Broker Assistant

Position Summary:

Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing.

Essential Functions:

• May input and update new and current client information in all required systems
• May assist with preparing necessary documentation such as spreadsheets, cover letters, etc.
• Provides necessary administrative support to the broker team.
• May assist the broker in preparing documents to market renewal business.
• Other relevant duties as assigned.

Education/Experience/Skills:

• Associate’s degree or higher preferred.
• Experience in retail agency/brokerage or insurance company environment preferred.
• Basic understanding of wholesale insurance coverages, forms and processes preferred.
• Experience in an office setting or administrative role.
• Critical attention to details and customer service needs.
• Ability to manage workload and prioritize tasks.
• Proficient in Microsoft Office including Outlook, Word, and Excel.
• Strong communication skills, both oral written.
• Proven track record of being a team player.
• Flexibility in workflow priorities as business needs change.
• Must have and maintain a valid driver’s license.

Disclaimer

Ryan Specialty is an Equal Opportunity Employer.We are committed to building, growing, and sustaining a diverse workforce that is reflective of society throughout the entirety of the organization and throughout the insurance industry.We aspire to cultivate a company that is both inclusive and equitable, where every employee is recognized and assessed based on their performance and contributions.We strive to harness our differences and commonalities to better serve our clients, trading partners, workforce, and communities.