Junior Underwriting Specialist

2 weeks ago


San Francisco, California, United States H.W. Kaufman Group Full time

Key Responsibilities

At H.W. Kaufman Group, we specialize in providing tailored insurance solutions for unique and unconventional risks. As an Underwriting Associate, you will work closely with an Underwriter to manage a designated portfolio of clients, gaining invaluable insights into the specialty insurance sector and the potential for growth into an Underwriter position.

  • Manage a designated portfolio under the guidance of an experienced underwriter.
  • Record applications, create binders, and handle policy and endorsement processing.
  • Assess risks, issue invoices, and manage technical data.
  • Review renewal applications, dispatch renewal notifications, and assist in preliminary underwriting tasks while preparing quotes for underwriter evaluation.
  • Support new business initiatives.
  • Coordinate inspections and manage endorsement requests and referrals for the underwriter.
  • Cultivate relationships with retail agents and ensure all necessary information is gathered to complete underwriting files.

Required Qualifications

  • A Bachelor's degree or a comparable mix of education and relevant experience.
  • Prior experience in insurance underwriting or brokerage support, particularly in excess and surplus lines, is preferred.
  • Experience in sales and marketing is advantageous.
  • Proficiency in technology and a data-driven mindset are essential.

Compensation and Benefits

  • Competitive salary range of $70,000-$82,000 annually, plus a discretionary bonus.
  • Flexible work arrangements, including hybrid options.
  • Comprehensive health benefits and a 401K plan with employer matching.
  • Employer-sponsored continuing education and professional development opportunities.
  • Numerous pathways for career progression.

About H.W. Kaufman Group

H.W. Kaufman Group is a leading name in the wholesale insurance brokerage and underwriting industry across North America. We offer a wide array of comprehensive solutions tailored to meet the needs of retail insurance brokers and agents, from large firms to over 30,000 independent brokers and agents globally. Our independence from Wall Street and private equity allows us to maintain high standards of service, strong market relationships, and exceptional talent in the specialty insurance field.

Equal Opportunity Employer

H.W. Kaufman Group is committed to equal employment opportunities. All hiring decisions are made 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 protected by applicable laws.



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