Broker Assistant

Burns & Wilcox Brokerage is focused on attracting top brokerage talent while expanding its national presence. The Broker Assistant will support the brokerage team by entering submissions, verifying compliance, marketing accounts, and ensuring quality control on policies.ResponsibilitiesEnter 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 auditsSkillsBachelor'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 developmentInsurance license preferredBenefitsFlexible 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 holidaysCompany OverviewThe flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. It was founded in 1969, and is headquartered in Farmington Hills, Michigan, USA, with a workforce of 1001-5000 employees. Its website is https://www.burnsandwilcox.com/.



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