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Broker Assistant

Burns & Wilcox -
Chicago, IL

Job Details

Full-time
$55,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Managing customer accounts
Pricing
Account maintenance
Mid-level
Quality control audit
Managing client accounts
Client invoicing
Quality assurance audits
Bachelor's degree
Sales quoting
Quality audits
Handling account queries
Sales follow-up
Marketing
Account opening

Full 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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