Entry-Level Insurance Brokerage Assistant — Hybrid

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

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.