BROKER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Sep 24, 2024 - The Broker is ideal and possesses meticulous attention to detail, adept multitasking capabilities, and outstanding organizational prowess. They excel in making and articulating challenging decisions while maintaining an effective grasp of carrier underwriting practices and procedures. With demonstrated leadership acumen in team dynamics and client interactions, they consistently surpass client expectations through adept presentations, effective communication, and resourceful problem-solving abilities.

Essential Hard and Soft Skills for a Standout Broker Resume
  • Financial Analysis
  • Market Research
  • Regulatory Knowledge
  • Technical Proficiency
  • Risk Management
  • Negotiation
  • Mathematical Skills
  • Property Valuation
  • Investment Strategies
  • Client Portfolio Management
  • Communication
  • Interpersonal Skills
  • Ethics and Integrity
  • Problem-Solving
  • Negotiation
  • Adaptability
  • Client Focus
  • Patience and Perseverance
  • Decision-Making
  • Networking

Summary of Broker Knowledge and Qualifications on Resume

1. BS in Finance with 10 years of Experience

  • Attention to detail, ability to multi-task, exceptional organizational skills
  • Ability to make and communicate difficult decisions.
  • Effective working knowledge of carrier underwriting practices & processes.
  • Proven leadership skills in working with teams and ability to work with clients and to successfully exceed client expectations.
  • Proven client facing skills including effective presentations & communications.
  • Proven organization and ability to work with others.
  • Experience in resource deployment and utilization management.
  • Strong interpersonal skills, with the ability to interact effectively at various levels.
  • Ability to handle multiple tasks simultaneously.
  • Ability to analyze problems and situations and develop and offer solutions.

2. BA in Economics with 5 years of Experience

  • Initiative and ability to be self-directed.
  • Knowledge of the underwriting function and insurance coverages.
  • Above-average communication skills (written and orally).
  • Knowledge and understanding of broker and agency operations.
  • Good interpersonal skills and good organizational abilities.
  • Sound judgment and decision-making skills.
  • Ability to analyze information and pay close attention to detail.
  • Must be dependable, responsible, and reliable.
  • Ability to make presentations or train others.
  • Understanding of the reinsurance function.

3. BS in Business Administration with 7 years of Experience

  • Comprehensive knowledge of physical and financial petrochemical markets in Asia, including MEG, benzene, paraxylene, olefins and plastics.
  • Self-motivated, confident and resilient - able to strive within a high-pressured environment.
  • Excellent commercial insight and understanding combined with exceptional negotiating skills.
  • Results focused- able to be decisive and adaptable to the changing needs of the business and clients.
  • Proactive and innovative with an entrepreneurial flair to drive the business.
  • Able to work effectively within a team and on an individual basis
  • Excellent written and verbal communication skills.
  • Strong analytical skills are favourable. 
  • Detailed understanding of forward curves and financial derivatives.

4. BS in Statistics with 5 years of Experience

  • Knowledge of all work processing procedures and ability to recognize potential improvements.
  • Ability to work with others in a team environment.
  • Knowledge of and ability to work with computer systems, software programs, and databases.
  • Must be emotionally mature and able to make unbiased evaluations.
  • Must be qualified to assume a leadership role
  • Displays willingness to volunteer and ability to negotiate solutions.
  • Knowledge of religions and religious organizations.
  • Highest level of customer relations, sales management and negotiating skills to effect profitable results.
  • Highest level of interpersonal skills to facilitate team building and resource management.
  • Proficient in Microsoft Office including Word, Excel, and Outlook.

5. BA in Political Science with 5 years of Experience

  • Fluent communications in English and Mandarin
  • Prior experience with the carbon sector  
  • Knowledge/enthusiasm within the carbon credits carbon offsets and renewable certificate markets
  • Able to relationships with existing renewable energy project providers, traders and aggregators 
  • Strong communication and interpersonal skills
  • Strong team player and able to work independently
  • Able to prioritize and multi-task in a fast-paced environment
  • Substantial and relevant experience in a commercial insurance brokerage or underwriting environment including wholesale brokerage experience.
  • Demonstrated understanding of commercial insurance coverages and relevant forms for excess and surplus lines
  • Understanding of both admitted and non-admitted markets.

6. BA in International Relations with 3 years of Experience

  • Preferably ACII qualified or working towards the ACII qualification
  • Preferably educated to degree level or relevant industry experience
  • Proven track record of delivering high levels of client service and broking
  • Strong practical knowledge of account development and appropriate tools to achieve this aim
  • Experienced knowledge of Liability insurance markets globally in order to deal effectively with client and Willis Towers Watson needs.
  • Experienced at new business sales process and track record of converting prospects to clients
  • Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
  • Ability to represent the practice and Willis Towers Watson with integrity and credibility
  • Strong communication, negotiation and influencing skills
  • Experience in working with and adhering to processes and systems to support client service delivery

7. BS in Finance with 3 years of Experience

  • Strong verbal and written communication skills
  • Candidates who enjoy a fast paced, competitive environments
  • Applicants must have strong sales ability, ideally demonstrated by experience
  • Loan writing & packaging experience is essential
  • Experience as a Broker Support officer or Loan Writer is ideal
  • Excellent communication skills
  • Like working and socialising within a team environment
  • Experienced knowledge of Energy Liability Wordings.
  • Ability to provide proof of Eligibility to Work in Australia

8. BA in Economics with 5 years of Experience

  • Experience in the securities and derivatives industry
  • Strong fundamental knowledge of commodity futures and options markets
  • Experience in future order execution, preferably on CTS and/or TT execution platforms
  • Experience in EFRP (versus cash) execution and clearing, preferably on CME Direct platform
  • Strong understanding of the mechanics of a clearing organization (FCM, BD)
  • Strong understanding of the mechanics of a futures exchange (CME, ICE)
  • Excellent interpersonal and communication skills with proven people management skills to support and further develop the team
  • Strong emotional intelligence to manage stressful market situations
  • Highly developed strategic, leadership, and commercial skills

9. BS in Business Administration with 4 years of Experience

  • Able to manage and understand large quantities of data
  • An aptitude for logic and mathematics and how to translate this into Simple and Clear conversation
  • Understand and apply the approach ‘Think Like a Customer
  • Excellent communication skills
  • Knowledge and experience of electricity and/or gas industry desirable
  • Customer service experience desirable
  • Advanced knowledge and experience working with Excel
  • Experience in working with large data volumes and price calculations, and providing detailed analysis
  • Experience in implementing process change desirable

10. BS in Finance with 5 years of Experience

  • Experience working in the MCA field
  • Ability to build out and develop in-house broker division
  • Proven experience with lead generation of direct deals
  • Ability to use various techniques to self-sourced own leads
  • Self-motivated and autonomous work attitude
  • Understanding of the Residential Tenancies Act
  • Experience in a placing broker role, working on Canadian Casualty business
  • Demonstrates knowledge of homelessness including context, causes, issues, philosophies and legislation
  • Understands and applies homelessness models, approaches, theories and practises when dealing with clients

11. BA in Political Science with 3 years of Experience

  • Experience within a broking, sales or merchandising position in the commodities space
  • Excellent financial knowledge and experience with risk management
  • Significant knowledge and experience of the US softs/ags markets
  • A commercially mind, entrepreneurial mindset
  • Excellent communication, negotiation and organisational skills
  • The ability to understand and quickly analyse complex information
  • Experience in pricing and designing conceptual Liability programmes
  • Strong knowledge of the Lloyd's and markets
  • Ability to understand and respond to the needs of individuals experiencing homelessness or at risk of homelessness
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