H.W. Kaufman Group

  • Broker Assistant

    Location US-AZ-Scottsdale
    Job Type
    Regular Full-Time
  • BWU_MonsterHeader_20150901_blue


    • 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
    • B2B sales experience
    • Strong sales and marketing skills a must, business acumen, interest in continued education and professional development  
    • Insurance license preferred


    • Competitive base compensation & highly lucrative sales incentive bonus plan
    • Health benefits & 401K with employer match
    • Employer paid continuing education courses and designations
    • Many 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.


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