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About the Role
The Broker Assistant provides operational and administrative support to a Professional & Executive Liability brokerage team, ensuring accurate and timely processing of insurance transactions. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and servicing activities. It's an excellent opportunity for a recent graduate or early-career professional to build a career in specialty insurance and wholesale brokerage through hands-on training and mentorship.
Responsibilities
- Support the day-to-day servicing and administration of Professional & Executive Liability accounts.
- Assist brokers with quoting, quote issuance, binder preparation, policy processing, endorsements, and account documentation.
- Review policies, endorsements, binders, and related insurance documents for accuracy and completeness.
- Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
- Maintain accurate client, policy, and transaction information within agency management and document management systems.
- Organize and maintain account files, ensuring documentation is complete and compliant.
- Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders professionally and promptly.
- Assist with renewal activities, policy servicing, and other account management functions.
- Collaborate with brokers and internal teams to support successful account execution and client service.
- Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, and Outlook.
- Support process improvement initiatives and assist with special projects.
- Participate in professional development opportunities, industry events, networking functions, and relationship-building activities.
Requirements
- Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
- Active Property & Casualty license or willingness to obtain within the first 90 days of employment.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office applications, including Excel and Outlook.
- Demonstrated initiative, professionalism, curiosity, and a desire to build a career in the insurance industry.
- Internship, coursework, or professional experience in insurance, underwriting, brokerage, financial services, sales, customer service, account management, or related fields.
- Exposure to Professional & Executive Liability, specialty insurance, or wholesale brokerage.
- Familiarity with AIM, ImageRight, agency management systems, or other insurance technology platforms.
- Experience utilizing AI-powered productivity tools such as Microsoft Copilot, Claude, ChatGPT, or similar solutions.
Skills
- Microsoft Office Suite (Excel, Outlook)
- Agency Management Systems (AIM, ImageRight)
- AI-powered productivity tools
Location
- New York City
- Chicago
- Atlanta
- San Francisco
Work Type
- In-office
- Full-time
Experience Level
- Early-career professional
- Recent college graduate
Education Level
- Bachelor's degree
Salary/Compensations
- $25.00 - $31.25 per hour
Benefits
- Paid time off (holidays, vacation, sick, personal days)
- Paid parental leave
- Mental health services
- Comprehensive and best-in-class benefits package
- Eligible for bonuses and benefits (full-time roles)
About the Company
- RT Specialty is a leading wholesale distributor of specialty insurance products and services, a division of Ryan Specialty.
- Our experienced brokers specialize in property, casualty, professional lines, transportation, and workers’ compensation, providing creative solutions to retail brokerage firms.
- We define ourselves through superior execution on behalf of our clients, establishing us as an industry leader.
Equal Opportunity
- Ryan Specialty is an Equal Opportunity Employer committed to building and sustaining a diverse workforce.
- We foster an inclusive and equitable workplace where all employees are valued for their performance and contributions.
- We embrace differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and other characteristics that bring varied perspectives and add value.
- This policy extends to all aspects of employment practices, including recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
- We provide reasonable accommodations for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.