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Broker Operations Manager Jobs in Ohio (NOW HIRING)

H Cap Connect, LLC

Operations Manager

Avon, OH · On-site

Operations Manager Location: Avon, Ohio Industry: Wealth Management / Tax Services Position Type ... Experience working within an RIA, broker-dealer, or financial advisory firm. * FINRA licenses ...

Cleveland Kitchen

Customer Operations Manager

Cleveland, OH · On-site

$120K/yr

... broker meetings as needed. * Allocation & Shortage Coordination: Review MRP allocations against ... Operational Rigor: Able to manage multiple daily priorities across warehouse, 3PL, and customer ...

New

ODW Logistics

Operations Manager

Lockbourne, OH · On-site

... brokerage, transportation management, and specialized e-commerce fulfillment solutions. POSITION ... This position is responsible for employee safety, customer relations, operational oversight ...

ODW Logistics Inc

Operations Manager

Lockbourne, OH · On-site

... brokerage, transportation management, and specialized e-commerce fulfillment solutions. POSITION ... This position is responsible for employee safety, customer relations, operational oversight ...

Crescent

People Operations Manager

West Chester, OH · On-site

Manager, People Operations The Manager, People Operations serves as a high-impact leader and true ... Maintain strong vendor relationships with brokers, carriers, and partners to ensure high-quality ...

Crescent

People Operations Manager

West Chester, OH

Manager, People Operations The Manager, People Operations serves as a high-impact leader and true ... Maintain strong vendor relationships with brokers, carriers, and partners to ensure high-quality ...

Crescent

People Operations Manager

West Chester, OH

Manager, People Operations The Manager, People Operations serves as a high-impact leader and true ... Maintain strong vendor relationships with brokers, carriers, and partners to ensure high-quality ...

Reafco

Real Estate Operations Intern

Columbus, OH · On-site

$1 - $20/hr

This internship provides guided exposure to brokerage operations, lead management systems, and transaction coordination within an active real estate environment. Internship Overview The Real Estate ...

ODW Logistics

Operations Manager 2nd shift

Lockbourne, OH · On-site

$84K/yr

... brokerage, transportation management, and specialized e-commerce fulfillment solutions. POSITION ... Responsibilities include safety, customer relations, operational oversight, business metrics, staff ...

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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 Ohio are hiring for Broker Operations Manager jobs?

Cities in Ohio with the most Broker Operations Manager job openings:

Broker Operations Manager jobs near you

Brokerage Operations Specialist

Forward Air

Groveport, OH

$60K/yr

Full-time

Re-posted 15 days ago

Job description

Position: Brokerage Operations Specialist 

Pay Rate: $60k per year

Schedule: Mon - Fri 8am - 5pm

JOB DESCRIPTION:

Forward Air is looking for a Brokerage Operations Specialist . The Broker Operations Specialist will be responsible for managing new and existing accounts, rate negotiation with the ability to build long term business relationships. They will use exceptional customer service and problem solving skills to manage all the customers' needs and expectations. This person will be a key member of the team, reporting to the Logistics Manager. The position is responsible for effectively and efficiently finding, developing, improving and utilizing service focused methods for moving and protecting the profitability of the operations 

Job Requirements:

  • Freight brokerage experience required. 
  • Ability to negotiating with carriers
  • Excellent problem solving skills
  • Customer service experience
  • Ability to work with all levels - Operations and/or sales
  • Ability to develop long-term business relationships. 
  • Excellent Computer skills
  • Excellent written and verbal communication skills
  • Some college coursework is preferred, but not required. 
  • Knowledge of major cities/airport locations in the continental US
  • Willing to work Saturdays
  • Other duties as assigned

 

Qualifications:

  • Excellent communication and problem solving skills
  • Strong team player that thrives in a fast-paced environment
  • Must be flexible to work weekends and overtime as needed
  • Forklift and general freight handling knowledge is a plus
  • General computer skills - Microsoft Office, Outlook, AS400
  • Must be 18 or older

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