Broker Assistant, Wholesale Insurance

Phoenix, NM - USA

Hourly Salary: $ 21 - 26

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Position Summary

RT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property casualty professional lines transportation and workers compensation providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients which has established us as a leader in the industry.

As an independent wholesale broker we are a critical intermediary in the distribution channel from insurance carriers and retail brokers.

The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations ensures compliance with regulations and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.

This role is 100% on site in our Phoenix AZ office.

What will your job entail

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.

What will you bring

Bachelors degree required; Business Administration Sales and Risk Management preferred. Any other related discipline or commensurate work experience considered.

Licenses and Certifications:

Preferred: Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the 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 expressionsexual orientation and many other characteristics bring together varied perspectives and add value to the service we provide our clients trading partnersand 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.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them and their family members achieve their physical financial and emotional well-being addition to paid time off for company holidays vacation sick and personal days Ryan offers paid parental leave mental health services and more.

The target hourly rate range for this position is $21.00 - $26.45 per hour.

The wage range for this role considers many factors such as training transferable skills work experience licensure and certification business needs and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards visit our website provide individuals with disabilities 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. Please contact us to request an accommodation at

The above is intended to describe this jobs general requirements. It is not to be construed as an exhaustive statement of duties responsibilities or physical requirements. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Required Experience:

Junior IC

Position SummaryRT Specialty is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property casualty professional lines transportation and workers compensation providing creative solutions to retail brokerage firms. We define ours...

Position Summary

What will your job entail

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.

What will you bring

Bachelors degree required; Business Administration Sales and Risk Management preferred. Any other related discipline or commensurate work experience considered.

Licenses and Certifications: