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

Benefits

• Competitive base compensation plus highly lucrative incentive bonus plan
• Employer paid continuing education courses and designations via access to Kaufman Institute
• Health and welfare benefits including medical, vision and dental
• 401K with employer match
• Paid vacation, sick time, and holidays
• Access to Kaufman Wellness Program
• Flexible and hybrid work options

About Our Company

Burns & Wilcox Brokerage, an H.W. Kaufman Group company, offers comprehensive solutions and expertise for difficult to place risks in a wide variety of categories including Property, Casualty, Professional, and Management Liability placements.

The cornerstone of our parent company is centered on integrity, expertise and independence. These strengths form the foundation of the Burns & Wilcox Brokerage wholesale brokerage platform.

Our priority is to deliver national solutions for complex risk placements with rapid response, consistency, and performance.

Our success is defined by what we achieve on behalf of our clients.

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, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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