Associate Broker

H.W. Kaufman Group; San Ramon (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health and welfare benefits including:

401K with employer match

Paid vacation, sick time, and holidays

Kaufman Wellness Program

Flexible and hybrid work options

Job summary

Burns & Wilcox, the flagship organization of H.W. Kaufman Group, seeks an experienced broker to grow income by placing specialty Property lines and developing client relationships in a hybrid work setting.

The role emphasizes market access, program development, and achieving production targets with support from Kaufman Institute and comprehensive benefits.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Insurance license is preferred.
• Solid coverage, terms, conditions, and pricing knowledge, plus current knowledge of market and industry issues.
• Technologically savvy and data driven

Responsibilities

• Produce income by brokering specialty Property lines of insurance.
• Cultivate and maintain excellent client and agent relationships.
• Develop solutions for individual risk placement as well as program business development.
• Promote new business and/or renewal business to achieve production and market criteria.
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their standards.
• Seek opportunities to access new insurance markets and products, negotiating the best terms and coverages available.
• Prepare submissions for markets and secure quotes.
• Supervise execution of company underwriting guidelines, corporate policy and procedures, and compliance with contract terms.
• Assist broker with meeting or exceeding production goals as assigned by BWB.
• Define and monitor successful sales and marketing strategies in cooperation with senior management

Skills

Insurance industry experience

Tech savvy

Data driven

Travel willingness

Education

Bachelor’s degree or equivalent

Insurance license preferred

Job description

• Produce income by brokering specialty Property lines of insurance
• Cultivate and maintain excellent client and agent relationships
• Develop solutions for individual risk placement as well as program business development
• Promote new business and/or renewal business to achieve production and market criteria
• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their standards
• Seek opportunities to access new insurance markets and products, negotiating the best terms and coverages available
• Prepare submissions for markets and secure quotes
• Supervise execution of company underwriting guidelines, corporate policy and procedures, and compliance with contract terms
• Assist broker with meeting or exceeding production goals as assigned by BWB
• Define and monitor successful sales and marketing strategies in cooperation with senior management

Qualifications

• 2+ years of experience in the insurance industry
• Bachelor’s degree or equivalent combination of education and experience
• Insurance license is preferred
• Solid coverage, terms, conditions, and pricing knowledge, plus current knowledge of market and industry issues
• Technologically savvy and data driven
• Ability to perform tasks in a stationary position throughout working hours
• Travel when necessary in order to foster strong client relationships
• Competitive base compensation ranging from $75-90k plus highly lucrative incentive bonus plan
• Employer paid continuing education courses and designations via access to Kaufman Institute
• Health and welfare benefits including medical, vision and dental
• 401K with employer match
• Paid vacation, sick time, and holidays
• Access to Kaufman Wellness Program
• Flexible and hybrid work options

Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America’s leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.

Equal Opportunity Employer

The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.