Independent Broker Resume Samples

An Independent Broker facilitates a variety of transactions such as real estate deals, insurance agencies, and so on. While the actual duties are determined by the place of work, the following are certain core tasks mentioned on the Independent Broker Resume – building and maintaining customer relationships; executing sales and completing administrative duties, such as document preparation, and following-up with customers; assessing customer’s needs, advising customers and guiding them towards a product or service, providing customer service; providing recommendations for the improvement of customer experience; executing sales, processing transactions; and completing necessary documentation and paperwork.

Based on job listings, employers found the following skills as attractive – the ability to build relationships with customers; proficiency in common computer programs, a solid understanding of business and their products; experience in dealing with a high volume of calls and e-mails; and industry-specific brokerage license. Formal education beyond a high school diploma or GED is not needed.

 

Independent Broker Resume example

Independent Broker Resume

Summary : Experienced supervisor and manager with the ability to inspire her team to achieve results. Supervised staff in a fast paced environment, monitoring diverse programs. Improved company image in the broker market and with insured, resulting in retention of business, increasing profits and profile within the broker market.

Skills : Management, Adjuster, Contractor, Insurance Broker.

Description :

    1. Able to work collaboratively with others, gather information, solicit feedback, and implement appropriate course of action to ensure best outcomes.
    2. Exceptional ability to build and develop professional relationships.
    3. Proficient in analyzing damages/causes, interpreting policies and negotiating payment solutions.
    4. Effectively managed multiple high-priority projects and take pride in providing exemplary customer service.
    5. Proficient in conducting investigation and documentation of various damage and injury claims.
    6. Coordinated recruitment visits and itineraries for recruits.
    7. Maintained complex filing system with accuracy and completeness.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED


Independent Broker Resume

Headline : Independent Broker Professional with an extensive background experience within the sales and customer support industry looking for an opportunity to not only exceed company goals and objectives, but to obtain a permanent position of growth.

Skills : Texas Real Estate License, Consumer Lending, Credit Union/Bank experience.

Description :

    1. Independent Broker Cold called companies to establish new clientele for employee benefits plans.
    2. Established client base from zero to 20 within first year, ranking as 4 highest producer in Florida with premiums in excess of $250K.
    3. NY Represented clients in securities arbitration and handled bankruptcy cases including Chapter 11 and Chapter 7.
    4. Negotiated and drafted real estate contracts and commercial leases.
    5. Represented clients in all facets of real estate transactions and litigated real estate contract disputes.
    6. Results-oriented, able to balance multiple responsibilities, consistently delivering results on time.
    7. Developed strong understanding of inventory control, needs, placing orders Collaborated with headquarters, department managers; on development.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Junior
        Education
        Education
        GED


        Independent Broker Resume

        Summary : Responsible for Independently interfacing with clients and carriers to solve problems and answer questions, Developing and maintaining proactive communication with clients.

        Skills : Systems Integration, Javascript, Network Security, Database Management, Database Development, Excel, Access, Visio.

        Description :

          1. Started my own business as an independent freight broker with RFX.
          2. Called shippers and carriers to set up freight movement.
          3. Recruited and hired drivers, complete new hire paperwork with drivers, oversee and complete driver orientation, oversee driver training.
          4. Disciplined and Terminated drivers, Tracked drivers daily DOT compliance and Safety, Track driver's daily driving performance and idle times.
          5. Approved or disqualify drivers for safety bonus, approve/adjust any payroll issues.
          6. Investgated and handled any customer issues with delivery or driver problems, assist dispatcher with any dispatch issues.
          7. Dedicated outbound carrier for Corsicana Bedding, drivers delivered mattresses to customers in TX, OK, LA, NM, CO, KS, AR, MO, NE.
        Years of Experience
        Experience
        7-10 Years
        Experience Level
        Level
        Management
        Education
        Education
        Bachelor Of Arts

        Independent Broker Resume

        Headline : Seeking an Independent Broker position that will utilize my diverse experience to positively impact company profitability. Excel with customer relationships to personal and company goals.

        Skills : Microsoft Office, Teaching.

        Description :

          1. Brokered health insurance products in 15 states to individuals and families.
          2. Represented seven insurance carriers and successfully sold a variety of health insurance products.
          3. Performed all telemarketing, cold calling, and sales presentations with an 80% closing ratio.
          4. Managed customer relationships and handled all customer service issues.
          5. Secured new customers by developing, negotiating, and closing customer sales over the phone.
          6. Recognized in the top 10% of brokers nationwide.
          7. Skilled B2B, outside sales/project manager with over 20 years of relationship/customer centric sales experience.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        Bachelor Of Science

        Independent Broker Resume

        Headline : Highly qualified Independent Broker with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

        Skills : Typing 80 WPM, Data Entry 1400 KPM, Microsoft Office, Peachtree Accounting.

