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Marc King
Brokerage Coordinator
Summary
A highly accomplished and result-driven Brokerage Coordinator with 5+ years of experience in the financial services industry. Proven ability to manage a team of brokers, streamline operations, and enhance productivity. Skilled in developing and implementing proprietary software solutions to automate processes and improve efficiency. Expertise in client management, risk assessment, and compliance with regulatory requirements. Seeking a challenging role where I can leverage my skills and expertise to contribute to the success of a leading brokerage firm.
Education
Bachelor’s in Finance or related field
August 2019
Skills
- Insurance Policy Knowledge
- Brokerage Operations
- Client Management
- Underwriting Principles
- Risk Assessment
- Policy Analysis
Work Experience
Brokerage Coordinator
- Provided expert advice and guidance on financial markets to clients, enabling them to make informed investment decisions.
- Led due diligence processes for potential brokerage clients, assessing financial stability and risk appetite to mitigate operational risks.
- Monitored market trends and industry regulations to stay abreast of changing brokerage landscape and identify growth opportunities.
- Collaborated with legal and accounting professionals to ensure compliance with antimoney laundering and other regulatory requirements.
Brokerage Coordinator
- Managed a team of 10 brokers to streamline operations and enhance productivity, resulting in a 15% increase in brokerage sales.
- Developed and implemented a proprietary brokerage software that automated quoting and trading processes, reducing execution time by 25%.
- Established and maintained relationships with key financial institutions and investors to secure funding for brokerage clients.
- Negotiated and closed complex brokerage deals, ensuring compliance with regulatory requirements and maximizing returns for clients.
Accomplishments
- Developed and implemented a streamlined order processing system, reducing processing time by 25%.
- Successfully transitioned a complex portfolio of accounts from one custodian to another, ensuring a seamless migration with no disruptions.
- Established and maintained strong relationships with thirdparty vendors, ensuring timely and accurate execution of brokerage transactions.
- Identified and resolved discrepancies in brokerage statements, resulting in a reduction of errors by 15%.
- Collaborated with compliance team to ensure adherence to regulatory guidelines, minimizing operational risks.
Awards
- Recognized for outstanding customer service and accuracy in brokerage transactions.
- Recipient of the annual Brokerage Coordinator of the Year award for exceptional performance.
- Recognized by leadership for exceptional contributions to the brokerage team.
- Honored with the companys prestigious Client Service Excellence Award.
Certificates
- Certified Insurance Broker (CIB)
- Associate in Risk Management (ARM)
- Chartered Property Casualty Underwriter (CPCU)
- Certified Insurance Counselors (CIC)
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How To Write Resume For Brokerage Coordinator
- Highlight your experience in managing a team of brokers and your ability to streamline operations.
- Quantify your accomplishments whenever possible, using specific numbers and metrics.
- Showcase your expertise in developing and implementing software solutions to automate processes.
- Emphasize your strong client management skills and your ability to build and maintain relationships.
Essential Experience Highlights for a Strong Brokerage Coordinator Resume
- Managed a team of 10 brokers to streamline operations and enhance productivity, resulting in a 15% increase in brokerage sales.
- Developed and implemented a proprietary brokerage software that automated quoting and trading processes, reducing execution time by 25%.
- Established and maintained relationships with key financial institutions and investors to secure funding for brokerage clients.
- Negotiated and closed complex brokerage deals, ensuring compliance with regulatory requirements and maximizing returns for clients.
- Provided expert advice and guidance on financial markets to clients, enabling them to make informed investment decisions.
- Led due diligence processes for potential brokerage clients, assessing financial stability and risk appetite to mitigate operational risks.
Frequently Asked Questions (FAQ’s) For Brokerage Coordinator
What are the key responsibilities of a Brokerage Coordinator?
Brokerage Coordinators are responsible for managing a team of brokers, streamlining operations, developing and implementing software solutions, establishing and maintaining relationships with key financial institutions, negotiating and closing complex brokerage deals, providing expert advice to clients, and conducting due diligence on potential clients.
What are the educational requirements for a Brokerage Coordinator?
A Bachelor’s degree in Finance or a related field is typically required for this role.
What are the key skills required for a Brokerage Coordinator?
Key skills for this role include team management, operations management, software development, client management, risk assessment, and compliance.
What is the career path for a Brokerage Coordinator?
With experience, Brokerage Coordinators can advance to roles such as Brokerage Manager, Operations Manager, or Compliance Officer.
What is the salary range for a Brokerage Coordinator?
The salary range for this role can vary depending on experience, location, and company size, but it typically falls between $60,000 and $120,000 per year.
What are the benefits of working as a Brokerage Coordinator?
Benefits can include competitive salary, health insurance, paid time off, and a challenging and rewarding work environment.