products or service solutions within a business-to-business sales environment
  • Professional and clear communication skills with the ability to build rapport with a broker and customer instantaneously over the phone. (Excellent telephone demeanor)
  • Supports business unit’s goals and demonstrates positive attitude toward others; will assist in all areas as needed
  • Proven negotiation skills
  • Intermediate level of MS office; Word, Excel, PowerPoint and Outlook
  • Familiarity with CRM systems a plus
  • Maintains high productivity/activity level
  • Flexibility to work the hours required. (Can involve early and late shifts)
  • Willingness to go beyond the job description to meet business goals
28

Broker Services Team Manager Resume Examples & Samples

  • Manage individual and team performance to ensure that they are capable and competent, exercising performance management consistent with corporate policies and procedures
  • Lead, coach and develop the team to ensure they maintain competence and their development needs are proactively identified and addressed
  • Maintain effective staffing levels at all times in order to meet volume demand, quality and time-bound targets
  • Actively manage customer relationships to promote and support a market leading customer service excellence culture; effectively resolve complaints in line with corporate guidelines
  • Lead continuous improvement initiatives to enhance quality, customer service and business effectiveness, ensuring employees have a “Great Place to Work”
  • Utilise Management Information (MI) to assess progress against performance for the individual and team; analyse the MI appropriately to plan ahead and make any required resource changes/work focus to successfully achieve set targets
  • Utilise an effective framework for monitoring quality and productivity results to achieve the required quality and productivity standards for both the individual and the team as a whole
  • Work with Operations Manager to support the identification and retention of talent, maintaining succession planning
  • Drive continuous improvement initiatives to enhance quality, customer service and cost effectiveness
  • Make consistent and timely business decisions in line with corporate guidelines and vision and values
  • Take responsibility for own development by actively seeking opportunities to improve own performance & ensure the agreed Personal Development Plan is progressed
  • Ensure personal and team compliance with all corporate and regulatory requirements including Health & Safety, Data Protection, Money Laundering, Internal Audit and Risk and control requirements Develop successful cross departmental and functional business relationships to support the delivery of customer service across the end-to-end process
  • Ensure the continued protection of Unum’s information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer
  • Embed and contribute to the Conduct Risk Framework, wider Solvency II systems of governance principles, Treating Customers Fairly requirements and the Risk Management Framework as it applies to the role and divisional activities and drive improvements as required
  • Comply with Unum’s Code of Conduct and other Company Policies and Procedures as appropriate
  • Good Judgment
  • Strong Business Knowledge
  • Values Driven
  • People Management and practical application
  • Experience of managing change and improving processes
  • Complaint Handling
  • Effective analysis of Management Information
  • Recruitment and selection techniques
  • Quality Management
  • Operational Management
  • Knowledge of relevant systems: ALIS, GPAS, GROMIT, AWD, WORD, EXCEL & OUTLOOK
  • Detailed knowledge of group products with an understanding of the Group Market
  • Detailed knowledge of policy servicing processes, procedures and systems
  • Full understanding of the customer feedback process
  • Comprehensive knowledge of Service Level Agreements and related business targets
  • Understanding of the Balance Business Scorecard ( BBS )
  • Understanding of the relevant Regulatory requirements including TCF and Risk Management
  • Experience within Customer Service Environment and preferably some within the Financial Services Industry
  • Team Leader/Management experience (essential)
  • Professional Qualifications FPC 1&2 or equivalent, ACII (desirable)
  • Experience of coaching and training others
  • Good verbal and numerical reasoning skills
  • High degree of PC literacy
  • Degree level education preferred
29

Broker Manager Resume Examples & Samples

  • Demonstrate leadership skills that will position the Broker team's success
  • Demonstrate success in selling to the senior market
  • Develop sound business implementation strategies to achieve sales goals outlined in the annual marketing plan
  • Drive individual sales through a team of outside appointed agents to achieve and/or exceed monthly sales target/goal
  • Increase enrollment penetration in critical regions according to the marketing plan
  • Know and effectively communicate the major competitive advantages
  • Manage assigned team of agents
  • Manage ongoing sales relationships with agents and General Agencies
  • Monitor and be held accountable for sales activities for their agents to make certain all CMS (Centers for Medicare & Medicaid Services) and UPMC Health Plan rules and regulations are adhered to
  • Provide management with various reports and evaluations of their agent's sales and activity
  • Train and develop agents to ensure all leads are attended to in an appropriate time and fashion
  • B.A. degree or equivalent industry experience required
  • 3 years of successful health care sales and/or account management experience required
  • Demonstrate strong work ethic that will help position teams success. Manage internal and external resources. Ability to develop and maintain credibility in the market place
  • Ability to develop interdepartmental relationships
  • Excellent organizational and analytical skills
  • Ability to multi-task. Excellent communication (written and presentation) skills. Proficiency in IKA system and Microsoft Office
  • Ability to effectively work with and take direction from Management. Desire to continue upward progression within organization
30

