Production Associate

About the Role

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. The Brokerage Operations Coordinator provides operational support to the brokerage team by efficiently handling day-to-day operational tasks, contributing to seamless daily operations, ensuring compliance with regulations, and facilitating effective communication within the brokerage team.

Key Responsibilities

• 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.

Requirements & Tech Stack

• Insurance industry or Underwriting experience
• Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.

Qualifications

• Prescribed: Minimum requirements for state P&C and/or surplus line licenses