Brokerage Operations Analyst Jobs

• Assist in coordinating and supporting the team PDL in the management of various work streams

settlement processes, as well as experience with Broadridge is also a plus and Legal/QFC knowledge a plus

Infotek Consulting is looking for a seasoned Agile Business Analyst with strong Brokerage experience

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

Compliance, Tax on requirements, technology builds, coordinating/optimizing testing and BAU transitions

• Facilitate detailed requirement gathering,

Organized: Must be highly organized, can multi-task, has good time management skills and attention to detail.

Manage/execute bid cycle including RFP process, awards and rate contracting phases.

The role requires advanced reporting and analytical skills with the ability to interpret data.

Utilize overall knowledge of company bid-rate structure to complete pricing submissions against critical (and often narrow) deadlines set by customers.

Bachelor’s Degree from an accredited College or University with a degree in Business, Finance, Economics, Supply Chain/Logistics.

3–5+ years pricing experience required. Transportation or Logistics industry experience required.

O Maintain and improve the infrastructure of our brokerage operations, specifically centered around maximizing our agency management system within Salesforce

Bachelor's Degree (in Business, Insurance & Risk Management or a related field a plus)

Actively work for workflow optimization between two existing teams in order to deliver a more unified customer experience

Proactively identify areas to improve processes and procedures focused on delivering a great customer experience and increasing operational efficiency

4-6+ years’ experience in commercial insurance (at an in-house carrier and/or brokerage)

4-6+ years’ experience managing a team directly in a service-oriented role

Experience with identity verification and customer identification programs

Functional experience with Looker / Tableau or other data analytics tools

Technical experience scaling processes or managing projects

Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.

Excellent verbal and written communication skills

Paid Life insurance, AD&D, and disability benefits

Attain knowledge in understanding the full spectrum of responsibilities and day-to-day tasks involved with project leasing and tenant representation

Strong written and verbal communication skills

Provide analytical and marketing support to the transactions team

Assist with market surveys, land and amenity maps, competitive sets, lease abstracts, and prospect reports

Participate in property tours and stacking plans for properties

Coordinate tour packets and sales pitch materials

Subject matter expert that will manage wire payment and investigation processing

Manage escalated issues in a timely manner and to resolution

Manage relationships with internal and external business partners

Strong written, verbal, and interpersonal communication skills

Develop relationships with internal and external business partners, including our Client Experience teams, Margin, Technology and Vendor Banks

The Expertise And Skills You Bring

5+ years of experience in brokerage operations

Functional experience with Looker / Tableau or other data analytics tools

Technical experience scaling processes or managing projects

Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.

Excellent verbal and written communication skills

Paid Life insurance, AD&D. and disability benefits

Strong academic background and undergraduate degree in business, finance, economics, management or real estate. Real estate program or coursework a plus

Minimum of 2+ years of commercial real estate experience

Excellent analytical, financial modeling, research, and strong writing skills

Real estate underwriting and valuation experience

Argus experience a big plus.

Self-motivated, proactive, detail oriented, strong organizational skills, and the ability to multi-task.

Identify leading indicators of customer experience pain points and reduce further risk of issues with Product

Manage and triage Investing related issues through the use of internal tools and systems

Focus on continued enhancements to improve customer support training and knowledge articles

At least 1-2 years of customer service experience in broker-dealer or financial operations

Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations

Interest in Finance, Economics, or similar area

Communicates requirements to open, fund and maintain a TIAA brokerage/managed account.

Understands the regulatory requirements to open and maintain a brokerage/managed account.

Initiates money movement requests and/or processes account opening transactions.

Deposits client funds into the correct account.

Performs various account maintenance processing/updates as directed by supervisor.

Completes brokerage operation activities in a timely manner and at established productivity levels.

•Develop carrier sales techniques focused on carrier development, capacity management and rate negotiations.

•Experience delivering P&L responsibilities in the transportation industry.

•Experience with multiple modes of transportation

•Knowledge of leading Broker Boards

•Minimum of 5 years logistics, transportation, or related experience

•Develop Pricing Strategy and Pricing team.

Communicates requirements to open, fund and maintain a TIAA brokerage/managed account.

Understands the regulatory requirements to open and maintain a brokerage/managed account.

Initiates money movement requests and/or processes account opening transactions.

Deposits client funds into the correct account.

Performs various account maintenance processing/updates as directed by supervisor.

Completes brokerage operation activities in a timely manner and at established productivity levels.