Brokerage Operations Coordinator

Ryan Specialty; Irvine (CA); On-site; Full time

Job summary

A leading company in the insurance sector is seeking a Brokerage Operations Coordinator to provide operational support. The role involves coordinating daily operations, ensuring compliance, and maintaining client records. Ideal for entry-level candidates with a Bachelor's degree, this full-time position offers a competitive hourly rate and comprehensive benefits.

Benefits

Paid time off

Parental leave

Mental health services

Qualifications

• Less than 1 year of experience in the Insurance industry or Underwriting.

Responsibilities

• Assists in executing and coordinating day-to-day brokerage operations.
• Maintains accurate and organized records of client accounts.
• Performs customer service functions by answering broker requests.

Skills

Communication

Customer Service

Organizational Skills

Education

Bachelor’s degree

Job description

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Position Summary

The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.

Job 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, ensuring compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions via 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.

Work Experience

• Less than 1 year of experience in the Insurance industry or Underwriting.

Education

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

Licenses And Certifications

• Prescribed: Minimum requirements for state P&C and/or surplus line licenses
• Preferred: Not Applicable

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. We embrace diversity in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and other characteristics, which bring varied perspectives and add value to our services.

How We Support Our Teammates

Ryan Specialty offers a comprehensive benefits package supporting physical, financial, and emotional well-being, including paid time off, parental leave, mental health services, and more.

The target hourly rate range for this position is $20.00 - $25.44 per hour. The pay range considers factors such as experience, licensure, market demands, and may be adjusted in the future. Full-time roles are eligible for bonuses and benefits. For more details, visit our benefits website.

We provide reasonable accommodations for individuals with disabilities during the application and employment process. Contact us at [e-mail] for assistance.

This description is not exhaustive and management reserves the right to assign or reassign duties as needed. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Management and Manufacturing
• Industries: Insurance

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