Broker Assistant

H.W. Kaufman Financial Group, Inc.

Atlanta, GA

JOB DETAILS
SKILLS
Billing, Brokerage, Business Skills, Business-to-Business (B2B), Compensation and Benefits, Corporate Policies, Customer Support/Service, Entrepreneurship, Insurance, Licensing Compliance, Marketing, Operating Systems, Pricing, Quality Control, Regulatory Compliance, Request for Information (RFI), Risk, Sales, Wholesale Industry
LOCATION
Atlanta, GA
POSTED
10 days ago

When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as an Associate Broker. The Broker Assistant will support Brokers with all job functions to learn the industry, business, and job responsibilities necessary for future growth as a Broker. Serving as in intermediary between the Retailer and the Insurance Company, they market, identify, solicit, and arrange appropriate insurance coverage for clients.

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

Qualifications

  • 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
  • Insurance license preferred

Benefits

  • Competitive base compensation plus bonus plan
  • Employer paid continuing education courses and designations via access to Kaufman Institute
  • Health and welfare benefits including medical, vision and dental
  • 401K with employer match
  • Paid vacation, sick time, and holidays
  • Access to Kaufman Wellness Program
  • Flexible and hybrid work options

About Our Company

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. The cornerstone of our parent company is centered on integrity, expertise and independence. These strengths form the foundation of the Burns & Wilcox Brokerage wholesale brokerage platform. 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.

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, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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About the Company

H

H.W. Kaufman Financial Group, Inc.

Internationally recognized for its and drive and expertise, Burns & Wilcox is the flagship company within H.W. Kaufman Financial Group and North America’s leading independently owned insurance wholesale broker and underwriting manager. Burns & Wilcox makes securing coverage for the hard-to-place easy, with proficiency across a broad range of disciplines supported by our unrivaled brokerage and underwriting experts.

This is not your typical insurance company. Our employees do not get to work on the same thing day in and day out. When someone needs coverage for the unique, the unusual, or the unconventional, they come to us. Leave the mundane auto and life insurance programs to someone else. We’re specialists. Our employees deliver insurance for everything from kidnapping and ransom to high-speed racing boats, skyscrapers and professional athletes. We even insure extreme sporting events including world famous skiers and athletes performing mid-air twists and turns down a man-made snow hill in the warm streets of California. Our team can write, insure, and finance specialty insurance policies that other companies cannot handle. With over 40 offices across the US and Canada, we’re one of the largest independent wholesalers in North America.

INDUSTRY
Insurance
FOUNDED
2008
WEBSITE
http://www.burnsandwilcox.com/