Broker And Market Operator Grain Job Description Sample
CGB Enterprises Inc. is searching for an exceptional candidate to fill our current opening for a Transportation Freight Broker.
River Bend Transport and River Bend Brokerage Co. are the asset and non-asset trucking divisions of CGB Enterprises. We develop relationships with customers and carriers to move freight via flatbed, dry van, reefer, end dump, and pneumatic trailers. River Bend's Account Specialists develop new and existing relationships with customers and carriers, work to understand key decision makers, analyze needs, and align them with River Bend's transportation services. You'll prospect and engage new and existing customers, and find and match carrier capacity with a "hunter" mentality. Working in a fun and entrepreneurial team environment, you'll work to diligently focus on the important fundamentals including tactical, detail-oriented requirements such as carrier compliance, tracking, and customer service, while simultaneously developing and strengthening strategic customer and carrier relationships.
In this role you will:
Participate in our safety initiative/culture and qualify carriers to meet strict safety and compliance standards
Learn our TMS technology and utilize data in meaningful ways
Negotiate transportation rates and closely follow market trends and seasonality of lanes and modes
Develop customer relationships to secure freight via phone, internet, and networking, and other means
Develop carrier relationships to secure freight using pre-qualified carrier database or by posting to load boards
Ensure all activities are compliant with the industry laws and regulations
Honestly and ethically provide World Class Customer Service
Work in a team environment while also delivering independent results
3-5 years' transportation freight broker experience
College degree preferred, but not required
Persuade, motivate, and influence others with confidence and enthusiasm
Ability to prioritize and manage time efficiently
Attention to detail and multi-tasking
Flat bed, van and reefer experience required
Preferred knowledge of all aspects of freight brokering
Work house accounts as well as developing new accounts
As a large, successful company that prides itself on its stability, CGB Enterprises, Inc. offers a stellar benefits package which includes the following: medical and prescription drug, dental, vision, life & disability insurance, 401(k) retirement plan with company contributions, flexible spending accounts, paid leave (holidays, vacation, sick), wellness program, recognitions programs, community involvement opportunities and much more! Salary is commensurate with experience.
CGB Enterprises, Inc. is an Equal Opportunity Employer
Founded in 1970, CGB is known as an innovative and progressive leader in the grain and transportation industries. CGB Enterprises Inc. (CGB) is a private US corporation with foreign ownership (Japanese). The Zen-Noh group and the Itochu group are each 50% owners of CGB. The owners consider CGB to be a long term, strategic investment and have jointly owned CGB for 20+ years.
CGB (www.cgb.com) is comprised of a diverse group of businesses involved in: domestic & export grain operations, farmer risk management services, fertilizer wholesale and retail, inter-modal bulk product terminaling, vessel anchorage & stevedore services, barge-rail-truck logistical and transportation services, barge fleeting & shipyard repair services, oilseed processing, and mortgage financial services.
Managing Broker - Detroit Market
Redfin is a new kind of real estate brokerage that puts clients first, making buying and selling a home faster, easier, and more efficient. We believe that real estate should be built on exceptional client service and advocacy. Whether finding the perfect home or getting the best deal, our clients are the backbone of everything we do.
Redfin's Market Managers are responsible for building an excellent customer service organization, resulting in happy employees and happy clients. You'll be responsible for the growth and development of your region, evaluating processes, following up with and mentoring Team Managers, working directly with your recruiter to hire employees to serve the needs of the market. You'll establish best practices and build an organization that's not just great, but world-class. At Redfin, we're doing something that has never been done before. We hire people willing to take risks, to screw up, to keep learning and to make things happen.
What You'll Do
Offer real estate guidance and market expertise: your real estate team will depend on you for leadership; you should be prepared to answer tough questions
Forecast and manage the budget for your market: you commit to your market's financial goals, are responsible for headcount, evaluate your market expenses and maintain profitability
Look for new ways to expand the business and serve customers better than the competition.
