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About the Role

The Broker Assistant provides operational support to the brokerage team, handling day-to-day tasks efficiently. This role ensures seamless daily operations, compliance with regulations, and effective communication within the team. The assistant collaborates with brokers to complete transactions promptly by processing paperwork and coordinating with other departments.

Responsibilities

• Assist in executing and coordinating day-to-day brokerage operations and support the implementation and improvement of operational procedures
• Coordinate with brokers to prepare documents and cover letters for marketing renewal business
• Provide administrative support in filing, printing, and archiving documents
• Administer and update new and current client information accurately in all required systems
• Maintain accurate and organized records of client accounts, transactions, and relevant documentation
• Ensure compliance with record-keeping regulations
• Perform customer service functions by answering broker requests and questions via telephone, email, chat, or in person
• Contribute to the preparation of compliance reports related to brokerage operations
• Collaborate across broker and finance teams on business requirements
• Adhere to regulatory requirements and internal policies
• Assist in identifying and mitigating operational risks
• Collaborate with risk management teams to implement controls
• Support the Brokerage team with ad hoc tasks and requests

Requirements

• Ability to multi-task
• Communicate effectively
• Work in a fast-paced, high-performing team environment
• Active Property & Casualty license or willingness to obtain within the first 45 days of employment (Highly Preferred)
• 1+ years of Commercial insurance experience (Highly Preferred)

Skills

• Multi-tasking
• Effective communication
• Organizational skills
• Attention to detail
• Collaboration
• Risk management
• Customer service
• Property & Casualty license

Location

• Atlanta
• San Francisco
• Boca Raton
• Phoenix
• St. Louis

Work Type

• Full-time

Experience Level

• 1+ years of Commercial insurance experience

Education Level

• Bachelor’s degree required
• Bachelor's degree in Business Administration, Sales, or Risk Management preferred

Salary/Compensations

• $25.00 - $31.25 per hour

Benefits

• Comprehensive and best-in-class benefits package
• Paid time off for company holidays
• Vacation days
• Sick days
• Personal days
• Paid parental leave
• Mental health services
• Bonuses (for full-time roles)

About the Company

• RT Specialty is a leading wholesale distributor of specialty insurance products and services, providing creative solutions to retail brokerage firms.
• As an independent wholesale broker, RT Specialty serves as a critical intermediary between insurance carriers and retail brokers.
• Ryan Specialty, a multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, is home to some of the brightest talent in the insurance industry, providing innovative solutions for insurance brokers, agents, and carriers.

Equal Opportunity

• Ryan Specialty is an Equal Opportunity Employer, committed to building and sustaining a diverse workforce.
• The company fosters an inclusive and equitable workplace where all employees are valued and evaluated on performance and contributions.
• Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and other characteristics are valued for bringing varied perspectives and adding value.
• This policy extends to all employment practices, including recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
• Reasonable accommodations are provided to individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other employment benefits and privileges in accordance with applicable law.