Broker Resume Sample
Berniece Hermiston
1186 Hettinger Roads,
Phoenix,
AZ
+1 (555) 560 3217
Work Experience
Associate Broker
08/2015
-
PRESENT
Phoenix, AZ
- Maintains up-to-date knowledge in specific, assigned areas of expertise through a variety of means including Willis Re products, competitor offerings and emerging industry challenges and service designs
- Be a student of the insurance business and be willing to learn about key areas including underwriting, sales, claims etc…
- Operational experience including knowledge of multiple asset classes with emphasis on Equities & Fixed Income (1+ years)
- 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
- Lift and carry up to [50 pounds]
- Strong ability to implement strategies from K-C Director of Sales and collaborate with TDM’s Sales Strategies and Brand groups
- Analyzes risks & develops solutions for clients’ needs
Broker
11/2012
-
05/2015
Phoenix, AZ
- Ensure WBEs are compliant with federal and state requirements governing WBEs
- Recruit new Web Based Entities (WBEs) who are skilled at selling to Molina's target populations
- In collaboration with Agencies/agents in assigned area implement marketing plan to maximize profitable growth
- Actively participate in the development and implementation of WBE trainings
- Manage annual SERFF, and PUF file transmissions and perform necessary UAT to ensure quoting mechanisms are functioning properly
- Develop and take accountability for product training documents and training meetings
- Work on development and on-going overview of territory Marketing Plans with WBEs
- Generate regular reports on each WBE to determine CAP if needed or terminating relationship as needed
Junior Broker
10/2007
-
06/2012
Boston, MA
- Utilizes knowledge of client industry & the related risks associated with industry, reviews clients’ exposures & loss experience & provides advice accordingly. Determines the impact of solutions & articulates the value to clients
- Contributes to the firm’s body of knowledge within product line through active internal communication
- Adhere to Scottrade’s series 7 and 63 license study timeline and schedule
- Under the direction of Regional Director assist in the training, development and mentoring of lower performing MGAs
- Partner with assigned MGAs to develop marketing plans to increase agency production
- Generate regular reports on each MGA to determine if a Corrective Action Plan (CAP) if needed
- Assist in the development of WBE policies and procedures
- Develop optimal network of WBEs
- Assist in the recruitment, retention and development of WBEs
Education
Webber International University
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Demonstrated excellence in communication skills, negotiation skills and influence skills are critical
- Superior interpersonal and communication skills (written and verbal); excellent presentation skills; persuasion and negotiation skills; tact
- Interpersonal skills - strong listening, speaking, writing and presentation skills
- Confident leader with strong stakeholder management skills; demonstrated through career experience
- Experience in a team environment working with individuals possessing diverse perspectives, talent, skills, and experience
- Interpersonal skills, including relationship-building skills with internal clients and co-workers
- Excellent writing skills and the ability to communicate effectively with management and business partners, also required
How to write Broker Resume
Broker role is responsible for interpersonal, computer, microsoft, excel, business, analytical, customer, relationship, organizational, leadership.
