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Insurance Brokerage Assistant
2 months ago
At Burns & Wilcox Brokerage, established in 2012, our goal is to attract and retain top-tier brokerage professionals while enhancing our national reach and influence in the brokerage sector.
Our focus is on delivering national solutions for intricate risk placements with swift responses, consistency, and exceptional performance. Our achievements are measured by the success we bring to our clients. If Burns & Wilcox Brokerage contributes to your success, our pursuit of profitable growth will naturally follow. It's that straightforward.
Key Responsibilities:
• Input all new business submissions into the operating system for Clearance.
• Verify licensing and compliance requirements for accounts.
• Follow up on information requests with retailers.
• Prepare coverage specifications and pricing for accounts to be presented to carriers.
• Market to designated sectors as directed by the Broker.
• Communicate with clients primarily regarding account information requests, declinations, and/or quote releases and follow-ups.
• Ensure compliance with account servicing based on company policies and procedures.
• Take initiative to complete tasks independently.
• Process and review the accuracy of endorsements and audits.
• Address non-routine and more complex issues with assistance as needed.
• Manage the handling of binders.
• Oversee account invoicing.
• Conduct quality control reviews on policies, endorsements, and audits.
Qualifications:
• Bachelor's degree preferred or an equivalent combination of education and experience.
• Experience in B2B sales.
• Strong sales and marketing skills are essential, along with business acumen and a commitment to ongoing education and professional growth.
• Insurance license preferred.
Compensation Package:
• Competitive base salary ranging from $66,000 to $80,000 annually, along with a highly rewarding incentive bonus plan.
• Flexible and hybrid work arrangements.
• Employer-sponsored professional development, including continuing education courses, designations, certifications, and licenses.
• Access to Kaufman Institute, the corporate university of H.W. Kaufman Group.
• Comprehensive health and welfare benefits, including medical, vision, and dental coverage.
• 401K plan with employer matching.
• Paid vacation, sick leave, and holidays.
About Our Company:
Burns & Wilcox Brokerage 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 applicable laws or regulations.
