Broker resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
Professional Summary
Highly-effective Business Analyst effective at delivering quality system requirement documentation ahead of tight deadlines. Business process mapping and end-user testing expertise.
  • Business process mapping
  • Strong Organizational Skills
  • Strong Communication Skills
  • Flexible team player
Work History
Senior Business Analyst, Current
UnitedHealth Group Minnetonka, MN
  • Develop test plan, test case, results, and execute business test scenarios
  • Document detailed test cases while working in an agile environment
  • Work with product owners, developers, and architects to develop technical requirements and solutions
  • Collaborate with business users and program leads to develop business process workflows for optimal operating procedures
  • Troubleshoot, analyze, and implement new processes to ensure successful business operational use

Senior Business Analyst, 01/2015 to 06/2016
Unitedhealth Group Minnetonka MN
Coordinated file management and issue resolution of healthcare exchange files
Senior Treasury Analyst, 06/2012 to 01/2015
Unitedhealth Group Minnetonka MN

Provide support for all cash management activities including; optimization of cash balances, cash flow forecasting,  and executing short-term investments

Assessed cash positions of consolidated cash balances up to $12 billion

Produced monthly cash forecasts and develop improvements to forecasting models to optimize long term investments, report results to leadership for decision making

Maintained compliance for state HMO, Insurance, and Medicaid deposit and  liquidity statutes across 80 entities

Integrated new tax payment process to reduce processing time by over 90% for accounting and cash management team

Treasury Analyst, 08/2009 to 05/2012
Unitedhealth Group Minnetonka MN

Processed daily wires, ACH's, tax payments, and short term money market trades

Develop and maintain relationships with finance leaders and external banks

Manage short term money market funds in excess of $3B across 50 business entities

Invest short term cash in accordance with statutory guidelines

Developed controls to monitor all business entities state investment guidelines

Execute daily FX trades in multiple currencies

Created multiple controls for quality assurance over daily cash functions

Broker Services Representative, 08/2009
Unitedhealth Group Minnetonka MN

Oversaw 75 broker agencies in excess of 200 brokers

Responsible for communication for small business enrollment in Colorado, Arkansas, Tennessee, Utah, Nevada, and Arizona

Reviewed and underwrote new business groups to provide medical plan rates

Selected by management to mentor new employees on United Health Groups operation process

Consistently exceeded business goals set by management

Bachelor of Arts: Business Administration, 2006
Minnesota State University Moorhead - Moorhead, MN
This resume is created in 7 minutes.
Professional Summary

4 years of providing administrative skills in a call center environment.

Exceptional customer service skills with the support and ability to resolve consumer complaints.

Knowledge of administrative technical and non technique policies and procedures.

Proficient in Microsoft Office Suite, Access, ADP, MMIS, VIDA and SharePoint. 


 Detail oriented candidate seeks entry-level position, that will combine my previous work experience and recent education.

Bachelors Degree : Health Administration, Expected in 2022
Strayer University - Washington, DC
Work History
Care Connector, 08/2017 to 02/2018
AmeriHealth Caritas Family of CompaniesWashington, DC

Responsible  for supporting the daily operations of integrated care management and utilization management program interventions. 

Performs in a call center environment, effectively processing calls from members, providers and other areas, internal and external to the company. 

Identifies  members with care Gaps/HEDIS related health conditions and assist them in accessing care through plan benefits and community resources. 

Under the direction of clinical staff,  I will provide members with educational materials and carry out strategies of health care adherence and reduce barriers to care.

Enrollment Broker, 01/2016 to 01/2017
DC Healthy FamiliesWashington, DC

Verified patients' eligibility and claims status with insurance agencies.

Precisely completed appropriate claims paperwork, documentation and system entry.

Adeptly managed a multi-line phone system and pleasantly greeted all patients.

Resourcefully used various coding books, procedure manuals and on-line encoders.

Precisely evaluated and verified benefits and eligibility.

