H.W. Kaufman Financial Group, Inc. Benefits Overview

Leads growth, profitability, operations, and performance across five Northeast insurance offices. Oversees management, underwriting, broker production, sales, staffing, succession planning, budgets, P&L, compliance, and client and carrier relationships. Develops regional business plans, strengthens sales capabilities, monitors market trends, and ensures consistent service and operational execution. Requires substantial insurance sales leadership, multi-line underwriting or production experience, multi-location management, and travel.

Manages personal lines underwriting, including risk evaluation, classification, pricing, policy compliance, new and renewal business, and portfolio performance. Leads and develops underwriting staff, monitors loss and retention metrics, builds relationships with brokers and carriers, supports sales and marketing activities, and contributes to strategic planning. Requires insurance underwriting and sales leadership experience, a P&C license, and strong client and team-management skills.

Lead and oversee the Charleston insurance office, driving profitability, growth, retention, sales, underwriting quality, and operational consistency. Manage underwriter and broker producers plus support staff; recruit, develop, mentor, and retain talent; oversee P&L; manage agent, carrier, and client relationships; execute sales and marketing strategies; ensure compliance; and build and manage a commercial or personal lines book of business, including rating, quoting, and binding complex risks.