Broker Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the broker job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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M Lowe

Maci

Lowe

12426 Gerlach Pine

Detroit

+1 (555) 568 0574

12426 Gerlach Pine

Detroit

Phone

p +1 (555) 568 0574

Experience Experience

Dallas, TX

Broker

Dallas, TX

Swift Inc

Dallas, TX

Broker

Support senior management to manage and improve the team performance through the development of trained and high performing team members
Tasks include providing administrative assistant the information to enter into ACT for data development and invoicing
Continually works to develop expertise in the power & utilities segment through networking, technical training and client discussions
Provides guidance, training and mentoring to assist in the development of Associate Brokers within the department
Utilizes the network of Aon resources to develop and implement effective risk solutions
Develop strong working relations with carriers and/or underwriters
Sorts and distributes work assignments for Technical Assistants

Los Angeles, CA

Associate Broker

Los Angeles, CA

Marquardt-Leuschke

Los Angeles, CA

Associate Broker

Works on assignments that are semi-routine in nature where established practices, procedures and precedents guide the work
Manages daily work within established guidelines and receives general instructions on newly introduced assignments
Established team player and emerging internal network
Assist middle market brokerage group in preparing proposals, entering ACL Broker Desktop information, billings, policy checking, and loss runs
Execute standardized placements within single market programs or perform basic analysis and follow up on utilization reports
May execute standardized placements within single market programs or perform basic analysis and follow up on utilization reports
Take initiative to assist in marketing Aon FSG’s international capabilities

present

New York, NY

Senior Broker

New York, NY

Upton-Bartoletti

present

New York, NY

Senior Broker

present

Provide coverage and program design advice and expertise to client; make recommendations regarding program improvements
Provide supervisor with input related to process improvement
Provide outstanding and timely service and support to clients, relationship managers and originators
Professional who develops and manages client relationships, account strategies and insurance marketing activities
Solicits new clients by developing relationships and influencing retail agents to place risks and/or develop quotes in the surplus lines markets
Development and execution of a client service plan, taking a proactive approach to providing the best possible service for our clients
Assist in establishing placement strategy for region

Education Education

Bachelor’s Degree in Business

Ball State University

Bachelor’s Degree in Business

Skills Skills

Attention to detail, ability to multi-task, exceptional organizational skills, ability to make and communicate difficult decisions
Effective working knowledge of carrier underwriting practices & processes
Proven leadership skills in working with teams and ability to work with clients and to successfully exceed client expectations
Proven client facing skills including effective presentations & communications
Proven organization and ability to work with others
Experience in resource deployment and utilization management
Strong interpersonal skills, with the ability to interact effectively at various levels
Proficient in Microsoft Office suite of products
3+ years of experience underwriting or brokering
Financial Institutions E&O and Cyber brokering or underwriting a plus, but not necessary

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Analyst, Broker Dealer Core Operations Resume Examples & Samples

Responsible for ensuring timely, complete and accurate daily processing of transactions
Resolve DK’s, fails and exceptions
Participating in new business or technology initiatives
Participate in periodic reviews of the efficiency and effectiveness of core operational processes, to identify opportunities to eliminate waste and improve efficiency and performance
Maintain awareness of industry changes and their impact on the confirmation process, trade settlement fail resolution, buy-ins and other clearance activities
Identify areas of weakness, risk and where operational service can be improved; and work to implement process changes, efficiencies and improvements
Assist with cross-functional projects and initiatives impacting Business Operations
Compile value-add, broad-based operating metrics and reporting

Technical Lead for Prime Broker Collateral Management Team Resume Examples & Samples

Systems Design
Strong Java knowledge
Java frameworks (JPA, Spring, Hibernate)
J2EE App Server (Weblogic)
Unix and scripting skills (Korn shell, PERL)
SQL server experience
Messaging (JMS, MQ)
Strong academic background with at least an undergraduate degree in a related field plus 7+ years of experience in the Finance Sector

Assistant VP, Broker Resume Examples & Samples

Assist with the SEC & FINRA supplemental financial reporting
Participate in the month end balance sheet close
Participate in the cross training program
Must have working knowledge of SEA Rule 15c3-1 or SEA Rule 15c3-3
Minimum of 3 to 5 years experience in SEC broker dealer regulatory capacity
Must demonstrate problem solving and organizational skills and attention to detail and accuracy

Broker / Dealer Controller Resume Examples & Samples

Responsible for the management and supervision of 4 employees (plus 4 offshore) including related annual compensation and review processes
Responsible for coordinating the monthly closing process with Product Controllers, Operations, Treasury and Tax Department
Interacting with senior management during the closing process and provide required assistance and respond to ad hoc queries
Oversight of annual audited financial statements
Oversight of new business initiatives from the accounting perspective
10+ years of experience in Broker/Dealer reporting preferably with a combination of Big 4 accounting firm and investment banking service
Solid experience in reviewing and closing Consolidated Financial Statements under IFRS and U.S. GAAP
Solid experience in dealing with implementation of financial reporting systems, front to back feeder systems, accounting policies and accounting for new products
Ability to manage and lead a team of professionals, including remotely
The ideal candidate should be motivated, detail oriented, team worker, and has the ability to work in a fast paced environment

Broker Resume Examples & Samples

Highly Proficient with Excel, PowerPoint, SharePoint and familiarity with MS Access
Series 99
LI-TP1

Broker / Dealer Assistant Controller Resume Examples & Samples

Responsible in the overall oversight of all operational accounting activities of the regulated broker-dealer
Coordinating the monthly closing process with Product Controllers, Operations, Treasury and Tax Department
Interacting with both internal and external auditors
Preparing annual audited financial statements
5 - 7 years of experience in financial services preferably with a combination of Big 4 accounting firm and investment banking service
Strong knowledge of Capital Markets and banking products
Strong communication and organizational skills and ability to interact with UBS senior management on various committees, quarterly Board Meetings, and manage audits

Regional VP, Independent Broker Dealer Resume Examples & Samples

Generate sales of Guggenheim Investments Mutual Funds in defined territory within the Independent Broker Dealer – Small RIA Channel
Manage sales performance and goals for defined territory
Solidify relationships, generate new business with broker dealer clients, and manage sales efforts within the defined geographic territory
Work closely with the Divisional Sales Manager to create and implement sales strategies
Create a business plan consisting of segmentation, time management, counterpart collaboration, territory management, etc
Leverage technology
Manage expenses
Bachelor’s Degree, preferably in Finance or Business
7+ years of internal and/or external sales experience
Current FINRA Registrations: Series 7, 63, 65, and/or 66
Excellent oral, written and interpersonal communication skills
Ability to meet deadlines, strong organizational skills, ability to work independently and collaboratively
Skilled in Microsoft Word, Power Point and Excel
Strong work ethic and leadership skills
High degree of integrity
Ability and willingness to prepare relentlessly and execute passionately
Strong relationship building skills—client focused
Well organized and detail-oriented

Broker Channel Manager Resume Examples & Samples

Channel Relationship Management
Planning & Strategy
Product Delivery
Operations and Regulatory Oversight

Ishares Capital Markets Broker Dealer Services Resume Examples & Samples

Establish and maintain the Brazil Broker Dealer Services function including being the main point of contact and representative of the iShares products to the capital markets eco-system
Manage trading desks inquiries, educate market participants on current and new products, their valuation, product construction and trading
Identify and aggregate broker/dealer activity for the iShares products with the intentions to identify ways to increase the overall activity and exposure of the products by the broker/dealers
Leverage global colleagues to bring capital markets best practices and evolving them to be value added to the Brazilian Market
Partner with sales to determine ways in which iShares Capital Markets expertise can extend to be a valued added service for clients
Partner with exchanges, securities trading platforms, and other market participants to promote market structure changes that are beneficial toward the access and liquidity of ETFs
Analyze and recommend risk-reduction and efficiency activities that will increase the scalability and strength of the ETF capital markets platform
Assist the product team in launching new products, basket structuring, and intra-day valuation solutions, ensuring strong capital markets support from the market participants
Engage in business analysis and planning associated with the technology needs of the Capital Markets Group and portfolio management initiatives
Coordinate efforts among iShares and BLK teams to ensure efficient execution of projects
Act as capital markets lead in specific product management projects which will include coordinating efforts for both internal and external clients and partners
Bring leadership, energy, creativity and enthusiasm with the willingness to do whatever it takes to be a value added employee within the larger iShares team in Brazil
BA / BS in Finance, Economics, Mathematics, Engineering or similar field
5+ years of investment related experience
Experience in either institutional, ETF or structure product trading
Strong financial analysis skills with a passion/interest for investments
Able to multi-task and work effectively at various levels of an organization
Proven ability to develop and maintain strong relationships with internal and external partners
Experience leading strategic project
Resourceful, proactive and able to prioritize and navigate in a fast-paced team oriented environment
Experience and knowledge of Exchange Traded Product structures and associated regulatory environments is a plus
Fluent in English (written and verbal). Fluency in Spanish is a plus
Direct ETF Capital Markets experience with an ETF Sponsor is a plus
Highly motivated person with impeccable ethical standards
Skillful in working with Excel, PowerPoint and Word
Writing and editorial skills combined with interpersonal and communication skills

CIB Equity Research Broker Resume Examples & Samples

Updating/creating financial models on coverage companies and maintaining spreadsheets tracking industry statistics
Writing research reports on industry business trends and coverage companies
Working on projects in response to requests by buy-side clients and J.P. Morgan salespeople
Participating in conference calls and meetings with company executives

VP Broker / Dealer Operations Resume Examples & Samples

Effectively create strategies aligning Operations initiatives through coordination with business guidance
Lead platform initiatives to develop and deploy targeted solutions designed to increase efficiency, contribute to revenue growth, and encourage business development into new markets
Manage the relationship for outsourcing arrangements with Ridge Clearing (Asset Servicing, Reconciliations, Settlements, Stock Borrowing/Lending)
Partner with senior business leaders to develop strategies for business development
Lead new business projects for operational process creation
Partner with internal and external auditors to maintain controls and minimize regulatory risk
Develop relationships with our partners guaranteeing we provide best in class customer service to our clients
Manage daily controls and ensure compliance with internal bank policy, as well as, external regulatory requirements
Provide key metrics reporting to senior management
Manage outside vendor relationships (particularly)
Investment Banking and Private Banking experience preferred
Products experience , Private Placements, Equity Capital Markets and Fixed Income
Systems experience in SWIFT, BroadRidge, Omego, Intellimatch
Depository experience with CDS/ DTCC
Thorough knowledge of Management Support, Operational processes and controls in the financial services industry
Excellent teamwork, interpersonal and conflict resolution skills
Exceptional written, verbal communication and platform presentation skills
Knowledge of workflow remediation processes
Highly motivated self-starter with the ability to set priorities, and monitor own workload to meet aggressive deadlines
Demonstrates strong ownership and accountability for own work
Microsoft product proficiency required (Access, Excel, PowerPoint)
Polished interpersonal and written skills; an ability to present complex ideas and key messages effectively
Experience with client facing applications
Solid qualitative and analytical skills
Ability to work in a dynamic, and fast paced team environment
Excellent communication and presentation skills
Positive attitude and a strong team player

Franchise Office Support Broker Resume Examples & Samples

Bachelor's Degree required
1 year direct sales experience selling finacial products
FINRA Series 7 required
Good sales/relationship building skills
Good interpersonal, presentation and communication skills
Knowledge of offshore products and services
Handling of difficult customers
Knowledge of compliance and control issues
Demonstrated ability work on a team oriented environment in order to ensure relationship growth, with targeted clientele
Maintain a current and proficient understanding of progressively complex products and services
Must be up to date on compliance/regulatory matters

Ishares Capital Markets Broker Dealer Sales Resume Examples & Samples

Be the team interface to our broker partners for execution of iShares EMEA FI strategy
Maintain and develop and the Fixed Income network at top 15 bank relationships in EMEA
Foster broader relationship and partnership between iShares Fixed Income team to broker partners, including senior management in order to deepen distribution channels
Organize technical ‘teach ins’ to traders, middle and back office and sales forces
Manage broker participation at both iShares and third party events
Maintain day to day dialogue with FI traders across EMEA, to reflect axes, flow and market information into the Capital Markets team and broader iShares teams as appropriate. Conversely, deliver iShares content to broker partners
Manage the Fixed Income project plan and targets, ensuring that all stakeholders are kept up to date of progress and next steps
Work with the Global team to leverage the Fixed Income experience and application across regions
Be a fully integrated member of BDS team and add to the strategic and day to day roll out of BDS strategy
Preferred FI trading experience at either sell side or top buy side house
Technical market knowledge. If not specific ETF knowledge then evidence of technical expertise in derivatives, Portfolio Trading or another specialist area of the securities industry
Significant understanding of the European trading environment, gained from the perspective of a sales or trading role (previous sell-side sales or trading experience is highly desirable)
Solid comprehension of global macro landscape with some understanding of cross-asset investment vehicles
Ability to perform in fast paced environment
Possess a strong interest in global markets
Preference for team-oriented environment
Ability to build relationships across teams in order to achieve results
Strong Bloomberg and writing skills a must
Strong presentation skills essential, i.e. Client meetings/Conference exposure
Knowledge of a further European language is an advantage
Degree in Finance, Economics or Mathematics
CFA or progress toward

Internal Wholesaler, Broker Dealer Channel Resume Examples & Samples

Excellent phone and communication skills
Proficient knowledge of Microsoft Office Suite
Series 7, and 63 and 65 or 66 securities licensed preferred or attained within 3 months
Minimum of 2 – 5 years professional work experience in related field preferred

Credit Risk Banks / Broker Resume Examples & Samples

Prepare and oversee/add value to credit papers and industry reviews
Stay current with financial analysis and risk profile of the assigned sectors and counterparties
Present credit transaction requests to the credit committees, including larger, complex transactions
Maintain integrity of credit risk function whilst ensuring that the team continues to fully support Front Office relationship and sales staff
Engage with IBD, Legal, LevFin, and Commodities to structure satisfactory credit terms in lending and trading documentation
Development of personal contacts with all product teams and related support functions
Strong written and verbal presentations skills
Strong understanding of traded products and related risks
Experience with loan underwriting
Experience in the North American Financial Institutions sector

Credit Risk Analyst Banks / Broker Resume Examples & Samples

Work with management to review existing processes, identify areas for remediation, and recommend potential solutions
Liaise with internal constituents as part of the remediation process
Review existing limits and exposure to ensure accuracy
Build necessary MIS reports for effective risk management review
Ensure all necessary documentation is in place as it pertains to Intra Group exposure
Responsible for credit sanctioning aspects related to Intra Group exposure
Solid experience using Microsoft Office applications
Ability to multi-task, but has attention to detail
Strong aptitude for problem solving
Strong communication (both written and verbal) and presentations skills
Solid understanding of traded products and related risks

Broker Service Center Resume Examples & Samples

FINRA Series 7 and 63 licenses required; Series 24 preferred
Previous successful customer service, or call center experience required, preferably in a Brokerage Customer Service environment
Knowledge of the JPMorgan Chase organizational structure and the ability to work across multiple LOBs
Demonstrated exceptional problem solving skills
Excellent communication and strong customer service focus
Ability to communicate effectively with peers, support services, and other units
Strong computer skills - Microsoft Word/Excel
Technologically proficient with the ability to coordinate multiple projects
Effective written and oral communication with good analytical skills required
Bachelor degree or equivalent; demonstrated experience in the related industry

Energy Derivatives Broker Resume Examples & Samples

Minimum of 3 years experience brokering Crude and Brent/Product options
Existing book of business
Series 3 licensed
Self-motivated personality that thrives in commission based work

Broker Consultant Resume Examples & Samples

To understand the needs of a panel of financial brokers and their clients and help fulfil those needs with the use of our products
To exceed targets by building and growing profitable relationships with our financial broker network
To identify how the technical expertise can be properly focused and delivered to the financial broker network
Being a business partner to the financial broker and delivering the help needed for the financial broker to expand and be more efficient in running their own business
Create, develop and manage relationships with a panel of financial brokers to promote and drive sales
Be at the leading edge of understanding the market place and industry developments when dealing with our distributors
Understand how the Irish broker business works - their current position, future aspirations and how we can partner with them
Operate an effective client management system and robust sales process
Improve and update product and market knowledge and apply this knowledge appropriately
Develops original and creative solutions to complex problems
Ability to manage own priorities and effective use of resources available

Operations Specialist Institutional & Broker Cashiering Resume Examples & Samples

High School diploma required; prefer some college coursework
Minimum of 1 year somewhat related work experience required; industry experience a plus
Able to understand and interpret applicable regulations and take the proper actions; able to consistently follow written procedures
Strong and proficient pc skills and Microsoft Office skills, especially Word and Excel
Exceptional and reliable mathematical skills

Senior Broker, Finex Resume Examples & Samples

Maintain a significant book of business ($1m - $2m in annual revenue)
Advise clients/strategize/provide expertise on difficult-to-place business
Perform policy contract reviews; negotiate competitive terms and conditions

Senior Broker Resume Examples & Samples

Maintain a significant book of business ($2m - $4m in annual revenue)
Act as a thought leader (e.g., contribute to FINEX content, attend industry conferences as a Willis representative)
Identify and engage appropriate local resources for clients
Assist in establishing placement strategy for region
Knowledge and understanding of global marketplace
Knowledge of and experience working with Cyber Risk and E&O
Strong leadership and mentorship skills
Enhanced client service skills
Develop new partner markets where needed locally and support nationally based relationships with carriers and clients

Broker Resume Examples & Samples

Develop and maintain thorough knowledge of Cyber / E&O insurance marketplace, products and services, developing productive business relationships with key insurance underwriters
Provide broking status and continuous support and service to clients during entire broking process and entire period of engagement by client (this is a continuous process)
Develop and utilize effective negotiation skills
Understand the causes of E&O and avoid and adopt practices to reduce exposure

Broker Resume Examples & Samples

Analyzes client specific risk exposure and details coverage requirements. Prepares and presents marketing proposals for renewals and new business
Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage
Continually works to develop expertise in the power & utilities segment through networking, technical training and client discussions
Approves documentation for new contracts, policy changes, additions, deletions and renewals
Operates as part of the National Centre of Excellence – Power & Utilities serving clients coast to coast and working with Account Executives in many offices virtually
Reviews and approves applicable insurance documentation prepared by the Associate Broker
Provides guidance, training and mentoring to assist in the development of Associate Brokers within the department
University or College degree
CIP/ AIIC/ CAIB designation completed or in progression

Broker Resume Examples & Samples

Broker a book of commercial risk accounts
Provide outstanding and timely service and support to clients, Account Executives and originators
Facilitate the compilation of submission information in conjunction with client, Account Executives, originators and service center support
Develop and maintain thorough knowledge of property and casualty insurance marketplace, products and services
Provide continuous support and service to clients during entire marketing process and entire period of engagement by client (this is a continuous process)
Drive utilization of all available technology throughout marketing process and service process
Replicate effective products/solutions across the practice
Retain and help grow assigned clients/prospects

Broker, Center of Excellence Resume Examples & Samples

Collaborating with Account Executives in the Construction Services Group to develop coverage strategy and marketing initiatives for renewal and prospective business
Analyzing client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business
Providing mentoring and direction to the Associate Broker and Broking Coordinator
Leading by example by demonstrating and sharing with all lines of business the importance of best practices; and
Perform other related duties as assigned
Minimum of 3-7 years of insurance and/or commercial marketing, broking experience
Proven business development and client relationship building skills
Understanding of the construction and development market
Ability to work collaboratively as a key member a team and independently with minimum supervision
Excellent interpersonal, communication and presentation skills

Broker, Financial Services Group Id Resume Examples & Samples

Analyzing client specific risk exposure and details coverage requirements
Preparing and presenting marketing proposals for renewals and new business
Following up with insurer to confirm terms of negotiated contract are met
Communicating complex issues to clients and providing a consultative and solution based approach on gaps in coverage
Identifying cross sale opportunities for existing clients and approaches with input of stakeholders (D & O, EPL, Fiduciary, Crime, Cyber and E & O)
Accessing FSG’s global resources – legal, sales, benchmarking, marketing, claims, and training
Continually evaluating how FSG can benefit from and contribute to Aon’s global resources
Leads by example by demonstrating and sharing with all lines of business the importance of best practices; and
Minimum of 3-5 years of insurance and/or commercial marketing, broking experience
Proven business development and sales experience
Strong organization skills and the ability to prioritize under pressure of competing deadlines; and
Must have strong computer skills and be proficient with the Microsoft Office Package

Broker, Regional Centre of Excellence Resume Examples & Samples

Collaborating with Account Executives to develop coverage strategy and marketing initiatives for renewal and prospective business
Negotiating, establishing, and maintaining strong relationships with the underwriting community for the ultimate benefit of the client
Providing leadership, mentoring and direction to the Associate Broker and Broking Coordinator
Leading by example by demonstrating and sharing the importance of best practices; and
Performing other related duties as assigned
Minimum of 5-7 years of insurance and/or commercial marketing, broking experience
Proven negotiating skills and relationship building skills
Client relationship focused

Broker, Surety & Construction ID Resume Examples & Samples

Preparing marketing proposals for surety renewals as well as new business opportunities by analyzing and defining the risk exposure and coverage required
Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing/new business growth
Ensuring all existing accounts are renewed on a timely and accurate basis
Coordinating the efforts of the technical and support staff to service clients effectively and efficiently to deliver seamless service to the client
Willingness to take on additional responsibilities in the day to day operations of the Surety team; Leading by example by demonstrating and sharing with all lines of business the importance of best practices; and
Minimum of 3-5 years of broking experience preferred
Strong negotiating skills
Must have a strong knowledge of accounting principles and practices
Ability to analyze and review business/corporate financial statements
Ability to work collaboratively as a key member a team and independently

Intermediate Broker Resume Examples & Samples

Collaborating with Energy Account Executive to develop coverage strategy and marketing initiatives for renewal and prospective business
Analyzing client specific risk exposure and details coverage requirements; preparing and presenting marketing proposals for renewals and new business
Initiating, establishing and maintaining strong relationships with the underwriting community through attendance and participation at industry functions and events
Approving documentation for new contracts, policy changes, additions, deletions and renewals
Minimum of 5-10 years of insurance and/or commercial marketing, broking experience
Proven broking experience within the Energy space is an asset

Broker Resume Examples & Samples

Demonstrate thorough knowledge of Cyber / E&O insurance marketplace, products and services, developing productive business relationships with key insurance underwriters
Demonstrate ability with all elements of client presentations including technical writing and verbal presentation skills
Utilize effective negotiation skills
Establish understanding of claims administration process and utilize the claims and legal advocacy group for claim administration and counsel as per established protocols and as directed by senior team members

Account Executive / Broker Resume Examples & Samples

Minimum of three years of professional liability, or related, experience
Ability to work well under pressure while maintaining attention to detail
Ability to organize, prioritize, monitor and control work flow deadlines and be flexible
Be energetic/have a proven sense of urgency
Proficient in, Excel, MS Word, PowerPoint

