Broker Manager Resume Sample

11 votes
Louvenia Hodkiewicz
2687 Daniel Hollow,  Los Angeles, CA
+1 (555) 340 3600

Work Experience

Broker Manager
04/2018 - PRESENT
Phoenix, AZ
  • Proactively support third party broker partner in development and implementation of effective sales and merchandising plans utilizing customer and market data, Brand playbooks and KPI’s to maximize contribution in achievement of volume, distribution and supply chain objectives
  • Communicate precise innovative Sales Strategy business solutions to third party broker partner and team leaders
  • Physical ability to stand for extended periods of time while performing merchandising shelf set activities in retail store environments
  • Lift and carry up to [40 pounds]
  • 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
  • Work on development and on-going overview of territory Marketing Plans with GAs/Brokers
  • Generate regular reports on each MGA to determine if a Corrective Action Plan (CAP) if needed
  • Deliver annual operating plan for net sales, profit and trade management
Broker Services Team Manager
10/2015 - 03/2018
Dallas, TX
  • Results orientation, leadership, strong oral and written communication, ethical judgment and decision making, change management, analytical, project and risk management and building relationships
  • Cross-functional , prioritization and time management, resources and team management, active listening, adaptability, training and development, interpersonal and social perspectives
  • Competitive annual salary (CBPP Competency Based Pay Program)
  • Opportunities for growth, development and internal promotion
  • K, tuition reimbursement, and generous paid time off
  • Company paid certifications, licenses and training
  • Leadership- Act as inspirational leader of agents. Continuously re-recruit agents through communicating ZRRB’s value proposition, executing effective agent recognition programs, leading by example, setting the bar for work ethic and successfully promoting all ZipRealty programs and technology
  • Agent Recognition Events-Oversee world-class execution of agent recognition events and adoption of ZRRB’s uniform national recognition standards. Ensure adequate agent communication and support, interaction and coaching to maximize agent retention
  • Customer Service – Assist with developing programs to ensure highest possible customer satisfaction and close rates for customers through the ZRRB’s Technology and Customer Program
Major Accounts Broker District Manager
07/2013 - 09/2015
Dallas, TX
  • Ancillary Businesses- Drive agent adoption of other ZRRB’s businesses as they are incorporated in ZRRB’s offerings (such as mortgage, insurance, title, etc.)
  • Management of book including servicing of existing accounts and participation in RFP’s for new business opportunities
  • Oversees Broker investment to ensure proper ROI and manage retail trade funds in applicable accounts
  • Facilitate training and education of brokers’ staff
  • Experience in a fast-paced consumer packaged goods experience or relevant agency experience preferably
  • Think strategically and increase effectiveness at achieving overall strategies in a highly collaborative environment
  • Manage projects with deadlines to meet customer needs
  • Strong oral and written communication skills to influence and secure cross-functional support


Indiana Wesleyan University - Cincinnati Education Center
2008 - 2013
Bachelor's Degree in Management

Professional Skills

  • Compulsory annual training including money laundering, data protection, disability discrimination, complaint handling. Risk management and whistle blowing & TCF
  • Strong Communication skills including written, oral, interpersonal and presentation
  • Technical /Functional Knowledge & Skills
  • Excellent understanding of the guidelines centered around selling a Medicare Supplement product
  • In the Medicare sales field are needed to effectively coach brokers in successful selling and business development
  • Experience leading a team that exceeds territory sales’ goals and profitability expectations
  • Experience using MS Office, Power Point and Excel

How to write Broker Manager Resume

Broker Manager role is responsible for training, technology, software, digital, reporting, compensation, recruiting, customer, travel, retail.
To write great resume for broker manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Broker Manager Resume

The section contact information is important in your broker manager 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
  • Email
  • Telephone number

Work Experience in Your Broker Manager Resume

The section work experience is an essential part of your broker manager 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 manager 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 manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Broker Manager resume experience can include:

  • Exhibit and maintain an expert level of knowledge of BHGRE’s products and current market conditions in order to leverage the brand system offerings and add value to customers
  • Self motivated, resilient, good time management skills
  • Excellent communication (written and presentation) skills
  • Strong account management experience
  • Strong B2B experience (either within an insurer, broker, or other financial services environment)
  • Effectively manages cross-functional projects that support the business strategy

Education on a Broker Manager Resume

Make sure to make education a priority on your broker manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your broker manager 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 Manager Resume

