Brokerage Assistant

Ryan Specialty is a company focused on providing operational support to the brokerage team. The Brokerage Assistant role involves handling day-to-day operational tasks, ensuring compliance, and facilitating effective communication within the team.

Responsibilities

• Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures
• Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents
• Administers and updates new and current client information in all required systems accurately
• Maintains accurate and organized records of client accounts, transactions, and other relevant documentation and ensures compliance with record-keeping regulations
• Performs customer service functions by answering broker requests and questions by telephone, email, chat, or in person
• Contributes to the preparation of compliance reports related to brokerage operations and collaborates across broker and finance teams on business requirements
• Adheres to regulatory requirements and internal policies and assists in the preparation of compliance reports
• Assists in identifying and mitigating operational risks and collaborates with risk management teams to implement controls
• Supports the Brokerage team with any ad hoc tasks and requests

Skills

• Less than 1 year of experience in the Insurance industry or Underwriting
• Bachelor's degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered
• Minimum requirements for state P&C and/or surplus line licenses

Benefits

• Paid time off for company holidays
• Vacation
• Sick and personal days
• Paid parental leave
• Mental health services

Company Overview