Broker Finex Vancouver Resume Examples & Samples

Collaborate with Client Advocates and Account Managers and other client facing team members to understand and deliver on client’s needs, by providing outstanding and timely service
Work closely with Client Advocates to develop coverage strategy and marketing initiatives for renewal and prospective business
Maintains and grows an independent book of business autonomously and can act as primary negotiator and strategist in obtaining the most effective insurance programs to address client needs
Independently handles prospect calls and meetings
Analyze client specific risk exposure and details coverage requirements; prepare and present marketing proposals for renewals and new business
Obtain the most appropriate program coverage based upon client objectives by developing and executing, in conjunction with the client, an agreed upon structure and strategy through effective presentations & communication
Follow up with insurer to confirm terms of negotiated contract are met
Approve documentation for new contracts, policy changes, additions, deletions and renewals
Provide leadership, mentoring and direction to junior associates
Lead by example by demonstrating and sharing with all lines of business the importance of best practices
A professional who develops and manages client relationships, account strategies and insurance marketing activities
Innovative thinker regarding product design options, whether by risk transfer or alternative solutions
Coverage competency, with effective working knowledge of carrier underwriting practices & processes, and development of carrier relationships
Serves as a source for information concerning market trends, pricing practices and other underwriting policies. May participate in development of team policies and procedures and implements them in assigned area
Participates and promotes pre and post placement servicing (including claims)
Participates in Request for Proposals, both for written work and orals
Opportunity to participate in conferences and/or speak on relevant panels
Actively seeks out new and challenging projects and prospects
Develops a strong internal network
Established team player who collaborates with others and assists in the development of junior team members; ability to multitask and prioritize
Assists with overall team projects and contributes to non-core broking activities at it may relate to team efficiency and appropriate marketing and branding
Adheres to the highest standards of professionalism and ethical behavior in all activities
Proficient in Microsoft Office (Word, Excel and Powerpoint)
Minimum 10 years experience in FI, Professional Liability space

Associate Broker Resume Examples & Samples

Establishes client facing skills including effective presentations & communications
Establishes ability to work with moderately complex accounts
Emerging coverage competency, knowledge of markets and relationships
Possesses basic competency on assigned coverage(common forms, exclusions, endorsed enhancements)
Possesses & utilizes basic negotiation skills for the brokerage process
Participates and promotes pre and post placement servicing (premium financing, claims, etc.)
Actively seeks out new and challenging projects
Established team player and emerging internal network
Minimum of 1-3 years of experience within the Property and Casualty Insurance Industry
Active Georgia P&C license or have the willingness to obtain within 3 months of hire

Producing Broker / Senior VP Resume Examples & Samples

Must demonstrate core competency of Willis Values & Vision
Solid presentation skills – written and oral
Good listener

Tsci Prime Broker Implementation Specialist Resume Examples & Samples

Capable of managing time effectively
Good presentation skills including written, graphic and verbal
Proven ability to independently drive successful engagements with customers
XML messaging (MQ, Tibco, MSMQ, Sonic, JMS) and transformations
Database design and use (ETL, triggers, and stored procedures) for DB's (Oracle, MS SQL, Sybase, etc)

Associate Broker Resume Examples & Samples

Associate's degree or Bachelor's degree with strong analytical skills
1-3 years experience in insurance and/or reinsurance
Good sales skills or desire and aptitude to quickly develop effective sales techniques
Ability to travel when required

Junior Real Estate Broker Resume Examples & Samples

Bachelor’s Degree and 1-2 years experience in commercial real estate market is preferred
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must possess strong phone skills
Must be able to travel based on client and business needs
Real estate sales license is preferred

Associate Broker Resume Examples & Samples

Assist the senior brokers
Submission prep
Compile exposure data
Loss Information gathering and summarizing (need to be proficient with excel)
Quote comparisons
GRIP / QDR System Preparation and completion
LN40 – Billing
Policy Review and checking
Benchmarking
Proficient Excel/computer skills/ability to enter and manage internal placement program information
Ideally 2+ years’ prior experience supporting brokers in commercial insurance in property & casualty
Strong "Microsoft Office Suite" skills; Excel, Word, PowerPoint
Excellent communication skills, written and oral
Broker license or ability to obtain

Associate Broker Financial Services Group Resume Examples & Samples

Post Secondary Degree or equivalent preferred
Finance background preferred
RIBO license required or to be obtained within 3 months of hire date
Ability to problem solve and present alternative courses of action when faced with barriers to successful coverage placement
Excellent verbal, written communications skills and negotiation skills
Exceptional professional business acumen
Commitment to ongoing learning and professional development including insurance courses/certifications/designations (I.e. General Insurance License/Chartered Insurance Professional (CIP), Canadian Accredited Insurance Broker (CAIB) or Certified Risk Management (CRM))

Broker Dealer Operations Team Lead Resume Examples & Samples

Perform a schedule of Regulatory Assessments to ensure that Operational processes are compliant with applicable regulations and internal policies and procedures
Create and track metrics related to supervisory controls and Governance for a wealth management Broker-Dealer
Coordination of regulatory exams on behalf of Operations
Provide Legal Entity face-off to Compliance and Financial Regulatory Reporting
Contribute to ad-hoc Regulatory Projects and provide administration for Governance Meetings

Trading Systems Prime Broker Implementation Specialist Resume Examples & Samples

Design, develop, implement and support interfaces from Bloomberg hedge fund systems to prime brokers and fund administrators over SFTP and real time XML messaging
Create data transformation processes using Bloomberg's state-of-the-art ETL tools
Application and evolution of Bloomberg best practices
Ability to manage client expectations
Microsoft Desktop Tools: Excel, PowerPoint, Word, Visio, Project, Access
Experience with hedge fund systems (Citco Aexeo, Eze Castle, Traiana Harmony) and asset classes a plus

Senior Broker Resume Examples & Samples

Responsible for assessing client needs, designing solutions and negotiating with insurance carriers so as to obtain coverage that is in a client’s best interests
Identifies and analyzes client exposures with routine assistance of junior team members to develop effective client risk treatment and placement strategies
Obtains the most appropriate program coverage based upon client objectives by developing and executing, in conjunction with the client, an agreed upon structure and strategy
Bachelor’s degree, or the equivalent
At least five years of relevant placement experience as a broker or underwriter with experience in management liability, D&O liability, Emplyment Practices liability
Good working knowledge of the brokerage business preferred. Insurance licensing required and professional designation may be preferred, including CPCU, CPLU CIC or ARM

Broker Resume Examples & Samples

Ensure that placements are handled correctly and on time
Coordinate activities with other internal units as required to meet customer needs
Present to local account executives, participate in RFPs, occasional client meetings and conference calls
Minimum of 3 - 5 years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability, Employment Practices, Fiduciary, Crime and Special Risk

Prime Broker Technical Implementation Specialist Resume Examples & Samples

Strong hands-on technical expertise
Excellent written/oral communication skills
Proven project management skills
Proficient with at least one programming language (Java, Javascript, C#, Python) or ETL tool (Informatica, Pentaho, Talend)
Networks: WAN, LAN, Routing

Broker Resume Examples & Samples

Building strong relationships with existing clients and developing new business opportunities
Providing coverage and program advice, expertise and recommendations within assigned FINEX placements
Develop and understand best coverage terms/conditions available; negotiating with carriers for these best terms/conditions
Delivering FINEX-related periodicals and other FINEX thought leadership items to clients on a regular basis
Maintaining and developing relationships with key carriers in the Mid-Atlantic
Monitoring carrier performance regarding service and claims handling
3+ years of experience underwriting or brokering
Financial Institutions E&O and Cyber brokering or underwriting a plus, but not necessary
Comprehensive & up-to-date technical knowledge of product areas and industry
Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
Excellent verbal & written communication skills & the ability to think laterally
Computer efficiency (Word, Excel, PowerPoint, Microsoft Outlook, etc.)

Senior Broker San Francisco Resume Examples & Samples

Place large, complex programs into the marketplace
Contribute to business growth objectives (e.g., participate in RFP responses/presentations, attend proactive sales meetings, place new business opportunities)
Help recruit, motivate, mentor and manage workflow of office placement staff; ensure local succession planning is in place

Broker / Dealer Controller Resume Examples & Samples

All financial and regulatory reporting requirements of the securities and futures broker dealer including regulatory filings, net capital computations and customer reserve calculations
Month end and year end closing for broker dealer
Advise businesses on US GAAP treatment and regulatory capital treatment of new products and business lines in the broker dealer
Drive broker dealer finance process improvements across business, Operations, IT and business unit finance teams in New York and Sydney to enhance internal controls, data integrity and efficiency
Team management and leadership for the broker dealer finance team and provide training to business unit accounting teams in New York and Sydney on broker dealer requirements
Manage the FINRA / CFTC audits, external audit and internal audit of the broker dealer
Liaison with Tax department on transfer pricing and tax accounting and compliance matters for the broker dealer
Ad hoc projects and finance support of new business initiatives
2 - 4+ years accounting experience in financial services with an international organisation or top professional firm
Series 27 license holder preferred
Solid experience in US GAAP and broker dealer regulatory reporting. IFRS knowledge would be an advantage
Proven experience in broker dealer conducting similar activities or relevant interactions through public accounting audit function
Excellent communication skills and ability to relate to all levels of staff
Proven people management and leadership skills in international organisations
Ability to multi-task and prioritise
Ability to work in matrix reporting environment
Excellent time-management and organisational skills

Senior Broker / Avp Financial Services Group Resume Examples & Samples

Professional who develops and manages client relationships, account strategies and insurance marketing activities for book of business. Acts as the primary negotiator in obtaining the most effective insurance programs to address client needs
Directs the overall development and growth of personal book of business and assists in the development of the team members. Capable of working on complex accounts with autonomy. AVP’s and New VP’s play a supporting role in larger, more complex accounts. Support team in the solicitation and servicing of clients and the broking of their insurance programs. Directing, placing and servicing mid-size accounts with minimal supervision for own portfolio of clients. Expert comparison and analysis of insurance policies and determination of needed enhancements
Proven leadership skills in working with teams and ability to work with clients and to successfully exceed client expectations
Experience in resource deployment and utilization management
Successfully operates in a fast-paced driven environment that requires the ability to handle multiple tasks simultaneously

Facultative Broker Miami Resume Examples & Samples

Preparing FINEX submissions to carriers
Preparing and finalizing coverage confirmations, including binding quotes and giving final confirmations of coverage to clients
Serving as a point of communication with production teams/client advocates
3+ years of experience within D&O, EPL, Fiduciary liability areas of coverage. Professional liability (including Cyber liability) and/or Crime/Fidelity experience a plus
Financial Institutions D&O/E&O brokering or underwriting a plus, but not necessary
Bachelors degree in Business, Finance, Marketing, Legal, or other relevant subject

Middle Market Broker Resume Examples & Samples

Stimulating revenue growth and meeting business objectives by placing new business, improving retention rates and increasing commission rates
Markets new business opportunities and secure coverage to meet client needs
Supervises review of renewal business for adequacy of coverage and competitive rates
Participates with Placement Leader in establishing overall placement strategy
Negotiate terms for accounts and provide expertise to place business
BA/BS degree in a related field of study required
Insurance Brokers license must be secured within 60 days of employment
3-7 years of P&C placement experience ideally within the insurance brokerage industry
Deep technical knowledge of Insurance Contracts and full understanding of various insurance structures required
Knowledge of, and hands on utilization of, property and casualty analytical tools and extensive familiarity with markets and program design structures
Ability to solve more complex issues
Direct supervisory experience a plus but not required
Knowledge and understanding of large property accounts and complex risk needs a must
Solid communication skills (both written and oral) and exceptional client service skills mandatory
Proficiency in Microsoft Office products including Word, Excel and Outlook required

Broker Dealer Operations Manager Resume Examples & Samples

12+ years of work experience in operations or middle office at a broker dealer
Series 7 license
Diverse product experience with derivative instruments with a strong focus on Options
Understanding of risk management and controls as it relates to trade support and trade execution
Experience managing a team or group of individuals, with direct responsibility for mentorship, coaching and career development
Proficiency in Microsoft Office Programs
Results-oriented and driven

Lead Data Analyst Broker & Commissions Coordinator Resume Examples & Samples

PM skills, including understanding priorities and coordination across multiple teams
Flexible and able to respond to rapid changes in direction to support issues that arise in Production, requiring immediate attention and critical resolution
Knowledge of Middle and Back Office systems and processing
Knowledge of SWIFT or other industry standards for broker and SSI data
Knowledge of broker commission calculations for equities, ETD Futures and Options and cleared OTC’s
Knowledge of industry information systems (e.g. Bloomberg)
Strong understanding of counterparties and broker commissions
Ability to write clearly and concisely, and articulate a complex issue or problem in simple terms

CIB Ops-broker Dealer Executive Director Resume Examples & Samples

Business/Industry Knowledge – Ability to understand/document the business process end-to-end and communicate business strategy; uses business knowledge to identify, drive and deliver process enhancements
Influence/Negotiation - Consistently reads different situations accurately and takes appropriate approach to gain senior colleague/client commitment; addresses issues in the face of anticipated or actual opposition
Coach, Develop, and Manage Others:defined by behaviors such as coaching others to help them improve their performance (i.e., coaching people who report to you on how to improve their skills); building the capability of one’s team and staff (i.e., ensuring direct reports have proper training and skills); and identifying and obtaining resources to support work related activities (i.e., assigning the right people to the right tasks; assigning the proper workload to team members)
Foster Productive Teamwork:defined by behaviors such as establishing open and trusting relationships; treating others with respect; creating a climate where people are committed to sharing information (i.e., helping team members maintain positive working relationships); providing a structure and direction to enable a team to accomplish work goals; resolving conflicts; and understanding others’ perspectives
Coaching skills to develop skills of others
Experience in managing multiple senior level deliverables simultaneously
Knowledge of identifying and managing risk and controls
Strong performance management skills: managing a staff, including identifying, hiring, and mentoring employees
Prior brokerage or mutual fund operations experience are a plus, but not required

Cib Ops Broker Dealer Executive Director Resume Examples & Samples

Change Management - Drive large-scale change efforts; constantly pushes for ways to continuously improve processes/procedures; brings structure, focus and direction to broader team during change
Communication – Frequently communicates a clear and compelling vision and business strategy; consistently and actively shares views and encourages others to engage in open, honest dialogue; listens to the views of others; synthesizes large amounts of data and communicates back the essential facts in a clear, concise manner; effectively communicates key messages to senior management
Risk/Control - Ensures risks are appropriately identified, and are measurable able to be monitored in firm's Systems; reviews and monitors key risk and controls in immediate business area fostering a strong control mindset; works in partnership with business drivers to resolve key risk issues; instills in the team the need to constantly focus on and manage control issues on a daily basis
Relationship Building - Leverages strong relationships to enable cross business enhancements; Uses strong relationships to influence/negotiate desired outcomes; recognized as a leader in developing strong relationships internally and externally
ProjectManagement: Demonstrates project management experience to facilitate any strategy/execution deliverables
10 plus years of experience in the financial industry
Demonstrated ability to initiate and effect change
Proven ability to drive the effective working of the team through strong communication and involvement of all team members

Broker Manager Roynat Lease Finance Resume Examples & Samples

1) Ensures the profitable growth of Roynat Lease Finance’s Leasing portfolio by achieving the Indirect stream’s annual targets through relationship management and business development activities
Develops and maintains referral sources for equipment leasing by supporting approved and targeted Brokers and Agents
Ensures Broker and Agent targets for volumes, pricing and losses are met
Initiates and directs market research efforts to maintain current competitive information and identify opportunities for equipment financing. This involves assessing the extent and nature of a Broker or Agent’s demands, considering customer needs, market trends and economic influences while assessing supply factors (e.g. competitor offerings and activities, etc.)
Ensures the development and implementation of Roynat Lease Finance’s products
Conducts financial analysis and negotiates and recommend terms, conditions, pricing and covenants to provide viable leasing proposals to Brokers or Agents within sound banking and credit lending practices
2) Builds and maintains a strong market profile in the assigned region with both internal and external contacts
Maintains a strong awareness of the sales efforts of the Brokers and Agents to identify potential leasing opportunities that fit within Roynat Lease Finance’s established parameters
Represents Roynat Lease Finance to industry associations and other groups of potential customers
Provides training to Brokers and Agents on RLF’s credit and documentation processes
Identifies and evaluates Broker and Agent prospects
Works closely with Scotia Leasing to develop and maintain quality cross referrals, and develop and bring new Broker and Agent opportunities to the Scotiabank Leasing Group
3) Recommends Pricing Policies, which reflect the funding strategy of Roynat Lease Finance
Maintains regular contact with existing Brokers and Agents to ensure programs are in place that are meeting their needs and that the level of RLF service is to their satisfaction. Brings to RLF management’s attention any areas where programs and/or pricing policies can be improved upon or enhanced for the benefit of both the client and RLF
4) Formulates and recommends long-term marketing strategies
Develops and implements a structured marketing strategy to maximize business development opportunities for growth
Develops strategic sales plans for existing customers and prospects
Prepares an annual business plan outlining objectives and strategy on how to secure new Broker accounts
5) Ensures the quality and maintenance of the Roynat Lease Finance portfolio by properly documenting and registering all transactions in accordance with the credit authorization and insurance requirements
6) Lead and develop staff by
Providing direction, guidance and support to team members
Establishing and monitoring goals for direct reports
Recognizing and rewarding success and managing non-performance
Developing and obtaining agreement on individualized development plans for direct reports
Recruiting, hiring and promoting team members
7) Develops and maintains accurate and timely monthly reports covering Broker and Agent volumes and profitability for Senior Management
Must have 5+ years of sales, credit and supervisory experience in the equipment financing and leasing business
Must be confident and display a high level of energy combined with a strong sense of urgency to source and win vendor streams
Collaborative style and persuasive interpersonal skills; ability to influence others and able to negotiate “wins” with Brokers and Agents
Very strong interpersonal and excellent communication skills to cement relationships with executives both internally and externally
Previous success marketing and selling leasing equipment
Expert sales / closing skills
Very strong knowledge of the captive or third party equipment lease environment
Strong understanding of financial ratios, and the ability to structure and present a variety of lease financing options
Good understanding of the financial theory of lease versus buy analysis for modeling different finance structure options
Must be extremely well organized in order to handle the volume of activity in the Region
French as a second language is highly desirable
Bachelor’s Degree in Business or equivalent work experience
Must have access to a vehicle in order to visit vendors/clients in your respective territory

Prep for Prep Intern Cib Broker Dealer Operations Resume Examples & Samples

Enforce firm and regulatory policies with respect to securities brokerage accounts
Review and approval of well over 100 daily requests for collateral withdrawals
Understand traditional securities products and the end to end trade life cycle
Develop and maintain a broad knowledge of the securities industry
Demonstrate sound problem solving skills and decision making
Operate in a fast-paced, deadline orientated workflow
Maintain effective working relationships with internal support departments and external clients of JP Morgan Clearing Corp
Maintain effective and professional communication skills
Strong sensitivity to compliance, control, and operational risk across various Lines of Businesses
Must currently be part of the Prep for Prep program
Bachelor's degree in Finance or similar preferred
Candidate must be organized, clear and confident in written and oral communications
Competent in M.S. Office, particularly Excel

Broker Resume Examples & Samples

Provide outstanding and timely service and support to clients, relationship manage and originators
Identify and analyze client environmental liability exposures
Facilitate the compilation of submission information in conjunction with client, relationship managers, originators and service center support
Finalize market submission and product design options clients, relationship managers, and originators
Develop and maintain thorough knowledge of environmental liability insurance marketplace, products and services, developing productive business relationships with key insurance underwriters

Senior Claims Broker Resume Examples & Samples

Accountability for all key client outcomes
Ensure prompt resolution of market related loss issues
Build an effective relationship with clients, underwriters, third parties and service providers
Advise and negotiate claims settlements

CIB Ops-broker Dealer Clearance Operations Resume Examples & Samples

Identify opportunities to reduce risks
Management experience, preferably within the Financial Industry and Operations
Oral & written communication

Institutional Equities Junior Broker Resume Examples & Samples

Work in a structured team environment, with a primary focus on supporting existing and prospective client relationships by driving greater client interactions and usage of Baird resources (research insights, field trips, conferences, analyst meetings, conference calls, company meetings, etc.)
Support established institutional brokers on the west coast sales team and have project responsibilities
Work closely with senior brokers to support research calls to clients and to execute on back-up client coverage when necessary
Travel several times per month (after initial training) to client locations with senior analysts and corporate management teams
Compile “Best Idea” research packages to support institutional broker solo travel efforts
Participate in daily morning meeting, supporting the sales team with summary points
Graduate degree in Business or an undergraduate degree in Business plus related work experience, with an emphasis in the functional area of Finance, Accounting or Economics. 0-3 years experience
Series 7 and 66 are a plus and will be required within the first six months after start date
Strong analytical and sales skills
Exceptional communication skills - ability to effectively exchange ideas and information or influence others with a high level of professionalism

Intermediary Liaison Associate Broker Resume Examples & Samples

Answers and responds to inquiries from intermediaries in a timely and professional manner
Handles an appropriate amount of calls relative to team standards
Works with peers and Management to ensure appropriate phone coverage
Phone work provides rapport building opportunities and the development of strong working relationships with the Dealer Back Offices by servicing needs and gaining an understanding of the Intermediary's business model
Analyzes and prepares transaction adjustments in accordance with procedures upon the request of an Intermediary
Remains committed to the accurate and timely completion of each adjustment and takes ownership for any reclaims or refunds
Performs a review of assigned reports and processed work to confirm accordance with procedures, policies, and product rules
Bachelor's degree or equivalent
Customer service experience in the financial services industry

Account Executive / Broker Resume Examples & Samples

Emerging leader with proven peer market relationships and emerging senior client relationships
Provides expertise in servicing the needs if high net worth individuals
Identifies client needs and develops custom solutions
Client facing with track record of working effectively with decision makers within clients
Establishes and develops emerging relationships with family offices and key players in the high net worth marketplace
Proven technical competency demonstrating capabilities to create innovative solutions
Establishes credibility (knowledge/trust) both externally as well as internally
Possesses senior executive client communication and negotiation skills (oral and written)
Effectively communicates market/industry perspectives and applications to specific client situation
Mentors junior brokers and provides peer reviews
Communicates and captures the value that Aon brings to client
Must have a minimum of 2 years of experience within the personal lines insurance and risk management
Proficient in Microsoft Excel and Word

Account Executive / Broker Resume Examples & Samples

Provides expertise in servicing the needs to high net worth individuals
Minimum of 5 years of experience personal lines insurance preferred
Required to have Risk Management experience

Head of Broker Resume Examples & Samples

Ensure transparency on transaction and research costs and services through established monitoring and data collection processes
Review usage and terms of IB/Brokers and systematically negotiate contracts
Develop and align usage policies (considering end users = investment areas)
Evaluate potential to develop strategic partnership, including research sourcing and reciprocal business relations (within the spirit and letter of the law)
Establish systematic, repeatable processes, governance and systems to continually minimize costs
Collaborate cross divisionally to help increase Global AM and the other Group entities' buying power with the Street
Represent Global AM generally and accompany investment areas' broker reviews, and in meetings with senior management
15+ years' relevant experience
Knowledge of regulatory environment and constraints imposed on regional product development
Deep understanding of sales credits work, bank capital allocation issues, and pain points in operations
Previous experience as a COO in an IB Sales setting a plus
Excellent command of English, an additional European and/or Asian language is a plus
Master/PhD in finance, investments, law or engineering preferred
Global perspective and experience of relationship building and business partnership skills across multiple functions and geographical regions
Strong entrepreneurial spirit with high level of commercial market awareness
High level of energy, hunger, discipline, tenacity, and self-motivation
Strongly collegiate team player who can partner across other groups, regions and lines of business, while driving a specific agenda for UBS Global Asset Management
Practically-minded creative thinker with attention to detail, and ability to pick up and digest new information quickly and come up with pragmatic solutions
Impeccable character with high ethical and quality standards, gravitas, diplomacy, and drive
LI-AM1

Associate Broker Resume Examples & Samples

Works on assignments that are semi-routine in nature where established practices, procedures and precedents guide the work
Execute standardized placements within single market programs or perform basic analysis and follow up on utilization reports
Facilitates and/or participates in client/broker strategy meetings
Sends requests for quotation to a generally standard group of insurance carriers with limited room for negotiation and prepare reports summarizing results
Established team player
P&C Licensed a plus, must be able to obtain a P&C license
3- 5 years of work experience preferred