Recruit and train new agents: we're always looking for new talent and need to make sure we're staffed appropriately to satisfy demand
Produce results: we're looking for someone that's goal oriented, up for a challenge, driven by delighting clients
Who You Are
Leader: you're resourceful, decisive and hold yourself and others accountable for the customer experience
Experienced: you're a licensed broker with 50 deals under your belt, and 10 in the last 12 months
Educated: Bachelor's degree strongly preferred; you can communicate clearly and write well
History of success: A minimum of two years' experience leading a real estate team
Analyst: you've got a nose for numbers and can manage a business. You love technology and can bend it to your will to get the job done
Entrepreneur: you're a self-starter and you're constantly looking for ways to grow Redfin's business and outpace the competition
Fire in the belly: you're excited to change the industry for the better and you come to work every day ready to go
What You Earn
You earn a salary plus bonuses based on quarterly goals and objectives. We provide exceptional health insurance for you and your family, computer equipment, cell-phone plan, mileage, continuing education, MLS dues.
Redfin is an equal opportunity employer.
Experienced Entry Writer-Customs Broker
Mendota Heights, MN
Growing importer seeks a Customs Broker (sometimes titled Entry Writer with 2+ years of experience.
Process goods imported to the U.S. through U.S. Customs. This role requires understanding of classifications, tariffs, rejections, post-entry amendments, transportation and compliance with various government agencies.
Navegate has offices in several major markets and offers the most advanced proprietary software yet developed. Our teams work with major accounts, offering end-to-end supply chain solutions including technology, international, and domestic freight services
The Entry Writer is responsible for the processing of commercial and logistical documentation in order to obtain customs and other government agency clearance of imported cargo. This includes:
- Creates and files customs entries
- Processes and tracks cargo
- Processes freight charge
- Communicates with vendors, government agencies, customers
- Classifies tariffs
- Provides customer service
- Competitive salary
- Health Insurance
- Life insurance
- Dental insurance
- 401k matching
- Paid vacation
- Paid parental leave
- Team environment
- 2+ years of import experience
- Strong understanding of US Customs tariff
- A general knowledge of Import Regulation
- Detail orientation to maintain proper documentation
- Strong Customer Service Skills
- Experience with FDA, USDA, Prior Notice and ISF filings desirable
- 4-year degree preferred, but not required
- Skills in auditing international documentation to ensure compliance of governmental rules and regulations
Broker Sales Representative (3378-194)
Broker Sales Representative
BenefitMall is a national provider of employee benefits, payroll, HR and employer services. Working with a network of more than 20,000 Trusted Advisors, we enable small and medium sized businesses easy access to affordable quality workforce solutions including employee benefits, payroll, compliance, and HR Solutions. Our employees enjoy an inclusive company culture that helps them exceed their income by providing career growth opportunities while maximizing their talents and contributions to the organization. We also offer standard medical, dental, and vision benefits along with a casual work environment, tuition reimbursement and pet insurance.
Part of our team, you will market and generates sales of insurance products through existing agents/brokers and by developing relationships with new clients.
Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers.
Maintains a good understanding of the Company's products and processes and how agents/brokers interact with these products and processes.
Develops increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
Works in tandem with Broker Sales Executive and Sr. Broker Sales Executives to effectively service agents/brokers and to encourage them to place their clients' business with the Company by:
Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.
Placing outbound sales calls to Brokers; following up on requests for proposals as well as placing Broker recruitment calls to secure new relationships.
Conducting group seminars/webinars to further educate our Customer base on the services we provide.
Providing routine follow-up in coordination with BSE on quoting activity associated with assigned sales team.
Providing assistance to agents/brokers in obtaining sales materials and supplies, including creating enrollment kits upon request.
Conducting regular in-office and occasional on-site follow-up calls with brokers and prospective agents/brokers to market Company services.
Listening to agents/brokers ideas, resolving conflicts, solving problems, and providing feedback to Company management.
15 to 20% face-time with Brokers in coordination with assigned BSE.
