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.

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

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