Broker Assistant, Wholesale ProExec

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks and ensuring compliance with regulations. This role contributes to the seamless functioning of daily operations and facilitates effective communication within the brokerage 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

• Bachelor's degree- Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered
• Ability to multi-task, communicative effectively and work in a very past paced, high performing team environment
• Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment
• 1+ years of Commercial insurance experience
• Experience within ProExec lines of business a major plus

Benefits

• Paid time off for company holidays, vacation, sick and personal days
• Paid parental leave
• Mental health services
• Bonuses and benefits for full-time roles
• Reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law

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