Associates degree preferred, along with a minimum of two (2) years' experience in a related selling or telemarketing environment.
Good knowledge of carrier plan features, benefits, and underwriting guidelines.
Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
Insurance Producer's License preferred.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer.
Communicate with all levels of internal and external personnel, both verbally and in writing.
Read and comprehend carrier plan features, benefits and underwriting guidelines, and Company guidelines.
We are an EOE F/M/D/V
BenefitMall provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
President & Senior Principal - Broker Dealer & RIA
We're looking for the crazy ones that want to change the world. If you're just looking for a job, this isn't for you.
Entrepreneurism is the #1 global factor for improving social mobility, creating jobs, improving access to education and healthcare. Our mission is to change the world by connecting entrepreneurs around the world with the capital they deserve to make their dreams come true and, most importantly, provide returns for their investors.
The Jumpstart Our Business Startups (JOBS) Act was passed as bipartisan support of entrepreneurship and small business growth. Since the passing of the JOBS Act, new investment marketplaces have opened up; these marketplaces are some of the most important online equity creators for startups and small business owners, as they act as the means by which accredited and non-accredited investors alike, invest in startups and small businesses that need capital to grow out their business, operations, or product.
Since the passing of the JOBS Act, new marketplaces have opened up that act as the Broker Dealer, or funding platform. These marketplaces are some of the most important online equity creators for startups and small business owners, as they act as the means by which accredited and non-accredited investors alike, invest in startups and small businesses that need capital to grow out their business, operations, or product.
We're at the precipice of a major global change in how people invest, how they interact with financial institutions, and manage their money. The U.S. industry alone is projected to have a global market cap of one hundred billion dollars by 2025. Newchip is perfectly positioned to gain a large piece of the market and we're building a team to go all the way with us to achieve it.
Newchip video introduction: https://www.youtube.com/watch?v=d9zMfS9jNDs.
JOBS Act SEC website: https://www.sec.gov/spotlight/jobs-act.shtml.
Newchip Inc. is in the end stages of launching a new broker dealer located in Austin, TX, that would be devoted to utilizing our core technology to provide data, market news, investment tools, investing, secondary trading, and a social platforms to our market of retail, sophisticated and accredited investors. When we first surveyed our user-base to ask what they wanted to see from us they had a few core asks: the desire to source and make investments in startups and PE efficiently and affordably as low as $100 per investment utilizing our technology to cut through the noise to find exactly what they are looking for, the ability to invest in a robo-advisory based on their interest and preferences at a $100 a month, the ability to setup investment syndicates and clubs through our platform, and the ability to buy and trade private securities on a secondary market.
We want to empower our users, offer them more efficient access to invest, help lower investment barrier with education and make more efficient investment decisions. Newchip Capital and Advisor's long-term goal would not only serves US customers, but also provide services to global customers to help them achieve diversified asset allocation. Our mission is to build the future of investment for non-professional and retail investors online.
We are looking for a President to be the face of Newchip Capital, to build, and grow it into a new capital market and trading platform. Your team will work directly with investors that use our platform and act as their main point of contact throughout the investment process. You will be responsible for developing and building a world class team to and driving regulated revenue streams. This role is multifaceted: you will be responsible for evaluating market opportunities to provide the best experience to our investor user base, as well as building meaningful relationships with our partners and developing new relationships to drive revenue. This roll is full-time only, no contractors or part-time. Newchip offers market-based compensation and incentives.
Our dream candidate's #1 trait is a compelling hunger and passion to achieve something great in life and change the world. Experience can be gained over time but your passion and drive are what will make you stand out in applying and in the job.
We are rapidly growing and deploying new technologies. We want team members that will do whatever it takes to get the job done. We're looking for people that can not only operate in the chaos of a startup, but thrive in it and earn a place in our family.
We're looking for someone who is hyper-organized, resourceful, and that truly enjoys working in a team to achieve the company vision. Building a multi-platform marketplace is a complex operation, with lots of cross functional minor details and tasks to track. You must be able to prioritize needs between executives and departments, proactively reach out to offer and receive guidance from your team members, and solve roadblocks on your own.
