Broker Assistant

3 months ago

San Ramon, United States Burns & Wilcox Brokerage Full time

At Burns & Wilcox Brokerage, founded in 2012, we have embarked on a mission to attract and retain the best brokerage talent the market has to offer while expanding the national scope, depth, and presence of the Burns & Wilcox brokerage business. 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. 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. If Burns & Wilcox Brokerage helps you succeed, then our quest for profitable growth will take care of itself. It’s that simple.


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 ranging from $66-80k annually and highly lucrative incentive bonus plan
  • Flexible and hybrid 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


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.

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