Data Entry Specialist, 01/2014 to 01/2016
Department Of Justice Washington, DC

Analyzed large volumes of data for accuracy.

Recorded and filed employee benefit, salary and annual evaluation information.

Reviewed and updated client correspondence files with detailed accuracy in database.

Scanned documentation and entered into the database.

Obtained scanned records and uploaded them into the database.

Assistant Manager, 01/2013 to 01/2014
Metro PCSTemple Hills, MD

Greeted customers in a timely fashion while quickly determining their needs.

Recommended merchandise to customers based on their needs and preferences.

Built relationships with customers to increase likelihood of repeat business.

Counted cash drawers and made bank deposits.

Assigned employees to specific duties to best meet the needs of the store.

Assistant Manager, 07/2012 to 10/2013
Radio ShackWashington, DC

Greeted customers in a timely fashion while quickly determining their needs.

Recommended merchandise to customers based on their needs and preferences.

Built relationships with customers to increase likelihood of repeat business.

Counted cash drawers and made bank deposits.

Assigned employees to specific duties to best meet the needs of the store.

Receptionist, 01/2010 to 01/2012
Maximus Washington, DC

Answered and managed incoming and outgoing calls while recording accurate messages.

Directed guests and routed deliveries and courier services.

Opened and properly distributed incoming mail.

Helped distribute employee notices and mail around the office.

Service Specialist, 01/2008 to 01/2010
Document TechnologiesWashington, DC

Tracked incoming and outgoing files and materials.

Responded to internal and external requests for information.

Examined, categorized, sorted incoming and outgoing mail.

This resume is created in 7 minutes.
Professional Summary
Energetic and decisive goal oriented individual seeking a marketing and or management opportunity whereby my education and recent work experience can lead to future growth and advancement. I possess a strong understanding of marketing and management concepts along with strong verbal and public speaking skills and the ability to get things accomplished. I am self-trained in competitive marketing techniques along with the ability to support brand initiatives.
    • Marketing
    • Business Administration 
    • Strong Verbal Communication
    • Multi-Tasking
    • Social Media Expert
    • Top-rated sales performance
    • Promotional Management
    • Microsoft Office
    • Digital Marketing 
    • Energetic Leader
    • Marketing Strategy
    • Active Listening Skills
    • Operations Management
    • ​Product Marketing Specialist
Work History
Life Insurance & Annuities Broker, 12/2016 to Current
The Reder Agency Cape Coral, Florida
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
  • Protected clients assets through a variety of products to ensure financial stability.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • Retained clients to build brand awareness and generate leads while managing internal and external product marketing campaigns and programs.
Supervising Manager, 05/2016 to 12/2016
American Income Life Attelboro, Massachusetts
  • Developed a comprehensive training program for new sales associates.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges.
  • Analyzed key aspects of the business to evaluate the factors driving results and summarized results into presentations.
  • Oversaw sales forecasting, goal setting and performance reporting for all accounts and staff.
  • Consistently exceeded monthly sales quotas by more than 20% by pursuing leads and closing new business.
Bachelor of Business Administration: Management, 2016
Florida Atlantic University - Boca Raton, Florida
  • Coursework in Communications, Finance, Accounting, Operations Management, Quantitative Methods of Business, Retail Management, Entrepreneurship, Marketing Management, and Product Development.
Bachelor of Business Administration : Marketing, 2016
Florida Atlantic University - Boca Raton, Florida
  • Coursework in Marketing, Advertising, Integrated Marketing Communications, Merchandising, Promotional Management, Personal Selling, and Product Development.
This resume is created in 7 minutes.
Professional Summary
Talented sales professional effective at multi-tasking and reaching sales targets. Builds loyalty and long-term relationships with customers. Attentive Sales Manager with track record of consistently achieving employee retention and sales goals.
  • Strategic account development
  • Analytical problem solver
  • B to B sales
  • Empowers high-performing sales teams
  •  New Business Development
  • Goal-oriented
Work History
Sales Manager of North America, 12/2012 to Current
Optim Incorporated Sturbridge, MA
  • Managing distributors to achieve the required sales targets.
  • Organized and trained several teams of US Customs and Border Protection agents at checkpoints in the Southern States on a new product launch that helps combat contraband coming into our country.
  • Awarded a $1.2 million contract with US Customs and Border Protection.
  • Solely instrumental in building relationship with Department of State headquarters (Washington, DC) to get Optim's products on future purchases for U.S.
  • Increased sales by 150% sales through Embassies throughout the world.
  • Secured a $1.1 million dollar contract with the Saudi Royal Army.
  • Produced marketing video of endorsement for new product launch with South Texas Task Force.