To write great resume for broker job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Broker Resume
The section contact information is important in your broker resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Broker Resume
The section work experience is an essential part of your broker resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous broker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular broker position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Broker resume experience can include:
- Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills
- Excellent customer service telephone skills and problem resolution skills
- Strong interpersonal skills, focused listener, and ability to effectively negotiate
- Excellent interpersonal skills for establishing and maintaining good client, reinsurer and internal relationships
- Strong admin skills with a solid working knowledge of IT platforms such as MS Excel and Word including in house Eurosys and RISCS system
- Have proven experience with management reporting for all key performance metrics, and intermediate to advanced MS Excel skills
Education on a Broker Resume
Make sure to make education a priority on your broker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your broker experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Broker Resume
When listing skills on your broker resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical broker skills:
- Strong communication skills with excellent insurer trading & negotiation experience
- Strong organizational and analytical skills and ability to effectively present information as well as conduct typical financial analyses
- The role requires good numerical skills and reasonable literacy skills
- Solid computer skills including experience collaborating through Google docs
- Excellent communication skills in order to motivate staff, create, maintain and enhance effective working relationships
- Excellent financial analysis skills including advanced spreadsheet applications experience (Microsoft Excel)
List of Typical Experience For a Broker Resume
1
Experience For Associate Broker Resume
- Computer skills - proficient to access customer information, utilizing technology to effectively communicate with customers and coworkers
- Excellent communication and relationship building skills to enhance the customer experience
- Computer literate (MS Windows, Word, Excel) – strong admin skills and solid working knowledge of MS Office
- Strong negotiating, influencing, analytical and problem solving skills
- Strong computer skills and including Microsoft CRM and Microsoft Office software programs
- Demonstrates multi-tasking and time management skills
- Have excellent communication skills, being fluent in written and spoken English and ideally, French
- Well-spoken and possess effective business-writing skills
- Strong problem solving skills, as well as ability to successfully multi-task
2
Experience For Senior Broker Resume
- Excellent insurer trading & negotiation skills
- Excellent problem-solving skills, ability to think quickly on your feet
- Strong verbal and writing skills for complex communications (presentations, negotiations, etc.) with clients, markets and GC colleagues at many levels
- Strong computer skills for using Microsoft Office (Excel, Word,PowerPoint)
- Good verbal and writing skills for complex communications(presentations, negotiations, etc.) with clients, markets and GC colleagues at many levels
- Proficiency with PC applications such as Microsoft Excel and Word with strong financial modeling skills
3
Experience For Broker Support Resume
- Strong computer skills for using Microsoft Office (Excel, Word, PowerPoint) and Lotus Notes
- Excellent verbal and writing skills for complex communications (presentations, negotiations, etc.) with clients, markets and GC colleagues at many levels
- Strong MS Excel skills (including vlookups, pivot tables, sumifs and charts)
- Enhanced client service skills; skilled at interfacing with customers
- Good leadership and interpersonal skills, ability to communicate at senior leadership level
- Excellent interpersonal skills, specifically regards written and verbal communication and presentation
- Strong verbal and written communication skills in Czech (mandatory) and English
4
Experience For Broker Trainee Resume
- Strong presentation and organization skills, ability to multi-task, disciplined time management and attention to detail
- Strong numerical ability and analytical skills are needed in order to interpret market information and competitively price products
- Has demonstrated experience and credibility in dealing with Senior Leaders and driving learning and development and / or coaching topics
- Prior experience of working in a client producing and originating role within an international reinsurance company
- Perform market analysis to support the hedging and trading decisions which maximizes profit potential while effectively managing the risk of our customer base
- Proven experience of corporate insurance broking /placement or underwriting for large UK accounts - essential
- Experience of managing effective client relationships
- Strong team sales management experience gained in a commercial setting
- Thorough knowledge and/or experience working within financial or insurance industry experience desired
5
Experience For Reinsurance Broker Resume
- Proven ability to operate in a fast-paced environment and have the flexibility to adapt to changing processes and timelines
- Superior sales and marketing skills with persistency/perseverance
- Interest in developing client service skills
- Strong ability to prioritize workload according to volume, urgency, etc. as well as the workload of others