When listing skills on your broker manager 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 manager skills:

  • Strong organisational skills and examples of implementing structured approaches (i.e. call plans)
  • Excellent computer skills - required
  • Communicate priorities/updates to retail effectiveness and Broker Team
  • Experienced in self-generating leads through local area marketing
  • Experience in managing and developing broker and internal stakeholder relationships
  • Experience in building new and existing customer relationships

List of Typical Experience For a Broker Manager Resume


Experience For Broker Services Team Manager Resume

  • Communication, advocacy, and coordination of risk management approaches and policies within the firm and in concert with SMFG’s global risk management approaches and requirements
  • Build and maintain relationships within assigned intermediary organisations to understand their strategy, culture, personalities, customer base and decision making and ensure they fully understand RSA’s propositions
  • Proactively develop sales skills and market/business knowledge, apply best practice techniques and tools and demonstrate the Brand Beliefs to maximise your performance and exploit RSA’s investment in your training and development
  • Good product and technical knowledge
  • Industry or relevant experience
  • Identify and develop opportunities for revenue generation from existing and new relationships

Experience For Broker Relationships & Inside Sales Manager Resume

  • Gravitas in order to build credibility with senior brokers
  • Achievement of sales plans and annual targets
  • Build and lead a team of license sales professionals toward monthly, quarterly and yearly Medicare Supplement sales goals
  • Cross sell products and services to Medicare Supplement individuals
  • Coach and teach agents sales techniques that result in increased agent production

Experience For Major Accounts Broker District Manager Resume

  • Foster a cohesive and supportive team environment in-line with HPOne's values and culture, with open lines of communication between departments
  • Anticipates risk and proactively develops plan to mitigate the risk and provide solutions
  • Think out of the box and manage towards established goals
  • Works with street level broker agents
  • Conducts Agent Development meetings. (LIS, Market Nuance,…etc.)
  • Manages micro-market sales goal. Works with street broker agents to achieve the micro-market sales goals
  • Works with Sales Manager to implement sales strategties
  • Maintains an adequate supply of sales kits on hand

Experience For Manager of National Broker Services Resume

  • Orders/produces agent flyers as needed
  • Act as a liaison between agents and UnitedHealth Group sales process owners to ensure agents are appropriately set up and supported across their lifecycle. This includes; contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
  • Achieve assigned sales targets: Achieve assigned sales/membership growth targets through agents in the territory
  • Work with the Agent Managers to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (i.e., providers, regulators, faith-based organizations and associations, etc.)
  • Facilitate engagement of agents in executing these plans and ensure that they appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
  • Manages a team of exempt individual contributors that typically support a moderately complex global business unit
  • Drive countries trade compliance programs to realize efficiencies and advantages in the supply chain

Experience For Account Manager, Broker Partnerships Resume

  • Acting as a Trusted Business Advisor your primary responsibility is to grow profitable RSA business with your broker accounts through defending renewal business and creating new business opportunities
  • Build and maintain relationships within assigned broker organisations to understand their strategy, culture, personalities, customer base and decision making and ensure they fully understand RSA’s propositions
  • Manage the effective communication, and execution of account plan actions, involving marketing, operations, claims and underwriting colleagues, to ensure RSA achieves the required service and performance
  • Lead the identification of new prospects and new deals in line with RSA underwriting and deals appetite
  • Manage and maintain the sales pipeline with each of these brokers to ensure RSA outperforms its annual sales targets

Experience For CPG Sales Operations & Broker Manager Resume

  • Proactively develop sales skills and market/business knowledge, apply best practice techniques and tools and demonstrate the RSA behaviours to maximise your performance and exploit RSA’s investment in your training and development
  • Organised with a track record of delivery
  • Effective management of relationship with nominated broker and customer (s) across UK Business Units, for GCUK in liaison with UKGI broker management colleagues
  • Aggressively seek new and renewal business opportunities and collaborate with underwriting/ shared services to evaluate and deliver
  • Provide full insight to nominated broker and ensures Broker Profile kept up to date
  • Achieve GCUK and UKGI broker and customer targets

Experience For Manager, Broker Services Resume

  • Develop and Manage the GCUK and UKGI Sales Pipeline for nominated broker(s)
  • Contribute to development of cross BU opportunities
  • Manage broker compensation and broker business agreements to ensure performance and compliance
  • Implement review and performance management of designated broker(s)
  • Complete and maintain detailed opportunity assessments with brokers to identify growth opportunities

