Brokerage Operations Coordinator

ryansg; New York (NY); Hybrid; USD 32,000 - 40,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Brokerage Operations Coordinator in New York to support the brokerage team. You will coordinate documentation, maintain records, and ensure compliance while collaborating with brokers to service and market insurance business.

The ideal candidate is organized, detail-oriented, and committed to delivering exceptional service in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• Ability to obtain and maintain Property & Casualty and/or Surplus Lines licenses as required by state regulations.
• Internship experience in insurance, risk management, brokerage, or financial services is a plus.

Responsibilities

• Assist in the execution and coordination of day-to-day brokerage operations and support process improvements.
• Prepare submission materials, cover letters, and documentation for renewal business and marketing.
• Accurately maintain client information across required systems and databases.
• Maintain organized records of client accounts, transactions, and related documents.
• Provide responsive service via phone, email, chat, and in-person inquiries.
• Support the preparation of reports and documentation for operations and compliance.
• Adhere to regulatory requirements and internal policies; identify risks and support controls.

Skills

Attention to detail

Communication skills

Multitasking

Customer service

MS Office

Agency management systems

Education

Bachelor's degree

Tools

MS 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.

Required Qualifications

Experience

• 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

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, transferabl