Floor Broker Job Description Sample

Job Description:

POSITION SUMMARY

THIS POSITION IS LOCATED IN UPPER PENINSULA, MICHIGAN

Accountable for driving and achieving company defined distribution channel sales goals and objectives. Responsible for the execution of market strategy impacting the recruitment, onboarding, engagement, production, and compliance adherence of assigned independent agent base.

Fundamental Components:

This position is responsible for the sales growth of the Medicare Advantage broker sales channel for the UP Michigan market. As a key member of this Medicare Sales team, you will:: Recruit new brokers to sell Medicare Advantage products. Develop relationships with assigned brokers to assist them in achieving their sales goals. Train and monitor agents. Provide needed support in areas such as contracting, certification, marketing and commissions. Assist local market management in strategy development

BACKGROUND/EXPERIENCE desired:

Minimum 5 years sales and/or broker sales experience required. Sales management experience preferred. Excellent written and verbal communication and presentation skills. Ability to communicate effectively with all levels of management Insurance Producer License required. Ability to use standard corporate software packages and corporate applications

EDUCATION

Bachelor's degree or equivalent experience.

LICENSES AND CERTIFICATIONS

Insurance/Life and Health Insurance License is desired

FUNCTIONAL EXPERIENCES

Functional

• Sales & Service/Individual sales/4-6 Years

Functional

• Management/Management

• Medicare/4-6 Years

Functional

• Management/Management

• Sales and Renewals/4-6 Years

Functional

• Marketing/Sales support/4-6 Years

Functional

• Sales & Service/Strategy development/1-3 Years

TECHNOLOGY EXPERIENCES

Technical

• Desktop Tools/Microsoft PowerPoint/1-3 Years/End User

Technical

• Desktop Tools/Microsoft Outlook/4-6 Years/End User

Technical

• Desktop Tools/Microsoft Word/4-6 Years/End User

Technical

• Desktop Tools/Microsoft SharePoint/1-3 Years/End User

Telework Specifications:

Telework is a requirement for this position (no physical office location)

ADDITIONAL JOB INFORMATION

Aetna is about more than just doing a job. This is our opportunity to re-shape healthcare for America and across the globe. We are developing solutions to improve the quality and affordability of healthcare. What we do will benefit generations to come.

We care about each other, our customers and our communities. We are inspired to make a difference, and we are committed to integrity and excellence.

Together we will empower people to live healthier lives.

Aetna is an equal opportunity & affirmative action employer. All qualified applicants will receive consideration for employment regardless of personal characteristics or status. We take affirmative action to recruit, select and develop women, people of color, veterans and individuals with disabilities.

We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where your voice can be heard.

Benefit eligibility may vary by position. Click here to review the benefits associated with this position.

Aetna takes our candidates's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail. Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.

Broker Developer Consultant
$85-95/hour W2/C2C
Downtown NYC - Looking for candidates local to the Tri-State area!
Our client, a high profile city agency, is seeking a Broker Developer to join their team.
Qualified candidate will have:
Minimum 7 Years’ Experience with writing application software, data analysis, data access, data structures, data manipulation, databases, design, programming, testing and implementation
Experience with technical and user documentation, software conversions
Exposure to environments include but are not limited to mainframe, mid-range, personal computers, laptops
Experience with database usage (Oracle and SQL Server)
Experience with IBM WebSphere Message Broker flow development and Administration, Web Service Development and Consumption
Knowledge of Service Oriented Architecture (SOA) trends, SOA standards, XML, XSLT, SOAP, XML Schemas and WSDL usage
Responsibilities include:

• Develop System Design Specifications• Develop and prepare documents for the general design of solutions that meet system and security requirements, including the selection of alternative approaches.• Develop specifications for databases, communication systems, hardware, network, security, storage and software configurations.• Develop structured diagrams for the specifications of databases, communication systems, computer or storage area networks, security or network programs.• Develop, compile, maintain and document configurations of the following: databases, servers, computers, security and network monitor systems, packaged programs, macros, utilities, and communication systems.• Develop system documentation• Develop operational and installation procedures for communication systems, hardware, network, security, storage and software• Develop guidelines and upgrade techniques of new operational procedures for the support of databases, hardware systems, operating systems software, network systems software, security and client server systems.• Develop detailed systems operations designs• Perform System Design/Coding• Create, test and maintain the program code• Provide general programming assistance to other MIS programmers/projects as may be needed.• Test and maintain the program code to make sure it meets all the functional requirements• Perform Testing/Evaluation• Tests programs and systems and integrates system modules.• Provide support for IBM Message Broker - message flows, Queues and Web Services• Develop, implements, and monitors information technology quality assurance standards.

