Associate Broker

ryansg; Boca Raton (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, seeks an Associate Broker to support brokers in client service, policy administration, and underwriting tasks. You will work closely with clients, carriers, and trading partners, handling endorsements, renewals, and invoicing while maintaining high accuracy.

The role requires insurance knowledge, sound judgment, and the ability to balance multiple priorities with precision in a fast-paced environment.

Qualifications

• 2+ years of commercial insurance experience in wholesale or retail brokerage, underwriting, or client service.
• Working knowledge of commercial insurance coverages and policy structure.
• Strong organizational skills and exceptional attention to detail.
• Excellent verbal and written communication; ability to interact with clients and underwriters.

Responsibilities

• Serve as primary contact for clients, carriers, and trading partners for policy servicing needs.
• Communicate with clients and underwriters via phone, email, and video to gather information and resolve issues.
• Manage endorsements, certificates, renewals, cancellations, and other servicing transactions with accuracy.
• Prepare submissions for underwriters and assist with quoting, binding, and placement activities.
• Review coverage terms and endorsements to ensure alignment with client needs and mitigate risk.

Skills

Attention to detail

Organization

Communication

Problem-solving

Client service

Education

Bachelor's degree in Business

Tools

Microsoft Office

Agency management systems

Job description

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers' compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

We are seeking a detail-oriented, service-focused Associate Broker to serve as a trusted partner directly to the Broker. This individual will play a critical role in managing day-to-day client service, marketing, policy administration, and underwriting activities while helping ensure accuracy, responsiveness, and exceptional client outcomes.

This is not simply a transactional processing role. The ideal candidate will demonstrate strong insurance knowledge, sound judgment, and a willingness to ask questions, challenge assumptions, and thoughtfully evaluate requests before taking action. Success in this position requires someone who is dependable, proactive, intellectually curious, and capable of balancing multiple priorities with a high degree of accuracy.

The Associate Broker will work closely with the Broker on client and carrier interactions while developing the skills and confidence to independently manage responsibilities over time.

What will your job entail?

Client & Underwriter Relationship Management

• Serve as a primary point of contact for clients, carriers, and trading partners regarding policy servicing needs.
• Professionally communicate with clients and underwriters via phone, email, and virtual meetings to gather information, resolve issues, and ensure timely follow-up.
• Participate in client meetings, renewal strategy discussions, and carrier calls alongside the Broker, with the expectation of gradually assuming greater ownership and independence.
• Build productive working relationships that promote trust, responsiveness, and long-term retention.

Policy Servicing & Account Management

• Manage endorsements, policy changes, certificates, audits, cancellations, reinstatements, renewals, and other servicing transactions while maintaining a high standard of accuracy.
• Review requests thoroughly before processing to ensure information is complete, coverage implications are understood, and appropriate approvals have been obtained.
• Exercise sound judgment by identifying potential issues, inconsistencies, or coverage concerns and escalating when necessary.
• Maintain organized and accurate documentation across all files and systems.

Marketing & Underwriting Support

• Prepare accurate and comprehensive submissions for underwriters.
• Review renewal and new business opportunities to identify missing information, exposure concerns, coverage gaps, and potential marketing strategies.
• Assist with quoting, binding, and placement activities.
• Analyze coverage terms, conditions, exclusions, and endorsements to ensure alignment with client needs.
• Work closely with underwriters to obtain competitive coverage solutions and timely responses.

Quality Control & Risk Management

• Conduct detailed reviews of policies, endorsements, binders, invoices, and related documentation to ensure accuracy and completeness.
• Minimize E&O exposure by maintaining strong attention to detail and adherence to established procedures.
• Verify that transactions, policy changes, and coverage requests are appropriately documented and executed.
• Identify process improvement opportunities that enhance efficiency while maintaining quality standards.

Operational Excellence

• Track outstanding items and proactively follow up with clients, carriers, and internal stakeholders.
• Assist with invoicing activities, premium reconciliation, and operational workflow management.
• Effectively prioritize competing deadlines in a fast-paced environment.
• Take ownership of assigned responsibilities and consistently deliver reliable results with limited supervision.

Qualifications

Required

• 2+ years of commercial insurance experience in wholesale brokerage, retail brokerage, underwriting, account management, client service, or a related insurance role.
• Working knowledge of commercial insurance coverages and policy structure.
• Strong organizational skills with exceptional attention to detail.
• Demonstrated ability to manage multiple priorities while maintaining accuracy.
• Excellent verbal and written communication skills.
• Comfortable speaking directly with clients, underwriters, and business partners by phone and video.
• Strong critical-thinking and problem-solving abilities.
• Ability to exercise sound judgment and make thoughtful business decisions.
• Proficiency with Microsoft Office and agency management systems.

Preferred

• Wholesale brokerage, MGA, MGU, or underwriting experience.
• Experience reviewing and analyzing coverage forms, endorsements, and policy language.
• Property & Casualty license or ability to obtain.
• Bachelor's degree in Busine