Broker Assistant jobs in United States
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Burns & Wilcox · 1 week ago

Broker Assistant

Burns & Wilcox is focused on attracting and retaining top brokerage talent while expanding their business. The Broker Assistant will support the brokerage team by managing new business submissions, ensuring compliance, and facilitating communication with customers.

Financial ServicesInsurance

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

Qualification

B2B sales experienceSalesMarketing skillsInsurance licenseBusiness acumenInterest in continued educationProfessional development

Required

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

Preferred

Insurance license preferred

Benefits

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

Company

Burns & Wilcox

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The flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager.

Funding

Current Stage
Late Stage

Leadership Team

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Kevin Heckman
Executive Vice President, Chief Financial Officer
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Christine Tricoli
Corporate Senior Vice President and Chief Human Resources Officer
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Company data provided by crunchbase