Assistant Broker

H.W. Kaufman Financial Group Inc; San Ramon (CA); Hybrid; USD 66,000 - 80,000; Full time

Job summary

A prominent brokerage under the H.W. Kaufman Group seeking qualified individuals for account management and sales roles. The position offers a competitive salary package, professional development opportunities, and a flexible work environment while focusing on customer success and compliance.

Benefits

Flexible and Hybrid Work Arrangements

Employer-Paid Professional Development

Health Benefits Including Medical, Vision, and Dental

401K with Employer Match

Paid Vacation, Sick Leave, and Holidays

Qualifications

• Experience in B2B sales is required.
• Insurance license preferred.

Responsibilities

• Enter new business submissions into the operating system.
• Prepare coverage and pricing specifications for marketing.
• Communicate with customers about account information.

Skills

Sales and Marketing Skills

Business Acumen

Professional Development Interest

Education

Bachelor’s Degree or Equivalent Experience

Job description

At Burns & Wilcox Brokerage, founded in 2012, we aim to attract and retain top brokerage talent while expanding our national presence. As part of the H.W. Kaufman Group, we provide comprehensive solutions for complex risks across categories like Property, Casualty, Professional, and Management Liability. Our goal is to deliver swift, consistent, and effective national solutions for challenging risk placements, focusing on client success as our measure of achievement.

Responsibilities

• Enter new business submissions into the operating system for clearance.
• Verify licensing and compliance requirements for accounts.
• Follow up with retailers for additional information.
• Prepare coverage and pricing specifications for marketing to carriers.
• Market to designated markets as instructed by the Broker.
• Communicate with customers regarding account information requests, declinations, quotes, and follow-ups.
• Ensure compliance with company policies and procedures in account servicing.
• Complete assignments independently with initiative.
• Review endorsements and audits for accuracy.
• Handle non-routine and complex issues with support as needed.
• Manage binders and account invoicing.
• Conduct quality control reviews on policies, endorsements, and audits.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• Experience in B2B sales.
• Strong sales and marketing skills, business acumen, and interest in professional development.
• Insurance license preferred.

Compensation Package:

• Base salary between $66-80k plus lucrative incentive bonuses.
• Flexible and hybrid work arrangements.
• Employer-paid professional development including insurance education, designations, and licenses.
• Access to Kaufman Institute, the corporate university of H.W. Kaufman Group.
• Health benefits including medical, vision, and dental.
• 401K with employer match.
• Paid vacation, sick leave, and holidays.

About Our Company

Equal Opportunity Employer

We are committed to equal employment opportunities, making decisions based on business needs, qualifications, and without regard to race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation, or genetic information.