Jobs at H.W. Kaufman Financial Group, Inc.

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.

Leads the Woodland Hills and downtown Los Angeles offices, overseeing sales, underwriting, operations, profitability, staffing, talent development, compliance, and client and carrier relationships. Develops growth and retention strategies, manages profit and loss, drives sales and marketing performance, and ensures consistent execution of underwriting guidelines and business processes.

Manage personal lines underwriting, including risk evaluation, classification, rating, new and renewal business, policy compliance, and portfolio performance. Lead and develop underwriting staff, monitor loss and retention metrics, build client and carrier relationships, support sales and marketing activities, contribute to strategic planning, and ensure expertise across assigned business classes.

Build AI-enabled applications, automations, integrations, data workflows, and prototypes across Salesforce, MuleSoft, .NET, RPA, and enterprise platforms. Partner with business and IT stakeholders to identify opportunities, validate measurable value, assess AI and architectural risks, and deliver supportable solutions. Document designs, dependencies, prompts, limitations, runbooks, and handoffs while contributing to exploratory engagements and recommending pivots when initiatives lack value.

Supports London-based commercial and personal lines insurance operations by managing contract and policy entries, forms, endorsements, filing systems, compliance queries, audits, file inspections, exposure reporting, and ad hoc reporting. The role requires accurate data management, coordination across teams, regulatory compliance support, and responsiveness to operational system queries.

Manage insurance claims and litigation involving bodily injury, property damage, professional liability, and D&O matters. Investigate liability and coverage issues, adjust reserves, evaluate settlements, prepare reservation of rights and declination letters, and attend mediations and settlement conferences. Provide legal guidance and customer service to policyholders, claimants, business partners, and internal teams while supporting claims operations.