Broker Assistant

Burns & Wilcox; San Ramon (CA); Hybrid; USD 66,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Incentive bonus plan

Flexible work options

Employer paid professional development

Health benefits

401K with employer match

Paid vacation, sick time, and holidays

Job summary

A leading insurance brokerage firm located in San Ramon, California is seeking an entry-level individual for a full-time Business Development role. This position offers a competitive base salary between $66,000 and $75,000 annually, along with an attractive incentive bonus plan. Responsibilities include managing new business submissions, ensuring compliance, and marketing to designated markets. The ideal candidate has strong sales and marketing skills, with a bachelor's degree preferred. Hybrid work options and professional development opportunities are also provided.

Qualifications

• Bachelor’s degree preferred or equivalent combination of education and experience.
• Strong sales and marketing skills a must.
• Insurance license preferred.

Responsibilities

• Enter all new business submission into the operating system.
• Verify licensing and compliance requirements for accounts.
• Follow up for information requests with retailers.
• Prepare specifications of coverage and pricing.
• Responsible for marketing to designated markets.
• Communicate primarily on account information requests.
• Ensure compliance with company’s policies.
• Complete assignments independently.
• Process and review accuracy of endorsements.
• Handle binders and invoicing.
• Conduct quality control reviews on policies.

Skills

Sales skills

Marketing skills

Business acumen

Communication skills

Education

Bachelor’s degree or equivalent experience

Job description

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Direct message the job poster from Burns & Wilcox

At Burns & Wilcox Brokerage, founded in 2012, we have embarked on a mission to attract and retain the best brokerage talent the market has to offer while expanding the national scope, depth, and presence of the Burns & Wilcox brokerage business. Burns & Wilcox Brokerage, an H.W. Kaufman Group company, offers comprehensive solutions and expertise for difficult to place risks in a wide variety of categories including Property, Casualty, Professional, and Management Liability placements. Our priority is to deliver national solutions for complex risk placements with rapid response, consistency, and performance. Our success is defined by what we achieve on behalf of our clients. If Burns & Wilcox Brokerage helps you succeed, then our quest for profitable growth will take care of itself. It’s that simple.

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

Qualifications

• Bachelor’s degree preferred or equivalent combination of education and experience
• Strong sales and marketing skills a must, business acumen, interest in continued education and professional development
• Insurance license preferred

Compensation Package

• Competitive base compensation ranging from $66-75k annually and highly lucrative incentive bonus plan
• 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

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, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Seniority level

Entry level

Employment type

Full-time

Job function

Business Development

Industries

Insurance Agencies and Brokerages