Insurance Associate: Client Service & Underwriting Support

Ryan Specialty; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a detail-oriented Associate Broker to support the Broker in client service, policy administration, and underwriting activities. This role emphasizes accuracy, responsiveness, and proactive communication with clients, carriers, and trading partners.

The Associate Broker will manage endorsements, renewals, and servicing transactions while maintaining high accuracy and thorough documentation.

Qualifications

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Skills

Commercial insurance experience

Client service

Underwriting support

Communication skills

Microsoft Office

Education

Bachelor's degree in Business, Risk Management, Insurance, Finance, or related field

Tools

Agency management systems

Microsoft Office

Job description

RT Specialty, a division of Ryan Specialty, is seeking a detail-oriented Associate Broker to support the Broker in client service, policy administration, and underwriting activities. This role emphasizes accuracy, responsiveness, and proactive communication with clients, carriers, and trading partners.

The Associate Broker will manage endorsements, renewals, and servicing transactions while maintaining high accuracy and thorough documentation.