Broker Assistant

Ryan Specialty • Dallas, TX

2d • $21 - $26

About The Position

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 ProExec Team: The ProExec (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 ProExec 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.

Requirements

• 1+ years of experience in insurance, underwriting, brokerage operations, or related fields preferred
• Bachelor’s degree required.
• Ability to obtain state Property & Casualty (P&C) and/or surplus lines licenses as prescribed.

Nice To Haves

• Preferred: No additional licenses required.
• Preferred fields: Business Administration, Sales, Risk Management, or related disciplines.
• Equivalent work experience may be considered.

Responsibilities

• Execute and coordinate daily brokerage operations to support brokers and ProExec 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.
• 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.
• 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.
• 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.
• Provide ad hoc assistance to brokers and the ProExec team as needed to ensure smooth business operations.

Benefits

• In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
• For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.
• We 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 [email protected]

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level