Experience For Broker Account Manager Resume

  • Create and execute business plans for nominated brokers and seek to leverage our range of products and services
  • ACII or progress towards
  • Able to build relationships that deliver on brand promise, retention and hit ratios
  • Able to negotiate at various levels within the broker environment across a broad product and service range
  • Align all activities to exceed the THS sales plan
  • Establish Client Managers as the main point of contact for THS
  • Enlist Client Managers and broker trainers to “roll out” quarterly objectives
  • Work closely with the customer sales teams (i.e. Sysco, GFS) to align customer strategy with broker teams

Experience For VP Risk Manager, Broker Resume

  • Be included in major presentations to key distributor and operator customers
  • Provide easy access to THS sales information and strategy for Client Managers
  • Contribute to innovation opportunity identification
  • Provide updates to Sales leadership on opportunities and issues
  • The ability to multi-task and problem solve in a fast-paced environment
  • Good analytical skills necessary to prepare and deliver business updates, including the ability to retrieve data from a Corporate BI system and develop management reports
  • Sound negotiating skills required to secure new business and to maintain profitable relationships
  • Develop recommendations, plans, and tactics
  • Motivate, influence and develop Sales Agency and Distributor personnel while exemplifying leadership behaviors that support organizational development, accountability and foster a positive selling culture

Experience For Food Broker Manager Resume

  • Travel as needed, 30%+
  • Proficiency in IKA system and Microsoft Office
  • A background in the Insurance industry is advantageous
  • Partner with colleagues to deliver the team’s sales strategy
  • 2) Train, monitor, and manage independent Brokers to enroll prospects compliantly into Aetna products
  • Provides overall management and leadership of the back office work around deductions, customer repays and Kompass work
  • Leads the communication of new product lines/sku’s, product expansion, promotional plan development, category management, division key drive window management, etc

List of Typical Skills For a Broker Manager Resume


Skills For Broker Services Team Manager Resume

  • Effectively applies and enforces Aetna HR policies and practices, i.e. FML/EML, Attendance, Code of Conduct, and Disciplinary Guidelines
  • Good understanding of sales protocols and control framework surrounding them
  • Good business acumen, including understanding of basic P&L principles
  • Solid understanding of call center technology, terminology and environment required
  • Experience influencing internal relationships

Skills For Broker Relationships & Inside Sales Manager Resume

  • Execute effective sales strategies and marketing campaigns that support both our renewal strategy and new product launches
  • Strong understanding of sales process and cycle
  • Good understanding of UK market composition and key market dynamics
  • Min. 2 years’ experience as a sales in related fields
  • Experience of direct Sales Team management and/or Field Sales Team management and development
  • Experience with Medicare Sales
  • Progressive industry experience with progressive role responsibility
  • Medicare, Medicaid, managed care or other health/insurance related sales experience

Skills For Major Accounts Broker District Manager Resume

  • Five years’ experience in risk management or closely-related role in a major investment bank or broker-dealer
  • Previous supervisory / management experience in an inside sales center environment required
  • Valid Texas General Lines Agent (GLA), formerly the Group One License - required
  • Ongoing products & processes & systems training
  • Implementing the sales strategy and ensuring alignment to the bank’s corporate and commercial strategy
  • Planning/Organizing and Implementation
  • Leading and/or participating in bid presentations

Skills For Manager of National Broker Services Resume

  • Marketing spend as a % of revenue from new buyers
  • Manages the demand and supply matching activities, connecting planning to execution and identifying issues and their impact
  • Lead and provide new and ongoing training to National Brokers in regards to existing products, new products and programs
  • Basic understanding of pricing, trade promotions and the impact of pricing on volume
  • Responsible for creating and submitting all required reports

Skills For Account Manager, Broker Partnerships Resume

  • Implement reporting system to manage objective setting, execution, and review against the quarterly plans
  • New center opening occupancy
  • Volume of deals from new and existing buyers
  • Return on Marketing Investment (ROI)
  • Conduct face-to-face meetings including presentations, broker engagements and events to advocate WeWork’s product offerings and services
  • Relationship Management and Influencing

Skills For CPG Sales Operations & Broker Manager Resume

  • Engages Others in Implementing the Vision
  • Helps deliver significant volume growth, while maintaining continued growth in profitability
  • Provides reporting, analysis and KPI’s to hold everyone accountable to deliver the objectives set on a monthly, quarterly and annual basis
  • The ability to deliver challenging messages to senior stakeholders
  • Monitor and improve standard operating practices