Skills:
Oracle, SQL Server, IBM WebSphere, SOA, XML, XSLT, SOAP
Contract
long-term

Job Description: The local Managing Broker / Regional Director are the liaison between the Sales Associates and Headquarters and acts as the champion of the comprehensive suite of services offered. As the primary point of contact in the local market, the Regional Director is responsible for ensuring that our Sales Associates are receiving exceptional support from our centralized systems and that our Sales Associates deliver exceptional customer service to our clients and customers.

Primary Duties and Responsibilities

• Responsible for the recruiting, retention, production, adoption of technology by sales associates in the region as well as client satisfaction scores and support of affiliated services.

• Will act as our Broker of Record in assigned location, serve as the liaison to our Chief Operating Officer and Radian's Chief Legal Counsel and will be responsible for communicating legal updates, local market trends, local customs and best practices

• Will respond to all incoming leads for prospective Sales Associates in a timely manner and set appointments to present/sell the product value proposition, as appropriate. Although Headquarters will oversee a comprehensive, global recruiting campaign in each market, this role will still be expected to prospect for Sales Associates -- through calls, emails, text messages, handwritten notes, attending open houses and other industry events (and will be held accountable for same).

• Will perform online file review on all transaction files ensuring proper compliance and resolve file issues, including complaints, as appropriate. Will also review all marketing, ensuring quality control and adherence to brand standards.

• Together with our Licensing Coordinators and member support team this role will support the process of onboarding new Sales Associates. Together with our Transaction Coordinators this role will help support/help oversee our day-to-day local operations

• Together with our affiliated services partners, this will serve as "cultural ambassador" -- coordinating social events and other functions that drive retention and support affiliated services

Job Specifications

Knowledge:

• Well versed in local/state real estate laws, contracts and customary procedures; intermediate to advance technological proficiency

Skills and Abilities:

• Must be experienced in all aspects of residential real estate and hold an active broker's license.

People Management:

• Dependent upon market may have up to 400 local agents in their region.

Other Position Parameters:

• Recruiting (7 agents per market), retention (at least 80%), production (at least 3 sales per associate per year), technology adoption (at least 50%), client satisfaction (at least 80%), support of affiliated services.

• This role is for the following territories: Nashville TN, Raleigh-Durham NC, Miami FL, Charlotte NC, Austin TX, Kansas City MO, Atlanta GA, Dallas TX, Denver CO, Houston TX, Detroit MI, Portland OR, Chicago IL, San Diego CA, Minneapolis-St. Paul MN, Philadelphia PA, Washington DC, Seattle WA.

Prior Work Experience

• Technical: 3 - 5 years

• Supervisory: 3 - 5 years

Education and Credentials

• Required: HS Diploma/GED
• Preferred: Bachelor's Degree

EEO Statement

Radian complies with all applicable federal, state, and local laws prohibiting discrimination in employment. All qualified applicants will receive consideration for employment without regard to gender, age, race, color, religious creed, marital status, sexual orientation, national origin, ethnicity, ancestry, citizenship, genetic information, disability, protected veteran status or any other characteristic protected by applicable federal, state, or local law.

If you are a person with a disability and need assistance in the application process please send an e-mail message to recruitment@radian.biz.

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• Tampa, FL

About BenefitMall:

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.

The Role:

Part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients.

Responsibilities:

• Drives increased sales and Company growth by developing positive business relationships with agents/brokers.

• Maintains an in-depth understanding of the Company's products and processes and how agents/brokers interact with these products and processes.

• Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.

• Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services.

• Accurately and efficiently processing agent's requests for quotations and proposals.

• Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products.

Required Qualifications:

• Associates degree preferred, along with a minimum of three (3) years' experience in a related insurance/employee benefit medical sales role.

• In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role.

• Health/Life Agent's License is required.

• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer.

