Broker Assistant, Wholesale Insurance
Ryan Specialty
full-time
Posted on:
Location Type: Office
Location: Jupiter • California • Florida • United States
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Salary
💰 $25 - $31 per hour
Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
brokerage operationsdocument preparationrecord-keepingcompliance reportingcustomer serviceoperational risk managementadministrative supportclient information managementtransaction documentationmulti-tasking
Soft Skills
effective communicationteam collaborationorganizational skillsadaptabilityproblem-solvingattention to detailtime managementcustomer focusinterpersonal skillsinitiative
Certifications
Bachelor's degreeProperty & Casualty license