Broker Resume Examples & Samples

Responsible for assisting senior team members in assessing client needs, designing solutions and negotiating with insurance carriers so as to obtain coverage that is in a client’s best interests
Performs fundamental account activities including client exposure analysis, basic coverage development and review, data analysis, submission preparation and general assistance to senior team members in strategy, marketing and proposal development as their primary role
Tasks include providing administrative assistant the information to enter into ACT for data development and invoicing
Participates in internal and external renewal account strategy meetings
Works closely with Senior Financial Services Group team leaders to understand and deliver on client’s needs
With appropriate supervision, identifies and analyzes client exposures with routine assistance to develop effective client risk treatment and placement strategies
Works on basic functions of placements with some guidance and final review by senior team member(s)
May begin working on moderately complex accounts with more autonomy, and plays a supporting role in larger, more complex placements

Rvp-broker Dealer Resume Examples & Samples

Representation of all products distributed and marketed by Columbia Management. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives
Identifies client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders)
Conducts sales or product training meetings and public seminars for financial advisors. Makes joint sales presentations to existing and prospective clients
Consults in the areas of portfolio building and practice management
Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Columbia's products and services. Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers
Reports sales and activities to management on a weekly basis
Establishes strong and working relationships within territory to help promote the Columbia brand
Minimum of 3+ years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler
In depth working knowledge and experience with mutual funds and separate accounts
Self driven - able to manage territory budget and to operate autonomously
Separate managed accounts experience
Series 7, Series 24 Series 63/66 and Series 65/66
Masters degree
Experience selling to wirehouse channel

Casualty Broker Resume Examples & Samples

A strong technical understanding of the Casualty classes and the broking process
Good negotiation skills, with the ability to be innovative, as required
The ability to structure and place complex multinational accounts
Work with integrity at all times, adhering to Willis Towers Watson Values and Behaviours
Willingness to support business develop activities
Work in partnership with Client Advocates to develop coverage strategy and marketing initiatives for renewal and prospective business
Provide advice to clients and Associates on placement design, coverage availability, capacity, projected pricing, enhancements and markets updates as required
Analyzes client specific risk exposures, details and develops coverage requirements
Prepares and presents market submissions for renewals and new business
Negotiates with underwriters to establish best terms and conditions with respect to premiums and coverage, meeting client needs and expectations
Follows up with insurer(s) to confirm terms of negotiated contract are met
Reviews documentation for new contracts, policy changes, additions, deletions and renewals, as required
Working with the client service team to contribute to client satisfaction and retention
Continually works to develop expertise in the liability space through networking, technical training and client discussions
Establishes contacts and cultivates relationships within the underwriting community in an effort to achieve the best rates, terms and coverage for Willis Towers Watson clients
Working with the markets to develop solutions or enhancements to existing programs to meet the changing needs of the client
Provides guidance, training and mentoring to assist in the development of junior associates
Perform other related duties as required
Minimum of 7-10 years of insurance and/or commercial broking experience
Proven broking experience within a wide variety of industries is an asset
Ability to work collaboratively as a key member of a team
Market relationship focused; Client results driven
Strong organization skills and the ability to prioritize to meet deadlines
Must have proficient computer skills and be familiar with the Microsoft Office Package

National Casualty Broker Resume Examples & Samples

Being the face of Casualty within the West and South Regions of WNA
Casualty Brokerage leadership on select major clients and prospects throughout WNA
Working with National Casualty Leadership on product Research and Development
Working with National Casualty Leadership on Casualty Best Practices
Working with National Casualty Leadership on Recruiting, Training and Development
Ensuring Analytics are part of Standard casualty brokerage procedures
Being a Senior Casualty deal maker
Training/Development of casualty brokers
Driving consistent use and delivery of casualty analytics
Broking excellence
Escalation of Issues to senior Carrier Casualty specialists

Asset Management Broker Dealer Resume Examples & Samples

10 years’ work experience in a legal, compliance, audit, supervisory or operational environment within a broker-dealer
Excellent collaboration skills
BA/BS
Series 7 and 24

Process & Change Management Implementation Specialist for Capital Markets Broker Dealer Resume Examples & Samples

6 to 8 years of related experience
Exposure to project type initiatives
Expert knowledge on Reconciliations for Mutual Funds, GIC, Clearing Securities, Capital Markets
Experience in Audit and Controls is a strong asset
Expert knowledge of Process and Change Management Implementation
Excellent Documentation skills
Familiar with established process analysis and improvement tools
Solid knowledge and understanding of the business unit’s key products and services, processes and controls
Solid understanding of the business unit’s risk and regulatory requirements
Strong planning skills (re finance, resource, strategy, business)
Strong risk management skills
Strong conflict management/ resolution skills
Ability to support PO during business contingency

Broker Resume Examples & Samples

Program Design: Support the design of program and pricing structures.Identify appropriate markets. Produce and or check slips and market presentations
Engage Willis Towers Watson Re North America and build business from various Segment Leaders: Casualty and Specialty Products
Increase book of 3rd party business from our client base in North America
Continuation of Regional Placement Officers (RPO’s) meetings
Interaction with Casualty Placement leaders
5+ years industry experience
Demonstrates knowledge of core insurance principles & provide explanation to clients
Ability to conduct research
Deep understanding of required placement workflows
Must demonstrate core competency of Willis Towers Watson Values & Vision

CIB Ops-operational Broker Dealer Merger Program Manager Resume Examples & Samples

Leading, managing and driving execution of key programs across multiple business areas; must be able to execute in complex matrix organization
Creation and management of governance infrastructure and protocols
Design of organizational and operational processes to support program execution
Partnering within the business and with senior-level stakeholders including Finance, Legal and Compliance
Driving strategic problem solving and decision making
Acting as liaison to senior management steering committees
Presenting and communicating with senior management to provide visibility and drive decisioning
Engagement with key regulators
Management of support team to drive program
Designing and implementing large scale operational programs
Strategic problem solving of operational issues; ability to drive decisioning among senior management
Senior-management presentation and communication
Program management and governance
Implementing operational controls
People management and leadership
10+ years of experience working in consulting and/or financial services
2+ year of experience managing program teams
Graduate degree

Broker Dealer Alert Analyst Resume Examples & Samples

Perform intake controls to ensure all alerts are logged and assigned in a timely manner
Collect and document data, including alert, investigation, or Suspicious Activity Report history; Know Your Customer (KYC) information; relevant account and transaction data; plus any other required information to assist the investigation
Review and analyze underlying data gathered to assess reasonable cause to escalate an alert to Investigations or to clear the alert
Disposition and fully document all alerts, including supporting data, analysis and rationale for disposition, within the case management system in a timely manner
Build relationships with AML Investigations units, effectively communicating and transferring information for case investigations
Conduct periodic internal account / customer reviews to identify potentially suspicious activity
Function as a key contributor and demonstrate knowledge of AML issues as well as broader functional knowledge; and
Participate in individual and department goal development and execute on tactical strategies for goal attainment
1+ years experience in back-office broker dealer required with the ability to read and interpret statements and account activity
AML, KYC or related experience preferred
Demonstrated proficiency with Microsoft Word and Excel
Exceptional research and analytical skills with the ability to analyze large amounts of data
Strong interpersonal and verbal/written communication skills
Self-starter, capable of working under minimum supervision
Adept to multi-tasking and meeting deadlines in high-pressure environment
Results oriented team player

Broker Support Resume Examples & Samples

Property and Casualty Broker’s license required
Create web-based submissions as needed
Initiate the WillPLACE data entry process

Associate Broker Resume Examples & Samples

Demonstrate ability to understand, analyze and effectively develop and present complex insurance contract s and insurance concepts for Director and Officer risks and liability abroad
Utilize technical legal skills including: research of the laws affecting Directors and Officers abroad; summarizing laws outside the US in an understandable manner and articulating legal and regulatory requirements to third parties
Ability to maintain effective working relationships with clients, prospective clients as well as internal Aon colleagues
Take initiative to assist in marketing Aon FSG’s international capabilities
Demonstrate attention to detail and appreciation for business cultures outside the United States
Industry experience not required
Proficient in Microsoft Office including Word, PowerPoint and Excel
Legal experience preferred

Associate Broker Resume Examples & Samples

Accountable for routine support activities, with defined deadlines, related to proposal and endorsement preparation, submission and data analysis or related to the placement and servicing of structured portfolio solutions (SPS)
Tasks may include pre-identification of qualified risks for available structured portfolio solutions (SPS), entering info and reporting from GRIP as well as Client Promise initiatives
May facilitate and/or participate in client/broker strategy meetings
May send requests for quotation to a generally standard group of insurance carriers with limited room for negotiation and prepares reports summarizing results
Up to 20% nationwide travel

Broker Resume Examples & Samples

Professional who supports the development and management of client relationships, account strategies and insurance marketing activities for book of business. Acts as the primary or secondary negotiator in obtaining the most effective insurance programs to address client needs
Support health care brokers in duties related to complex placements and submission preparation, data analysis, renewal proposals, quote entry and production of Quote Disclosure Report, invoicing, policy review and form comparison
Thorough analysis of current risk transfer programs to include coverage and cost analysis and a graphical representation of the program
Insurance program structure planning and design of alternatives based on client objectives. Provide benchmarking reports related to limits and programs
Develop understanding of alternative risk financing and program design as it relates to Trusts, Captives and Risk Retention Groups; assist with alternative risk financing projects and programs and their implementation
Prepare all marketplace insurance submissions, coordinate and conduct market meetings and negotiations as appropriate in coordination with AE
Finalize all risk transfer quotes and complete a thorough comparison of program options as part of the client proposal presentation. Comparison to include changes in exposure, losses, coverage terms and conditions and cost of risk
Development and review of issued certificate and/or policy language, including assistance in wording for captive policies
Serve as a team member for new business production and contribute to RFP responses and presentations through assistance in preparation of conceptual program response to RFPs in consultation/coordination with broker and analytical professional
Develop direct market relationships beyond routine placement activities through carrier meetings and GRIP partner dialogues
Serves as a source for information concerning market trends, pricing practices and other underwriting policies
Provides guidance and mentorship to more junior staff
Travel as appropriate for client and underwriting meetings (approx. 5-15%)
Insurance licensing required - complete required training and exam necessary to obtain appropriate agent’s license(s) (may be obtained upon employment) and ongoing continuing education
Proficient in Microsoft Excel, Word, Outlook, and Power Point
At least 3 years of placement experience or comparable experience in the health care industry segment
Developing knowledge of the brokerage business
Superior written and communication skills to support conduct of business in a professional manner with external/internal clients and the marketplace
Strong team player who understands the roles and responsibilities of other Aon professionals, assumes responsibility for the timely delivery of a professional work product in accordance with assigned roles, and facilitates communication among team members
Continually strives for perfection and professionalism in all communications and work products
Continually strives for personal professional development
Promotes a positive attitude in always trying to improve a program
Adherence to Aon’s Business Code of Conduct
Develop proficiency in use of in-house account management systems (Account Team Desktop, AMe, Bridge, GRIP )

Broker Resume Examples & Samples

Provide outstanding and timely service and support to clients in conjunction with the other Aon client servicing team members (e.g., relationship managers and originators)
Facilitate the compilation of submission information in conjunction with clients, relationship managers and originators for submission to insurance markets
Finalize market submission and product design options for clients along with relationship managers and originators
Negotiate with the carriers to drive best contractual terms and pricing for our clients
Work with our Legal and Claims group to provide appropriate client support in claim and litigation scenarios
Ensure work product quality control by verifying that the negotiated insurance contract terms are contained in the final insurance policy
Development and execution of a client service plan, taking a proactive approach to providing the best possible service for our clients
Adhere to all of Aon’s best practices

Broker Surety & Construction Resume Examples & Samples

Assisting in the servicing of accounts by managing clients’ surety programs and keeping Account Executives up-to -date on new products, coverages and market trends – where applicable
Developing and delivering surety and industry related presentations/seminars to clients and prospect audiences independently or in conjunction with Account Executives
Maintaining a strong knowledge of surety market conditions on a macro level as well as a micro level (i.e. specific understanding of each surety market appetites)
Responsible for brokering surety programs for all clients including compilation of submissions, matching surety to client, financial analysis, capacity analysis, character analysis and development of brokering strategies
Issuing documentation, verifying accuracy and completing checklists
Managing correspondence, reports and presentations
Performing additional duties as required

Broker Resume Examples & Samples

Acting as a point of contact within the broking team for specific clients to provide specialist advice to the client and client team
Providing advice to clients and colleagues on available coverage and capacity, potential coverage enhancements and market progress within scope of responsibility
Working in partnership with the client team to ensure client needs and expectations are met
Contributing to on-going client satisfaction, retention and profitability
Understanding clients' coverage needs, collecting and analysing relevant information to identify risk transfer solutions
Providing advice to clients and colleagues on the scope of coverage available for different products to establish the appropriate product that meets the clients' coverage needs
Reviewing and quality checking insurance documentation at a pre-determined stage in the process to establish whether the selected product accurately reflects clients' coverage requirements
Responsibility for negotiating the best prices and capacity for desired cover where appropriate
Ensuring a full technical and quality check has been completed on all work
Liaising with colleagues and the insurance market on any issues arising
Working with other professionals on an individual account or a portfolio of accounts to ensure that relevant information is shared among appropriate individuals and required actions are taken to meet clients' needs
Identifying appropriate channels for risk placement based on clients' market security guidelines and other requirements
Negotiating terms and conditions of placement with lead underwriters, obtain quotes, and handle underwriter queries (and requests) for information
Ensuring complete placement by negotiating with support underwriters, handling underwriter queries and requests for information
Creating, maintaining and managing long-term business relationships with underwriters to enhance service delivery, establish new opportunities for risk placement or facilitate the settlement and payment of claims
Understand and provide guidance on insurer differentiators
Contributing in supporting the effective delivery of global service through network relationships, where appropriate
Providing advice to clients and colleagues on market developments and share knowledge of market trends to enhance the overall value proposition
Supporting business development initiatives, as directed
Review of market submissions and presentations for new business and renewals to ensure that they effectively and correctly present the client's risk to the market
Ensuring that appropriate members of staff are aware of all risks with warranties. Review status ensuring warranties are met
Ensuring compliance with regulatory requirements and business procedures
Adhering to the standards, procedures and best practices of Aon
Other duties as assigned from time to time
Ability to develop credible relationships with clients, the insurance market and the Aon network
Understanding of industry, its core insurable risks and appropriate insurance solutions and markets
Understanding of relevant non-core insurable risks and appropriate Aon contracts
Negotiating and influencing skills
Appropriate technical insurance knowledge
Analytical and logical way of working
Good understanding of compliance
Demonstrate integrity and professionalism inspiring trust and respect from colleagues and of the insurance market
Ability to work as part of a team but also able to work alone and manage own time appropriately
Ability to be flexible and react to quickly changing circumstances
Energetic and focused on producing the best deal for the client
General Insurance Level 1 a must

Account Executive / Broker Resume Examples & Samples

Extensive experience in the design, placement and management of property/casualty and Workers’ Compensation programs
Provide placement and consultative services to clients in a wide spectrum of industries including retail, real estate, wholesale distribution, manufacturing, construction and energy
Responsible for providing day-to-day services, including contract and policy reviews, to clients with property, liability and workers compensation programs
Provides expertise in servicing medium to large complexity accounts (determined by volume/size of accounts and/or nature of business)
Works effectively with client decision makers
Establishes and develops emerging relationships with economic buyers for small to medium size accounts
Manages medium to large book of business typically, between $1M and $3M

Account Executive / Broker Resume Examples & Samples

Responsible for the day-to-day, account management and for broking
Builds, expands, and solidifies relationships with existing clients at senior levels within the company and leads appropriate resources to address the client's surety risk/capital management needs and thereby retain and grow a profitable book of business. Through service, consultation and reporting, promotes the value Aon delivers to clients
Enjoys developing new client relationships and building upon existing relationships
Very good negotiations skills. Good working knowledge of finance, general legal concepts and risk consultation
Evidence of ability to become proficient in the use of Aon specific software tools and create innovative solutions

Associate Broker Resume Examples & Samples

Supports Broker and Senior Broker on Large complex accounts
Primarily interacting with insurance carriers or related intermediaries
Significant interaction with Account executives and other internal resources within Aon
1-3 years experience in P&C Insurance preferred

Broker Services Specialist Resume Examples & Samples

Verify trade instructions ensuring proper execution and avoiding incorrect or delayed trade settlements
Process altered trade instructions
Settle eligible trades in a timely manner
Request additional collateralization due to price changes on pre-release transactions
Perform all daily proof functions
Prepare and disburse monthly rebate payments and account statements
Resolve all breaks in a timely manner
Knowledge of ADR/GDR products, depositary procedures and DTC systems is preferable
Strong customer service and relationship management skills is required
In addition, teamwork , attention to detail, knowledge of funds movement, ability to correctly and quickly interpret securities settlement and custodian issues, and good communication and interpersonal skills are essential

Account Executive / Broker Resume Examples & Samples

Account Executive in the highly specialized Construction Services Group responsible for the day-to-day account management
Established ability to work with brokerage team or independently broker for construction accounts
Support the segmentation strategy of the CSG Executive Committee
Responsible for the Client Promise Implementation on assigned accounts
Builds, expands and solidifies relationships at the senior level with existing clients
Recommends opportunities to build and improve and participate in these efforts as a subject matter expert
Ensures profitable growth and account retention, long-term company relationships, and effective utilization of corporate resources to include the use of Aon's facilities and established programs
Assist in the developing departmental policies and procedures and implements them in assigned area
Works on complex issues where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current trends
Maintains standards and develops and implements new systems/ procedures which have impact on functional area as well as on operations of internal and external clients
May be responsible for planning, scheduling, resourcing and executing large projects/ programs
Frequently interacts with senior level colleagues and clients, normally involving matters between functional areas, other company divisions or units, or clients and the company
Often leads cooperative effort among members of a project team to deliver results
May manage a team or may play the lead role in the management of a portfolio of client business
Delegates responsibility and provides guidance to team members
Property & Casualty License Preferred
CRIS or ARM designation Preferred
Proficient in Microsoft Word, Excel and PowerPoint

Account Executive / Broker Resume Examples & Samples

Manages input to and follow-up on invoicing and receivables process for assigned clients, ensuring timely collections. Ensures that account data supports the integrity of company accounting and tracking systems. Manages expenses
Budget responsibility for the Small & Medium Enterprise segment
Offers Aon’s value-added services, resources and expertise. Prepares and negotiates services
Drives utilization of Aon technology tools throughout the Broking process
Garners recognition by clients and markets as a leader and trusted authority. Explains general coverages to professional and nonprofessional insurance buyers and enlists Aon experts to address specialized needs
Works at a strategic level to establish new relationships within the client partnership and with Aon industry and product experts for guidance and knowledge. Project manages all Aon and industry related resources to achieve client's objectives. Leads client discussions
Develops and nurtures strong relationships with underwriters and carrier managements. Serves as a source for information concerning market trends, pricing practices and other underwriting policies
Understands, analyzes and applies principles of risk management and financial analysis to client exposures
Ensures thorough evaluations of qualified carriers in the marketplace. Negotiates with carriers to obtain the best terms, conditions and pricing based on the client's "best deal criteria"
Skillfully employs all ARS broking levers. Demonstrates a broad understanding of insurance coverages, their applicability, various exclusions, and basics of program design, premium rating methods and policy audits
The ability to understand and analyze the structure and content of insurance contracts is essential. Identifies and analyzes client exposures in order to recommend and design risk transfer and financing programs
Drives innovation in products and services to help Aon clients
Managing one Account Specialist
Remains current and develops expertise in assigned industry or market area, Aon’s scope of resources and capabilities, and competitive economic environment. Engages in structured continuing education
Applies logical thinking and past experiences to problems and solutions, and recognizes when more information is needed to make a decision
Manages benchmarks and performance measures to track progress
Encourages team members’ creativity and contributions to client needs and Aon’s expectations
Brokers license
Experience managing, coaching, developing staff
A minimum of 10 years of property and casualty insurance and broking experience
Prior budget responsibility preferred
Experience with small to middle market accounts of less than $350k in premium preferred
Very good negotiations skills
Good working knowledge of the insurance business and the assigned clients’ needs as well as all major lines of business

Broker Resume Examples & Samples

Builds, expands, and solidifies relationships with existing clients at senior levels within the company. Negotiates with underwriters and /structures insurance programs on behalf of clients. Through service, consultation and reporting, promotes the value Aon delivers to clients
Pro-actively develops knowledge of sister Aon companies and seeks to identify and develop relevant cross sales opportunities and Aon tools
Typically at least 2-5 years of broking or underwriter experience
Experience in the financial lines of insurance (D&O, E&O, EPL and Bonds)
Attention to detail and organization skills

Broker Dealer Services Resume Examples & Samples

Reconcile clearing and other custodial accounts on a daily basis, researching and responding to queries from trading units, clients or other service units
Route trade details/ portfolio allocations & receive written or electronic trade confirmation from counterparties daily
Participating in or coordinating new business or technology initiatives
Ensure the escalation of operational, regulatory and other risks to BDS management; contributes to the development and implementation of mitigation or control solutions
Partner with all areas of Business Operations to understand the particular needs of each team and enable support to be proactive rather than reactive
Partner with all involved functional areas such as Trading/Sales/Operations/Finance, Technology and L&C
Technical and Product Expertise
Operational experience including knowledge of multiple asset classes with emphasis on Equities & Fixed Income (5+ years)
Knowledge of operational processes, internal controls, audit trails, workflows, procedures and industry best practices
Confidence to draw on past experience with the ability to absorb new concepts and business knowledge quickly
Knowledge of FINRA regulations a plus (Series 99 or 7 desirable)
Strong desire and enthusiasm to learn more about the business; inquisitive, asks probing questions
Strong interpersonal and oral and writing communication skills
Highly proactive, willing to take ownership of issues and follow through to resolution
Detail-oriented and able to multi-task effectively

Broker Dealer Reconciliationsteam Lead T&O Resume Examples & Samples

University degree/college diploma in Business or Accounting
3 to 7 years of related Broker Dealer Operations experience particularly Clearing and Settlement process for Fixed Income
Experience in reconciliations
Solid knowledge of standard desktop applications (advanced Excel)
Solid knowledge and understanding of the business unit’s key products and services, processes and controls related to Fixed Income
Solid knowledge of departmental systems and applications
Solid knowledge of process and/or project management
Solid understanding of internal business partner’s business, services and organization
Solid knowledge of resource scheduling and project coordination
Strong investigation skills
Strong coaching, mentoring and training skills
Strong change leadership skills

Associate Broker Resume Examples & Samples

Assist middle market brokerage group in preparing proposals, entering ACL Broker Desktop information, billings, policy checking, and loss runs
Established client facing skills including effective presentations & communications
Establishes market facing skills including effective presentations & communications
Possesses basic competency on assigned coverages (common forms, exclusions, endorsed enhancements)
0-2 years of work experience preferred

Account Executive / Broker Resume Examples & Samples

Good writing skills
Ability to work well under pressure with significant attention to detail
Technically/detail oriented
Minimum 3 years professional indemnity coverage experience
Employment Practices Liability, Management Liability, and/or Cyber Liability experience an asset
College graduate preferred or commensurate business experience
New York State Brokers License (or willingness to obtain such license within a reasonable timeframe)
Proficiency in PC office products such as Word, Excel, Power Point and Outlook is required

Senior Broker / Avp-d&o Resume Examples & Samples

Serves as a source for information concerning market trends, pricing practices and other underwriting policies. May participates in development of department policies and procedures and implements them in assigned area
Provides guidance to more junior staff
Attention to detail, ability to multi-task, exceptional organizational skills, ability to make and communicate difficult decisions
Minimum of 5 years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability, Employment Practices, Fiduciary, Crime and Special Risk
Proven client facing skills including effective presentations & communications
BS/BA degree required

