Production Assocaite

Ryan Specialty • Madison, WI

1d • $23 - $29

About The Position

The Brokerage Operations Coordinator provides operational support to the brokerage team by handling day-to-day tasks, helping ensure smooth operations and regulatory compliance, and facilitating communication within the team. The role works closely with brokers to help complete transactions on time by processing paperwork and coordinating with other departments.

The position supports the preparation and organization of documents, maintenance of client and transaction records, customer service, compliance reporting, and operational risk controls. It also assists with brokerage procedures and ad hoc team requests.

Requirements

• 0 or more years of experience in the insurance industry or underwriting.
• Bachelor’s degree required; a degree in any related discipline or commensurate work experience may also be considered.
• Minimum requirements for state property and casualty and/or surplus lines licenses.

Nice To Haves

• Bachelor’s degree in Business Administration, Sales, or Risk Management.
• State property and casualty and/or surplus lines licenses are preferred, though the posting lists no preferred certifications.

Responsibilities

• Assist with and coordinate day-to-day brokerage operations and support the implementation and improvement of operational procedures.
• Coordinate with brokers to prepare documents and cover letters for marketing renewal business, and provide administrative support with filing, printing, and archiving.
• Accurately administer and update new and existing client information in required systems.
• Maintain accurate, organized records of client accounts, transactions, and related documentation, ensuring compliance with record-keeping regulations.
• Answer broker requests and questions by telephone, email, chat, or in person.
• Contribute to compliance reports related to brokerage operations and collaborate with broker and finance teams on business requirements.
• Follow regulatory requirements and internal policies and assist with preparing compliance reports.
• Help identify and mitigate operational risks and collaborate with risk management teams to implement controls.
• Support the brokerage team with ad hoc tasks and requests.

Benefits

• Paid time off for company holidays, vacation, sick, and personal days.
• Paid parental leave.
• Mental health services.
• Benefits package intended to support employees’ and family members’ physical, financial, and emotional well-being.
• Full-time roles are eligible for bonuses and benefits.

What This Job Offers

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