Manager of Commercial Accounts, 02/2010 to 12/2012
Grainger Industrial Supply Massachusetts and Rhode Island
  • Responsible for multi-million-dollar territory within Massachusetts, Rhode Island, New Hampshire, and Connecticut.
  • Consistently generating sales revenue and considered as Top Performer with an average of 127% over goal.
  • Ability to establish and expand relationships with key executives and decision makers within each customer organization.
  • Effectively led a seasoned team of partner managers and account coordinators.
  • Supported the sales team in writing proposals and closing contracts.

Sales Manager, 07/2007 to 02/2010
Optim Incorporated Sturbridge, MA
  • Manage and train both inside and outside sales professionals to negotiate, cold call, demonstrate product, close sales, tactical strategic selling and time management.
  •  Negotiating and awarded a  3.2 million dollar Homeland Security Contract for US Customs and Border Patrol.
  • Designed and created new Marketing Strategy for Aviation and Aerospace markets-.
  • Developed distribution channels, manufacturer reps, and industry specialists.
  • Produced two videos to showcase Optim's Industrial product line for website to reach a wider market.
  • Completed Pratt and Whitney Borescope Training 101 and 102 which consisted of over 25 hours of training on commercial jet engines.




Sales Manager, 06/2005 to 07/2007
Zep Manufacturing Inc New Hampshire Rhode Island
  • Managed and trained a group of 17 sales professionals responsible for coaching, developing, and helping people achieve their goals.
  • Chosen by a select high level committee to write a sales manual for all managers of how to obtain and retain sales reps throughout the entire company.
  • Leader that helped company secure the State of Massachusetts Contract.
  • Exceeded regional annual sales target by 110%.
  • Developed quarterly and annual sales department budgets.

Account Manager I and Mentor, 04/1997 to 06/2005
Grainger Industrial Sales Inc. Boston-West Boston
  • Winner of "Annual Achievers Award" several times-Top 10% of 3500 sellers.
  • Instrumental in creating and awarded 1 million dollar contract with the City of Boston.
  • Successfully won 4 State Bids for First Responder grant money with Metro West Hospitals/Fire Stations/Police Stations.
  • Created and marketed an "order buy system" with all (93) the State of Massachusetts Courts-inherited account at 2K grew account to 510K.
  • Exceeded regional annual sales target by 119%.

Outside Sales Representative, 07/1989 to 04/1997
Global Petroleum Corporation Boston, MA
  • Provided outside sales to wholesale gasoline and fuel dealerships.
  • Traveled to various states to prospect and develop new business.
  • Developed an average of 175+ new customers per year.
  • Consistently increased business by as much as 20% each year.
  • Consistently highest sales for Merc and Bulk gasoline contracts.

Real Estate Broker, 09/1985 to 07/1989
Fiorelli Realty Inc Boston, MA
  • Coordinated opening up new Real Estate office, supervised new hires, and developed new customer base.
  • Sold condominiums and multi-million dollar buildings in the areas of the North End, Boston Waterfront, and East Boston.
  • Number One salesperson consistently each year.
  • Sales averaged 2 condos per week and at least 2 buildings per year.
  • Received 6 "Broker of the Week" awards from the Boston Herald newspaper.
Bachelor of Arts: Regis College - Weston, Massachusetts