Assistant Broker Assistant Broker …

Afirm Solutions
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Afirm Solutions
in San Francisco, CA, United States
Permanent, Full time
Be the first to apply
Assistant Broker
Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Broker Assistant Location US-CA-San Francisco Category Broker Job Type Regular Full-Time Company Burns & Wilcox Brokerage ID 2020-5317 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 binders
  • Responsible for the handling of account invoicing
  • Responsible for conducting quality control review on policies, endorsements and audits
  • Bachelor’s degree preferred or equivalent combination of education and experience
  • Minimum 1-2 years of experience in the insurance industry; preferably within excess and surplus
  • B2B sales experience
  • Strong sales and marketing skills a must, business acumen, interest in continued education and professional development  
  • Property & Casualty license preferred


  • Competitive base compensation and opportunity for bonus
  • Health benefits & 401K with employer match
  • Paid vacation, sick time, and holidays
  • Employer paid professional development, including continuing education courses, designations, certification, and licenses
  • Opportunities for career advancement 
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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