Skills For Manager, Broker Services Resume

  • Collaborate with internal departments such as HR, Sales Support, IT, QA, and Training to ensure policies and procedures are aligned with the Company mission
  • Successful sales management of an inside sales operation; focused on selling Medicare Supplement products
  • Interface with Senior Level Executives during client meetings / presentations
  • Create and maintain positive working relationships throughout the Broker’s business and staff within the organization
  • Resolves Contracting, Commissions, and Compliance issues for street level broker agents
  • Conducts “Coffee” meetings or “Open House” events for the purpose of engaging agents
  • Conducts New Agent Training meetings as needed
  • Conducts Recognition lunches for top producing agents
  • Continually build and nurture our base of producing agents

Skills For Broker Account Manager Resume

  • In collaboration with Underwriters, qualify opportunities from brokers to meet our appetite for writing the business
  • Evaluate opportunities from brokers in order to meet optimum deployment of underwriting resource across GCUK and UKGI (where appropriate) segments
  • Gather market intelligence/activity regularly and feedback via the Marketing team
  • Create quarterly objectives including target customers and segments, product focus and key initiatives
  • Functional understanding of MS office
  • Recruitment & selection techniques
  • Unum Management Development Mandatory Courses
  • Awareness among prospects or potential partners in a key vertical market or region, or within the broker community
  • Number of new customers acquired

Skills For VP Risk Manager, Broker Resume

  • Communicate to other sales personnel and functions as needed
  • Prepare various monthly, quarterly, and annual reports for management’s review as needed
  • Ensure the continued protection of Unum’s information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer
  • Comply with Unum’s Code of Conduct and other Company Policies and Procedures as appropriate
  • Management of broker partner account representation
  • Accounts managed are low risk, less sophisticated analytically and are small store chains and wholesalers
  • 3/31/17; Intake completed and REQ posted. No candidates shared at this time

Skills For Food Broker Manager Resume

  • Health and accident Licensed in NM
  • Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary
  • Develops and maintains strong collaborative relationships within operations as well as with patient management, Sales and Marketing, PSS, Underwriting, Utilization Management, and network management in establishing appropriate service level agreements
  • Develops, trains, evaluates, and coaches staff to provide cost effective claim processing and claim and customer service while ensuring that quality standards are met
  • Assesses individual and team performance on a regular basis and provide candid and timely developmental feedback; monitors training plans and ensure training needs are met
  • Establishes a clear vision aligned with company values; sets specific challenging and achievable objectives and action plans; motivates others to balance customer needs and business success; challenges self and others to look to the future to create quality products, services, and solutions
  • Attracts, selects, and retains high caliber, diverse talent able to successfully achieve or exceed business goals; builds a cohesive team that works well together

List of Typical Responsibilities For a Broker Manager Resume


Responsibilities For Broker Services Team Manager Resume

  • Works with Customer Sales Leads and Customer Supply Chain to establish Best in Class forecasts on pallets and shippers to drive incremental growth and manages to those objectives
  • Ensures execution of key events and programming, including identification of objectives that are aligned with the strategic marketing plan and meets overall sales goals
  • Maintains regular contacts with Kroger Division Sales Coordinators that significantly improves Campbell’s relationship and ensuring that programs are executed in a timely, high quality and value-added way
  • A clear sense of priority and direction, with excellent organisational skills
  • Provides pricing recommendations and analysis for divisions on key items within our portfolio
  • Provides leadership and management of all territory-related retail driven proposals

Responsibilities For Broker Relationships & Inside Sales Manager Resume

  • Conducts special projects as needed
  • Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers
  • Collects, analyzes and reports on operations information in support of process, systems, and policy redesign
  • Be on the road 90-100% of the time in the local service area
  • Maintain a valid driver's license and acceptable driver's record. Computer skills - Proficient computer skills to access customer information, utilizing technology to effectively communicate with customers and coworkers
  • Progressive exempt status experience in customer development/management, and proficient in customer, category and trade management or equivalent other business functions
  • Strong business awareness, with an interest in wider financial services

Responsibilities For Major Accounts Broker District Manager Resume

  • An ability to manage multiple, concurrent projects and deliver them against tight deadlines
  • A proactive approach to work, with the ability to work on your own initiative and identify key issues and opportunities
  • Overnight travel is required. Travel is estimated to be 50%

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