Associate Broker Resume Examples & Samples

Over time developing skills to handle own book of business
Prepares reports, benchmarking and transaction documentation
Analyzing and submitting quotes to insurance carriers
Preparing submissions
Verifying documents for accuracy
Proof reading contracts
Proficiency on Microsoft Word, Excel and Power Point
Willingness to obtain an active Property & Casualty license upon hire
Some general insurance knowledge is a plus
1-3 years of property and casualty experience is preferred

CIB Ops-broker Deler Resume Examples & Samples

Prepare information to respond promptly to inquires, assist in review of issues and take action to assist in resolution
Ability to multi-task with numerous applications while maintaining consistent follow-up
Collect data from multiple departments and functions for monthly decks
Ability to organize and analyze data using Microsoft applications including VLookups, pivot tables and create complex formulas to solve and/or monitor questions or inquiries that may pertain to a control initiative
Ability to execute and implement creative solutions
Capability to quickly adapt to new systems and processes including a high level of proficiency with Microsoft Office applications
Excellent communication skills and interpersonal skills
Possess a strong attentiveness to detail
Ability to multi task effectively in a high pressure environment
Working towards a 4 year College degree in business or accounting desired

Agency Broker Quant Analyst Resume Examples & Samples

Analyze large datasets for patterns to improve execution quality by quantifying market impact of order data
Study microstructure patterns (interaction of volume, spread and volatility), implement latest research techniques to improve that strategy engine logic and be able to write papers that sales traders can use to engage with clients
Strong knowledge of statistics and probability are required for data analysis and model fitting
Mastering a statistical program language such as R statistic package
SQL databases, KDB
Linux is a plus

Agency Broker Developer Resume Examples & Samples

Quant developer who can improve our statistics database architecture and make it more flexible, efficient and extensible
Some web programming is needed to present data in a high level format
KDB programming will be considered highly here though initially not essential
Javascript/HTML/CSS programming for front end visualisation of summary statistics
Strong knowledge of statistics
Strong knowledge of linux, bash scripts and python will be well regarded
Effective communicator
Fluent in both oral and written English

Process & Change Management Specialist for Broker Dealer Resume Examples & Samples

University degree/college diploma
6 to 8 years of related experience in Product Operations
Exposure to project type initiatives (i.e. leading implementations)
Excellent Documentation skills and presentations skills
Experience with Capital Markets Broker Dealer
Familiar with products, operations and capital market practices
Solid knowledge of testing strategies, test plans and execution
Strong knowledge of the business unit’s transaction fulfillment procedures
Advanced analytical and problem-solving skills, with ability to analyze a component or components of a process to optimize system functionality
Strong change management skills
Strong influencing and negotiating skills
Strong customer service and relationship management skills
Good coaching, mentoring and training skills
Strong teamwork skills
Strong process-writing skills, with ability to translate business requirements into process solutions, according to Bank standards
Strong written and oral communication skills, with the capability to present and articulate complex concepts
Strong multi-tasking skills covering a wide range of challenges which are independent and distinct

100

Broker Resume Examples & Samples

Responsible for the day-to-day, account management and for Cyber broking
Typically at least 5-7 years of broking or underwriter experience
Experience in Cyber and Commercial Liability
Very good negotiations skills. Strong working knowledge of Cyber/Tech and Media Liability coverage

101

Junior Broker Resume Examples & Samples

Maintains insurance records for accounts including compiling, calculating and managing information
Communicates by e-mail, telephone, and written correspondence with underwriters and producers
Obtains and distributes information from renewal lists
Follows up with insurance carriers and underwriters regarding the status of quotes and provides any additional information or rates as necessary
May prepare and update summaries in database as required
May prepare coverage confirmation for review
Reviews binders for accuracy and completeness
Maintains business relationships with producers and underwriters
Maintains knowledge of insurance carriers and their business practices
5 years industry experience
Insurance broker’s P&C license required
Demonstrates knowledge of Insurance structures

102

COO, TC Services Broker Dealer Resume Examples & Samples

The COO is responsible for all operational and supervisory functions and processes within TC Services and is responsible for TC Services day-to-day compliance with applicable regulations
The COO will lead a team that provides a comprehensive approach to BD supervision, regulatory compliance infrastructure, oversight of internal TIAA-CREF BD operations and oversight of external vendors
She/he will work closely with the TIAA, TC Services and Advocacy & Oversight business leaders and will be responsible for establishing and maintaining a comprehensive BD supervisory oversight and risk management structure
The COO reports directly to the President and Chief Executive Officer (CEO) of TC Services and is responsible for providing the CEO with periodic reports (as determined by the CEO) as to the effectiveness of TC Services’ operations and supervisory control system
Primary duties include driving efficiencies and quality of BD operations and the supervisory function through optimizing the planning and execution of supervisory and oversight processes with a major emphasis on FINRA and SEC regulatory requirements and overall operational quality
Lead strategy development in support of business initiatives and for developing and implementing redesigned processes for the retail broker dealer including those functions carried out in field offices
Develop and oversee comprehensive BD related policies & procedures that ensure compliance with statutes and regulations
Lead the development and monitoring of performance metrics that assess program effectiveness, efficiencies, and the implementation of improvement initiatives
Lead new product development and implementation, assist in planning and operational readiness by assessing and addressing new product operational and regulatory risks
Oversee FINRA and SEC audits for the BD and RIA’s as well as internal and independent audits
Manage and implement compliance and regulatory policies and procedures and develop and maintain corrective action plans in response to compliance, audit or agency findings
Direct P&L accountability for the TC Services budget and related regulatory filings
This is a manager of managers position that leads a team of approximately 35 professionals performing various supervisory, risk management, operational and oversight functions. Drive organizational accountability and operational excellence for all oversight activities
This position has national impact for all operations and employees operating within the TIAA-CREF Broker Dealer extending well beyond own team and Individual Advisory Services
Master’s degree in Business or Finance
Experience with FINRA and SEC audits for the BD and RIA’s as well as internal and independent audits
Professional insurance designations are desirable but not required
Financial/economic fluency
Strong knowledge of investment products and the ability to apply financial needs analysis
Demonstrated experience handling multiple projects and programs across a broad spectrum of functional specialties such as financial management, policy development, organizational development, quality management, and/or performance metrics; resource and talent management
Ability to express ideas, opinions and complex concepts clearly including verbal and written communication
Ability to prepare detailed reports, plans, memorandum, letters and formal documents in a structure and format that relays the required information without bias or ambiguity including executive management and government bodies
Working with many contacts within the organization will require a diplomatic nature and good team player while also maintaining the desired strategic direction
Ability to deal with executive level management across the organization

103

Broker Resume Examples & Samples

Contributing to strategic client discussions to help meet their business needs with marketplace solutions
Cultivating Strong Carrier relationships
Full understanding of various insurance structures
Strong negotiation & broker skills

104

Broker Resume Examples & Samples

Minimum of 3 - 5 years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability/Professional Liability/General Partnership Liability, Employment Practices Liability, Fiduciary Liability, Crime and Special Risk
Finance and/or Legal experience preferred and sales background a plus
Proficient in Microsoft Office suite of products, particularly PowerPoint

105

Night Desk Futures & Options Broker Resume Examples & Samples

Liaise with clients to receive and execute ETD client orders across global markets
Proactively monitor global electronic ETD order flow and converse with clients to ensure best execution
Assess market execution risks, often in fast paced and high pressure situations, and prioritise actions accordingly
Act as main point of contact for clients and drive changes across teams to resolve ETD client issues
Track volumes/revenues of assigned clients and help to grow client relationships
Build client relationships to expand business for both ETD execution and clearing
Provide Trading Ideas and Market Commentary as well as current UBS Research to clients
Utilise multiple ETD systems required for day to day work flow
Work closely with UBS internal support teams including Operations, Onboarding, Compliance and other Product related businesses to resolve client issues and enhance the client relationship
Maintain the breadth of knowledge required for the changing Regulatory Landscape across the applicable trading mandate and adhere to these standards

106

Associate Broker, Construction Services Group Resume Examples & Samples

Manage the clients’ daily bonding needs, including receipt and review of bond requests, facilitate required information exchange between clients and underwriters to secure timely approvals
Manage all administrative service functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, file and database management, and other related activities for assigned clients
Providing assistance to Accounts Executives on as needed basis
Maintain effective ongoing oral and written communication with account executives, clients, and underwriters to ensure a high level of customer service
Perform job duties at a high degree of accuracy with attention to detail
Work with the team in developing best practices pertaining to file and database management of client information and documentation on an ongoing basis
Represent Aon at industry functions in an effort to foster relationships with clients, prospects and underwriters
Establishing and maintaining strong relationships with the underwriting community for the ultimate benefit of the client
Provide creative input in developing and delivering surety and industry related presentations/seminars to clients and prospect audiences independently or in partnership with Account Executives
Provide creative input in the development of marketing strategies
Identifying specific client risk exposure and developing and presenting innovative solutions in support of existing/new business growth
Assist in brokering surety programs for new prospects including compilation of submissions, matching surety to client, financial analysis, capacity analysis, character analysis and development of brokering strategies (training will be provided)
Plan ahead and problem solve - anticipate, report, and help resolve problems that occur
Willingness to take on additional responsibilities in the day to day operations of the Surety team
Minimum 3+ years of commercial insurance experience in a surety position
Ability to multitask and complete various projects with competing deadlines
Strong Word and Excel skills

107

Reinsurance Treaty Broker Resume Examples & Samples

Work with the broking team, actuaries and cat modelers to analyze insurance risks on a portfolio level in order to advise clients on reinsurance treaty structures to mitigate downside risk and improve capital efficiency
Coordinate and attend underwriting and claims audits of insurance clients
Meet with senior managers of client companies to present materials
The candidate will be expected to join at least one Segment (i.e. Property, Casualty, Professional Liability, Surety, etc.), participating on the development of our global production strategy
Research on industry topics and the development of content to be shared with Clients and Prospects

108

Associate Broker Resume Examples & Samples

Market new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client
Develop and maintain thorough knowledge of management liability insurance marketplace, products and services
Develop productive business relationships with key insurance underwriters and Aon local office teams
Identify and analyze prospect and client exposures
1-3 years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability, Employment Practices, Fiduciary, Crime and Special Risk
Sales experience preferred and finance background a plus
Proficient in Microsoft Office suite of products

109

Account Executive / Broker Resume Examples & Samples

3-5 years experience with Broking or Underwriting, preferably within P&C. Experience with financial lines would be a plus
Experience working with commercial clients is preferable
Ability to build strong relationship with both internal and external clients
Manages input to and follow-up on invoicing and receivables process for assigned clients, ensuring timely collections
Ensures that account data supports the integrity of company accounting and tracking systems. Manages expenses
Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance requirements, Client Promise Methodology)
Uses Aon tools and implements processes
Pro-actively develops knowledge of sister Aon companies and seeks to identify and develop relevant cross sales opportunities and Aon tools, such as RiskConsole and AonLine

110

Senior Account Executive / Broker Resume Examples & Samples

Ensures operational excellence, including adherence to service management requirements
Works and collaborates with Aon leadership to achieve goals. Influences and has exposure to Aon leaders in multiple locations
Proficiency in PC office products such as Word, Excel. Power Point and Outlook is required

111

Senior Resource Property Practice Broker Resume Examples & Samples

Heavy industry (e.g., Utilities, Power Generation, Pulp & Paper) Senior Resource
Assist in training (e.g., Willis Towers Watson Academy 101, 201, 301)
Insurance market liaison related to EB (e.g., Insurer Relations)
Assist RCCA practice in EB claim disputes involving coverage issues
Assist RCCA practice in resolving loss control/engineering issues
Assist Willis Towers Watson colleagues in placing EB coverage for Willis Towers Watson clients (e.g., Brokerage Support involving risk analysis market support documents)
Issue white papers (when necessary) on EB related issues and distribute to Willis Towers Watson colleagues, as well as post to Expertise Portal
Attend seminars on EB related industry events, such as GE Windpower Insurance Technical session and Siemens Insurance Technical session
Maintain current understanding/knowledge of heavy industry occupancies
4 year college degree is a must in a Business related field is highly preferred. Additional level(s) of education are a plus
Minimum of 10 years’ experience in a Claim or Risk Control related position with some prior experience working at an insurance carrier or third party administrator preferred
Must have appropriate licenses in resident state
Knowledge of Claims and Risk Control processes and procedures
Understand Total Cost of Risk
Knowledge of laws, legal codes, procedures and processes involving insurance
Analyze data and provide concise conclusions
Basic underwriting concepts
Ability to handle and resolve client related issues
Ability to work in a fast-paced environment juggling multiple priorities
Computer skills which include intermediate proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet. Familiarity with Microsoft Access a plus
Demonstrate a commitment to building new skills
Act as a consultant to Willis Towers Watson clients and demonstrate the ability to work with insurer/engineering company to solve any engineering/property loss control disputes

112

Broker Resume Examples & Samples

Researches and answers questions from carriers and producers
Oversees diary for receipt of insurance documents
Researches and answers questions regarding loss information
Participates in continuing education to maintain licensure
Understanding of required placement workflows

113

Broker Dealer Representative Resume Examples & Samples

Process broker dealer requests within standard turnaround times, ensuring compliance with legal restrictions and requirements
Place outbound calls as necessary to resolve any outstanding issues
Act as a backup representative for retail calls
Work closely with various members of UMB's Client Service teams, Research Department, Operations representative, Shareholder Service representatives, Attorneys, Auditors, and other Financial Control departments
Accuracy with attention to detail
Ability to effectively work within time constraints and deadlines
Knowledge of financial markets
Problem solving skills, willing to work with multiple resources to resolve issues
Adaptability to changing priorities

114

Defined Contribution Broker Resume Examples & Samples

Lead the DC effort with Broker-Dealers
Coordinate DC research coverage at all Broker-Dealers
Work with the platform relationship management team to coordinate platform availability at the Broker-Dealer level and look to engage with top platforms to create shared business plans for select Broker-Dealers
In partnership with DC Sales Management, support DC’s sales objectives within each USWA channel
Ensure BlackRock value-added materials are available at all Broker-Dealers
Coordinate quarterly reporting on all activity related to DC designated advisors at the Broker-Dealers (including quarterly scorecards) to sales management and the COO team
Become the internal expert for the DC team on the Broker-Dealer space

115

Broker Compensation Analyst Resume Examples & Samples

Performing all analytical and processing functions relating to the accounting, reconciliation, and payments to Cushman & Wakefield brokers, appraisers, and outside brokers
In addition, assists the Broker Compensation Supervisor in determining payable balances to be utilized for the annual business plan, and explains actual balances and variances from the plan
Also, responsible for assisting in the training and development of the broker compensation analysts
Reviews and inputs of EAFs into the AS400
Reviews and reconciles broker and appraiser contracts
Reviews and inputs outside broker set-up and maintenance
Reconciles payments to brokers, appraisers, and outside brokers
Processes drawdowns; guarantees and legal fee charges
Calculates of 5-10-15 broker bonus and appraiser quarterly bonuses
Performs reconciliations of statements pertaining to month-end, current and non-current brokers, and outside brokers
Responds to inquiries made by clients (both Cushman & Wakefield employees and clients of the firm), including but not limited to responding to e-mails, providing account analyses, and communicating in a highly proficient, time sensitive and professional manner
Analyzes actual commission payable data and utilizes the data to forecast both outgoing payments and project payable balances for C & W’s annual business plan
Explains and provides analyses relevant to plan versus actual variances
B.A. in accounting, finance or related field
2-3 years’ experience in accounting, finance, or commission accounting
Strong written, communication and analytical skills
Proficient utilizing Microsoft and other computer software

116

Broker Resume Examples & Samples

Lead Broker
8+ years brokerage experience
1-3 years Management experience
Strata I/II/III/IV
May require Team leadership ability
Lead generation
Relationship building skills
Cold calling ability

117

Capital Markets / Broker Resume Examples & Samples

Experience with applicable FINRA, SEC and MSRB rules and regulations
Strong ability to communicate with a varied internal constituency (private client brokers, traders, sales personnel, capital markets management, etc.)
Experience working with broker-dealer compliance departments
Experience of at least 5 years with a broker-dealer or advisory firm is preferred
LI-EL1
Li-Recruiter

118

Broker Dealer Treasury Resume Examples & Samples

Bachelor’s Degree in Finance/Math/Economics
3-5 years of experience, preferably within Financial Services
People and/or project management experience in a dynamic and highly technical environment is a plus
Strong analytical skills with advanced critical thinking capabilities
High energy style with the ability to work independently and multi-task in a fast pace environment
Ability to interact with all levels of management, strong interpersonal and communication skills (written and verbal)
Well-developed aptitude with databases, spreadsheets, and other desktop applications
Knowledge of Treasury, SFT, Derivatives and Prime Finance recommended
Must possess a proactive work ethic and be a team player

119

Account Executive / Broker Resume Examples & Samples

Experience with Oceanwide marine certificate platform
Strong technical marine insurance skills including underwriting / manuscript policy wording
Experience with US / UK cargo markets
Various software programs used in the marine insurance business

120

Broker Support Resume Examples & Samples

Gathering blank new/renewal applications
Create web-based submissions
Receive new/renewal submissions from the production team or client
Send submission to carriers, receive quotes and update renewal documents
Secure orders to bind from production team or client
Provide orders to bind to the carriers/underwriters
Secure contingencies as directed by the brokers
Provide support and education on international placements
Upload data to EPIC/WillPlace
Educate team on updates/changes to the internal systems (EPIC, WillPlace, etc.)

121

Associate Broker Resume Examples & Samples

Minimum 2-5 years of commercial insurance experience
Construction Insurance experience preferred, but not mandatory
Strong organization skills and the ability to prioritize under pressure of competing deadlines

122

COO, TC Services Broker Dealer Resume Examples & Samples

On behalf of the President, TIAA-CREF Individual & Institutional Services, LLC, the COO will partner with key in-source support groups to manage the BD footprint across the enterprise to ensure operational excellence. The COO will be the conduit for transparency to represent the President’s position with these groups and simultaneously provide the President with executive sight lines of BD implications
Proactively provide an early warning system for the President to be kept apprised of regulatory, supervisory, compliance and risk management developments that affect the B/D, risk ranking and where decisions may be needed
She/he will be responsible for collaborating and maintaining a comprehensive strategic BD supervisory oversight and risk management structure including oversight of external vendors to ensure controls are in place and appropriate testing of those controls
Leads large transformational projects and programs impacting a broad spectrum of functional specialties such as financial management, policy development, organizational development, quality management and/or performance metrics, resource and talent management
The COO reports directly to the President and Chief Executive Officer (CEO) of TC Services and is responsible for providing the CEO with periodic reports (as determined by the CEO) as to the effectiveness of TC Services’ operations and control systems including changes to compliance and regulatory policies and procedures and corrective action plans in response to compliance, audit and regulatory findings
Primary duties include driving efficiencies and quality of BD operations and the control functions through optimizing the planning and execution of oversight processes with a major emphasis on FINRA and SEC regulatory requirements and overall operational quality
This is a management position that leads the BD organization across related supervisory, risk management, operational and oversight functions. Drive organizational accountability, culture change and operational excellence for all oversight activities
A people leader who has a demonstrated ability to grow and develop talent as well as an ability to take a leadership position with enterprise partners who don’t have a direct reporting relationship
Demonstrated ability to successfully lead large transformational projects with enterprise impact
FINRA Series 7, 24, 65 preferred

123

Internal Auditor / Broker Resume Examples & Samples

5+ years of experience in an Auditing, Compliance or Risk Management position
Bachelor's Degree in Accounting, Finance or related business field
Knowledge of the Financial Services industry with exposure to Broker-Dealer compliance, surveillance and trade reporting conduct risk processes and controls
Good basic knowledge of general Compliance and conduct Risk processes and controls
Understanding of Accounting and Regulatory Reporting
Solid project management and analytical skills
Series 7 and/or series 63 exam
Understanding of Anti-Money Laundering rules and requirements
Bilingual (English and French, Spanish or Portuguese)

124

New Business Broker Resume Examples & Samples

Responsible to place 60 pieces of new business policy sales and 100 new business quotations on a monthly basis
Ensures all quotations are documented and produced in a timely fashion
Must be able to work autonomously
RIBO license required and enrollment or completion of sales training courses are preferred
Possess effective verbal and written communications skills as well as exceptional interpersonal skills

125

Broker Resume Examples & Samples

Strong understanding of the industry, its core insurable risks and appropriate insurance solutions and markets
Strong presentation and negotiation skills
An analytical and logical way of working
Thorough understanding of compliance
Demonstrated integrity and professionalism inspiring trust and respect from colleagues and the insurance market
Broking license

126

CIB Ops-broker Dealer Resume Examples & Samples

Helping to drive and manage execution of key programs across multiple business areas; must be able to execute in complex matrix organization
Design and execution of organizational and operational processes to support program execution
Partnering across the operation to driving strategic problem solving
Supporting communication to senior management on key program updates and decision making
Supporting engagement with key regulators
Helping to execute large scale operational programs
Leading and driving execution in complex matrix organization
Strategic problem solving of operational issues
Process design and re-engineering
2-5+ years of experience working in consulting and/or financial services
Proficiency in core programs including ppt., excel, and others

127

Regional Sales Manager, Broker Services Resume Examples & Samples

In addition to a strong sales background, mortgage experience is an asset
Mortgage industry experience of three or more years is required
Positive attitude, self starter, along with entrepreneurial skills
The ability to work independently from a home office
TD Canada Trust product and policy knowledge is an asset
Excellent English communication skills, both written and verbal, as well as experience making presentations to large and small groups
Willing to work evenings and some weekends
Knowledge of MS Power Point software for presentations, Excel and Word is required

128

Account Executive / Broker Resume Examples & Samples

Provides expertise in servicing the personal insurance needs of high net worth individuals
Provide proactive personal risk management advice
Establishes credibility (knowledge/trust) both externally and internally
Manages medium to large book of business typically, between $1M and $4M
Minimum of 2-4 years of experience managing portfolios of high net worth personal lines insurance programs; personal risk management
Proficient in Microsoft Office Tools (Nexsure a plus)

129

Broker Dealer Services Representative Resume Examples & Samples

Intermediary Servicing and Oversight
3-5 years experience in Financial Services
Knowledge of mutual fund and BackOffice operations helpful
Strong communication skills, both verbal and written
Ability to work independently and as part of a team environment
Must work well in a deadline-oriented environment and be adaptable to shifting priorities

130

Assistant Manager, Broker Support Resume Examples & Samples

Analytical and problem solving
Completion of Risk Accreditation framework applicable to sales roles
Demonstrate exceptional customer service skills

131

Depositary Receipts Broker Services Associate Resume Examples & Samples

Manage Inquiries & Follow Up w/ Clients & Market Intermediaries
Monitor and reply to inquiries and requests made to the DB ADR Broker Mail address (adr@db.com)
Maintain coverage of the DB ADR Broker phone line (212-250-9100)
Ensure all broker transactions are reflected on the DR Record Keeping system (STS)
Manage Issuance, Cancellation, Transfer transactions
Negotiate and Manage Pre Release transactions
Work with BSG group to ensure broker specific requirements are met
Negotiate Fee/Incentives with Brokers for Issuances, Cancellations and Pre Releases based on management issued or deal specific parameters
Communicate with our Foreign Custodians and other intermediaries worldwide to resolve problems with product delivery
Work with broker clients and custodians to make certain all fees, payables and receivables are collected or paid
Assist brokers and other intermediaries through various Corporate Actions that are declared on ADR programs
Daily End of Day Settlement (DTC, Broker Wires, Net Collateral Investment)
Maintain and Manage Incoming Message Queue and Process Admin Queue
Monitor CashBook and DealView for current out of proofs
Address Out of Proof items via VersionControl on a daily basis to add commentary and escalate to management as appropriate
Participate in broker training and relationship calls (internal and external)
Produce periodic and ad hoc reports for management and clients
Perform monthly CTC account reviews
Help to develop and participate in testing of systems enhancements