- Participate in continuing to update the broker dealer business plan, participate in CMA application and FINRA communication, and run a start-up Broker Dealer (transaction/compliance/business management)
- Working with the management team to establish clearing relationships and SOP's
- Work with the Newchip Inc parent company in the development of technology, resources, and marketing to increase the revenue and capability of Newchip Capital and Advisors
- Maintain business relationship with clients, regulation organizations and industry organizations
- Work with legal counsel to develop required legal documents for new account, money movements and security movements
- Development of written supervisory and operational procedures
- Grow, train, and lead a cross functional startup team between Newchip Inc, Newchip Capital, and Newchip Advisors
- FINRA series 7, 63, 24 required
- 5+ years Broker-Dealer working experience required
- 2+ years in a principal and supervisory position experience required
- 3+ years in tech startups and/or FinTech required
- Online, portal, and finder broker dealer experience preferred
- Ability to multi-task, prioritizes, and works within a team environment
- Experience with mobile apps or fintech preferred
- Experience in technology development and compliance oversight preferred
- Partnership development and revenue stream management experience
- Willingness and ability to learn new skills and technology systems
- Proven ability to manage individual and professional development processes
- Please include your CRD# in your application if possible
- Bachelor's degrees in economics, finance, or entrepreneurship (MBA or graduate degree preferred)
- Understanding of securities regulations, and passion for venture sourcing and helping entrepreneurs/investors
- High level of professionalism, charisma, and presence with team and events
- Understanding of how startups work and able to provide coaching to your team
- Avid storyteller: facilitator of meaningful experiences for investors, able to help crafter and articulate investments
- Proficient in MS Office, GSuite, and CRM software (e.g. Salesforce, Pipedrive), Slack, and BD tech stacks
- Strong teamwork and leadership skills (you've built and recruited A+ teams)
- Competitive paid time off (vacation, sick & public holidays)
- Industry competitive salary + equity stock options
- Free weekly lunches, plus endless snacks and drink supply
- Regularly planned team outings and company events
- Stipend for training & development
- Opportunity to make a meaningful impact in a revolutionary space
Broker Technology Executive, Aflac Group Insurance
Spread Your Wings
We are the Duck. We inspire and are inspired, listen and respond, empower our people, give back to our community and, most importantly, celebrate every success along the way. We do it all – The Aflac Way.
Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized by Fortune magazine as one of the 100 Best Companies to Work For in America for 19 consecutive years, one of the Best Workplaces for Millennials for the past two years and one of America's Most Admired Companies for 16 consecutive years.
Our business is about being there for people in need. So, ask yourself:
Are you the Duck? If so, there's a home — and a flourishing career — for you at Aflac.
Aflac Group/ U.S. Sales Division
Broker Technology Executive
Principal Duties & Responsibilities
Objective: The Premier Technology Executive is primarily responsible for building and maintaining positive corporate relationships with identified strategic HR/Enrollment Technology vendors.
Offers a broad knowledge of the capabilities and integration benefits of these vendors as well as how our Aflac products interact with these platforms. Able to assist with researching and resolving complex issues should they arise; serve as a resource for the Broker team.
Develops innovative and creative approaches to build and maintain relationships; through a disciplined partner management approach help grow revenue by effectively managing, developing and retaining quality business relationships with our premier platforms; establish mutual growth and operational goals with assigned partners on an annual basis
Develops and implements strategies in the acquisition of new business through relationships developed with strategic vendors; where applicable, develops relationships with key sources who will recommend the Aflac portfolio of products to the nation's leading employers; work to increase participation and overall Aflac product positioning on platforms
Responsible for drafting, negotiating and following the internal Aflac contracting and procurement processes while creating beneficial and profitable agreements with our technology partners. Responsible for maintaining and enforcing the details within the contracts and reviewing on an annual basis.