- High quality coaching skills delivered energetically
- Computer system skills; ability to work within agency management systems and online carrier systems
- Experience, with the ability to translate knowledge and experience into recommendations to add value to the business
- Support solid & effective working relationships with insurers
- Improve work flow, understand technology, product development and communicate effectively is needed
6
Experience For Junior Broker Resume
- 2 – 5 years’ of industry experience (preferably with a carrier or MGA or relevant sales experience)
- Exceptional phone etiquette & grammar skills
- Experience in a financial service environment - Group Risk experience is essential
- Making sure all slips / binding documents have been signed, sent to retail/producing offices and fronting company prior to coverage taking effect
- Building excellent working relationships with key stakeholders
- Underwriting and/or Claims experience also welcome
7
Experience For Account Executive / Broker Resume
- Sustaining a strong relationships with strategic revenue clients
- Having an entrepreneurial nature would be highly desirable along with a strong personal drive to succeed
- Reviewing contracts across multiple lines of insurance between clients and their principals (commensurate with experience and capability)
- Assisting with issuance of Evidence of Cover
- Cultivating Strong Carrier relationships, developing them localling and supporting nationally based resources
- Cultivating Strong Carrier relationships, developing them locally and supporting nationally based resources
- Writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; professional editor; journalism; blogging
- Developing effective working relationships with insurers and corporate clients
8
Experience For Broker Agent Service Specialist Resume
- Experience with MS Excel for data entry, sorting/filtering, creating basic tables and utilizing basic formulas
- Experience with Microsoft Word and Excel including data entry, sorting, creating and modifying documents and spreadsheets
- Assist in training and continuing education of sales team members to ensure that all Real Estate licenses are active and in good standing
- Review sizing workbooks to develop stronger understanding of deal sizing
- Experience in delivering client-focused solutions and in creating long-lasting relationships
- Previous experience with creating and pulling spreadsheet reports, VLOOKUP, pivot table, and creating formulas in Microsoft Excel
- Experience in assessing and analyzing training needs
9
Experience For Cultural Broker Resume
- Experience with MS Word to create business correspondence, updating forms/templates, utilizing spelling and grammar check tools, ability to format documents
- Experience with MS PowerPoint for creating/formatting deck slides and delivering presentations
- Experience in a commercial or investment bank covering financial institutions, including banks, broker-dealers and finance companies
- Experience in financial institutions, documentation issues and capital markets, including loan structuring and approval
- Conceptual Thinking: Creates new concepts that are not obvious to others; sees things with a new perspective; demonstrates breakthrough thinking
- Renew reinsurance programs, meeting with and entertaining clients as needed to learn their needs and maintain strong relationships
- Skill in collecting and organizing materials
10
Experience For AVP, Broker Resume
- Experience in pricing and designing conceptual excess liability programs
- Experience in pricing and designing conceptual programs
- Experience working on the trading side of tier 1 or 2 banks in Fixed Income
- Proven track record of building and maintaining a book of business
- Demonstrate flexibility and aptitude for quick learning by cross-training across multiple markets and cash application systems
- Responsible for understanding and documenting in the CPR/CRM system all reinsurance effective dates and PNOT dates for assigned clients
- Demonstrated interest in developing others through managing clear processes and methods to that manage succession and development activities
List of Typical Skills For a Broker Resume
1
Skills For Associate Broker Resume
- Excellent financial analysis skills, including advanced spreadsheet applications experience (Microsoft Excel)
- Problem solving skills to resolve client issues efficiently and effectively
- Strong analytical skills for detecting and resolving problems in technical processing, as they arise
- Good understanding of accounting and numeracy skills are essential
- Strong verbal and writing skills for communicating with clients, markets & colleagues at many levels
- Excellent communication skills, being fluent in English both written and oral
2
Skills For Senior Broker Resume
- Strong data driven decision-making skills and acute attention to detail
- Good computer skills. Proficient in Microsoft Products and Lotus Notes.
- Good organisational skills, ability to plan, allocate and evaluate work carried out both by self and others
- Excellent interpersonal skills, able to get along with a variety of people/personalities
- Solid mathematical/numerical skills
- Excellent quantitative analysis and organizational skills
- Good understanding of Cyber reinsurance and prior experience of working within a reinsurance company on Cyber reinsurance
- Strong technical and analytical skills including Microsoft Word, Excel and Outlook
- Good listener; enhancing client service skills
3
Skills For Broker Support Resume
- Excellent organizational, interpersonal quantitative, writing and communication skills
- Strong interpersonal, leadership, problem solving, and negotiation skills
- Client focused with strong client relationship development and servicing skills
