Senior Broker Assistant- ProExec
About The Position
RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. We are seeking a highly organized and detail-oriented Senior Brokerage Operations Coordinator to support our Professional and Executive Liability (ProExec) team. This role is ideal for someone who enjoys being the operational backbone of a fast-paced brokerage environment and takes pride in keeping processes moving efficiently behind the scenes. The successful candidate will support the entire ProExec team by managing a variety of operational tasks, coordinating documentation, assisting with quoting activities, handling surplus lines processes, resolving accounting-related issues, and ensuring seamless service for brokers and clients. This position offers a unique opportunity for someone who understands the insurance industry and enjoys operations, coordination, and customer service, but is not interested in pursuing a producer, sales, or marketing career path. We are also open to candidates with strong customer service, administrative, and organizational experience who thrive in a high-volume environment and are eager to build their insurance knowledge.
Requirements
- Insurance industry experience, brokerage experience, underwriting support experience, or related insurance operations experience OR Significant customer service, administrative, operations, or coordination experience in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and competing priorities efficiently.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
- Strong problem-solving skills and a customer-focused mindset.
- Ability to work independently while supporting a collaborative team environment.
Nice To Haves
- Experience working for an insurance carrier, brokerage, agency, MGA, or wholesale brokerage.
- Understanding of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals.
- Experience supporting commercial insurance operations.
- Bachelor's degree in Business, Risk Management, Insurance, or a related discipline.
- Knowledge of surplus lines procedures and documentation.
- Experience handling policy servicing, documentation management, or insurance account support activities.
Responsibilities
- Provide operational support to brokers and team members across the Professional & Executive Liability practice.
- Prepare and maintain insurance documentation, correspondence, and account records.
- Assist with quoting activities and presentation of quote materials to brokers.
- Obtain and process loss runs, policy documents, and underwriting information.
- Support surplus lines filings and documentation requirements.
- Research and help resolve accounting and policy servicing issues.
- Maintain accurate client and policy information across internal systems.
- Respond to broker and internal stakeholder inquiries in a timely, professional manner.
- Ensure documentation is organized, complete, and compliant with company and regulatory requirements.
- Assist with process improvements and support a variety of ad hoc operational projects as business needs evolve.
- Collaborate closely with teammates to support workflow management and deliver exceptional service.
Benefits
- paid time off for company holidays, vacation, sick and personal days
- paid parental leave
- mental health services
- bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
