San Ramon, CA, US
95 days ago
Assistant Broker
Assistant Broker Location US-CA-San Ramon Category Administrative/Clerical Job Type Regular Full-Time Company Burns & Wilcox Brokerage ID 2024-8101

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

Responsibilities:

Enter all new business submission into the operating system for ClearanceVerification of licensing and compliance requirements for accountsFollow up for information request with retailersPrepare specifications of coverage and pricing for an account to be marketed to a carrierResponsible for marketing to designated markets upon instructions of BrokerCommunications with customers primarily confined to account information request, declination and/or quote release and follow-upCompliance relative to account servicing based on company’s policies and proceduresTake initiative to complete assignments independentlyProcess and review accuracy of endorsements and auditsWork on non-routine and more complex issues with assistance as neededResponsible for the handling of bindersResponsible for the handling of account invoicingResponsible for conducting quality control review on policies, endorsements, and audits  Qualifications

Qualifications:

Bachelor’s degree preferred or equivalent combination of education and experienceB2B sales experienceStrong 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 planFlexible and hybrid work optionsEmployer paid professional development, including continuing insurance education courses, designations, certifications and licensesAccess to Kaufman Institute, H.W. Kaufman Group’s corporate universityHealth and welfare benefits including medical, vision and dental401K with employer matchPaid vacation, sick time, and holidays About Our Company

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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