- Strong communication and interpersonal skills – both in verbal and written
- Demonstrate above average leadership skills
4
Skills For Broker Trainee Resume
- Experience in presentations and facilitation skills
- Proven relationship management experience with a strong insurer/broker network of contacts
- Detail - oriented and strong analytical skills
- Strong verbal, written and computer skills, proficient in Microsoft Office
- Self-motivated, well organized and with excellent time management skills
5
Skills For Reinsurance Broker Resume
- Strong interpersonal skills, specifically the ability to persuade and communicate via phone
- Demonstrated high level of organizational skills paying close attention to detail
- Great attention to detail and follow up, and strong verbal/written communications skills
- Strong organizational skills, adaptable, results and solution oriented
- Broking is all about building and maintaining relationships with clients so exceptional interpersonal and networking skills are needed
- Outstanding listening skills and follow-through
6
Skills For Junior Broker Resume
- Coaching, monitoring, supervision of direct reports to ensure they have the skills and knowledge to perform their role
- Negotiating skills and ability to interact with others
- Seeking highly motivated experienced Sales Executive with proven success
- Highly competent with working with MS-Office skills, technology and applications – with a focus on driving process efficiency, management and reporting
- Demonstrate success in winning new business by partnering with Bonadio partners and employees to capitalize on their experience and client relationships
- Critical thinking and problem solving skills; high adaptability
7
Skills For Account Executive / Broker Resume
- Strong ability to address client needs by accessing and organizing resources. Strong ability to manage clients and help them address issues proactively
- Strong ability to plan and prioritize workflow according to volume, optimizing time and resources to maximize productivity and meet deadlines
- Client management/ relationship building skills
- Detail oriented, organizational and multi-tasking skills
- Effectively manage own activities and work load
- Able to mutltiask efficiently and effectively
- Bilingual written and verbal communication skills (Japanese)
- Salesforce.com CRM experience or equivalent technical skill-set
8
Skills For Broker Agent Service Specialist Resume
- Demonstrate a strong work ethic and creates a positive work environment for growth of the team
- Proven results and success in prior sales role
- Effectively manage and build a sales funnel
- Significant prior experience of working in a broking role within an international reinsurance company
- Industry experience including underwriting or analytical experience
- Proven experience of corporate insurance broking /placement or underwriting for large UK accounts is essential
- Sound organisational and planning skills, incorporating the ability to anticipate future outcomes
- Ideally 2+ years’ prior experience supporting brokers in commercial insurance in property & casualty
- Strong ability to prioritize workload according to volume, urgency, etc.
9
Skills For Cultural Broker Resume
- Experience in insurance or reinsurance broking or placement (preferably with Power or Energy related experience)
- Prior Trainee experience on a broking desk
- Demonstrated ability to adapt and maintain a positive attitude in response to rapid change and shifting priorities
- Attention to detail and decision making skills
- Basic computer skills/ability to enter/manage internal placement program information
- Strong Property & Casualty expertise with experience in middle to upper middle market construction accounts
10
Skills For AVP, Broker Resume
- Proven London market experience in a similar position (Insurance broker)
- Proven London market experience in a similar position (Insurance/Reinsurance broker)
- Communicate effectively over the telephone/email and establish credibility and trust with a variety of clients
- Prior customer service, call center, operations or financial services related experience
- Work experience could cover various fields and come in combination with other pre-requisite experience
- Demonstrated ability to successfully manage multiple priorities with minimal direction
- Up to 2 years experience customer service experience
- Work effectively and collaboratively with business partners to ensure service standards and customer needs are met
- Intermediate skills in Microsoft Office (Word, Excel, PowerPoint)
List of Typical Responsibilities For a Broker Resume
1
Responsibilities For Associate Broker Resume
- Have excellent oral and written English communications skills to be able to work with all levels of clients
- Have excellent written and verbal communication skills, applicable to all levels of the organisation
- Have demonstrated evidence of strong retailer relationships, particularly with Retailers with $5,000,000 revenue or greater, "Business Insurance Top 100”
- Develop broking and functional skills
- Demonstrated experience of being a team player in a highly driven sales environment
- Proven Track Record of account general insurance broking experience
- Salesforce (classic or lightning) CRM experience or equivalent technical skill-set
- Able to effectively deal with compliance, query management and uphold company values
- Work effectively as part of a team; willingness to roll up one’s sleeves
2
Responsibilities For Senior Broker Resume
- Advanced customer service skills to diplomatically communicate with customers and brokers
- Interact directly with clients on a tactical basis to effectively address ad hoc client requests; strategically join client & prospect meetings
