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