Top 3 Associate broker Jobs in San Ramon, Ca

Associate Broker
Burns & Wilcox —San Ramon, CA
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Wellness program
- Paid holidays
9h
Senior Operations Associate — Broker-Dealer & RIA
Frec Markets, Inc. —San Francisco, CA
- $150,000 - $180,000 a year
- Full-time
- Microsoft Excel
- SQL
- Senior level
- Dental insurance
- 401(k)
Senior Associate (Retail Broker)
Colliers International —Oakland, CA
- Writing skills
- Real Estate License
- US work authorization
- Paid parental leave
- AD&D insurance

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Senior Operations Associate — Broker-Dealer & RIA
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Wealth Management Client Service Associate
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Bachelor’s degree or equivalent professional experience in business, finance, economics, communications, operations, or a related field.
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associate broker jobs near san ramon, ca

Associate Broker

Burns & Wilcox -
San Ramon, CA

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Job Details

Full-time
9 hours ago

Benefits

Wellness program
Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Insurance needs analysis
Business development management
Contract management
Pricing
Financial sales
Customer relationship building
Client rapport building
Mid-level
Marketing management
Bachelor's degree
Sales quoting
Contractual compliance checks
Client retention
Coordinating with insurance clients
Sales development
Business development within finance
Financial needs assessment
Client acquisition
Meeting or exceeding sales goals
Insurance for risk management
Insurance sales
2 years
Market development strategies
Terms and conditions negotiation

Full Job Description

When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as an Associate Broker. The Associate Broker will support Brokers with all job functions to learn the industry, business, and job responsibilities necessary for future growth as a Broker. Serving as in intermediary between the Retailer and the Insurance Company, they market, identify, solicit, and arrange appropriate insurance coverage for clients. The Associate Broker will drive new business to assist Brokers in meeting or exceeding production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox.

Responsibilities:

Produce income by brokering specialty Property lines of insurance
Cultivate and maintain excellent client and agent relationships
Develop solutions for individual risk placement as well as program business development
Promote new business and/or renewal business to achieve production and market criteria
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their standards
Seek opportunities to access new insurance markets and products, negotiating the best terms and coverages available
Prepare submissions for markets and secure quotes
Supervise execution of company underwriting guidelines, corporate policy and procedures, and compliance with contract terms
Assist broker with meeting or exceeding production goals as assigned by BWB
Define and monitor successful sales and marketing strategies in cooperation with senior management

Qualifications:

Qualifications:

2+ years of experience in the insurance industry
Bachelor’s degree or equivalent combination of education and experience
Insurance license is preferred
Solid coverage, terms, conditions, and pricing knowledge, plus current knowledge of market and industry issues
Technologically savvy and data driven
Ability to perform tasks in a stationary position throughout working hours
Travel when necessary in order to foster strong client relationships

Benefits

Competitive base compensation ranging from $75-95k plus highly lucrative incentive bonus plan
Employer paid continuing education courses and designations via access to Kaufman Institute
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Access to Kaufman Wellness Program
Flexible and hybrid work options

About Our Company:

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.

#LI-CN1

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associate broker jobs in san ramon, ca

Associate Broker

Senior Operations Associate — Broker-Dealer & RIA

Senior Associate (Retail Broker)

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