- Superior partnership skills and ability to work with teams across functions and regions
- Computer skills with proficiency in Microsoft Office including: Outlook, Word, and Excel as well as Internet Explorer
- Superior technical, financial and interpersonal skills, specifically regards written and verbal communication and presentation
- Supervisory skills would be advantageous
- Developing strong relationships with key stakeholders across the business and working in partnership with them to deliver operational excellence
- Maintaining (and building as future step) strong relationships with clients
- Financial management validation and control for the US Broker Dealer including regulatory reporting and financial statement reporting
3
Responsibilities For Broker Support Resume
- Experience in accounting, finance, or commission accounting
- Experience in the field related to broking and servicing P&C and/or specialty lines
- Experience in the field related to broking and servicing commercial P&C and/or specialty lines
- Responsible for maintaining and building strong carrier relationships
- Ideally, 2 -3 years’ experience within insurance / reinsurance broking or underwriting
4
Responsibilities For Broker Trainee Resume
- Excellent and deep understanding of the intermediary marketplace, competitors, as well as intermediary business models
- Experience in broking
- Knowledge of and experience working with D&O, EPL and Fiduciary Liability
- Commercial Maritime insurance experience required; keen working knowledge of cargo & stock throughput insurance
- Futures Broking experience
- Develop strong working relationships with carriers and/or underwriters
- Industry experience within Healthcare Casualty, including professional and medical malpractice expertise
- At least two years Broking experience
5
Responsibilities For Reinsurance Broker Resume
- A strong team player, assisting peers to maximise all business opportunities
- A personal drive for delivering excellence customer experience
- Build strong relationships at a senior level with insurers and seek feedback on Marsh’s service through on-going dialogue
- Develop a deep understanding of the clients’ business, strategic priorities, risk strategies and risk management needs
- Demonstrates breakthrough thinking
- Complete business travel for client visits, other Willis office visits, and/or advanced skill training on a limited basis
- Proactively identifies and facilitates opportunities to enhance the quality and cost-effectiveness of data analysis needs and reporting across the organization
- Negotiate is vital as this is a principle skill requirement in Ship Brokering
6
Responsibilities For Junior Broker Resume
- An effective and compelling communicator
- Adapt to changing priorities and to multi task
- Previous experience of working to targets/within a process driven environment, also advantageous
- With guidance and support of more experienced colleagues, develop client and prospect presentations to secure new, and build on existing, relationships
- With guidance and support of more experienced colleagues, analyze clients losses utilizing Core Analytics tools
- Experience in a commercial or investment bank
7
Responsibilities For Account Executive / Broker Resume
- Strong technical knowledge of life, investment and pension products
- Good knowledge of regulation & governance responsibilities
- Strong financial, economic and business awareness
- Excellent Microsoft office competency
- Provide effective responses on a timely basis. Do so in consultation with a senior team member where appropriate
- Preferably previous experience in personal accident or special contingency insurance
8
Responsibilities For Broker Agent Service Specialist Resume
- Experience in the field
- Computer literacy in Excel, Word, PowerPoint and Outlook; good working knowledge of relevant agency systems / computer software
- Co-ordinate and attend strategy meetings prior to renewal, review clients/agents demands and needs for new and existing contracts
- Good understanding of general insurance product lines and risk management, is essential for advisory remit
- Real estate experience preferably in industrial sector
- Intermediate to advanced knowledge of Microsoft Office (Excel experience required)
9
Responsibilities For Cultural Broker Resume
- Seek and build strong relationships with clients, colleagues and Insurers
- Intermediate user of MS Office, it would be advantageous to have experience in a support administrative role, along with insurance industry knowledge
- Be computer literate – experience with in-house databases (CRM systems) advantageous
- A team player and strong customer service
- Proven background in insurance (preferably commercial)
- Post secondary education or equivalent home and auto insurance experience
10
Responsibilities For AVP, Broker Resume
- Deliver exceptional customer experience to our Broker community
- Effective leadership to ensure all direct reports meet and exceed targets on a consistent basis
- Understands and has lived experience with Latino tradition and cultural practices
- Understands and has lived experience with American Indian tradition and cultural practices
- Additional Requirements: Has valid license and access to and willingness to use a personal vehicle for client visits and transport
- Review applications for completeness prior to carrier submission
- Proven expertise and in Microsoft Desktop Operations systems (Windows 7, WindowsXP, Apple Mac OS X)
- Acquire strong working knowledge of all products, services and capabilities. Interact and coordinate with product segments
- Related commercial real estate experience
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