Broker Assistant

Position Summary

RT Specialty (Ryan Specialty’s wholesale brokerage division) is a leading distributor of specialty insurance solutions, offering deep expertise in complex and high‑severity risks. Our brokers deliver highly specialized market knowledge, strong carrier relationships, and innovative solutions tailored to clients’ unique needs. We operate with speed, precision, and a commitment to exceptional service.

About the Pro Exec Team:
The Pro Exec (Professional & Executive Lines) team focuses on management liability, professional liability, cyber, and other executive risk products. This group partners closely with retail brokers to deliver sophisticated, timely, and client‑centric solutions. As part of this fast‑moving team, you’ll support broker operations that enable seamless placement of high‑priority, specialized accounts.

Position Summary:

The Broker Assistant provides critical operational, administrative, and transactional support to the Pro Exec brokerage team. This role ensures smooth day‑to‑day workflow, accurate documentation, regulatory compliance, and effective internal communication. Working closely with brokers, the Broker Assistant helps move submissions, renewals, and transactions to timely completion by managing paperwork, updating systems, and coordinating with cross‑functional teams.

What will your job entail?

Operational & Administrative Support

• Execute and coordinate daily brokerage operations to support brokers and Pro Exec workflows.
• Prepare submission materials, documents, cover letters, and renewal packets to support marketing efforts.
• Handle administrative tasks such as filing, printing, organizing, and archiving documents.

Data & Documentation Management

• Enter, update, and maintain client and account information accurately across required systems and platforms.
• Maintain organized records of accounts, transactions, and documentation in compliance with regulatory and internal requirements.
• Support preparation of operational or compliance reporting as needed.

Client Service & Communication

• Respond to broker inquiries via phone, email, chat, or in person with accuracy and professionalism.
• Coordinate with internal departments—including finance, compliance, and risk management—to meet business requirements and resolve issues.

Compliance, Risk & Process Improvement

• Follow regulatory requirements and internal policies in all documentation and workflows.
• Assist in identifying potential operational risks and partner with risk teams to implement controls or procedural enhancements.
• Support process improvement initiatives that increase team efficiency and operational accuracy.

General Support

• Provide ad hoc assistance to brokers and the Pro Exec team as needed to ensure smooth business operations.

Requirements
Work Experience

• 1+ years of experience in insurance, underwriting, brokerage operations, or related fields preferred

Education

• Bachelor’s degree required.
• Preferred fields:
  Business Administration, Sales, Risk Management, or related disciplines.
• Equivalent work experience may be considered.

Licenses & Certifications

• Required: Ability to obtain state Property & Casualty (P&C) and/or surplus lines licenses as prescribed.
• Preferred: No additional licenses required.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.

This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

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