Works closely with internal leadership to drive strategies to support an easy-to-do-business with model with assigned vendor partnerships; drive both strategic and tactical elements of Premier Technology operations, to include establishing and tracking metrics for financial planning and partner goal setting and enhancing the sales process system to improve Aflac's competitive market position and corporate profitability
Acts as liaison between Aflac Group and Premier Technology partners; achieves targeted sales volume and maximizes market potential; supports account issues; develops marketing and sales strategies for assigned partnerships; strives to maintain and consistently enhance Aflac Group's competitive position in the marketplace
Drive knowledge and understanding by collaborating with the marketing and communications team to develop and implement communication, training, and marketing approaches that positively impact sales and marketing activities for both internal and external partners
Develops and maintains a holistic view of Aflac offerings and competitor and market conditions within the assigned area and works to identify opportunities; stays abreast of current trends and best practices in enrollment and platform integrations
Takes part in key broker meetings, finalist presentations, and equivalent meetings
25-40% travel required, will consider remote worker.
Performs other duties as required
Education & Experience
Bachelor's degree plus eight years of demonstrated experience in account management (large account experience preferred) and marketing program development or equivalent combination of education and experience
Minimum of three years of Benefit Administration or platform experience required.
Experience working with internal and external resources to deliver effective programs and campaigns to meet specific business objectives.
Life, health, and accident insurance experience required.
Experience managing financials, budgets and performance preferred.
Job Knowledge & Skills
Demonstrated ability to create and implement strategies that will increase number of market opportunities, penetration of existing accounts, and acquisition of new accounts; accomplishment at both the individual, team, region, and preferably national level
Excellent presentation, oral, written, and interpersonal communications skills to effectively interact and act as an advisor on professional issues with Aflac's senior management, and internal and external business contacts
Excellent relationship management and people management skills
Contract Negotiation skills
Client driven with a strong focus on quality of service
A strong sense of ownership, responsibility and accountability
Entrepreneurial and innovative in areas of strategic analysis
Core Organizational Competencies
Action Oriented, Customer Focus, Adaptability, Listening, Ethics and Values, Integrity and Trust
Business and Financial Acumen, Conflict Management, Drive for Results, Interpersonal Savvy, Organizing, Presentation Skills, Priority Setting, Problem Solving, Process Management, Time Management, Written Communications
Aflac is known for treating our employees exceptionally well. As one of the leaders in the insurance industry, we're able to offer one of the most comprehensive health benefits packages available in corporate America, including free coverage from one of our pioneering insurance products, the Aflac Cancer policy. Our employees also enjoy a host of other benefits, including advancement opportunities, opportunities for continued education and professional development, merit increases and performance bonuses, profit-sharing 401(k), stock purchase plans, and many more.
Broker Deals Manager
Primary Job Duties & Responsibilities
As Deals Manager at Travelers you will:
Identify Portfolio and Deal Management opportunities across identified segments.
Lead and co-ordinate the building of deal/scheme propositions. Maintain and share specific knowledge of existing small business broker market schemes/facilities.
Collaborate with our Account Directors to build knowledge of strategic broker strategy and plans.
Work with Distribution and the wider Business to drive pipeline of new opportunities and identify commercial opportunities for development and areas of growth to support our strategy.
Be part of the deal negotiation team to deliver profitable growth.
Create and maintain strong relationships with Underwriting and Actuarial colleagues to ensure pricing/Underwriting integrity is achieved/maintained, using your analytical and data analysis skill set.
Focus on delivering competitive compensation, process improvements and/or efficiency to contribute to the profitability of portfolios.
Ensure that you keep up to date with competitors' offerings and market dynamics to ensure we position ourselves for success.
Job Specific & Technical Skills & Competencies
In addition we'd like you to have the following skills: Good communication and stakeholder management. Excellent relationship management skills. Strong negotiation skills.
Our Distribution team is going from strength to strength here at Travelers and we have a fantastic opportunity for a Deals Manager to support our ambitions growth plans. This is a newly created role for us and so offers the right person the chance to build out our deal management offering and make real impact in the organisation.