132

Associate National Accounts Manager Broker Resume Examples & Samples

Support Columbia Threadneedle Investments’ National Account Team by taking direction to work closely with home office staff at assigned broker/dealers to promote the sale of Columbia Threadneedle Investments’ investment products across multiple retail client platforms. Investment products include mutual funds, retirement, 529, separately managed accounts, and UMA
Provide backup coverage for Senior National Account managers
Works with internal business partners (platform distribution, sales, product, marketing, legal, transfer agent and finance) to execute against business plan and produce a distribution partner value model that enables senior management to better assess distribution commitments and priorities
Support individual account coverage for second and third tier intermediary partners
Works with internal and external partners to resolve complex problems and issues
Bachelors degree coupled with 3+ years of industry experience, preferably within intermediary distribution
FINRA Registrations required within a specific time frame: Series 7, Series 63/65 or 66
Strong PC and Microsoft Office skills
Ability to produce high quality work under pressure, managing multiple tasks simultaneously, and assuring quality control for internal and external clients
Prior knowledge of and/or experience in asset management, including distribution of mutual funds, separately managed accounts, 529 college savings plans preferred

133

Associate Broker Resume Examples & Samples

Develop and maintain thorough knowledge of Property Broking marketplace, products and services
Assist with key processes and internal activities to deliver client facing services
Obtain P&C broker license
1-3 years of property insurance brokerage and/or underwriting experience

134

Associate Broker Resume Examples & Samples

Accountable for routine support activities, with defined deadlines, related to proposal and endorsement preparation, submission and data analysis or related to the placement and servicing middle market commercial insurance accounts
Tasks may include pre-identification of qualified risks for available insurance markets
May have extensive interaction with internal and external clients to identify, research and resolve problems
May execute standardized placements within single market programs or perform basic analysis and follow up on utilization reports
Able to follow procedures and investigate issues in order to solve problems
May work on more complex assignments that require review
Minimum of 1 year of Property and Casualty insurance experience
Proficient in Microsoft Office Suite products
Active Property & Casualty insurance license is preferred or must have the willingness to obtain one upon hire

135

CIB Ops-broker Dealer Resume Examples & Samples

Monitor the stock record, the DTC memo segregation, the international segregation program & review the segregation deficit on a daily basis
Review end to end operating model for global markets to ensure regulatory compliance with customer protection, including a full understanding of the underlying technology systems
Review of all WSP’s and SOP’s for completeness and compliance
Planning for location resiliency and knowledge transfer
Financial and/or accounting skill set/knowledge critical
General understanding of broker dealer back office operations
Prior experience in process improvement and/or project management helpful
Excellent analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes
Critical thinking ability; can understand all the information available, tie it all together, and speak to it clearly and concisely
Strong leadership and strategic management skills
Flexible and adaptive; demonstrated ability to work in a fast paced demanding environment
Innovative problem-solver who can generate workable solutions
Excellent judgment, knows when to escalate complex issues to senior management or functional partners with relevant expertise
Ability to build the appropriate relationships with partners across all lines of business
Ability to communicate and interact with all levels of management
Demonstrate a working knowledge of the rules and regulations related to broker dealer entities
Experience with Audits and Action Plan protocols preferred

136

Associate Broker Resume Examples & Samples

Relevant academic qualification or equivalent experience
Understanding of standard risk and insurance products and services
Excellent organisational skills and understanding of inter-departmental dependencies

137

Life Reinsurance Broker Resume Examples & Samples

Production of new reinsurance client opportunities and revenue
Preparing placement analysis and client/market presentations
Providing input for reinsurance program design
Marketing and negotiating deals
Understand client needs and advise clients on reinsurance purchasing strategies
Provide front line client servicing (supply of market information, negotiate amendments/improvements to cover, facilitate client/reinsurer meetings etc.)
Prepare client and market presentations in Excel, Word and PowerPoint formats and work with colleagues to prepare responses to tenders
Contribute to reinsurance program structuring and pricing
Liaise with analytics team in respect of financial modelling
The person should either be a credentialed U.S. actuary, or have strong experience in the market in dealing with actuarial issues companies face
The candidate will be expected to interact regularly with clients in order to successfully complete each transaction, but they should be an independent worker, and technically capable of the work required to execute such transactions
Strong understanding of U.S. reinsurance regulatory environment and capital rules, and how this drives reinsurance needs, is a plus
Ultimately, the ideal candidate is extremely client-focused, with the goal of delivering solutions that meet clients’ needs. Having strong existing relationships is a plus
Good communication, negotiation and interpersonal skills
Able to prioritize, manage deadlines and work under pressure
Good IT skills with excellent Excel usage capabilities

138

Associate Broker Resume Examples & Samples

Support 2-3 commercial aviation brokers in all aspects of client service and support
File maintenance and suspense of open items
Policy and endorsement administration including invoicing, audits, schedules of insurance, exposure schedules, policy checking
Renewal and follow-up correspondence with insurance carriers and clients
Track and document renewal progress and carrier responses
3-5 years commercial brokerage customer service and brokerage support experience
Property Casualty Agent-Broker License
Computer knowledge: Adept with Microsoft office suite: Excel, Powerpoint, Word

139

Broker Resume Examples & Samples

0-5 years in broking or account management experience
Proficiency in Microsoft Office Suite such as Word, Excel, PowerPoint
Ability to build relationships
Active P&C License or willingness to obtain one upon hire

140

Account Executive / Broker Resume Examples & Samples

An emerging leader who is responsible for the day-to-day account management and for broking (or supervising the brokerage of) at least 70% of the premium for her/ his Commercial Risk clients (defined as clients below $50,000 in ARS income or more; typically without a professional risk manager)
Seeks to develop into Hybrid II or III roles; serves no more than 30% of time working as Account Specialist
Learning to build, expand, and solidify relationships with existing clients at senior levels within the company and to lead appropriate resources to address the client's risk/capital management needs and thereby retain and grow a profitable book of business
Through service, pricing, consultation and reporting, promotes the value Aon delivers to clients
Is responsible for commission management on brokered products, including utilization of the Commission Grid and other Aon broking levers

141

Broker Resume Examples & Samples

Exceed established sales and revenue targets
Provide prospective clients with quotes and places them with the appropriate market
Process residential and automobile applications with accuracy, diligence and in a timely manner
Proactively performs outbound initiatives to enhance growth and enhance the client experience
Analyzes customer inquiries by providing information on products/services
Matches customer needs to insurance company’s products/services
Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales
Maintains a strong level of market awareness and understanding of the products which are offered from the numerous insurer markets
Minimum 2 years of relevant Personal Lines or general insurance related experience
AMF License required
Ability to communicate in French
Ability to communicate in other languages such as Mandarin, Punjabi, Urdu, Farsi etc is an asset
Proficient in MS Word, Excel ,Powerpoint, & MS Outlook
Working knowledge of Personal Lines
Knowledge of Personal Lines products and services
Knowledge of company policies and procedures

142

Broker Resume Examples & Samples

Analyzes client specific risk exposure and details coverage requirements. Prepares and presents marketing proposals for renewals and new business, including forwarding renewal terms to client
Respond to client inquiries and process requests for routine changes
Collaborates with Account Manager to develop coverage strategy and marketing initiatives for renewal and prospective business
Minimum 2-5 years broker/agency experience including client interaction
University or College degree preferred
CAIB/CIP designation or studying toward completion
Good MS Office skills including Excel and Power Point
Strong interpersonal, written and verbal communication skills
Detail oriented, strong time management skills, demonstrated ability to meet deadlines and work under pressure

143

Broker Resume Examples & Samples

Investigating accounting queries as required
Setting up and handling abeyances in a timely fashion and in line with internal client expectations
Acts as the primary negotiator in obtaining the most appropriate carrier coverage from a variety of insurance carriers
Gathering new and renewal documentation including electronic copies (where available)
Participates in client discussions to understand needs and develop strategies
Identifies and analyzes client exposures and determines which markets to utilize, ensuring thorough evaluation of qualified companies in the marketplace
Schedules, application forms
May provide support, guidance and training to other
Generating binder documentation & expiring schedules, to be provided to the Broker
In Reviewing and requesting corrections to policy documents from Insurer, abeyance and follow up for timely delivery of correct policy documents
Creation of submissions for all accounts. Ensuring submission quality to Aon Standards, including details of any midterm changes, new operations, exposure schedules, claims summaries, etc
Calculating complex premium, fees, adjustments and taxes and retain a copy in the file
Ensuring that documents are forwarded to Insurer(s) with a detailed letter explaining all changes or enclosures
Checking insurer policies within 30 days of the date received from the carrier
Bachelor's degree with strong analytical skills
HIGH attention to detail
Committed to delivering the highest level of customer service and quality
Proficient in Microsoft Office and Access
Ability to organize a wide range of tasks from various sources and prioritize workload to meet deadlines
Goal oriented and highly motivated in achieving results
Good presentation skills
Ability to work independently or within a team-based environment

144

Junior Broker Resume Examples & Samples

Manages day-to-day servicing of broker's accounts, including renewals
Develops business relationships with retail producers and markets
Negotiates with underwriters regarding coverage terms, conditions, and pricing on new/renewal accounts
Prepares quotes, cover notes and worksheets
Maintains diary system
Verifies accuracy of insurance documentation

145

Account Executive / Broker Resume Examples & Samples

Ensure client/marketing files are maintained in a timely fashion
Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion. This may include: preparing and/or checking notice letters, application reviews, market submissions and terms reports; putting the Firm Orders to various markets; ensuring that coverage are bound prior to the effective dates; and responding to client requests
Supporting sales efforts for executive leadership
Review client contracts and indemnification language
Ensure all communications, both written and verbal, received from clients, markets and other Aon offices are acknowledged promptly by working with executive leadership
Prepare and/or check policy documentation
Willingness to travel as necessary
Maintain daily diary and outstanding list of the client accounts
Review and approve work done by account representative and assistant, and provide guidance
Ensure final documents are consistent with quotes and binders
Required to have 5 plus years of experience within an Account Management role within the Property & Casualty insurance industry
Must have and maintain an active Property & Casualty license
Proficient in Microsoft office suite such as Word, Excel, PowerPoint and Outlook

146

Account Executive / Broker Resume Examples & Samples

Will manage large national and global segment of our contract surety business across the national platform
· Works and collaborates with Aon leadership to achieve goals. Influences and has exposure to Aon leaders in multiple locations
Minimum of 7+ years of Surety broking experience
Able to multi-task
Proficient in Microsoft Office Suite such as Word, Excel, PowerPoint and Outlook
Have strong interpersonal skills
Strong working knowledge of finance, general legal concepts and risk consultation

147

Regional VP Broker / Dealer Resume Examples & Samples

Representation of all products distributed and marketed by Columbia Threadneedle Investment
Distribution through focus firms in all channels: wirehouse, regionals and banks
Identify client needs and provide investment and business solutions to financial advisors
Conduct sales or product training meetings and public seminars for financial advisors
Make joint sales presentations to existing and prospective clients
Keep abreast of industry/market trends and developments and maintain sound working knowledge of Columbia Threadneedle's products and services
Consult in the areas of portfolio building and practice management
Report sales and activities to management on a weekly basis
Deliver World-Class Service. Top to bottom, end to end, individually and as a team...to be responsive and responsible in meeting client needs
To be consistent. Day in and day out, face-to-face, or through our materials and technologies…we use an established process that provides timely, consistent and high-quality information and insights
Know our clients. Asking the right questions and listening well…we get to know our clients’ needs and the dynamics of their business, enabling us to be successful partners
Bachelor’s degree or equivalent experience
Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler
FINRA registrations required (Series 7/66 required within a specified timeframe)
Demonstrated ability to make successful and dynamic sales presentations
Separate managed accounts experience required
Established relationships in the channel
Significant travel required and some weekend meetings
Participation on all scheduled conferences in and out of the territory
Advanced degree (i.e. MBA).&#96
CIMA and/or CFP

148

Assistant Broker Resume Examples & Samples

Maintain updated team account list
Send alert to senior broker when an account is 90 days away from the renewal date. Solicit the incumbent primary carrier for required renewal information (ensures the team utilizes the most up to date applications)
Gather blank new/renewal applications and send to the production team or client
Assist with renewal strategy presentation
Initiate compliance and data entry process

149

Account Executive / Broker Resume Examples & Samples

Coordinates the execution of day-to-day service activities of the Aon service team
Builds, expands, and solidifies relationships with existing clients at senior levels within the company and leads appropriate resources to address the client's risk/capital management needs
Identifies and analyzes client exposures to recommend and/or design and negotiate risk transfer/ financing products. Develops and analyzes program and coverage options across lines of business including deductibles, retros, guaranteed cost, collateral and accruals
Ensures thorough evaluations of qualified carriers in the marketplace. Negotiates with carriers to obtain the best terms, conditions and pricing based on the client's "best deal criteria". Obtains commissions equal to or greater than Commission Grid minimums. Skillfully employs all ARS broking levers
Secures existing business and drives the sale of additional services and coverages. Works at a strategic level to cultivate relationships with clients
Identifies and generates new and penetration business opportunities. Collaborates with Producers on new business opportunities
Prepares and negotiates fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
Identifies client needs and prepares client solutions/presentations as well as including ideas for penetration sales based on client needs. Leads client discussions
Four+ years of Surety broking experience
Good working knowledge of the insurance business and the assigned clients’ needs as well as well as all major lines of business
Very good negotiation skills
Demonstrates technical competency and creates innovative solutions

150

Broker Intern Resume Examples & Samples

On-the-job Training (including, but not limited to, data analysis, preparation and dissemination of client information to reinsurers, special projects, etc.)
Technical learning through Willis Re Academy courses; and,
Departmental Overviews with Actuarial, Contracts, CMS, Financial Services, Segments, Operations, and the Willis Re Academy
Create spreadsheets and provide data analysis, as requested
Generate PowerPoint Presentations for meetings with clients and prospects and make sure that they are Willis Re Brand compliant
Work with Broking and Analytical teams (CMS, Actuarial, Financial Services, etc.) as applicable
Complete Willis Re system entries and ensure accuracy of such
Complete projects as assigned, which may include but are not limited to: data modeling and analysis, industry research, RFPs and other various topics
Working towards a Bachelor’s Degree from a Four-Year College or University (rising Juniors, or rising Seniors)
Diverse, well-rounded background
Ability to Apply Basic Mathematical Concepts
Higher Quantitative Skills a Plus
Excellent Work Ethic and Organizational Skills
Strong Interpersonal Skills and Team Orientation
Innovative Thinker and Creative Problem Solver
Highly Motivated and Takes Initiative
Solid Written and Verbal Communication Skills
Proven Public Speaking and Presentation Skills a Plus
Proficient with Information Technology, particularly Microsoft Office Products

151

Associate Broker Resume Examples & Samples

Develop and maintain effective working relationships with appropriate external client contacts and other internal Aon clients
Establish basic understanding of claims administration process and utilize the claims and legal advocacy group for claim administration and counsel as per established protocols and as directed by senior team members
Retain and grow assigned clients/prospects
Involvement in extracurricular activities
Ability to cultivate relationships
Critical thinking, problem-solving and analytical skills
Strong PC skills including knowledge of Microsoft Office Suite

152

Assistant Broker Resume Examples & Samples

Provides coverage and program design advice and expertise to production team
Provides technical analysis on policy, insurer quotes and binding documents
Receives quotes from carriers and negotiates for the best program for clients, provides coverage comparison
Oversees preparation and finalization of Carrier and Client quotes and coverage confirmations to ensure contract certainty
Communicates with production team regarding program improvements and recommendations
Occasional business travel for client visits and/or advanced skill trainings
Minimum 3 years of insurance experience required
Experience with the placement of Property/Casualty business

153

Associate Broker Resume Examples & Samples

A highly motivated individual with an attention to detail, strong analytical skills and a track record of academic success
Proficiency with Microsoft Office products, including but not limited to Excel, Word and PowerPoint
Willingness to learn and solve complex problems
Solid interpersonal skills and the ability to build relationships with clients and team members
Strong organizational skills including the ability to manage multiple assignments, work well with minimal supervision and meet deadlines in a timely manner
Regularly identifies opportunities to take on additional responsibility and to work more efficiently

154

Junior Broker Resume Examples & Samples

Participate in cold-calling program with brokerage teams
Participate in property tours
Participate in Brokerage Team Meetings and attend weekly sales meetings to update colleagues on leasing activity and market information, and to contribute to and benefit from others’ market knowledge
Submit all data required for prospect and target marketing reports, commission memos, etc
Identify and communicate to Senior Broker any obstacles to individual performance and opportunities to improve overall performance of Brokerage Group
Work with research and other team members to compile market information and statistics on the local commercial real estate market. Conducting research and collecting information materials on market fundamentals, ownership, tenants, and economic analysis
Conduct research at a designated level to support pitch materials, publications, reports and deliverables to the Local Practice Leader and/or applicable brokerage team. Assist brokerage professionals through the completion of market surveys, data analysis and other deliverables
Contribute to the collection of and ensure the integrity of comparable data, new development information, and applicable information on city planning changes/issues. Apply technical and analytical skills to disseminate market data and ensure data integrity
Contribute to designated local market research requests: market snapshots, market overviews, quarterly market decks, topic specific research to support pitches and brokerage opportunities
Liaise regularly with other real estate professionals including developers, appraisers, landlords and brokers
Coordinate and manage daily, weekly and quarterly research tasks
Contribute to special initiatives, such as: annual/semi-annual publications, whitepapers, and quarterly reports (Skyline, Look Forward Skyline, Office Insight) as required
This position requires a self-motivated individual, willing and excited to 'pound the pavement' by making cold calls and solicit for business
Impeccable follow-up skills and the ability to focus on details while being cognizant of the big picture
Must be capable of maintaining a high energy level and being a team player
Must be well-spoken, have a proven sales ability, and possess effective business-writing skills
Bachelors degree in business, marketing, real estate or related field strongly preferred
2-5 years in a Business Development or cold-calling capacity
Commercial Real Estate Experience a plus

155

Life Team Placement Broker Resume Examples & Samples

Providing creative input for reinsurance program design
Assisting with the marketing and negotiating of deals
Lead in the creating of potentialto reinsurance program structuring and pricing
The person should be either a credentialed U.S. life actuary
The candidate will be expected to interact with clients in order to successfully complete each transaction, but they should be an independent worker, and technically capable of the work required to execute such transactions
Experience with any and all of the U.S. individual life and annuity products, including long-term care is required
Must have strong understanding of U.S. reinsurance regulatory environment and capital rules, and how this drives reinsurance needs
The ideal candidate must be capable of being client-focused, with the goal of delivering solutions that meet Clients’ needs. Having some strong existing relationships is a plus
A good understanding (can be theoretical) of U.S. Life reinsurance concepts
Comfortable explaining complex concepts and making recommendations to clients/client servicing teams
A client-centric consultative approach to work is essential, with a track record of problem solving
Good IT skills with excellent Excel usage capabilities. Skill with MS Powerpoint and Word a plus

156

Nyse Floor Broker Resume Examples & Samples

5 years minimum experience as a NYSE floor broker
Fluent in trading algorithmic strategies and opening/closing mechanisms
Point of sale agent for the Bank when we are lead book runner for IPO’S and secondary offerings
Strong focus on daily financial new and research
Being able to indentify trading anomalies in the marketplace to provide key input to customer and traders
Assist traders in liquidating equity positions efficiently

157

Commercial Broker Resume Examples & Samples

Minimum 3/4 years experience in Personal lines or 2/3 years in Commercial lines broking
Hold a relevant insurance qualification (min APA, but with CIP desirable)
Be computer literate with experience of working on Open GI being advantageous but not essential
Have excellent customer service skills, internal and external
Be committed to assisting in the development of their colleagues
Have the ability to adapt to and embrace change
Have great attention to detail and the ability to work alone and within a team

158

Associate Broker Resume Examples & Samples

Market new and renewal business, working with senior team members to handle all aspects of the placements from initial market selection through policy delivery to client
Assist in preparation of materials for client strategy meetings and for presentation to carriers
Coordinate activities with other internal units as required to meet customer needs and to identify, research and resolve problems
Active Property & Casualty insurance license is preferred
Minimum of 1 year of Property and Casualty insurance experience is preferred

159

Broker Operations Analyst Resume Examples & Samples

Three or more years of related business experience
Experience with National Financial Services back-office systems is preferred
Series 7 license desired, but not required

160

Account Specialist / Associate Broker Resume Examples & Samples

Maintains effective and productive relationships with clients
Performs account servicing functions including miscellaneous office duties in support of account servicing
When not performed within a broking unit, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit
Manages client open items lists and responds to client ad-hoc requests
Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation
Develop and maintain thorough knowledge of private and nonprofit financial insurance marketplace, products and services, developing productive business relationships with key insurance underwriters
Actively supports and monitors the renewal process. At the direction of the Broker, drafts quote comparisons and follows up for binders, policies and endorsements
Where applicable, serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively
Receives and manages routine and complex coverage inquiries and endorsement requests. Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals
Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values
Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance requirements, Client Promise Methodology). Monitors and follows-up on invoice generation, fee agreements, AVX input, GRIP and GAMS data, receivables and collections. Addresses and resolves problems
Bachelors Degree or equivalent with Risk Management / Business related curriculum preferred
At least 1 year of successful business experience, preferably with corporate accounts/customers
Proficiency in PC office products such as Word, PowerPoint, Excel and Outlook is required
Evidence of ability to become proficient in the use of Aon specific software tools
Brokers license preferred
CIC, CPCU, or ARM preferred

161

Associate Broker Resume Examples & Samples

Supports senior account team on client matters including renewal and prospecting activities, reinsurer requests, special projects, etc
Works with actuarial, catastrophe modeling, contract wording and rating agency consulting teams to compile client and reinsurer ready materials
Performs data analysis and submission preparation (PowerPoint, Word, and Excel)
Supports the reinsurance placement by tracking quotes, authorizations, final line signings, and confirmation documentation
Maintains and manages the corporate Cyber content’s digital matrices –sites, related sites
Provides governance of the Cyber content for all communication mediums
Leverages competitive intelligence and driving communications that engage stakeholders
Produces written content to educate stakeholders on latest information in Cyber space including
A minimum of 2+ years of communications/content writing preferred; excellent message creation, writing and editorial skills
Broker license or ability to obtain within 6 months of hire
Expert skills in creating client materials for education and impact
Solid research skills to inform business of Cyber issues and initiatives. In turn, has ability to learn our products and solutions to convey in content and client materials
Experience and expert skills in MS Office. Proficiency in enterprise social network platforms – i.e., SharePoint and Yammer
Understands the social media arena and professionally keeps current among various channels
Cyber knowledge and/or experience a plus
Note: Writing samples will be required

162

Broker / Servicing Specialists Resume Examples & Samples

Utilize established, pre-negotiated terms from any applicable panel/portfolio platforms
Seek adequacy of coverage and competitive rates for clients and prospects
Negotiate any added terms and conditions for clients and provide expertise
Obtain Order to Bind from client and deliver confirmation

163

Broker / Placement Specialist Resume Examples & Samples

Provides knowledge to Producers about markets and products as they relate to classes of business
Assists Producer in client meetings as requested
Prepares and submits proposals to carriers for complex or hard to place accounts
Communicates with production & service team regarding program improvements and recommendations
Lead 120 Day Renewal Strategy Meetings on Renewals
Technical P & C placement, underwriting &/or sales experience
Must have obtained insurance broker license
Computer literacy a must and expertise in Excel & Word
4 years+ broker experience
4 Year Degree

