Kaufman Financial Group

About Kaufman Financial Group

: Responsibilities: When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Assistant Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our team! Service a book of business under the direct supervision of an underwriter Log applications, prepare binders, and process policies and endorsements Bind risk, post the invoice and process technical data Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for underwriter approval Assist with new business development Order and follow up on inspections and handle endorsement requests and referrals for the underwriter Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file Qualifications: Bachelor’s degree or equivalent combination of education and work experience Insurance experience in underwriting and/or brokerage support with excess & surplus lines preferred Sales & marketing experience preferred Be technologically savvy and data driven Compensation Package: Competitive base compensation Health benefits & 401K with employer match Employer paid continuing education courses and designations Many opportunities for career advancement This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement, and desire to develop relationships while growing a book of business. 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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