In this role you will support the delivery of our Small Business strategy by building and implementing a robust end to end deal management structure and capability. Partnering with colleagues in the Distribution Team you will identify and secure new deal opportunities to help deliver the plan - including Scheme, Portfolio Transfer and Delegated Underwriting Authorities (DUAs) and Managing General Agents (MGAs). This is a national role so you will be required to travel to our branches and brokers as necessary.
We aim to offer an inclusive and flexible approach to how and when you work, as well as good work-life benefits. We are happy to discuss all types of flexible working with you, when you join us for your interview. While we may not be able to accommodate exactly what you want, we are always open to having the conversation.
Education, Work Experience & Knowledge
You will have excellent communication, negotiation, and stakeholder and relationship management skills. Whilst not essential, we would prefer you to be educated to degree level and also have the following:
Experience in the commercial insurance industry in a business development role.
Experience of portfolio management and underwriting disciplines.
Project Management experience.
n-depth knowledge of UK market, financial services, competitors.
A great track record in Deal Management and Delivery.
Experience in building and maintaining deal processes.
Operates standard office equipment
Continuously Sitting (Can stand at will)
Continuously Use of Keyboards, Sporadic 10-Key
You need to have previous experience of managing brokers to do this role.
Global Broker Portfolio & Programs Management
USANew York NY 0100528 Liberty Street, 37th Floor, New York, NY 10005AGCS2019-02-16T00:00:000falseAllianz Global Corporate & Specialty (AGCS) is the Allianz Group's dedicated carrier for corporate and specialty insurance business. AGCS provides insurance and risk consultancy across the whole spectrum of specialty, alternative risk transfer and corporate business:
Marine, Aviation (incl. Space), Energy, Engineering, Entertainment, Financial Lines (incl. D&O), Liability, Mid-Corporate and Property insurance (incl.
International Insurance Programs).Worldwide, AGCS operates in 30 countries with own units and in over 210 countries and territories through the Allianz Group network and partners. In 2016, it employed around 5,000 people and provided insurance solutions to more than three quarters of the 'Fortune Global 500' companies, writing a total of €7.6 billion gross premium worldwide.~crlf~~crlf~AGCS SE is rated AA by Standard & Poor's and A+ by A.M. Best.~crlf~~crlf~More information about careers at Allianz Global Corporate Specialty can be found at www.agcs.allianz.com/careers~crlf~~crlf~ENAllianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position.
By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers' trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.~crlf~~crlf~Allianz is an equal opportunity employer.
Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.AGCSExtensive travel required (up to 65%). Weekly. US & Canada
: Preferably Degree in Business, Economics, Law, or appropriate discipline~crlf~##Trade Qualification: Completion of professional insurance qualification (e.g.
CII)~crlf~##Minimum 11+ years: Significant experience in industrial or specialty insurance industry in front-line business development ~crlf~##Minimum 11+ years: Evidence of successful leading and managing sales and marketing teams, ideally across different locations~crlf~##Minimum 11+ years:
Well recognized long term relationship building with brokers at peer group level and well established within local market~crlf~##Minimum 11+ years: Significant experience of working teams across numerous locations within a complex matrix organization~crlf~##Strategic Market Management: ability to define segmentation and client differentiation strategies; ability to define clear value proposition~crlf~##Business insight: ability to implement tools and methodologies to develop market, competitor, and client insight~crlf~##Insurance and Sales Distribution: knowledge of large risks & specialty risk insurance. Ability to utilize experience to implement best practice in channel management.~crlf~##Market Management: apply the knowledge of how the market operates and functions, the business needs and customer needs~crlf~##Advanced:
Communication & Presentation: ability to express ideas and messages clearly, both written and verbally. Ability to "sell" an improvised or prepared audience winning story~crlf~##Advanced: Influencing skills: ability to persuade and motivate others to act, without executive authority~crlf~##Advanced: Analytical
