H.W. Kaufman Group

Broker Assistant

H.W. Kaufman Group  •  $55k/yr  •  Chicago, IL (Onsite)  •  1 month ago
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Job Description

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

Qualifications

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

Compensation Package:

  • 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

About Our Company

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.

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.

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H.W. Kaufman Group

About H.W. Kaufman Group

At H.W. Kaufman Group, we are committed to providing unsurpassed service to insurance brokers, agents and carriers. Our mission is to make the lives of our broker and agent partners easier and more successful. We are fully dedicated to serving their unique challenges by providing access to coverage for difficult risks requiring innovative solutions on a regional, national, and international basis.

Each of the distinct companies in Kaufman benefits from being a part of our global network. That collective connection allows us to better judge risk and provide the highest level of service to our clients and partners.

More than 2,000 dedicated professionals worldwide constitute Kaufman's global network. We currently have an extensive network of over 60 offices across the globe dedicated to conducting business with the highest degree of integrity. And we are still growing – both domestically and internationally.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Farmington Hills, MI
Year Founded
1969
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