Kaufman Financial Group San Francisco , CA 94118
Posted 4 days ago
Responsibilities
The Associate Manager, National Relationships, provides support to the VP of National Relationships. Together, they oversee the management of Burns & Wilcox's National Retail Partners and ensure company's continued growth through solid relationships within the industry. This is a great opportunity for anyone who enjoys building and establishing relationships with clients through marketing.
Help identify dormant and new business opportunities within B & W's national agency partners
Educate clients on B&W's capabilities and incentives
Work with producers to help introduce and drive opportunities in regional and local agencies
Meet weekly, monthly, and quarterly goals in new business sales
Manage work flow with producers making sure diligent follow ups are taking place
Creating a sales pipeline for each broker getting leads and attending meetings
Utilize outbound calls to set up appointments for production staff
Attend Regional and Local sponsored events of agency partners as assigned
Track and report on activity, successes, and challenges faced biweekly
Conducts effective negotiations within field of expertise/authority level
Identifies areas where the team can extend partnership with clients beyond current project(s)
Stay abreast of news and updates regarding national agency partners
Qualifications
Bachelor's degree or equivalent combination of education and experience
Minimum 5 years of insurance industry experience; excess & surplus experience preferred
Demonstrated proficiency in sales and marketing
Ability to travel 35-40%
Client centric and demonstrated ability to collaborate, build, and maintain relationships
Proven organization skills and ability with a strong attention to detail
Possesses the ability to deliver presentations in a professional manner
Insurance license, CPCU, CIC or comparable designations preferred
Compensation:
Compensation up to $150k for the right candidate
Flexible, hybrid, and remote work options available
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Access to Kaufman Institute, H.W. Kaufman Group's corporate university
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.
Kaufman Financial Group