ability to analyze highly complex data, from multiple sources, in detail; identify and resolve issues before they transpire
####Act as Key Influencer and Resource to Business Developers and Underwriters
~crlf~##Drive client-centric culture and behavior and sales capabilities both within the Market Management team and across LoBs and functions~crlf~##Participate in execution of Sales Culture initiatives, including Sales training, both within Market Management and across lines of business~crlf~##Act as a resource to lines of business to escalate issues with senior management of Broker Partners~crlf~##Raise cross-zone issues with Zone Execs and Senior AGCS management in order to drive consistent approaches and resolution~crlf~##Spearhead annual sales planning with assigned brokers~crlf~##Program Pipeline Ownership and Execution~crlf~##Build and execute pipeline for Program business across Lines of Business~crlf~##Identify broker partners ~crlf~##Identify regional market opportunities, including potential markets, target segments and clients, in liaison with Global CUO and OEs within region~crlf~##Support development of overall regional business strategy and definition of AGCS Value Proposition~crlf~##Strategic Business Development with Broker Partners and Program Managers~crlf~##Develop regional market potential via different industry segments, broker segments and Lines of Businesses for global partnerships
####Manage external delivery of Client Service Model targets for regional portfolio of top clients
####Lead proactive planning and management of the sales pipeline
(new business acquisition, cross sell, upsell) and optimize retention levels in alignment with CUO~crlf~##Successfully deliver new revenue and targets with brokers ~crlf~##Successfully increase AGCS "Size of Wallet", meeting Upsell and Cross Sell targets
The Global Broker Portfolio and Programs Management has National responsibility for broker relationship management. This includes but is not limited to:~crlf~##Day-to-day oversight of identified key broker partners and execution of targeted premium growth across all lines of business~crlf~##Execution of the national Program business strategy, including pipeline development and management; remuneration; governance~crlf~##Continued shift from business model highly dependent on complex account management toward a balance along the spectrum of Program business, broker panels, and commodity delivery model in line with the Market Management vision for the Region set by Head of Market Management and the overall vision of the Region set by CRMO North America/sap/bc/webdynpro/sap/hrrcf_a_applwizard?PARAM=cG9zdF9pbnN0X2d1aWQ9QzJFQkRFMURDRjAyMUVFOTg2QkIxRkVFREM3OTFFRDI%3d&sap-wd-configid=ZA_AGT_GC_UNREG&sap-client=100&sap-language=EN&sap-ep-themeroot=%2fSAP%2fPUBLIC%2fBC%2fUR%2fnw5%2fthemes%2fZAGTLSfalse0AGCS-6019942-2
Supports Broker Supervisor
At Public Partnerships LLC, a subsidiary of Public Consulting Group, we are passionate about our mission to be the provider of choice of comprehensive financial management for participant-directed services in the public sector. Our vision is people exercising choice and control of publicly-funded long term services and supports. Established in 1999, we partner with state and local agencies in 24 states to provide financial management services for participant-directed programs. Our organizational culture attracts and rewards people who are results-oriented and strive to exceed client expectations. We desire motivated candidates who are excited to join our fast-paced, entrepreneurial environment, and who want to make a difference by supporting an innovative service model (learn more at www.publicpartnerships.com).
Effectively supervise and mentor members of the Supports Broker team.
Fulfill roles of Lead Supports Broker as needed.
Facilitate and attend stakeholder outreach, training and marketing events in communities served by PCG Public Partnerships.
Document and report all participant/representative complaints regarding PCG Public Partnerships services using required reporting processes and systems.
Report and appropriately follow up on allegations or reports of suspected fraud, abuse, neglect, and exploitation.
Maintain documentation of services provided in accordance with applicable policies and procedures.
Assess staff knowledge, skills, and abilities relative to operational requirements.
Provide subject matter expertise and operational support in recruiting, screening, hiring, training, and performance management of Supports Brokers.
Develop training materials and curriculum (system user guides, PowerPoint presentations, tutorials, helpful hints, etc.) to promote staff development and job performance.
