Broker Assistant

Responsibilities

• Enter all new business submission into the operating system for Clearance
• Verification of licensing and compliance requirements for accounts
• Follow up for information request with retailers
• Prepare specifications of coverage and pricing for an account to be marketed to a carrier
• Responsible for marketing to designated markets upon instructions of Broker
• Communications with customers primarily confined to account information request, declination and/or quote release and follow-up
• Compliance relative to account servicing based on company’s policies and procedures
• Take initiative to complete assignments independently
• Process and review accuracy of endorsements and audits
• Work on non-routine and more complex issues with assistance as needed
• Responsible for the handling of binders
• Responsible for the handling of account invoicing
• Responsible for conducting quality control review on policies, endorsements and audits

Qualifications

• Bachelor’s degree preferred or equivalent combination of education and experience
• B2B sales experience
• Strong sales and marketing skills a must, business acumen, interest in continued education and professional development  
• Insurance license preferred

 Compensation Package:

• Competitive base compensation and highly lucrative incentive bonus plan
• Flexible and hyrbid work options
• Employer paid professional development, including continuing insurance education courses, designations, certifications and licenses
• Access to Kaufman Institute, H.W. Kaufman Group’s corporate university
• Health and welfare benefits including medical, vision and dental
• 401K with employer match
• Paid vacation, sick time, and holidays

About Our Company

Burns & Wilcox is the nation’s largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman’s son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.