164

Senior Broker / Principal Resume Examples & Samples

Assists Client Advocate or Producer in client meetings as requested with respects to renewal marketing
Prepares submission/coverage specifications and submits to carriers for quotes
Negotiate Casualty placement terms for major accounts, large projects and difficult to place business
Communicates with Client Advocate or production team regarding program improvements and recommendations
Preparation and finalization of Carrier and Client quotes & coverage confirmations to ensure contract certainty
Provide contract reviews, policy audits, and market contacts/appetite for regional offices as needed
Coordinate and communicate program quotes, coverage enhancements, appetite and claims experience to CID
Develop strong relationships with local, regional/national underwriters at key carriers in Construction Casualty coverage offerings
Assist producers and client teams with written presentations, conceptual proposals, value propositions, formal presentations and responses to RFPs

165

Associate Broker Resume Examples & Samples

National Projects - Analytics, Value Proposition Design, Coverage from Library Development, Field Education / Webinars
Gather information to assess and evaluate client risks in order to support the placement of Product Recall risks into the market
With the support of more experienced associates, develop client and prospect presentations to secure new, and build on existing relationships
May oversee the delivery of a process to agreed standards to support the running of the wider Product Recall team
Assist as needed in the local Casualty Broking Center of Excellence and the national initiatives of the WTW National Casualty team
College degree
General understanding of Casualty insurance products and services
Excellent organizational skills and understanding of inter-departmental dependencies
Computer literacy and solid proficiency in Excel and Word

166

Associate Broker Resume Examples & Samples

Gather information to assess and evaluate client risks in order to support the placement of Product Recall risks in to the market
Research market solutions in order to support the identification and appropriate development of optimum Product Recall risk solutions for clients
Execute straightforward new business Product Recall placements, renewals and simple alterations of existing cover, under supervision
Technical understanding of Product Recall insurance
General knowledge of Product Recall insurers

167

Broker / Servicing Team Lead Resume Examples & Samples

Ownership and accountability for creation, achievement, and assessment of performance against departmental goals
Management of multiple employees
Clearly and consistently communicating with the team
Hiring, coaching, developing, correcting, appraising, and mentoring of team
Effectively managing change
Developing and reinforcing relationships with other department Supervisors, Leaders, and Business Representatives including: Field Offices, Technology Resources, and Product or Service Owners
Enforcing compliance and regulatory controls
Review and analyze current and expiring exposures and identify changes
Perform file review and complete required forms
Provide guidance to client on completion of updated application
Resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies and collections
Develop and deliver Client Service Handbook with instructions for claims and certificates
Insurance broker's license required – multi-states
5+ years’ experience in the field related to broking and servicing commercial P&C and/or specialty lines
5 years of operations supervisory experience
Demonstrated solid budgeting, forecasting, work process analysis, problem solving, and risk management skills
Strong experience in, or aptitude for, building strategic operations, setting goals and measures, creating business and operational plans to achieve exceptional performance, and exceed established metrics
Experience in business transformations, startups, or tactical (and/or) strategic initiatives preferred
Ability to provide expert, in depth advice to client resulting in overall client satisfaction
Skilled at interfacing with customers
Excellent Verbal and written communication skills
Support nationally based relationships with carriers and clients
Organization Skills and attention to detail
Computer skills, including Excel, Word, PowerPoint, Outlook and the ability to work within agency management systems and online carrier systems

168

Middle Market Broker Resume Examples & Samples

5 years of insurance experience required
Deep technical knowledge of Insurance Contracts
Knowledge and understanding of complex risk needs

169

Broker Resume Examples & Samples

Works closely with Department Manager, Junior Team Members, Producers, Account Executives and other client facing team members to understand and deliver on client’s needs
Develops property and casualty renewal strategy and renewal proposal in conjunction with Aon Client Promise
Review and analyze RMS and casualty modeling results to determine appropriate coverage limits and catastrophe pricing for clients
Serves as a source for information concerning market trends, pricing practices and other underwriting policies. May participate in development of department policies and procedures and implements them in assigned area
Directs the overall development and growth of team’s book of business and provides support to other Aon Risk Solutions colleagues with respect to Agents and Broker/Dealer specialty coverage. Capable of working on complex accounts with autonomy. Support team in the solicitation and servicing of clients and the broking of their insurance programs. Directing, placing and servicing mid-size accounts with minimal supervision for own portfolio of clients. Expert comparison and analysis of insurance policies and determination of needed enhancements
Utilizes Aon technology such as ACL, GRIP, and Broker Desktop, in fostering client programs
Mentors associate level brokers
Assist in establishing best practices for submissions, binders, endorsements and policy issuance
5 to 10 years of Property & Casualty experience managing guaranteed cost and loss sensitive placements
Will consider brokers, underwriters, experienced at least 10 years
Good interpersonal skills and a team player
Insurance licensing required and professional designation may be preferred

170

Admin / Broker Coordinator Resume Examples & Samples

A high school diploma or a General Equivalency Diploma (GED). College or university credits or degree in applicable discipline preferred
Must be able to work independently, multi-task and to prioritize work requests
A minimum of two (2) years of work experience in an administrative capacity. Experience with data entry, basic reporting, filing, answering phones, scheduling, and communications is a must
The candidate must be computer literate, including knowledge of word processing (Word), mail merge, scheduling (Outlook), spreadsheets (Excel) and other data base applications
Must be proficient in communicating at all levels in both oral and written form and competent at preparing professional, comprehensive memorandums, letters, reports, documents, files, etc
Understanding of general accounting and financing is a plus. Working knowledge of account payables, receivables, budgets, and expenditure control is also desired
Performs usual administrative and clerical support functions including answering phones, greeting and assisting incoming clients, assisting tenants as directed, fielding complaints and issues and referring to the correct member of management, preparing correspondence, doing mailings and transmitting communications using various forms of media, maintaining tenant and building staff logs, calendaring of schedules and meetings, ordering supplies, maintaining files and records, inputting data and preparing reports on a computer
In compliance with budget and expenditure controls, will assist in processing accounts payable, process purchase orders and related paperwork, handling receipts, assisting with banking, review application of contracts and addendums as they relate to payments, review approved invoices and checks prior to payment, enter and code bills, and assist with tenant collections as needed
Assist in coordinating tenant move-ins or move-outs, including meeting with moving contractors to review rules and regulations, securing proper insurance certificates, advising tenant of restriction and ensuring in all ways possible that the moving procedure is trouble free. Assist Property Manager and Chief Engineer as requested, keeping them advised as to the status of the assignments and projects
Maintains various logs and information pertaining to the building, equipment, services, tenants, and clients and advising management of actions needed. Logs maintained include security, safety, maintenance, cleaning, equipment, reservation logs for the freight elevator and conference rooms, tenant directory, emergency procedures, and incident reports

171

Senior Broker Resume Examples & Samples

10 years of successful complex Property Placement and Account service experience ideally in an Insurance Brokerage environment
Strong technical knowledge of property insurance contracts and structure required
Must have knowledge and understanding of global marketplace, strong leadership and mentoring skills and advanced client servicing capability
BS/BA degree in related field or advanced degrees strongly preferred
Valid Insurance broker’s license as required by State law
Must be able to think and act strategically and possess excellent communication (written, verbal and presentation), relationship building and negotiating skills
Effective time management and ability to work independently in a fast paced team based work environment a must
Candidate will be viewed by others as an expert in property programs within the market
Advanced computer skills including the ability to work with Excel and manipulate spreadsheets required

172

Associate Broker Resume Examples & Samples

Working with broking teams in servicing and prospecting clients
Attending meetings and/or functions with clients, prospects and reinsurers, on a regular basis, to support client retention and new business growth
Assisting in the preparation of reinsurance market proposals
Preparing formal contract documentation for clients and reinsurers
Assisting in the technical analysis of client information
Strong sales skills with ability to quickly develop new sales techniques
Exceptional interpersonal skills with capability of interacting with clients and/or prospects to cultivate strong relationships
Strong analytical skills with ability to make sound business decisions
Well-rounded communication skills demonstrating the ability to think “quickly on your feet” to deliver concise messages clearly linked to clients’ stated objectives
Dynamic presentation skills that engage a variety of audiences and cultures
Strong organization and time management skills with ability to multi-task and manage projects
Committed to delivering the highest level in customer service, quality and results
Ability to work independently as a self-starter or within a team based environment
Professional demeanor with positive attitude
Proficient in Microsoft Office and working knowledge of Access

173

Broker Dealer Operations Manager Resume Examples & Samples

Supervision of day-to-day activities and development of team members
Drives execution of operational strategy and risk management
Key member in a growing team environment that focuses on accuracy, completeness and fungibility
Identify opportunities to improve controls and reduce risks
Contribute to action plans aimed at increasing operational efficiency

174

Broker Resume Examples & Samples

Legal and finance experience considered a plus – will consider candidates with minimal experience for our entry level positions
Previous management liability broking or underwriting experience considered a plus
Candidate must have a strong ability to understand securities law and to negotiate technical contracts designed to provide protection for the company and its directors and officers for this exposure. Candidate must be able to articulate the key contractual elements to senior-level executives into easy to understand explanations for individuals who are not familiar with the products involved or the contractual terms that govern them. Analytical skills, with a focus client operations, financials, and industry expertise, will be important. The position requires strong multi-tasking abilities and client facing skills. Excellent communication and organizational skills, as well as the ability to deal with people are a must

175

Financial Institutions Broker Resume Examples & Samples

Analyzes client specific risk exposure offering innovative solutions for our financial institution clients
Prepares and presents marketing proposals for renewals and new business
Continually works to develop expertise in the financial institution segment through networking, technical training and client discussions/meetings
Work closely with product management to ensure that wordings are best in class
Follows up with insurers to confirm terms of negotiated contract are met
Establishes contacts and cultivates relationships within the underwriting community in an effort to achieve the best rates and coverage for Aon clients
Collaborates with Account Executives to develop coverage strategy and marketing initiatives for renewal and prospective business
Reviews and approves applicable insurance documentation prepared by the Broking Co-ordinator
2-5 years of insurance experience will provide an excellent foundation to jump into the world of financial institutions. Past experience in this segment is an asset but not a mandatory requirement
University degree with a business or finance focus
RIBO license required or within 3 months of employment
CRM, RPLU or CFA designation completed or in progression is desirable but not a requirement of the position

176

Senior Broker Resume Examples & Samples

Identify and analyze client director and officer liability exposures, utilizing company’s financial statements, analyst reports, stock performance and litigation exposures and history
Develop productive business relationships with key insurance underwriters
Develop and maintain a thorough knowledge of relevant director and officer liability case law, recent claims scenarios, SEC exposures, ERISA exposures, and other areas of the law impacting management liability
Provide syndication status and continuous support and service to clients during entire syndication process and entire period of engagement by client (this is a continuous process)
Recognize and develop new business opportunities

177

Senior Broker Resume Examples & Samples

Collaborates with Account Executive to develop coverage strategy and marketing initiatives for renewal and prospective business
Processing, and/or issuing where applicable, new policies and policy renewals, changes, additions, deletions and cancellations
Preparing new business and renewal and keeping them up to date
Analyzes client specific risk exposure and details coverage requirements; prepares and presents marketing proposals for renewals and new business
Negotiate, establish, and maintain strong relationships with the underwriting community for the ultimate benefit of the client
Follows up with insurer to confirm terms of negotiated contract are met
Communicating directly with underwriters to follow up or obtaining additional information
Reviewing and proofreading all assignments, obtaining proper signatures and dispensing as appropriate
Calculating adjustments and premiums on polices and other insurance documents
Minimum seven (7) to ten (10) years of commercial insurance and/or marketing/broking experience required
Ability to work collaboratively as a key member of a team and independently with minimum supervision
Meticulous attention to detail, refined organizational skills and the ability to multi-task
Ten (10) plus years of commercial insurance experience, with a combination of broking and marketing
Previous work with major risk-managed accounts, responding to and working with C-Suite executives an asset
Proven experience within a wide variety of industries an asset

178

Associate Broker Resume Examples & Samples

Support Brokers on Medium to Large complex accounts
Proficiency on Lotus Notes, Microsoft word, Excel and Power Point
Some general insurance knowledge

179

Broker, New Business Resume Examples & Samples

Evaluate the current markets against the potential client’s needs, including proper underwriting of the risk
Able to efficiently handle multiple priorities using sound judgement and resourcefulness in a fast paced environment
Must be results oriented with respect to sales coupled with providing superior customer service
Ensures that no gap in coverage exists and refers client to the appropriate business unit
RIBO licence required and enrollment or completion of sales training courses are preferred
Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
Ability to work well with others and provide assistance cooperatively and courteously
Independently carry out assignments and tasks
Competitive nature driven by short term and long term goals

180

Account Executive / Broker Resume Examples & Samples

Lead a process of establishing concurrence with colleagues and clients as to the overall multinational risk management strategy in relation to Aon’s relationship with assigned clients
Design and market international insurance programs to carefully selected insurance markets which offer coverage and services which meet clients’ needs
Coordinate the Aon worldwide network to the benefit of the client, including all relevant pre and post renewal activities, such as communication and delivery of policy terms and conditions, premium cash flow, establishment of Aon network work scope, and any relevant ad-hoc projects
Work with Aon Producers and Account Executives within the region to identify global prospects to help produce new global business relationships for Aon
Take a leadership role within the local and regional practice to help promote Aon’s multinational capabilities
The candidate will have a minimum of 5 years of insurance brokerage experience, preferably with a background in international insurance and risk management. International work experience is desirable

181

Broker Resume Examples & Samples

Utilizing risk expertise and knowledge of industry and insurance marketplace, reviews clients’ exposures and loss experience and develops solutions for clients’ needs
Understands distinctions of clients industry and the related risks associated with industry and provides advice accordingly
Analyzes quotes from carriers and provides analysis to clients and client team members including analysis of: pricing, coverage, services, quote comparisons, commentary and recommendation, identify differences against expiring, claims made, surplus lines, and subjectivities, loss projections, and cash flows where applicable
Responsible for the order to bind & the accuracy of programs based on Client direction
Maintains contact and relationships with day-to-day client team to effectively service client needs
Builds and maintains relationships with insurance markets, and clients. Develops strong working relationships with carriers and/or underwriters
Acts as the primary source of information concerning market conditions, including pricing trends, coverage grants, and other underwriting parameters
Participates in pre-strategy meeting to create renewal strategy
Responsible for creating the renewal strategy and submission documents
Review policies for accuracy and requests changes from underwriters
Works closely with account executives, producers and client teams to support client retention
Support associate brokers in the development of their broking knowledge and transaction expertise
Responsible for coaching and mentoring other colleagues
Utilizes the network of Aon resources to develop and implement effective risk solutions
Adheres to Aon Quote Disclosure Standards
Ability to manage work time in midst of, at times, conflicting deadlines
1-4 years experience in Property and Casualty Insurance as an underwriter or broker

182

Broker Resume Examples & Samples

Demonstrate thorough knowledge of Management Liability insurance marketplace, products and services, developing productive business relationships with key insurance underwriters
3 or more years within Management Liability broking / underwriting fields
Experience with networking and interacting with C-suite executives and their private equity sponsors

183

Broker Resume Examples & Samples

Managing the entire marketing process for core lines of business: Medical, Dental, Vision, Life, Disability, Stop Loss which includes, but are not limited to bid/request for proposal preparation, requests proposals from client-approved carriers, handling all follow-up questions, requests with the carriers, bid/request for proposal analysis and summation of findings and recommendations to incorporation within client presentations and present to clients
Managing the entire marketing process for Benefit Administration Solutions and Voluntary Worksite Benefits for larger, more complex clients
Understanding and effectively articulating carrier specific strengths and weaknesses
Understanding client’s needs and identifying products and services to support needs
Managing carrier placement negotiations for a certain client market segment and assisting with negotiations for larger, more complex clients
Understanding and articulating high level recommendations on cost controls measures and potential impacts
Awarding business to chosen carriers and providing declination communications to those carriers not selected
Recognizing and supporting execution of client financial strategy
Supporting communication efforts to clients (stewardship meetings, etc.) relative to placement
Maintaining and cultivating strong carrier relationships to enhance Willis position in the market place
Understanding and can articulating to clients the Willis EB Value Proposition and EB Products and Services in order to support new business
Preparing the Willis Compensation Disclosure for lines of coverage sought and received
Complying with Willis Excellence Model (WEM) program
State Life and Health license required within 60 days of employment
Five or more years of insurance industry or comparable experience
Five or more years of analytical work related to employee benefit programs preferred
Intermediate to Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) underwriting/financial analysis to specifically include -HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans; Consumer-driven healthcare, wellness, disease management, and current trends; Regulatory environment of employee benefits plans; Life (term, permanent, etc.), LTD, STD, and state-required disability plans
Analytic, math and problem solving skills
Must be organized and detail oriented
Ability to establish priorities, work independently, and proceed with objectives with limited supervision
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
Intermediate Database application skills
Takes responsibility for own and others development needs

184

Broker / Servicing Specialist Resume Examples & Samples

Responsible for all aspects of servicing new business, renewals, and supporting the marketing process to include program analysis, preparation of applications and submissions, negotiation with carrier underwriters, obtaining quotes and creating/delivering proposal documents
Obtain Loss Runs annually and summarize loss history
Obtain and review experience modification worksheets
Review and delivery of policies within mandated timeframe
Oversee/Create certificate and auto identification guidelines for certificate center issuance

185

Institutional Equities Sales Broker Resume Examples & Samples

Work in a structured team environment, with a primary focus on supporting existing and developing new prospective client relationships by driving greater client interactions and usage of Baird resources (research insights, field trips, conferences, analyst meetings, conference calls, company meetings, etc.)
Continually develop client relationships and further understand client interests and needs
Travel several times per month to client locations in California, Washington, Oregon and Utah with senior analysts and corporate management teams
Participate in daily morning meeting and contribute to team’s summary points for client calls
Undergraduate degree in Business plus related work experience, with an emphasis in the functional area of Finance, Accounting or Economics. 1+ years of experience
Being fully licensed is required; Series 7 and 63
Ability to work independently in a fast-paced team environment with minimal supervision

186

Associate Broker Resume Examples & Samples

Assist Sr. Brokers with marketing new and renewal business, and assist with handling all aspects of the placements from initial market selection through policy delivery to client
Develop and maintain thorough knowledge of Casualty Broking marketplace, products and services
Assist with identifying and analyzing prospect and client exposures
0-3 years of casualty insurance brokerage and/or underwriting experience referred
Must obtain and maintain appropriate broker’s license

187

Analyst, Broker Commission Payments Resume Examples & Samples

2 Years experience as an Analyst, Third Party Payments or equivalent business experience
Demonstrated ability to independently identify, analyze and resolve complex commission related issues
Demonstrates organizational agility to resolve complex issues involving multiple departments
Demonstrates proficiency using Excel, Access and/or SQL to calculate and manipulate large data sets
Demonstrates effective verbal and written communication skills
Experience communicating with both internal and external customers
Demonstrates knowledge of power and gas customer life cycle
Demonstrates knowledge navigating Account, Contract and Billing data
Solid analytical and problem solving skills
Customer service orientation
Capable of working independently or in a group
Demonstrates organizational and time management skills with the ability to prioritize high volume workload in a fast-paced environment
Ability to leverage prior experiences to make decisions independently
Computer proficiency required
Prospective candidates should have a minimum of 4 years experience in processing third party payments or similar data processing responsibilities
Demonstrated knowledge of Passport, Genesis, Siebel and LODESTAR
Contracts, Accounts Payable, Commission Processing or Energy industry experience a plus
Experience working in SOX or other regulatory compliance controlled workplace

188

Retail Operations Analyst, Broker Payments Resume Examples & Samples

Assist in preparing calculations for broker and other commission type payments
Review broker agreements and plan documents to ensure compliance
Analyze and report trends in payments against forecast and budget
Works with Accounting to record month end accruals for month close process
Monthly communications with brokers concerning usage, payments, and any other issues
Interacts with other departments, as well as, external and internal sales to research and resolve items on a timely basis
Researches technical issues as needed related to primary job responsibilities
Maintains up to date documentation on daily and monthly procedures as well as documentation of issue resolution
Responds to ad hoc reporting requests by the sales team, management and other key stakeholders
Monitors effectiveness of business processes, conducts analysis, makes recommendations, and coordinates implementation for system and process improvements resulting in timely and correct completion of issues
Assists in the development of standardized reporting of key performance indicators that will be reported in monthly scorecards
Performs all aspects of work with a high degree of effectiveness, efficiency and accuracy
Knowledge of the SCM (sales commissions manager) module a plus
Advanced MS excels are preferable. Proficient with other Microsoft office applications
Works independently through the use of initiative and self-motivation. Must be a self-starter able to work with minimal supervision
Adapts effectively to new and changing environments
Strong analytical and problem solving skills with large amounts of data
Excels in quickly conceptualizing and assimilating data to make decisions and take appropriate action
Good written skills to document processes, policies and procedures
Ability to work effectively in a team oriented environment. Able to take a leadership role in a project team to establish plans, coordinate team activities, and assure successful completion of objectives
Proficient in effectively communicating to a wide range of audiences in both written and oral form

189

Associate Broker Resume Examples & Samples

Accountable for routine support activities to brokers and senior brokers with defined deadlines, related to proposal and endorsement preparation, submission and data analysis or related to the placement and servicing of structured portfolio solutions
May facilitate and/or participate in client/broker strategy meetings. May send requests for quotation to a generally standard group of insurance carriers with limited room for negotiation and prepares reports summarizing results
Manages daily work within established guidelines and receives general instructions on newly introduced assignments
Individual with knowledge of the principles and practices within a technical/ professional discipline
Possesses advanced analytical, technical and problem-solving skills and abilities
Proficient in Microsoft Office - Excel, Word, Power Point
Needs to be detailed oriented
Handle multiple projects/deadlines
Ability to prioritize workload

190

Broker Dealer Alert Analyst Resume Examples & Samples

Ability to consistently meet service level agreement quotas and deadlines is required
Adept at multi-tasking and meeting deadlines in a high-pressure environment
Strong problem solving abilities
Exceptional research and analytical skills, with the ability to analyze large amounts of data, decipher higher risk attributes (transactional, geographical, product, customer type, etc.) and disposition appropriately
Proficiency in MS Word and Excel. Experience with Pivot tables and VLOOKUPs preferred
Strong documentation skills to clearly articulate alert disposition

191

Broker Planholder Team Leader Resume Examples & Samples

Create and maintain a diverse, high performing team capable of doing the work by setting expectations, recruiting best talent for open positions, addressing performance issues early and developing team members by providing ongoing feedback and appropriate development opportunities
Bachelor’s degree or equivalent; four to eight years related experience (group insurance); or equivalent combination of education and experience in group insurance
Demonstrated Leadership Skills
Industry designations a plus
Call Center experience preferred
Knowledge of insurance contracts, laws, medical/dental terminology preferred

192

Broker Trainee Commodities / Raw Materials Resume Examples & Samples

Notifies customers of filled orders, margin positions and other pertinent information
Reconciles accounts and updates customer information, including hedge records, purchases and open orders
Performs the consulting month end reporting process
Maintains hedge records and research databases
Learns all the functions, strategies and techniques to become an effective risk management consultant
Completes risk management training curriculum including classroom instruction and on-site learning under the guidance of an experienced Risk Management Consultant(s)
Develops expertise in at least one assigned commodity area
Maintains prompt and regular attendance
Motivated with outstanding personal qualities and intellectual abilities
Ambitious and Determined