Demonstrate initiative and active participation in program development, special projects and Information and Assistance Operations at-large.
Provide supervisory leadership, mentorship and training to new and existing Brokers, spearheading professional and workforce development within the Information & Assistance
Co-author or otherwise contribute to development of new policies, procedures, training materials and other resources designed to facilitate successful self-direction of services and best practice support brokerage.
Respond to escalated state program office, Supports Broker, Participant and other stakeholder inquiries, complaints and grievances.
Coordinate and perform quality management, including internal audits and other quality control activities.
Handle and process all documents, files and Participant information in accordance with HIPAA guidelines and requirements.
Provide training, mentorship, guidance and job-shadowing to newly hired Supports Brokers, effectively supporting their program orientation and acclimation to the PPL work environment.
Represent Public Partnerships at select conferences, stakeholder forums and other community events.
Successfully maintain a roster of program Participants.
Demonstrate initiative and active participation in program development, special projects and Information and Assistance Operations at-large.
Contribute to the development and improvement of training materials and other program resources used by Participants and Support Brokers to facilitate successful self-direction of services.
Provide training and other group presentations to state clients, MCO clients and other Participant referral sources
Support new programs and launches and cross-collaboration with other states/ programs
Other duties as assigned
Position requires excellent communication, presentation and office technology skills. Supports Broker Supervisors must have ability to work well independently with minimal supervision within a remote team structure.
Strong verbal and communications skills. Ability to maintain appropriate etiquette and customer support techniques, including use of program and population-specific language and terminology.
Ability to effectively communicate with colleagues, program participants and other stakeholders.
Ability to identify, assess and respond to the unique needs of individuals with disabilities.
Capable of teaching Supports Brokers necessary skills to achieve a consultancy leadership mindset; the ability to stimulate others to look at traditional health care service systems in new and different ways.
Ability to teach and expound on the core tenets of self-directed services. Fundamental understanding of the history and foundations of the self-direction movement.
Excel at meeting required deadlines; mentoring and managing others to effectively prioritize their work
Ability to recognize, maintain, and provide oversight with respect to the confidentiality of all materials in the work setting.
Mastery of modern office methods and practices; efficient with computers, Microsoft Office Suite software and Public Partnership's proprietary technologies.
Excellence in managing positive working relationships with federal, state and county agencies and other community stakeholders.
Ability to effectively oversee management of required service documentation and billing in an accurate and timely manner.
Ability to work independently, with minimal direct supervision.
Strong supervisory skills
BA or BS degree in related field required, can be substituted for 5 or more years of related experience
3 years of related experience required
Additional education and experience requirements may be required, as indicated by state contract requirements
Broker Dealer Compliance
Provide compliance support to the broker dealer across all its businesses, with specific focus on wholesale market making and algorithmic trading. The successful candidates will be responsible for daily support, drafting written supervisory procedures, surveillance report development, reviewing surveillance reports, issue identification and the ability to offer pragmatic solutions to monitor/prevent issues. Candidates should demonstrate an entrepreneurial drive, and should be thinking strategically for their respective coverage areas.
Specific responsibility for assisting the CCO with developing and administering a compliance program around wholesale market making and algorithmic trading businesses.
Demonstrate microstructure knowledge of how markets work, issues residing in the markets and be able to speak of the impact they have had on their business counterparts.
Provide compliance advice relative to the equities and futures business.
Conduct surveillance reviews, draft supervisory procedures, respond to regulatory inquiries for all businesses.
Interface with securities regulators and examiners.
Build deep and trusting relationships with coverage areas and counterparts in other supporting roles (legal, ops etc.).
Be energetic and passionate about digging into the details; demonstrate a thirst for knowledge and learning.
Build out compliance programs around new businesses.
10 years of relevant compliance experience to automated trading strategies.
Substantial knowledge of Reg NMS, Reg SHO and other regulations relevant to automated trading businesses.
Entrepreneurial/pragmatic attitude toward solving problems.
Series 7 and 24 preferred.
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