        Description :

          1. Analyzed the insurance market and advised clients of risk and laws pertaining to Medicare programs.
          2. Performed the full life cycle of new business development, including prospecting, cold calling, assessing client needs, using consultative selling techniques, overcoming objections, and closing sales.
          3. Conducted oneonone and group presentations for potential customers.
          4. Maintained records of all policies and reminded client of renewals.
          5. Built and maintained ongoing relationships with clients.
          6. Developed and implemented marketing campaigns to obtain new clients.
          7. Responsible for starting and maintaining customer relations.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        MBA

        Independent Broker Resume

        Summary : Highly motivated global leader with 10+ years of post MBA international and cross-cultural sales and management experience. Proven track record in international business management, development, sales, marketing, commodities, supply chain, customer and supplier relations, and contract negotiation. Fluent in Mandarin, Cantonese, and English. Operations Management Supply Chain Management Risk Assessment Customer Development Supplier Development Team Building Product Line Management Change Management.

        Skills : Foreign Language, Managing Skills.

        Description :

          1. Responsible for the development of markets within China and Hong Kong for all product lines.
          2. Managed purchases and sales to the region and managed the risk involved with multi-national sales to Asia.
          3. Successfully developed new markets in Asia for AGF Global resulting in a 60% increase in sales and significantly diversified risk across 5 product lines.
          4. Brought 20+ new foreign customers to AGF Global and increased sales in both existing and new product lines.
          5. Introduced and developed 3 product categories new to AGF global, expanding product line offerings by 30%.
          6. Worked with AGF Global executives to develop 4 new eastern European suppliers and successfully negotiate and establish terms on multi-million dollar, Asia exclusive contracts.
          7. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
        Years of Experience
        Experience
        10+ Years
        Experience Level
        Level
        Senior
        Education
        Education
        MBA In International Finance

        Independent Broker Resume

        Headline : To obtain an Independent Broker position where I can utilize and enhance my skills and abilities, as well as demonstrate my work ethic and desire for learning.

        Skills : Sales, Google Sketchup, Adobe Creative Suite, Microsoft Office.

        Description :

          1. Worked on complex strategic projects from design to delivery for Personal Insurance Services, Medicare, security, mortgages, investigations involving constant communication with key stakeholders, project team members, and senior management.
          2. Requirements gathered and assisted the project manager in key implementation tasks to support Customer Value Management strategy Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
          3. Maintained constant interaction with senior to ensure all requirements are captured during planning lifecycle.
          4. Developed internal relationships with health insurance companies to proactively resolve claims, billing and patient relations issues.
          5. Consistently maintained a high-level of service, follow-through and attention to detail resulting in exceeding expectations Provide consulting services, elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis.
          6. Delivered growth on every market segment.
          7. Provided service to clients' changing insurance needs by selling life and disability insurance.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        BS In Liberal Arts

        Independent Broker Resume

        Objective : To establish a long-term career in a company where I may utilize my Independent Broker professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

        Skills : Marketing, Administrative Support, Database Management.

        Description :

          1. Advertised, Marketed, Prospected, Enrolled, Benefits Advisor, Account Management, Sales, HR Coordinating, B2B Sales, Reigonal and State Marketing.
          2. Set up Benefit Enrollments and Educational Presentations.Community Marketing and Networking.
          3. Obtained underwriting approval by completing application for coverage.
          4. Customized insurance programs to suit individual customers, often covering a variety of risks.
          5. Assisted clients with the purchasing and leasing of residence and commercial properties.
          6. Assisted client with details in the preparation of sale agreement, and leasing agreement.
          7. Specialized in taking my client's vision for their custom packaging project and bring it to fruition.
        Years of Experience
        Experience
        2-5 Years
        Experience Level
        Level
        Junior
        Education
        Education
        GED

        Independent Broker Resume

        Headline : Seeking an Independent Broker position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

        Skills : MS Office, Salesforce, ACT, Finance, Equipment Leasing, Quickbooks, CRM.

        Description :

          1. Executed the plan created by the team for the markets brokers.
          2. Analyzed reports and providing a plan of action for increased production.
          3. Provided real time feedback from the field brokers. Training for brokers both classroom and field.
          4. Influence brokers to sell more by positioning our product and promoting our brand.
          5. Responsible for a territory, manage contacts Execute on market / region sales goals and objectives (sales events, training, etc)Meet or exceed sales objectives through broker channel.
          6. Met with brokers and agencies to build relationships and promote our brand.
          7. Reported their daily activities to ensure alignment with creating incremental sales consistent with market goals.
          Years of Experience
          Experience
          5-7 Years
          Experience Level
          Level
          Executive
          Education
          Education
          Master Of Arts In Management

          Independent Broker Resume

          Objective : Responsible for Reviewing and analyzing quotes, and negotiates the terms of the transaction, Preparing draft proposals, submissions, and quotes, and also Monitoring market changes, and performs marketing activities as required by the Broker.

          Skills : Insurance product knowledge, and Management development.

          Description :

            1. Adhered to and maintains current understanding of compliance requirements and organizational policies & procedures.
            2. Coordinated effectively with local sales team.
            3. Managed entire sales cycle from research and client identification, core prospect marking, account development, presentations, and client relations.
            4. Completed life and health licensing test from the state of Illinois Marketed and sold insurance products in home 1-on-1 #1 agent first 6 months.
            5. Met with clients in their homes, also marketed to customers via the telephone.
            6. Marketed to groups and individuals, provided information to consumers and collected consumer information pertaining to policies.
            7. Conducted courthouse research and extensive title examination using public records, genealogical records and state geological survey websites to.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Junior
                      Education
                      Education
                      MS