Broker Assistant

Burns & Wilcox is a company that specializes in unique insurance coverage solutions. They are seeking a Broker Assistant to support Brokers with various job functions and help drive new business while developing relationships in the industry.

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

Skills

• 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

• 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 Overview