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Broker Operations Manager Jobs in Florida (NOW HIRING)

INSURICA, Inc

Broker Assistant

FL · On-site +1

$40K/yr

Job Summary The Broker Assistant provides administrative support to daily Broker operations by ... Organize and manage documentation within internal systems * Perform all actions relating to ...

Parrot Realty

Operations Manager

Parkland, FL · On-site

$84K/yr

Oversee the financial operations of the brokerage, including budgeting, expense tracking, and overall financial organization * Manage and improve internal systems and processes to support efficiency ...

Parrot Realty

Operations Manager

Parkland, FL · On-site

Description Parrot Realty is seeking an experienced Operations Manager with a strong real estate background to oversee brokerage finances, build and improve systems and processes, serve as Broker of ...

Ryan Specialty

Wholesale Broker Assistant

Boca Raton, FL

$25 - $31.25/hr

Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls. * Supports the Brokerage team with any ad hoc tasks and requests. Required ...

Ryan Specialty

Wholesale Broker Assistant

Boca Raton, FL

$25 - $31.25/hr

Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls. * Supports the Brokerage team with any ad hoc tasks and requests. Required ...

OEC Group

Customs Brokerage Manager

Miami, FL · On-site

$100K - $120K/yr

We are seeking an experienced Customs Brokerage Manager to lead and support daily brokerage operations while ensuring full compliance with U.S. Customs and Partner Government Agency (PGA) regulations

OEC Group

Customs Brokerage Manager

Miami, FL · On-site

$100K - $120K/yr

We are seeking an experienced Customs Brokerage Manager to lead and support daily brokerage operations while ensuring full compliance with U.S. Customs and Partner Government Agency (PGA) regulations

FIRST ONSITE

Operations Manager

Pensacola, FL · On-site

A Day in the Life of an Operations Manager At First Onsite, no two days are ever the same-and as ... Participate in business development with clients, brokers, and adjusters * Manage equipment ...

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Broker Operations Manager information

What is the difference between Broker Operations Manager vs Insurance Underwriting Manager?

AspectBroker Operations ManagerInsurance Underwriting Manager
Required CredentialsBroker license, industry certificationsUnderwriting certifications, actuarial knowledge
Work EnvironmentBrokerage firms, insurance agenciesInsurance companies, underwriting departments
Employer & Industry UsageUsed in brokerage and agency settingsCommon in insurance carriers and underwriting firms
Search & Comparison IntentUnderstanding broker operations, managing broker teamsAssessing underwriting processes, risk evaluation

The Broker Operations Manager primarily oversees daily brokerage activities, client relations, and compliance within insurance agencies. In contrast, the Insurance Underwriting Manager focuses on evaluating risks, setting policy terms, and managing underwriting teams. While both roles require industry-specific certifications and work within the insurance sector, their core responsibilities differ—broker managers handle client and broker relations, whereas underwriting managers focus on risk assessment and policy approval.

What does a Broker Operations Manager do?

A Broker Operations Manager oversees the daily operations of brokerage firms, ensuring that trading, compliance, and client service processes run smoothly and efficiently. They manage teams responsible for processing transactions, reconciling accounts, and maintaining regulatory compliance. Additionally, they streamline workflows, implement new technologies, and handle escalations from clients or staff. Their goal is to optimize the firm's operational performance while minimizing risks and ensuring adherence to industry regulations.

What are the key skills and qualifications needed to thrive as a Broker Operations Manager?

To thrive as a Broker Operations Manager, you need expertise in financial operations, regulatory compliance, and process optimization, typically supported by a degree in finance or business and relevant industry experience. Familiarity with brokerage platforms, CRM systems, and regulatory reporting tools is essential, and certifications such as Series 7 or Series 63 can be advantageous. Strong leadership, problem-solving abilities, and excellent communication skills help drive team performance and client satisfaction. These competencies are crucial for ensuring smooth, compliant operations and maintaining a high standard of service in a dynamic financial environment.

What are some common challenges faced by a Broker Operations Manager, and how can they be addressed?

A Broker Operations Manager often encounters challenges in streamlining workflow processes, ensuring regulatory compliance, and maintaining clear communication between brokers, clients, and internal teams. Balancing multiple priorities while adapting to evolving industry regulations can be demanding. Addressing these challenges typically involves implementing robust operational procedures, fostering a culture of transparency, and leveraging technology to automate routine tasks. Effective team leadership and ongoing professional development also play key roles in overcoming these obstacles and promoting operational excellence.
What cities in Florida are hiring for Broker Operations Manager jobs? Cities in Florida with the most Broker Operations Manager job openings:
Broker Operations Manager jobs near you

Broker Assistant

INSURICA, Inc

FL • On-site, Remote

$40K/yr

Full-time

Posted 5 days ago

Insurica rating

8.7

Company rating: 8.7 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

69th of 304 rated insurance

Job description

Job Summary
The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.
Job Functions
  • Effectively enter and process new business submissions received, ensuring accuracy and timeliness
  • Maintain and update customer files to ensure compliance with company and carrier requirements
  • Answer inbound calls promptly and accurately route them to the appropriate team or contact
  • Accurately enter initial quoting information into agency system(s)
  • Organize and manage documentation within internal systems
  • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
Job Requirements
  • 1 - 2 years of previous commercial transportation experience preferred
  • High School diploma or GED equivalent preferred

Knowledge, Skills, and Abilities
  • Strong data entry skills with a high level of accuracy
  • Organized and analytical, with a strong attention to detail
  • Ability to manage time, prioritize tasks, and handle multiple assignments efficiently
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated, with the initiative to prioritize and be self-directed
  • Regular and punctual attendance is required
  • Ability to communicate effectively, both verbally and in writing
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
  • Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Work Conditions
  • Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
  • Ability to lift up to 20 pounds, occasionally
  • Requires operation of a computer workstation, including keyboard and video display
  • All requirements may be modified to reasonably accommodate physical or mental impairment

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