Passionate Broker Manager Resume Examples & Samples

  • Strong technical knowledge of Asset Finance products with experience in Broker business preferred
  • Ability to workshop or coach Commercial and Equipment Finance deals up to $35 million
  • Strong influencing skills and proven experience in dealing with the broker industry in Australia
  • Strong knowledge of commercial banking and proven experience in commercial lending
  • Proven Credit and Risk knowledge
31

State Manager NSW Broker, Equipment Finance Resume Examples & Samples

  • Leading the state-based sales team to achieve or exceed required KPIs
  • Delivering financial and growth targets including new business volumes, loan growth, margins, fees and income, marketing spend and return on investment
  • Delivering strong profitable growth in equipment finance across the NSW Broker and Aggregator network
  • Building and maintaining superior relationships with the NSW EF Broker market and delivering the best Customer Value Proposition
  • Implementing the sales strategy and ensuring alignment to the bank’s corporate and commercial strategy
  • Working with credit to ensure high standards in credit applications are maintained and credit policies, lending delegations and risk assessment criteria are observed
  • Building and maintaining a high performing team with fully engaged employees
  • Improving and increasing the reach and performance of the business via key strategic initiatives
  • Contributing as an integral part of the business leadership team to ensure the business maintains sustainable and targeted growth
32

Mdcr Broker Manager Resume Examples & Samples

  • 5+ years sales and/or broker sales experience required
  • Sales management experience preferred
  • Ability to use standard corporate software packages and corporate applications
  • Ability to communicate effectively with all levels of management
33

Major Accounts Broker District Manager Resume Examples & Samples

  • Reach or exceed assigned sales goals
  • Implement sales strategies
  • Develop and execute a cold calling strategy to target prospects
  • Mine existing and prospective clients for referral business
  • Establish and maintain good customer relations, with both internal and external customers
  • Connect customers' business needs with ADP products and services
  • Cross-sell other ADP solutions to existing clients
  • Build network in person and via phone with key decision makers in a designated territory
  • Associate or bachelor's degree
  • Minimum of two years of outside business-to-business sales experience, with proven proficiency in selling and presentation skills, prospecting, and territory management
  • Experience working on a sales quota
  • Demonstrated ability to exceed sales quotas
  • Business-to-business experience, including business equipment or software
  • Goal oriented and ambitious, with capacity and drive to reach and exceed quotas
  • Demonstrated cold calling sales ability, with assertive, positive and persistent style
  • Proven customer service and relationship building skills
  • Ability to effectively communicate through all mediums (verbal, listening, written)
  • Aptitude for acquiring sales skills and product knowledge
  • Organized, with effective time management skills
  • General business acumen
  • Mature and self-confident
  • Capacity to work under pressure
  • Committed to building a career path
34

Customer Relation Broker & Direct Channel Manager Resume Examples & Samples

  • Min. Bachelor degree from any major
  • Min. 2 years’ experience as a sales in related fields
  • Has good knowledge in financial services
  • Excellent interpersonal skills and ability to communicate effectively with all levels
35

Broker Manager Resume Examples & Samples

  • Manage the junior staff to approach the intermediary market and deliver the Zurich products, initiative and proposition, promote Zurich brand
  • Work with underwriting team together to explore the market, identify the potential business opportunity for profitable growth and execute the strategy
  • Operation in a 100% compliance way
  • Support the direct and matrix line manager in the specific marketing events
  • Expand the active and productive channel (Quantity to be discussed and agreed later)
  • Bachelor Degree or above, major in Insurance will be a plus
  • Goold Computer knowledge (MS Office)
  • Good at both English and Chinese (Written and Oral)
  • Familiar with China Insurance Market
  • Wide connection for Broker community
  • Effective Communication & Problem solving skills
36

Senior Broker Manager Resume Examples & Samples

  • Assume responsibilities of Manager in his/her absence. Conduct team meetings and provide information to team members in a timely manner. Establish effective workflows to facilitate communication and teamwork between departments
  • Continually examine team performance, provide feedback and coaching, make recommendations and implement action plans to meet sales goals. Develop sales strategies for external sales channel for both the AEP and Lock-in enrollment seasons. Perform duties and responsibilities in a positive manner that upholds the management philosophy, policies and procedures of the Medicare Brokers Sales department. Drive individual sales through a team of outside appointed agents to achieve and/or exceed monthly sales target/goal
  • Demonstrate leadership skills that will position the Broker team's success. Manage assigned team of agents. Demonstrate success in selling to the senior market. Ability to develop and maintain credibility in the market place. Manage ongoing sales relationships with agents and General Agencies
  • Gather competitive information and market conditions to support strategy. Assist as needed with the resolution of difficult external broker interactions. Continues proficiency in UPMC Health Plan products, sales tools, guidelines and processes
  • Increase enrollment penetration in critical regions according to the marketing plan. Know and effectively communicate the major competitive advantages. Develop sound business implementation strategies to achieve sales goals outlined in the annual marketing plan. Attend all compliance/leadership training as needed
  • Train and develop agents to ensure all leads are attended to in an appropriate time and fashion. Monitor and be held accountable for sales activities for their agents to make certain all CMS (Centers for Medicare & Medicaid Services) and UPMC Health Plan rules and regulations are adhered to. Provide management with various reports and evaluations of their agent's sales and activity
  • 4 years of successful experience in UPMC for Life MC Brokerage sales activity
  • Demonstrate strong work ethic that will help position teams success
  • Manage internal and external resources
  • Ability to develop and maintain credibility in the market place
  • Ability to multi-task. Excellent communication (written and presentation) skills
  • Ability to effectively work with and take direction from Management
  • Desire to continue upward progression within organization
37