• Communicate effectively with all levels of internal and external personnel, both verbally and in writing.

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.

Required Skills

Health/Life Agent's License is required.

Sales - cold calling

Goal oriented

Presentation skills

Self starter - ability to work independently

Computer skills

• Office, Outlook, Salesforce (helpful)

Required Experience

Employee benefits/medical experience necessary.

The Day & Ross Transportation Group is currently seeking a full-time Broker and Driver Onboarding Coordinator for our Freight division in Somerville, NB.

The Broker and Driver Onboarding Coordinator conducts the training and onboarding of new Linehaul drivers within a specified region, serves as the lead for driver orientation across Canada, and is responsible for ensuring that all Operations driver-facing training materials are aligned to company goals, expectations, and is current within our changing environment.

With a focus on quality customer service that extends to our valued employees, Day & Ross has been continuously recognized as an honored recipient of Canada's Best Managed Companies since 2005. We offer our full-time employees a generous Benefits package and a company matched Pension plan.

Day & Ross Freight is committed to an exceptional customer experience. We achieve this by being: authentic, committed, caring, trusted, and enthusiastic.

To be successful in this role, you will exceptionally complete the following (not an exhaustive list of responsibilities):

• Manages the 30 – 60 day onboarding process for new hires; liaises between Operations and new drivers throughout the entire onboarding process; ensure drivers are comfortable with corporate terminology, policies and procedures

• Ensure company, broker, and driver adherence to Broker agreements, safety requirements, and SOPs

• Lead updates to onboarding materials; ensure colleagues have updated materials, and coach colleagues in onboarding best practices

• Work within the company and with brokers to resolve issues, holding all parties accountable to their responsibilities and maintaining broker engagement and satisfaction.

• Manage miles on each truck to ensure maximum capacity and company standards are met;

• Work with Planners and Compliance to monitor driver speed, HOS violations.

• Coach new drivers on non-compliance issues

• Support driver compliance with satellite communication protocols

• Manage Broker and driver time off, updating time away and time ready in the computer

• Other related duties as may be required

To be qualified for this role, please ensure your resume clearly displays some or all of the following:

• Completion of secondary education preferred

• Post-secondary training in logistics or business, an asset

• A suitable combination of education and experience may be considered

• Previous transportation, operations or customer service experience is preferred

• A suitable combination of education and experience may be considered

• Proficient in MS Outlook, Excel & Word; experience with AS400, an asset; ability to learn new programs

• Strong communication skills including the ability to relay information (verbal and written) between several parties and deliver a positive customer experience

• Ability to multitask and prioritize in a deadline driven environment; appropriate sense of urgency

• Ability to work independently and to collaborate with others to meet customer expectations.

• Troubleshooting and problem solving skills; the ability to evaluate current situation, respond quickly to changing requirements, execute and escalate accordingly

• Strong team and customer service focus; negotiation and conflict resolution skills

• Demonstrated ability to build and maintain relationships

• English, other languages an asset

• Individual contributor, able to work with little supervision

The working environment can include long periods of sitting at a desk working on a computer and handling of documentation.

Please apply directly on our website at www.dayandrosscareers.com or send your resume to yourcareer@dayandrossinc.ca and note the job title and location in the subject line.

Please note that the successful candidate will be subject to reference and criminal background checks prior to employment.

We thank you for your application, but only those candidates selected for an interview will be contacted.

As a federally regulated employer, The Day & Ross Transportation Group fully supports the principles of employment equity and encourages all qualified members of the designated groups to apply.

Function Broker Management Country Canada State/Province/Region New Brunswick City/Town Somerville

Job Description:

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

WFS Operations:

Candidate will be responsible, in conjunction with Broker Dealer Operations and Line of Business Management for the development and execution of a strategic roadmap related to the continued expansion and efficiency of the Broker Dealer Operations platform as well as certain tactical implementation plans. Candidate will be responsible for business analysis, key user related testing and implementation of change, and reporting, as well as relationship management with Operations, Business, Technology, and Program Management, and ensure quality of execution activities from planning to implementation. Initiatives will be many and varied. The position will draw inferences from process details and link these inferences to the strategic plan by considering business objectives while identifying and implementing process improvements and risk reduction solutions.

