Broker Assistant

• 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 account invoicing
• Responsible for conducting quality control review on policies, endorsements and audits

• Bachelor’s degree preferred or equivalent combination of education and experience
• Insurance license preferred

 Compensation Package:

• Base Salary at $55k and performance bonus
• Flexible and hyrbid 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

Burns & Wilcox is the nation’s largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman’s son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide.