Broker Assistant

Burns & WilcoxChicago, IL
$55,000Hybrid

About The Position

Burns & Wilcox is the nation's largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman’s son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide.

Requirements

  • Bachelor’s degree preferred or equivalent combination of education and experience
  • Insurance license preferred

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 account invoicing
  • Responsible for conducting quality control review on policies, endorsements and audits

Benefits

  • Base Salary at $55k and performance bonus
  • Flexible and hyrbid 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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