Medicare Broker Manager Resume Examples & Samples

  • 1) Recruit new independent Brokers that are able to enroll prospects compliantly into Aetna individual Medicare Advantage and PDP products
  • 3) Conduct ANOC and Member Meetings in the Fall and Spring with Aetna Medicare Team
  • 4) With Sales Director develop enrollment strategies to meet annual and monthly enrollment goals
38

Broker Relationships & Inside Sales Manager Resume Examples & Samples

  • Direct oversight of Territory Managers, Broker Reps and Inside Sales Reps
  • Implementation of sales plan directives established by the Director of National Field Sales
  • Responsible for meeting collective growth for independent accounts across all NPG brands
  • Approve one-time promotional deals and price overrides
  • Approve time cards and expense reports for direct reports
  • Oversee weekly calls for the territory managers, brokers, and inside sales teams
  • Schedule site visits (twice/year) for each Territory Manager and Broker Representative
  • Manage and train sales team on company culture, sales protocols, procedures and account management
  • Maintain and increase collective business via sales programs, Product Distribution, Account Support, Off-Shelf Display Visibility and New Product Placement
  • Responsible for coordinating and executing at the retail level National Marketing and media programs for local support
  • Analyze and target account by account throughout territories to determine growth opportunities, investment spending, and representative coverage and return on investment to achieve quarterly territory goals
  • Weekly, Monthly, and quarterly reporting and analysis of territory promotional schedule, marketing events and sales activities by account and by rep
  • Plan and conduct sales conference calls on a monthly basis to present sales plans, go to market programs, product launches and presentation strategy
  • Schedule territory “ride alongs” within each territory and with each rep 2 to 3 times per year
  • Work with each Rep to achieve individual growth goals with respect to Sales Rep position evaluation and/or career direction as it relates to each person and their objectives
  • Responsible for the sell in and coordination of National Promotional Schedule at all key accounts assigned to territory
  • Follow-through and confirmation of rep support on all promotional and marketing events established by Director of National Accounts and Vice President of Sales
  • Timely and accurate reporting to divisional National Director of Field Sales regarding territory performance, key account activity, product distribution, competitive intelligence and development opportunities
  • Identify opportunities for new and development of existing account within territories-Explore and expand distribution and sales within existing accounts
  • Track and trend territory performance related to overall sales goal and performance against personal achievement
  • Account specific reporting, distribution review and planning and marketing within each
  • Budgeting in relation to Sales Reps to Territory
  • Implementation/execution (on regional level) with Sales Reps within stores
  • Placement/review of top sellers and new items with key and group accounts
  • Work with the office on coordination of sales efforts as it relates to Marketing/Creative initiatives
  • 3-5 years’ experience of direct Sales Team management and/or Field Sales Team management and development
  • Key Account Sales Management experience
  • Experience leading a team that exceeds territory sales’ goals and profitability expectations
  • Strong Communication, Organization, and Time Management Skills
  • Proficiency in Excel, Word, and PowerPoint
  • Experience with the creation of reports
  • 65% to 75% travel expected
39

North American Broker Marketing Manager Resume Examples & Samples

  • A business-related degree, preferably in marketing
  • 5+ years relevant experience in commercial real estate marketing
  • Experience working with Commercial Brokers and Brokerages
  • Experience working cross-functionally with all levels and departments of an organization
  • Experience managing creative and communications agencies and contractors
  • Experience working with or in support of diverse communities
  • Ability to negotiate with local suppliers as required
  • Strong background in customer acquisition, re-engagement and retention strategies
  • Commercial mind-set and ability to thrive in a fast-paced business environment
  • Ability to communicate effectively and influence stakeholders
  • Strong work ethic and the ability to complete tasks in demanding context
40

Sales Broker Manager Resume Examples & Samples

  • Build and then lead a team of license sales professionals toward meeting monthly / quarterly / yearly Medicare Supplement sales goals
  • Ability to cross sell products and services to Medicare Supplement individuals
  • Monitors and improves standard operating practices
  • Build curriculum and train new and experienced agents on best practices surrounding selling a Medicare Supplement plan
  • Establish performance expectations and goals, evaluate performance results, provide feedback to staff and administer appropriate rewards
  • Ability to coach and teach agents sales techniques that result in increased agent production
  • Foster a cohesive and supportive team environment in-line with HPONE’s values and culture
  • Provide leadership to staff including establishing and maintaining regular team meetings as well as providing ongoing support and coaching
  • Collaborate with internal departments such as HR, Sales Support, IT, QA, Training to ensure open lines of communication and that policies and procedures are aligned with the Company mission