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
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
The flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager.
Funding
Current Stage
Late StageLeadership Team
Recent News
24-7 Press Release Newswire
2025-07-31
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