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High Net Worth Specialist

Company name
Burns & Wilcox Ltd.

San Diego, CA

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Responsibilities Establish and manage relationships with retail agents and brokers in the California\u00a0territory, including marketing to drive new high net worth business Deliver high quality service and develop solutions for high net worth clients in the admitted and non-admitted markets Determine unmet market needs and available high net worth business to create programs unique to Burns & Wilcox Underwrite new and renewal business for insurance company partners based on underwriting authority and contract guidelines Closely partner with the appropriate insurance markets to develop productive relationships that will ensure a profitable growth strategy is in place Demonstrate an interest in obtaining professional designations, including the CPRIA Mentor and train Assistant Underwriters, as needed Qualifications Bachelor\u2019s degree or equivalent combination of education and experience Minimum 3 years of personal insurance underwriting, marketing or claims experience High net worth experience in underwriting and\/or marketing required Understanding of retail agencies and broker channels; expertise in carrier systems and\/or carrier contracts CPCU, ASLI, CIC or comparable designations preferred Compensation: 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\u2019s 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\u2019s 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.\u00a0

Company info

Burns & Wilcox Ltd.
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Company Profile
Burns & Wilcox, the Kaufman Financial Group’s flagship organization, is North America’s leading independent wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. In addition to its more than 50 offices across the U.S. and Canada, Burns & Wilcox provides clients with a range of highly-skilled services through its Centers of Excellence. The centers offer in-house industry leadership across an array of insurance verticals: Environmental Recreation Marine High Net Worth Professional Transportation Excess Casualty The company also includes Burns & Wilcox Brokerage, a distinct business unit exclusively focused on wholesale brokerage. The team of brokerage experts delivers comprehensive solutions founded in quality outcomes, precision, agility and knowledge-based results. There are inherent risks with every business, in every city, throughout the world. But there is no other wholesale broker or underwriting manager that can match the drive and passion of Burns & Wilcox in delivering the most highly specialized global insurance solutions.

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