Responsibilities Include:

• Coordinate meetings with the line of business to support/perform analysis on enhancements, testing, and implementation of various change initiatives.

• Communicate the analysis/solution status and updates to support product delivery initiatives.

• Ensure initiative status, issues or escalation are reported/communicated

• Provide support of solutions to resolve operational issues and change

• Candidate will assist in liaising between multiple business and technology user groups and aid in the planning, conducting and directing of analysis.

• Candidate will act as product development lead on key initiatives for the Operations team Preferred
  
  Skills:
  

• Securities Operations Industry knowledge

• Experience with using the Broadridge Applications of IMPACT, BPS, and GLOSS

• Excellent writing skills for communication at all levels of the company, performing analysis for Business Requirements documentation, policy and procedure documentation, and other ad hoc communications

• Expertise in designing process flows/diagrams

• Strong ability to manage multiple initiatives and related tasks

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Required Qualifications

• 6+ year of experience in one or a combination of the following: business support, project management, implementation, business operations or strategic planning in financial services

Desired Qualifications

• Advanced Microsoft Office skills

• Excellent verbal, written, and interpersonal communication skills

Other Desired Qualifications

Minimum Qualifications:

• Aptitude to handle various tasks and work in an organized manner under pressure and time constraints Qualifications and Education Requirements An ideal candidate would have experience within the Securities Operations industry supporting business analysis, product solutions and delivery, system lifecycle integrations, and communication/coordination across multiple systems/development teams/business user groups. They would also be subject matter experts in both the trade processing, and securities trade settlements and various other support areas within operations such as Asset Servicing, DTC, FED, and International Settlements. Candidate should be articulate, confident, and able to communicate comfortably with all levels of the company.

• 6 Years of Product Delivery or strategic planning experience

• Strong Knowledge of Fixed Income and Equities Operations (Settlements and Trade Processing)

• Knowledge of financial products/markets

• Proficient knowledge of MS Office (Project, Vision, Excel, PowerPoint, Word)

• Strong written communication and interpersonal skills

• Aptitude to handle various tasks and work in an organized manner under pressure and time constraints

• Good knowledge and experience with the Broadridge Securities Processing Applications

• Highly motivated with ability to drive results

• Demonstrate the ability to identify strategic opportunities and make specific recommendations

• Demonstrate the ability to identify inefficient and/or ineffective processes and provide solution options

• Ability to establish relationships with all levels within the organization

• Enthusiastic team player who is willing to learn and seek guidance from others as needed

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

WHOLESALE BANKING 0100266 WHOLESALE BANKING

LYFT Casualty Broker (On-Site)- San Francisco, CA

Location: San Francisco, California, United States

Company: Marsh

Job ID SAN0028J-en Apply Save Job

Overview Build casualty team to ensure sufficient strategic and tactical execution of growing projects in conjunction with Lyft Risk Solutions team Responsibilities

• Development and execution of strategic and tactical plans to execute on new and expanding insurance projections in conjunction with Risk Solutions team at Lyft (e.g. Canada further expansions, Project Perseus, Autonomous) - Total control of corporate casualty insurance program, including strategy development, internal resource management & communication with Lyft

• Collaborate with captive management team on monthly financial and dashboard production

• Create 12 month and 3 year forecasts for Lyft and PVIC, developing cadence and procedures with Lyft and captive management team for regular updates

• Manage Canadian claims management process – project management of development of new claims tools with carrier

• Interface with internal, Lyft and outside coverage counsel to address ongoing coverag

Experience and Skills- 5 years + brokerage, consulting or startup background, preference for experience with auto liability

• Excellent problem-solving skills, ability to think quickly on your feet

• Resourceful, self-starter – desire to become the expert in new and emerging risk and insurance solutions

• Strong understanding of insurance company financials and ability to translate insurance into financial terms

• Collaborative, seeks to build a community of resources to solve complex insurance puzzles

• Comfortable with a lack of black & white answers – willing to make decisions based on assumptions

• Results focused with strong personal accountability and pride of work

• Analytic minded with the ability to distill complex data in simple formats

• Exceptionally organized with capability to manage competing priorities

• Comfortable in a fast-paced environment, subject to rapid change and uncertainty

• Enthusiasm about Lyft and aligned with Lyft's cor

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