BROKER MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Oct 03, 2024 - The Broker Manager is experienced in financial services, including trade finance and distribution, with a proven track record in management and sales support roles. Possesses exceptional communication skills and expertise in Microsoft Office, with a strong ability to develop leads through cold calling and broker network utilization. Demonstrates flexibility, adaptability, and a resourceful approach to solving complex problems and driving broker partnerships.
Essential Hard and Soft Skills for a Standout Broker Manager Resume
- Financial Analysis
- Real Estate Knowledge
- Regulatory Compliance
- Risk Management
- Client Acquisition Techniques
- Negotiation
- Sales Skills
- Technology Proficiency
- Contract Writing
- Market Research
- Leadership
- Communication
- Problem Solving
- Interpersonal Skills
- Adaptability
- Decision Making
- Client Focus
- Team Collaboration
- Ethical Judgment
- Stress Management


Summary of Broker Manager Knowledge and Qualifications on Resume
1. BS in Finance with 3 years of Experience
- Experience in managing client relationships
- Excellent client service skills and strong business acumen
- Excellent understanding of London and Global insurance market dynamics and core processes
- Good analytical and problem-solving skills
- Excellent interpersonal skills and a high level of numeracy
- Good technical insurance knowledge
- Ability to use insurance industry IT systems to efficiently deliver client service
- Effective communication and presentation skills
- Excellent understanding and application of compliance and FCA regulation
2. BS in Real Estate with 8 years of Experience
- Experience in financial services and experience management, trade finance, and/or distribution role
- Ability to comfortable making cold calls and developing own leads
- Strong MS Office skills (Word, Excel, PowerPoint)
- Curious and resourceful – seeks out difficult questions and finds solutions
- Flexible, adaptable, and able to deal with ambiguity
- Must have the ability to tap into wide network of brokers
- Must have an excellent communication skills
- Experience sales support, sales agent support
- Experience driving broker partnerships
3. BA in Economics with 3 years of Experience
- Experience working in a contract hire brokerage
- Excellent knowledge of the FCA rules and the principles of treating customers fairly
- Skills in time management and people management experience
- The acumen required to understand a customers’ problems and challenges
- The ability and disciplines required to generate leads and sales opportunities
- The discipline to record the activity and forecast business
- The ability to close business
- Previous experience of and success within an introducer Commercial Finance role
- Proven ability to manage a large sales pipeline while paying strict attention to detail
4. BA in Business Administration with 5 years of Experience
- Proven success in recruiting and managing freight brokers
- Confidence and ability to prospect, cold call, network, and develop relationships
- Proficiency with job boards and social media strategies
- Experience with Prophesy TMS and Logistics experience
- Strong credit skills are essential
- Experience B2B customer support role and have managed teams
- Resilient, able to learn from mistakes and move forward
- Ability to work well as part of a team and with network offices
- Demonstrate integrity and professionalism