193

Junior Broker / Broker Resume Examples & Samples

Business development activities including research, opportunity analysis/port demand and profiles, relationship management, etc
Building relationships with new and existing customers
To be responsible for inputting information into company systems and operating processes and input transactions into the company systems
Understand the basic bunker purchasing process and terms commonly used and assist in pre-sale and pre/post-delivery information gathering and follow-up
Become familiar with the key people, including customers, suppliers, transport companies, port authorities, surveyors, etc. and become a reliable point of contact for customer requests and transactions
Field incoming calls & prepare daily and weekly reports

194

Senior Team Lead-broker West Accounts Resume Examples & Samples

756786
Understand marketing place dynamics in class trade customer strategies
Create respectful environment among team members, and motivate improvement of individual and team contributions to achieve desired business results
Strategically organize and develop quarterly and annual plans to drive weekly and monthly prioritizations of key development activities and projects to achieve superior management of business operations. Arrange meetings with customer executives
Support teams in development and implementation of effective sales merchandising plans, utilizing customer and market data, business planner and KPI’s to maximize contribution to achieve volume, distribution and supply chain objectives
Analyze and interpret customer trends and demographic data. Project short-term forecasts out 3-5 years to ensure K-C’s action plans meet future demands
Completely understand financial position when conducting business and operations planning at all times. Facilitate reconciliation throughout period of development. In timely manner, determine shortages, gaps and coverage by customer plans
Strong interviewing skills to interview potential candidates for open/vacant positions
Develop and maintain sustainable business relationships with key customers. Understand roles in customer strategy and decision making processes. Establish and develop contacts with customer executives and appropriate K-C personnel, including Marketing Directors
Minimum of Bachelor’s degree
Previous success managing sales teams and headquarter customers. Demonstrated ability to positively influence others
Preferred Experience/Qualifications
Statistics and quantitative business analysis. Knowledge of Integrated Customer Business Planning Process and demonstrated ability to effectively utilize Business Planner software
Results, strategy and vision orientation, leadership, strong oral and written communication, ethical judgment and decision making, change management, coaching, analytical, project and risk management, building relationships and time management

195

Broker Management Quant Associate Resume Examples & Samples

Quantitative modeling and data analytics skills
Research and problem solving
Market and business analysis
Structuring ideas into an organized framework
Report generation
Excellent personal skills to work closely with our counter-parties and internal colleagues

196

Broker Resume Examples & Samples

Assisting key stakeholders with business expansions and day-to-day activities by recommending appropriate business structures; negotiating third-party contracts; drafting agreements and disclosures; and reviewing marketing materials
Researching emerging and evolving areas of broker-dealer law and regulation, relating to securities, compliance obligations and regulatory examinations
Providing well-researched guidance on compliance with rules and regulations applicable to the global trading of equities, futures and options drawing from industry best practices and regulatory actions
Supporting the broker-dealer’s compliance department and trading desks on day-to-day regulatory and trading matters
Drafting and reviewing responses to regulatory inquiries; and
Keeping abreast of industry developments and legal issues related to the broker-dealer’s various business lines

197

Supervisor Broker Agent Service Resume Examples & Samples

Identifies and resolves operations problems using defined processes and process improvement techniques
Sets priorities for the team to ensure task completion and performance goals are met, such as Quality, Adherence, Service Level and AHT
Conducts quarterly performance reviews and weekly side-by-side monitoring sessions as well as one on one sessions
1 + years of experience in a Sales Support Call Center/Customer Service role
Some experience as a Supervisor or Team Lead
Experience using Microsoft Word (create and edit correspondence), Excel (create and edit spreadsheets), and PowerPoint (create and edit presentations)
Ability to work a flexible schedule between 7:00 am and 8:00 pm CST Monday through Friday with some Saturday's during the busy season
1+ years of experience as a Supervisor or Team Lead
Previous Healthcare experience

198

Broker Agent Service Specialist Resume Examples & Samples

Customer Service Experience
Experience in a role requiring navigating multiple screens while using various applications
MS Word and MS Access experience

199

Broker Agent Service Senior Representative Resume Examples & Samples

Review applications, gather data, determine eligibility and compliance
Process broker and agent licensing, appointment and contracting credentials for Medicare Supplement Products
Ensure that all paperwork, credentials and other necessary documents are in good order
Perform analysis of submitted material for completeness and accuracy, analyzing, credentials and documentation
Monitors the day-to-day activity on assigned accounts to keep agent and other stakeholders informed of relevant information or lack thereof
Participates in interdepartmental team efforts, such as implementation of updates to the production system
Input applications and process changes to current contracts
Responsible for analyzing, processing and completing cases
Responsible for maintaining accepted department standards of production and quality
2+ years previous experience in a customer service or sales support role
Previous experience using multiple computer programs simultaneously to enter, review, and verify information
Ability to use Microsoft Outlook for calendar management, meetings, e-mailing, and managing e-mail folders
Ability to use Microsoft Excel for data entry, sorting, filtering, and entering information into basic tables
Ability to use Microsoft Word to create general correspondence, use spell and grammar check tools, and enter information into forms/templates
Bachelor's Degree or higher
Previous healthcare industry experience
Knowledge of insurance industry compliance, licensing, or claims

200

Senior Broker Agent Service Representative Resume Examples & Samples

This role is 50% to 75% data entry
Broker Commission Payment research and adjustments (including reconciliations)
New Broker Verification and setup (data entry)
Broker maintenance - license/address updates (data entry)
Processing of Broker of records (data entry)
Contracting brokers, general agents, and groups via the phone
1:1 relationship with one or more general agents - including researching payment discrepancies and responding to questions
Research broker payment and credentialing issues/questions from internal departments - Sales and Service, Service broker and general agent community
Previous Healthcare Insurance experience
An intermediate level of experience with MS Office including Word, Outlook, and Excel
Previous data entry experience
Ability to use VLOOKUP and create formulas in Microsoft Excel
Prior Broker Service and Commissions experience

201

Broker Executive AHA Resume Examples & Samples

Bachelor’s degree required or equivalent work experience in related field
5 years related sales experience
Demonstrated track record in achieving sales goals
Self-motivated, highly organized and detail oriented as well as above average problem solving, and analytical skills required
Excellent negotiation, presentation, verbal and written communication skills required
Strong interpersonal skills with the ability to develop and maintain strong working and business relationships
Demonstrated ability to manage projects and customer expectations to a successful conclusion is essential
Active PA license in Health and Accident insurance

202

Senior Broker Commission Coordinator Resume Examples & Samples

At least 5 years of experience handling escalated customer calls/issues required
Prior finance experience desired
Health insurance and/or CMS experience is preferred but not required
Commitment and flexibility (at times, the needs of the business may require extra hours)
Ability to close the commission period successfully and independently
Demonstrated ability to complete routine adjustments and handle work of a more complex nature
Strong technical proficiency required to employ and manipulate systems to generate and validate reports, ensuring the data used is accurate
Must be able to understand and work with multiple systems applications, such as PSAR, HighBAR, HIBS and M360. Some Hyperion preferred but not required
Must have working knowledge of Microsoft Office applications; proficient to advanced Excel skills required, Access proficiency preferred
Demonstrated success working in a team environment comprised of various levels of talent, experience and motivation
Strong interpersonal skills; ability to interact with all levels of management and customers both internal and external
Ability to work across departments (i.e. IS, Finance, Accounts Payable, BTS) to support commissions
Strong problem solving skills; ability to quickly and accurately investigate an issue and reach a resolution with little to no supervision
Demonstrated focus on continuous process improvement and leveraging efficiencies within the department
Excellent organizational skills - must be able to organize and prioritize workload depending on deadlines and customer/company impact. Highly detail oriented
Strong time management skills and the ability to meet deadlines; capability to multi-task required
Ability to work with confidential and highly sensitive information

203

Service Coordinator / Support Broker Resume Examples & Samples

Mental Health Case Manager and Forensic Transition Team Coordinator assignments only: The year of professional work experience must have included the clinical care and treatment of psychiatric or emotionally disturbed individuals
Department of Developmental Services assignments only: The year of professional work experience must have involved working with individuals with intellectual or other developmental disabilities
A current and valid Massachusetts license or registration as a physical therapist, speech-language pathologist, occupational therapist, audiologist, registered nurse, dietitian, or social worker, OR
A Bachelor's or higher degree in social work, psychology, sociology, counseling, counseling education, education of the physically or emotionally handicapped, education of the multiple handicapped, education of the learning disabled, human services, rehabilitation, rehabilitation counseling, nursing, recreation therapy, art therapy, dance therapy, music therapy, or physical education
Based on assignment, travel may be required. Those employees who elect to use a motor vehicle for travel must have a current and valid Massachusetts Class D Motor Vehicle Operator's license or the equivalent from another state

204

Commercial Broker Resume Examples & Samples

Insurance experience
Copes well under stress and adopts a positive and motivated attitude
Results orientated
Attention to detail with a keen eye for accuracy
Good numeric skills
IT literate with a good working knowledge of Windows, Word, Excel & Outlook applications & ability to use & create Mail Merge Documents
Effective negotiator – with both internal and external customers

205

Broker Agent Service Senior Representative Resume Examples & Samples

Process broker and agent licensing, appointment and contracting credentials
2+ years of previous experience in a customer service or sales support role
1+ years of experience using multiple computer programs simultaneously to enter, review, and verify information
1+ year of experience Contracting/Agent Sales Licensing

206

Industrial Broker Resume Examples & Samples

Identification and generation of new business opportunities for both landlord agency and tenant representation and help to grow business of the industrial team (cold calling, meetings, conferences)
Facilitating and negotiating lease of industrial properties
Leading client presentations. Preparing proposals and contractual documentation
Communication with developers and clients (in Czech and English), property viewings
Ensuring clients’ expectations are being met, delivering 1st class service
Attending workshops and social events; reviewing professional publications; establishing personal networks

207

Senior Casualty Broker Resume Examples & Samples

Review renewal business for adequacy of coverage and competitive rates
Negotiate carrier contracts and program agreements
10 years of experience in underwriting or broking Complex Casualty accounts (Min. retention $150K or Guaranteed Cost premium of $1M per line)
Insurance broker's license required prior to start
Proficient in Excel, Pivot tables and managing large volumes of data
Ability to develop carrier partners locally and support nationally based relationships

208

Futures & Options Broker Resume Examples & Samples

Order handling "in Japanese" of listed Futures & Options through various trading terminals
Sales, or assist sales to increase trade flow and maintain existing business relationship
Perform basic market analyses and comments
Assist post trade operation (trade allocation, trade confirmation, statement inquiry, margining of accounts, wire instructions etc.)
Support and trouble-shoot DMA clients
Location Chicago Office / Need to work Sunday, National Holiday and Night Hours (most likely midnight through 10:30am)
Excel, Word, and basic IT Skill
Minimum 2 years of work experience in related fields (preferably futures in sales but include in operation / including IRS, Bond, Credit, Equity, Commodity sales)
Bachelor’s degree. (Business, Economics or Finance major preferred)
Recent graduate with Master’s degree. (Business, Economics, or Finance major preferred)
Japanese (Native level) and English (Business Level)

209

Broker Service Representative Resume Examples & Samples

Demonstrates regular, reliable and predictable attendance
Answers and responds to incoming calls from active and prospective brokerage firms, Producers, General Agents, Employer Groups and Health Net Sales Associates regarding Agent/Broker agreements, commission inquiries, DOI appointments, billing and commission inquiries for Individual and Family Plans as well as Group business, product information. Handles quote requests, etc
Reviews Agent/Broker agreements requesting company appointment to ensure accuracy. Once verified, assigns region code and submits to Broker Commissions for processing. Agent/Broker agreement Administration also includes ensuring we maintain a copy of the Broker’s DOI Life Agent License at all times (which renews every two years). Agent/Broker agreements and license information is maintained in an electronic database
Assists with verification of all Broker of Record changes using Health Net’s Automated Business System (ABS) and other automated tools. Production of various correspondences sent via US mail, E-Mail, and/or via Fax Broadcast. Communications pertain to Broker of Record appointments, provider network changes, announcements, etc
Maintains relevant files and legal documentation
Coordinates miscellaneous projects including broker meetings, Sales contests, litigation research, etc
CA Life Only and Accident and Health Agent insurance license issued by the CDI required within 45 days of hire. Department will assist with licensing process for candidate selected for hire

210

Broker Resume Examples & Samples

Responsible for assisting senior team members in assessing client needs, designing solutions and negotiating with insurance carriers so as to obtain coverage that is in a client’s best interests.Coverages include: Directors and Officers Liability, Employment Practices Liability, Commercial Crime, Fiduciary Liability, Professional Liability and Kidnap/Ransom
Works closely with Senior Financial Services Group team leaders to understand and deliver on clients’ needs
With appropriate supervision, identifies and analyzes client exposures to develop effective client risk treatment and placement strategies
Strong experience utilizing Microsoft Office Suite (Word, PowerPoint, Excel and Outlook)
Active Property & Casualty License

211

Broker Resume Examples & Samples

Insurance program structure planning and design of alternatives. Provide benchmarking reports related to limits and programs
Prepare all marketplace insurance submissions, coordinate and conduct market meetings and negotiations as appropriate in coordination with Account Executives
Finalize all risk transfer quotes and complete a thorough comparison of program options as part of the client proposal presentation. Comparison to include changes in exposures, losses, coverage terms and conditions and cost of risk
Implement chosen risk transfer programs to include completion of policy
Serve as a team member for new business production. Prepare conceptual program response to RFPs
Lead renewal strategy discussions as part of the account team
Serve as a primary or secondary market contact as assigned and in accordance with established policy
Serve as access point for benchmarking related reports and for the input of data for programs handled
Educate and advise team members on coverage issues, markets, and related developments
Serve as Pipeline Manager for GRIP Broking Lever Updates
10+ years experience in the Property insurance brokerage industry with a comprehensive understanding of occurrence and occurrence reported forms. An experienced Property broker or underwriter with a solid understanding of and relationships with insurance company management and underwriting teams/personnel
Proficient in the preparation and delivery of presentations for new business and client service meetings. Clients, prospects, and industry professionals should immediately recognize that the senior broker is an expert in the field who processes a thorough knowledge of their individual program, the national and local marketplace, local regulatory environment, program structure alternatives, and coverage terms, conditions and forms
Strong written and communication skills necessary to communicate in a professional manner with clients and the marketplace
A strong team player who understands the roles and responsibilities of other Aon professionals on the team, assumes responsibility for the timely delivery of a professional work product in accordance with assigned roles, and facilitates communication among team members
Promote creativity in presenting new ideas and approaches for clients or prospects; promote a positive attitude in always trying to improve a program

212

Broker Resume Examples & Samples

· Market new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client
· Ensure that placements are handled correctly and on time
· Develop and maintain thorough knowledge of management liability insurance marketplace, products and services
· Develop productive business relationships with key insurance underwriters and Aon local office teams
· Identify and analyze prospect and client exposures
· Coordinate activities with other internal units as required to meet customer needs
· Present to local account executives, participate in RFPs, occasional client meetings and conference calls
· Key member of the client facing team, acting as a trusted advisor to the executive level client in broking, designing, selling and servicing complex accounts
· Serves as a primary internal source for information concerning market trends, pricing practices and other underwriting policies, often within a specialized area
· Responsible for planning, scheduling, resourcing and executing large projects/ programs
· Frequently interacts with senior level colleagues and clients, normally involving matters between functional areas, other company divisions or units, or clients and the company
Minimum of 10 years of financial lines insurance brokerage and/or underwriting experience

213

CIB Ops-broker Dealer Clearance Operations Resume Examples & Samples

0-2 years financial industry experience
Strong attention to detail and superior organizational skills
Ability to develop tracking tools and new metrics to enhance the monitoring of operational health
Ability Identify opportunities to reduce risks
Good analytical skills and problem-solving capability
Ability to multi-task and flexibility to meet tight deadlines for senior management
Bachelor degree - Business preferred

214

Broker Resume Examples & Samples

High school diploma/educational equivalent
Canadian Customs Specialist or CSCB qualified
One (1) year (full time) experience required (FedEx preferred) with basic knowledge of Canadian Customs Regulations related to international operations
Good interpersonal and communication skills
PC skills - basic level of proficiency in Microsoft Word and Excel
Must achieve a minimum of 25 wpm on data entry alpha numeric testing
Strong mathematical and computer aptitude required
Ability to successfully complete Introduction to Clearance within first (3) months
Good understanding of FedEx products, features of service, general options

215

CIB Ops-prime Broker Announcement Capture Resume Examples & Samples

Play a key role in oversight and leadership of operational processes related to WHEM Announcement Capture
Ensure all operating controls are effectively managed and enhanced within the changing landscape of a global operating model
Ensure SLAs and other commitments are met and enhanced as needed
Ensure the accurate and timely completion of processing for Corporate Actions Announcement events
Ensure Client SLA's are consistently delivered, continually raising timeliness and information quality standards
Maintenance of relationships with external and internal groups to ensure high level of service is maintained
Participate in continual process review, displaying a positive attitude in the change process
Ensure clear well documented communication between sub custodians, agents, brokers, counterparties, internal operational teams and clients within prescribed timeframes
Pro- active management of information vendors while providing continual feedback on quality and timeliness
Ensure effective workload balancing across team members
On a continual basis work with team members to review, and where necessary, seek approval for updates to procedures
Proactively review event and market processing challenges to identify recurring themes that can be prevented through staff education and operational process improvements
Ensure early and timely escalation, ensure root-cause analysis is undertaken for all operational incidents and follow through with all recommendations
Relevant degree education preferred, however, non degree candidates with a proven track record in a similar role will be considered
Demonstrated understanding of global markets, legislative framework, and industry trends
Proficient knowledge of Microsoft Office – Word, Excel, PowerPoint
Previous experience of team development / management
Successful performance in a risk based environment with a proven track record of risk reduction
Proven ability to improve processes and reduce cost by optimizing operational capabilities
Display high levels of integrity; operate on the basis of open and honest interaction
Enthusiastic, highly motivated and effective under tight timeframes and pressure
Demonstrate experience of multi-tasking and effective time management with attention to detail in a fast paced environment
Experience of effective communication both oral and written to management, clients and colleagues

216

Broker / Trader, Junior Resume Examples & Samples

Actively negotiate daily requirements in designated area
Proactively develop new business opportunities
Work with suppliers and customers to secure contracts with terms beneficial to all parties
Proactively prospect for new business opportunities
Analyse and disseminate appropriate market and demand information to identify new business opportunities
Frequently visit existing and new suppliers and customers
Be a reliable point of contact for customer requests and transactions
Assist in operational/logistic support where needed. These activities include supplier service, fuel delivery coordination and ensure optimal customer satisfaction

217

Broker Agent Service Specialist St Petersburg Resume Examples & Samples

Auditing contract loads for adherence to quality measures and reporting standards
Researching errors by comparing Account Management documentation against multiple internal systems
Analytical and Researching techniques to trend or quantify projects
Preparing, processing, and maintaining new group installation and renewals
Responding to member eligibility or group questions and verify enrollment status
Reconciling reports and group set up discrepancies, as well as analyzing transactional data and submitting retroactive eligibility changes
Research and respond to all claims processing inquiries from Client Management, Clinical, and other internal departments
Perform claim testing to ensure accurate claim adjudication
Conduct installation of assigned accounts, including, but not limited to: structure building and billing set up, structure revisions, researching and resolving structure issues, database loading, and preparation of plan materials such as administrative documents and customer education material
Overall employer contract loading using various databases and/or source documents. May research installation issues and develop customer specific resolutions which may include auditing contract loads for adherence to quality measures and reporting standards
2+ years of experience working in the Healthcare Industry within an office setting
Experience MS Word and Excel including data entry, sorting, creating and modifying documents and spreadsheets
Undergraduate Degree or Higher
1+ years of experience in an Analytical role reviewing Healthcare Policy and Compliance
Experience paying Claims
Experience in a healthcare setting taking Customer Service Calls

218

Account Executive / Broker Resume Examples & Samples

Identifies new opportunities in large/complex accounts
Sales - Drives growth (penetration, new business, fee increase) at both existing as well as new clients
Emerging leader with emerging senior client relationships
Provides expertise in servicing low to medium complexity accounts (determined by volume/size of accounts and/or nature of business)
Builds great relationships with economic buyer and with executives at relationships at multiple levels of the client organization
Manages medium to large book of business
Achieves annual New Business Sales Goals
Communicates and captures the value that Aon brings
3+ years experience in the commercial insurance industry in servicing & sales capacity or related business experience
P/C Insurance license
Well developed communication and presentation skills
Attention to detail and technical proficiency is critical
Self-motivated, proactive, a sense of urgency

219

Broker Resume Examples & Samples

Develop, review and deliver presentations to secure new, and build on existing, relationships
Review and evaluate information to assess and evaluate client risks in order to support the placement of client risks in the market
Set priorities and standards for the broking function and regularly review and evaluate the performance of the function to ensure it is relevant and cutting edge
Work closely with associates to stay on top of changes in the marketplace
Oversee preparation of draft proposals and finalization of carrier quotes and coverage confirmations to ensure contract certainty
Bind carrier quotes and review binders and coverage confirmations
Request / Attend and participate in regular client meetings
5-7 years industry experience
Ability to provide expert, in-depth advice to client resulting in overall client satisfaction

220

Associate Broker Resume Examples & Samples

Reviews endorsements, cover notes and certificates of insurance to ensure their accuracy and completion in support of the team’s service plan
Defines general coverage requirements and drafts marketing proposals for renewals and new business
Receives quotations and processes documentation for policy changes, additions, deletions and renewals
Co-ordinates information with Associate Account Executive and underwriter to facilitate renewal process
In collaboration with Associate Account Executive, co-ordinates and supports planning and marketing initiatives for Broker and Account Executive
Receives applications, prepares quotations, calculates premiums, binds coverage and coordinates applicable documentation
Under the direction of the Broker, reviews policy documentation to ensure coverage requirements have been met
Other related duties and responsibilities as assigned
Minimum of two (2) to five (5) years of commercial insurance experience required
Proven ability to prioritize competing requirements and deadlines under pressure
Previous commercial experience with a multinational Brokerage is an asset, but not required

221

Broker Resume Examples & Samples

Establishing, and maintaining strong relationships with the underwriting community for the ultimate benefit of the client
Negotiating with Underwriters for the best terms, conditions and competitive pricing for existing and new clients
Verifying all policies and documentation for accuracy in accordance with terms and conditions
Minimum five (5) years of insurance and/or commercial marketing or broking experience required
Proven negotiation and relationship building skills
Excellent interpersonal, communication and presentation skills, both verbally and written
Client focused and proven relationship building skills
Seven (7) to ten (10) years of insurance and/or commercial marketing or broking experience preferred

222

Senior Broker Resume Examples & Samples

Professional who develops and manages client relationships, account strategies and insurance marketing activities
As broker, act as a trusted advisor to the client, in broking, designing, selling and servicing accounts
Provide outstanding and timely service and support to clients, relationship managers and originators
Identify and analyze client exposures and ensure policy coverage addresses all such exposures
Facilitate the compilation of submission information in conjunction with clients, relationship managers, originators and service center support
Finalize market submission and product design options to clients, relationship managers, and originators
Review and analyze quotes and binders to ensure appropriate coverage
Develop and maintain thorough knowledge of the Aviation insurance marketplace, products and services
Develop and maintain productive business relationships with key insurance underwriters
Provide continuous support and service to clients during entire broking process and entire period of engagement by client
Recognize and develop opportunities
Adhere to the highest standards of professionalism and ethical behavior in all activities and able to work well in a team environment
Minimum of 5+ years of Commercial Lines insurance brokerage and/or underwriting experience with a concentration on Aviation preferred
Effective working knowledge of carrier underwriting practices & processes
Proven organization and ability to work with others
Strong interpersonal skills, with the ability to interact effectively at various levels
Must maintain appropriate broker’s license

