Brokerage Operations Coordinator

RT Specialty; New York (NY); On-site; USD 65,904,000 - 82,667,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Brokerage Operations Coordinator to provide operational and transactional support to the brokerage team. You will help with submission materials, maintain client data, and ensure compliance and accurate records across systems.

The role requires detail orientation, organization, and strong communication as you collaborate with brokers, finance, and other teams in a fast-paced environment.

Qualifications

• 0+ years of experience in the insurance industry, underwriting, brokerage operations, or related field.

Responsibilities

• Assist in the execution and coordination of day-to-day brokerage operations while supporting the implementation and continuous improvement of operational processes and procedures.
• Partner with brokers to prepare submission materials, cover letters, and supporting documentation for renewal business and provide administrative support throughout the marketing process.
• Accurately maintain and update new and existing client information across all required systems and databases.
• Maintain organized and accurate records of client accounts, transactions, and related documentation in accordance with internal standards and regulatory requirements.
• Provide responsive customer service by addressing broker and internal stakeholder inquiries via phone, email, chat, and in-person communication.
• Support the preparation of reports and documentation related to brokerage operations, compliance activities, and business requirements.
• Adhere to all regulatory requirements, licensing standards, and internal company policies and procedures.
• Assist in identifying operational risks and support the implementation of controls and best practices to mitigate risk.
• Collaborate with brokerage, finance, and other internal teams to ensure timely and accurate completion of operational activities.
• Support the Brokerage team with special projects, ad hoc requests, and other duties as assigned.

Skills

Attention to detail

Written communication

Verbal communication

Multi-tasking

MS Office

Agency management systems

Team collaboration

Customer service mindset

Data integrity

Education

Bachelor's degree

Business Administration

Risk Management

Insurance

Finance

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

The Brokerage Operations Coordinator provides operational and transactional support to the brokerage team, partnering closely with brokers to facilitate the successful marketing, placement, and servicing of insurance business. This role coordinates documentation, maintains accurate records and system data, supports compliance requirements, and collaborates with internal stakeholders to ensure timely and accurate execution of brokerage activities. The ideal candidate is organized, detail-oriented, and committed to delivering exceptional service in a fast-paced environment.

What will your job entail?

Job Responsibilities

• Assist in the execution and coordination of day-to-day brokerage operations while supporting the implementation and continuous improvement of operational processes and procedures.
• Partner with brokers to prepare submission materials, cover letters, and supporting documentation for renewal business and provide administrative support throughout the marketing process.
• Accurately maintain and update new and existing client information across all required systems and databases.
• Maintain organized and accurate records of client accounts, transactions, and related documentation in accordance with internal standards and regulatory requirements.
• Provide responsive customer service by addressing broker and internal stakeholder inquiries via phone, email, chat, and in-person communication.
• Support the preparation of reports and documentation related to brokerage operations, compliance activities, and business requirements.
• Adhere to all regulatory requirements, licensing standards, and internal company policies and procedures.
• Assist in identifying operational risks and support the implementation of controls and best practices to mitigate risk.
• Collaborate with brokerage, finance, and other internal teams to ensure timely and accurate completion of operational activities.
• Support the Brokerage team with special projects, ad hoc requests, and other duties as assigned.

Experience

Required Qualifications

• 0+ years of experience in the insurance industry, underwriting, brokerage operations, or a related field.
• Internship experience within insurance, risk management, brokerage, or financial services is a plus.

Education

• Bachelor's degree required.
• Preferred fields of study include Business Administration, Risk Management, Insurance, Sales, Finance, or related disciplines.
• An equivalent combination of education and relevant work experience will be considered.

Licenses & Certifications

Required

• Ability to obtain and maintain applicable Property & Casualty and/or Surplus Lines licenses as required by state regulations.

Preferred

• Active Property & Casualty and/or Surplus Lines license.

Skills & Competencies

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong customer service mindset and commitment to accuracy.
• Proficiency with Microsoft Office applications and agency management systems.
• Ability to work collaboratively across teams and build effective working relationships.

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. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target hourly rate range for this position is $23.00 - $28.85 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [e-mail]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.