Onsite Broker Assistant, Wholesale Insurance

Posted 2 days ago

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About the role

  • Broker Assistant providing operational support to brokerage teams at Ryan Specialty. Handling day-to-day tasks and compliance for a leading distributor of specialty insurance products.

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.

Requirements

  • Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred
  • 1-2 years of experience in the insurance field
  • Commercial insurance experience working within real estate and hospitality accounts a major plus
  • Ability to multi-task, communicative effectively and work in a very past paced, high performing team environment
  • Highly Preferred: Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment

Benefits

  • Paid time off for company holidays, vacation, sick and personal days
  • Paid parental leave
  • Mental health services
  • Comprehensive benefits package

Job title

Broker Assistant, Wholesale Insurance

Job type

Experience level

Junior

Salary

$25 - $31 per hour

Degree requirement

Bachelor's Degree

Location requirements

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