223

Senior Account Executive / Broker Resume Examples & Samples

Ability to retain and grow a book of business including middle market and large, global corporate accounts
Have limited responsibility in new business development
Prepare and/or check computations of premiums and taxes
Prepare and/or check invoices as appropriate
Coordinate activities with other Aon offices to ensure smooth coordination of all client activity
Responsible for marketing and developments of terms under the direction of executive leadership
Assist in development of sales documents and presentations to prospective new clients
Monitor claims activities
Undertake various duties as assigned
Communicate with insurance markets for quotes, and develop/maintain positive working relationship with markets
7-10 years of Property and Casualty insurance industry experience
Agricultural insurance experience is required
Willingness to take insurance courses
Technically/detailed oriented

224

Senior Broker Resume Examples & Samples

Acts as the primary negotiator in obtaining the most appropriate carrier coverage from a variety of insurance carriers. As part of the client facing team, along with Producers and/or Account Executives, participates in client discussions to understand needs and develop strategies
Provides alternative options and/or design risk transfer/financing products for presentation to the client
Works with either the underwriter or underwriting management to obtain the most appropriate carrier coverage. May begin developing client specific wording for endorsements or forms to address client issues
Networks with senior internal and external personnel in own area of expertise
Uses knowledge to provide consultative advice and recommendations within specific functional areas
Typically possess demonstrable business experience (or equivalent), as well as in-depth knowledge of a functional area
Retains and grows Aon’s business by cultivating relationships with executive client decision-makers in client organizations. Facilitates critical relationships between clients, Aon’s Entertainment Practice and insurers
Project manages all Aon and content wrap up resources to achieve client objectives
Sells value driven suite of services and solutions to targeted prospects. Must be able to interact with C-Suite level. Recognizes and promotes cross-sales opportunities
Educates clients in the Entertainment industry, risk transfer, market issues, and relevant trends including appropriate benchmarking. Serves as a trusted business advisor on all pertinent issues; monitors client satisfaction; reports and resolves client issues and concerns and reviews client expectations to ensure relationship is morally acceptable and beneficial. Engages appropriate Aon resources to support clients in unusual circumstances such as large claims, etc
Directly and by teaming with Producers, actively drives client penetration and new business with existing and potential new customers through the introduction of products, services, lines of business and industry expertise. Serves as a resource of wrap up risk expertise to internal and external clients
Leads client-facing teams to deliver brokerage results and concepts to clients and prospects
In a sales setting
Working with local offices to identify and develop sales opportunities (including new & penetration) for the Entertainment sectors of business
Managing the sales function of the Entertainment Industry practice. In conjunction with the CEO of the practice, this senior level position up to half of their time overseeing the new business goals of the practice and developing short and long term strategies to achieve these goals
Participate and assist in responding to Requests for Proposals (RFPs) and other sales opportunities involving the Entertainment Industry Practice
Experience with Content Wrap Up solution and corresponding market relationships
10 years in the corporate insurance industry or similar sales expertise, coupled with project and account team management experience
Exceptional market relationships
Well-honed leadership skills
In-depth working knowledge of the corporate insurance business and an ability to analyze and meet clients’ needs
Proficiency in PC office products such as Word, Excel, PowerPoint, and Outlook is required

225

Broker Agent Service Analyst Resume Examples & Samples

Ensure cases adhere to all policies and procedures, in addition to federal and state laws and regulations
Production desk processing of licensing, appointing and contracting work
Monitors the day-to-day activity on assigned accounts to keep agent and other stakeholders informed of relevant information or
Lack thereof
Input applications and process changes

226

Small Business Broker Account Executive Resume Examples & Samples

Ability to operate in a matrix environment with other UnitedHealth Care & GBS leaders to drive results
Ultimate accountability for business results
Monitors the business plan throughout the year
Possesses expert consultative skills
Makes advice known through strategic direction
Determines business solutions that positively impact the regional Small Business ancillary results
Decisions determine the focus of the business and market
Requires clear consistent communication to reach the goals of the organization
Decisions impact the profitability of business, the perception of the customer and the organization
Influences new products and plans
Identifies new products that will be profitable for the organization
Knows competitors' products
Bachelors degree or 4 years equivalent experience in healthcare sales / account management field
3 years of account management / sales experience
3 years experience using communications and interpersonal skills (internal / external)
3 years proficiency in Microsoft Word and PowerPoint
3 years experience preparing and presenting materials to clients
3 years experience working in partnership with underwriting and finance
3 years experience with data analysis
Willingness to travel as required
Sales insurance license must be maintained as required by state law

227

Assistant Broker Resume Examples & Samples

Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures Responsible for leading marketing strategy and proposal review meetings with Willis Towers Watson team members to correspond with client presentation dates. Create innovative placement approaches to meet and exceed client expectations
Create and analyze comparisons of carrier quotes to demonstrate value and thoroughness for clients; make recommendations where needed
Provide thorough communication with all Willis Towers Watson teamteam members, carriers, and/or wholesalers throughout the duration of each placement
Bind coverage and create and submit carrier binders/documents
Responsible for maintaining and building strong carrier and wholesaler relationships
Keep informed of changing insurance and risk market conditions. Communicate changes and/or updates to Service Team members as they relate to pertinent classes of business
Understand and comply with Willis Towers Watson Excellence Model Management (WEM) requirements
Ability to complete business travel for client visits, other Willis Towers Watson office visits, and/or advanced skill trainings on a limited basis
Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, various global and domestic Central Operations groups, etc) to smoothly and efficiently complete joint work/process steps/etc.
Maintain performance to applicable Client Service and Placement standards and/or metrics
MarineMarine insurance knowledge/experience is required. Client-facing experience in this space is strongly preferred. Previous work experience in a similar job function or with similar processes is very strongly preferred
Demonstrated excellence in negotiation skills and influence skills are critical
Demonstrated ability in conflict resolution and selling skills are a plus
Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills. Demonstrated capability in strong in person communication/presentation skills is advantageous
Technology acumen to adapt to multitude of technology based systems (Epic,Eclipse, carrier online rating systems, etc)
Time Management and Organizational Skills in the face of changing deadlines and workloads
Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
Problem solving abilities, including critical thinking, research, quantitative skills, creativity
Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel
Excel skill capabilities to include: data entry and formatting
Exposure to Excel formulas and Pivot table creation/manipulation a plus
Must successfully complete the provided CISR course training and/or maintain this required designation by completing various Continuing Education activities as needed. If already carrying the CISR designation, must be able to show valid confirmation of current active status
Insurance designations such as CPCU, CIC and ARM are advantageous

228

Broker Resume Examples & Samples

Responsibility for a portfolio of clients with the goal to retain and further develop this portfolio while maintaining required profitability
This will involve day to day care of clients’ insurance programs in a timely and accurate manner
Day to day Market contact, obtaining best possible outcome for the clients
Documentation production
Mid-term adjustments
General advice and support to clients by email telephone and face to face meetings as required
Travel promoting team capabilities and meeting clients and insurers
Any other duties commensurate with position or level of responsibility
Minimum of 2 years’ related experience
Good experience in the Insurance or similar industry including experience of Terrorism, Political Violence or Crisis Management coverage
Be able to assist in preparation of proposals and presentations using marketing resources, practice groups and other producers
Be able to maintain face-to-face and telephone contact with clients and Underwriters
Have the knowledge of the principles and methods involved in selling and broking services
Have a demonstrable track record of ability to sell and/or influence others
Problem solving and decision making skills essential
Excellent communication (written, verbal, oral & presentation) skills and interpersonal skills essential
Must be able to work in a fast-paced and dynamic team environment where lateral thinking, initiative, self-motivation and decision-making skills are crucial

229

Director, Broker Resume Examples & Samples

Lead an integrated reporting team responsible for external reporting requirements of broker dealers
Report production, maintaining a thorough understanding of reporting and related relevant compliance requirements, end to end reporting processes, and data needed to deliver accurate and complete financial reporting
Oversee financial and regulatory audits of broker-dealer entities
Develop multi-year capital plans for multiple legal entities with the organization
Coordinate capital sources/uses with parent company
Series 27 Securities License
Must be highly organized, detail oriented, self-motivated, have a positive work ethic and be comfortable working in a fast paced, demanding environment
Must have excellent written and verbal communication skills, proven ability to work as an effective team player and ability to collaborate across functions and businesses
Experience with financial accounting systems (PeopleSoft experience a plus)
CPA, MBA a plus
A commitment to a culture of excellence and client service
A sense of urgency, results orientation and thoughtful execution skills
Outstanding communication skills and a diplomatic interpersonal manner
Manage effectively in a matrix organization, create a strong collaborative environment, partnerships with many business and functional areas
Prior financial services experience at the manager/director level a plus

230

Broker Resume Examples & Samples

Support and sometimes lead a process of establishing concurrence with colleagues and clients as to the overall Entertainment risk management strategy in relation to Aon’s relationship with assigned clients
Design and market Property & Casualty insurance programs to carefully selected insurance markets which offer coverage and services which meet clients’ needs
Obtain and communicate options for policy terms and conditions, alternative markets and structures and premium cash flow
Establish and maintain carrier relationships to the benefits of clients and prospects
Work with Aon Producers and Account Executives around the country to identify Entertainment prospects assist these colleagues and offices in producing new business relationships for Aon through differentiated program design and market relationships in the Entertainment space
Participate in new business proposal presentations to clients and prospects
Take a leadership role within the Entertainment Practice to better understand and help promote Aon’s broader Entertainment capabilities
The candidate will have a minimum of 3 years of insurance brokerage experience, preferably with a background in property and casualty insurance and risk management brokerage. Middle market or large market experience preferred

231

Senior Risk Analyst Broker Resume Examples & Samples

Regulatory, legal, market, product, security, and financial risk concepts practices and procedures
Broker Dealer Financial Products
Working understanding of operational risks and related operational and regulatory controls
Strong analytical skills, particularly with regard to assessing the probability and impact of an internal control weakness
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically
Identifying key business processes and identifying and documenting risk management issues
Evaluating key controls and mitigation strategies within business processes
Researching broker/dealer risk issues
Interpret and apply policies to identify and recommend changes as appropriate
Read, interpret and apply information from business periodicals and professional journals
Work independently, demonstrating initiative and problem solving skills
Establish and maintain effective working relationships at all levels of the organization

232

Senior Broker Resume Examples & Samples

Assists in development and implementation of the broking and thought leadership strategy
Owns and fosters market relationships with key senior contacts
Coordinates with all Regional Broking Officers and FINEX Middle Market Client Segment Leader on the national broking strategy for Cyber
Coordinates with Market/Office Leaders to ensure alignment between broking and production strategies
Coordinates broking for Cyber with production and client advocacy/CRD teams
Approves and monitors travel and expense
Ensures adequate audit processes and WEM compliance (in conjunction with FINEX ops)
Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
Prepare monthly/quarterly progress reports and explain to client/contractors
Provide monthly reporting of data/account information as required
Assist in compiling stewardship reports
Provide necessary information to marketing regarding payroll, rating, deduct history
Assist in review and delivery of Master policies
Complete subcontractor policy checking review and/or checklist template
Coordinate transmittal of subcontractors policies where required
Process mid-term policy changes as requested
Research and compile answers to client/contractor’s policy and coverage questions—coordinate response with Sr. Client Services Specialist/Account Executive/Client Advocate
Assist with follow-up on carrier issues
Assist in resolving any carrier discrepancies
Coordination & review of audits with carriers
Other Duties as Assigned
Strategic vision with the ability to think medium and long term, anticipates future consequences and trends, and incorporate them into the organization’s plans
Experience in working within the insurance broking business and understanding of the industry and processes
Technical and financial understanding of insurance / brokerage operations
Experience, aptitude, and effectiveness in matrix environment
Strong leadership skills and operational management expertise
Strong communication and presentations skills
Working knowledge of relevant federal and state regulations and requirements
In depth understanding of challenges that face brokerage/ insurance industry and Cyber product in general

233

Broker Agent Service Analyst Resume Examples & Samples

Acts as internal liaison and customer service resource for external producers relative to enrollment and policy questions, systems issues, and coordination of materials fulfillment
As one aspect of broader support role, may manage administrative aspects of commission payments such as routine tracking, reporting, and troubleshooting issues relative to missing or disputed payments
1+ years in a Business Analyst role
1+ year of Customer Service experience
Strong working knowledge of MS Word, Excel, Outlook and PowerPoint
Bachelor's Degree or higher preferred
Healthcare Industry experience helpful
Previous experience working with Learning Management Systems
Ability to successfully manage multiple priorities with minimal direction
Ability to successfully manage details and execute effective follow through

234

Avp-broker Resume Examples & Samples

Perform Financial and Operations Principals responsibilities relative to compliance with applicable net capital, recordkeeping and other financial and operational rules
Monitor use of startup (seed) capital for newly issued products and funds
Provide reporting of capital sources/uses to senior management
Works collaboratively with peers to manage resources, enhance work processes, and improve overall service delivered to internal and external client groups
8-10 years of experience
Experience working with financial regulatory agencies such as; Securities & Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), Office of the Comptroller of the Currency (OCC), Consumer Financial Protection Bureau (CFPB)
B.S. or B.A. in accounting strongly preferred
Broker dealer accounting experience and financial reporting production experience
Strong technical knowledge of US GAAP
Detailed knowledge of COSO and internal control over financial reporting (ICFR)
Demonstrated ability to establish, maintain and leverage networks of professional contacts
Ability to manage multiple competing priorities

235

Broker Resume Examples & Samples

To be proficient in the operation of each of our Casualty Core Analytics tools as follows
Minimum of 5 years’ related experience
Good experience in the Insurance industry

236

Execution Broker Resume Examples & Samples

Participate in training sessions and product presentations
Be sensitive to latest market news and business knowledge of new products/procedures on the various exchanges
Provide broking services for Futures and Options trading platform (listed derivative exchanges)
Provide a timely and accurate execution under clients’ instructions
Monitor client position level and margin; achieve the best execution for customers
Prepare dealing reports and ensure trade details are passed to the support areas
Establish and maintain good relationship with clients; provide high quality service to address customers’ needs and enquiries
Improve levels of business passing through the desk
Ensure relevant exchange registrations are obtained and maintained
Good understanding and knowledgeable experience on relevant product and market
Dealing experience in futures & options derivative exchanges is preferred
Specific knowledge in Asian microstructure or other asset class is an advantage: Futures, Options, FX and Derivatives products
Good team player with good communication & interpersonal skills
Able to handle multi-tasks and work under pressure
Autonomous and reliable in dealing with client relationship
Self-motivated with strong communication, interpersonal and analytical skills
Demonstrate a high level of integrity, impeccable conduct and behaviour at all times

237

Facultative Reinsurance Broker Resume Examples & Samples

Program Design: Support the design of program and pricing structures. Identify appropriate markets. Produce and or check slips and market presentations
Negotiation: Undertake complex negotiations with specialty markets. Lead the placement process. Obtain quotes from markets, broke programs, and ensure slip completion
Maintain and develop market / underwriter relationships
Assist with creation of new business (Pipeline) from the above sources
3+ years industry or similar experience

238

Broker Reinsurance Resume Examples & Samples

Minimum of 7 years industry experience
Underwriting experience in insurance or reinsurance preferred
Experience working in the London market preferred
Ability to deal with difficult client situations
Ability to work in a team oriented environment

239

Broker / Wholesale Account Executive Resume Examples & Samples

Minimum 3-5 years' Mortgage and/or 2nd mortgage lending experience
Knowledge of lending and broker industry regulations
Has established broker network and relationships
Effective sales, negotiation, networking, communication and presentation skills

240

Loans Broker Resume Examples & Samples

Experience in providing support to financial advisers
Ability to effectively influence and persuade others with great communication skills
Ongoing completion of all continuing education requirements to maintain competency in lending, as well as completion of all CE necessary to maintain Responsible Manager Status on the WVHL Australian Credit License

241

Broker s Price Opinion Coordinator Resume Examples & Samples

Assign BPO orders to agents in areas of responsibility; Accountable for assigning appropriate broker fees within acceptable timelines
Follow up on BPO orders to ensure timely completion
Maintain broker database in geographic areas of responsibility
Respond to and manage broker communication
Provide phone support for website access issues or challenges
Work closely with customer service to communicate potential delays with order completion
Communicate with point of contact (POC) for property access on an interior BPO when necessary
Recruit new brokers into the company’s broker panel
Type a minimum of 30 wpm

242

Broker Placement Specialist Resume Examples & Samples

Independently and under limited supervision, evaluates companies to ensure that they are qualified in the marketplace
Refers unusual questions to more experienced specialists or management
Receives and processes requests for quotations from account personnel
Professional designation preferred, such as CPCU, CIC or ARM

243

Account Handler / Broker Resume Examples & Samples

Prepare renewals, new business, mid-term amendments and client information presentations liaising with Account Executives where required
Resolve customer service inquiries that entail research and interactions with carriers or agents
Act as a conduit between the clients and internal service providers throughout the cover period to ensure that accounts, risk documentation and claims are handled in a prompt and efficient manner
Markets new and renewal accounts according to company procedures
Hold/working towards one of the Chartered Insurance Institute Qualification: Cert CII desirable
Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, and good understanding of underlying legal principles and practices relating to risk within own role capacity

244

Account Handler / Broker Resume Examples & Samples

Prepare documentation for new customers in relation to their insurance requirements in partnership with account managers
Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/Managers
Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
Prepare debit notes and policy summaries
Secure delivery of policy documentation from insurers and check prior to approval and release
Basic knowledge of general insurance (London Market/Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
Evidence of rapport-building experience
Able to identify potential risk/issues and seek advice/consultation when required

245

Corporate Broker Resume Examples & Samples

Manage and oversee the work of a team to ensure the provision of an efficient high quality, added value, day to day service in order to retain the team’s portfolio of clients
Report to business unit leader and/or local management
Liaise with Account Manager, Account Executives, Business Unit Leaders, Insurers, Clients, Broking Managers, Suppliers, Compliance and others where appropriate
Identify individual staff training needs and arrange for training in those areas
Allocate and oversee workload to ensure smooth operation of the team
Monitor quality of work produced and ensure all client needs, operational procedures and timescales are achieved
Manage day to day staffing issues and problems including day to day management, staffing levels, interviewing, employee relations, performance reviews and to encourage good overall morale and performance of the team
Set and monitor standards of performance in the team and take remedial action if required
Give training and guidance
Maintain day to day disciplinary procedures
Provide day to day service to meet client requests and requirements in order to retain existing allocated clients, working at moderate or high degrees of pressure according to targets and workloads
Exercise considerable discretion and independence under general guidance but refer to higher levels where required
Produce fact finding documents or supporting documentation to assist the periodic customer review process
Identify additional opportunities for profitable growth by recognising client exposures and recommending cover enhancements
Discuss and agree appropriate markets to be approached for non-scheme policies in order to meet client requirements
Handle invoicing of all premiums due, including effective credit control where necessary
Check all client documentation for accuracy prior to issue to the client
Take and action instructions relating to the provision of cover
Ensure all communications are accurately recorded against client records
Ensure company procedures are followed in order to adhere with both quality standards and compliance regulation, in accordance with their authority
Organise and manage own time in accordance with procedures in order to meet client requirements and timescales
Consistent high level of quality required, with major peaks of pressure and the need to adhere to minimum performance targets
Specific responsibility for service to their allocated clients and for the performance of procedures, which if not fulfilled may have a serious impact. Work may be either semi-routine/reactive or require discretion, judgement and some pro-activity
Cert CII/ Dip CII/ Advanced Dip CII (Chartered Insurance Institute qualifications) desirable
Educated to degree standard or equivalent is desirable
Good people management experience gained in a commercial environment
Good commercial acumen gained through customer facing experiences
Proven track record of team working
Experience of dealing with complex customer relationships
Proven understanding of Insurance industry activities/trends
Able to quickly grasp and interpret salient information to maximise process efficiencies
Able to identify potential problems and seek advice/consultation when required
Proactive in lead management and follow up
Able to deal with ambiguity
MS office proficient

246

Account Handler / Broker Resume Examples & Samples

Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with Account Executives/ Managers
Assist with renewal process including the preparation of submissions and the gathering of information
Deal with account queries ensuring they are resolved efficiently
Follow up on new and existing renewal business quotations and lend support to Brokers
Basic knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity

247

Account Handler / Broker Resume Examples & Samples

Prepare documentation for existing customers in relation to renewals and mid-term adjustments in partnership with management
Good knowledge of general insurance (London Market / Lloyd’s and Industry) products, services, classes of insurance including underlying legal principles and practices relating to risk within own role capacity
Followed instruction with efficiency working to TOM (Target Operating Model) targets
Evidence of effectively prioritising risks to manage concurrent workflow
Worked to deadlines and able to anticipate change

248

Account Executive / Broker Resume Examples & Samples

Generate new business income in line with AJG principles and values
Market customer business, typically of moderate complexity, retain and grow existing accounts
Increase existing business outcome by identifying new and additional exposures, recommending solutions, promoting other products and maintaining relationships
Identify additional business opportunities and introduce clients to other product specialists
Receive requests for quotes, and develop / maintain a network of agency and/or broker relationships
Identify and analyse client exposures to recommend and/or design risk transfer/financing products
Maintain a broad knowledge of relevant markets and changes across the industry in order to keep clients/agents informed and provide effective risk management advice in line with AJG principles and values

249

New Business Broker Resume Examples & Samples

Provide prompt, efficient and professional service to clients, insurers and colleagues
Ensure all debiting is carried out at renewal/mid-term adjustments
Obtain quotations in respect of client requirements
Build knowledge and relationships with preferred insurers
Ensure that all activities comply with FCA regulatory, compliance and market standards
Complete Regulatory Tests as and when required
Effectively communicate in writing, report writing, e-mails and on the telephone
Apply knowledge of technical insurance to provide appropriate advice to clients
Manage own workload within Renewal protocol deadlines
Chartered Insurance Institute qualification Cert CII desirable
Educated to GCSE standard or equivalent preferred
A broad and sound knowledge of Motor Fleet, Commercial Combined, Liability, Financial Lines, Property Owners within a premium scope of £1,000 to £100,000
A proven background in SME to Mid-corporate insurance broking
Basic understanding of technology required to transact business
Basic knowledge and understanding of Underwriting/Insurance in other positions
Client focussed ensuring a connected service
Effective communication skills with colleagues during account cycles
Attention and accuracy in written communication
Takes accountability of managing risk and safe-guards own role remit
Identify potential problems and seek advice/consultation when required
Good level of numeracy and literacy
Excellent communication and interpersonal skills with clients and colleagues
Can identify potential risk/issues and seek advice/consultation when required
A working knowledge of Acturis is preferred but not essential
Takes initiative with a ‘can do’ attitude
Empathetic
Takes ownership
MS office and other relevant IT systems proficiency

250

Account Executive / Broker Resume Examples & Samples

Assist in renewal process, preparation of submission and the gathering of information
Obtain renewal terms for customers and identify potential alternative quotations before producing presentations for account managers to discuss with customers
Follow up on new and existing renewal business quotations and lend support to Account Executives/Directors
Prepare renewal closings from renewal meeting minutes and ensure cover bound by renewal date
Assist in the RFP process as directed by senior team members
Secure delivery of policy documentation from Insurers and check prior to approval and release by Account Director/Executive
Manage accounts and process payments by deliverable dates
Deal with account queries and credit control matters, ensuring they are resolved efficiently and any concerns are raised
Deal with general account queries, and ensure that they are resolved efficiently
Holding/working towards one of the Chartered Insurance Institute Qualification: Dip CII/ FIT (Fitness Insurance Test) desirable
Educated to A Level standard or equivalent preferred
Demonstrable previous experience within support role
Demonstrated rapport-building experience with colleagues
Due diligence in administration and policy checks/processes
Able to quickly grasp and interpret salient information
Due diligence and process driven to deadlines
Risk aware in customer handling
Proactive in customer-care

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