Insurance Brokerage Operations Specialist

Ryan Specialty, LLC; Burbank (CA); On-site; USD 30,000 - 47,000; Full time

Job summary

Ryan Specialty is seeking a Brokerage Operations Coordinator to provide essential operational support to the brokerage team, ensuring smooth daily operations, accurate paperwork, and regulatory compliance. You will work closely with brokers to complete transactions and coordinate with various departments across the firm.

The role requires a Bachelor’s degree and may involve collaboration on risk management and compliance reports, with a strong emphasis on meticulous record-keeping and customer

Qualifications

• Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred.

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 and ensures compliance with record-keeping regulations.
• Performs customer service functions by answering broker requests and questions by 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.

Education

Bachelor’s degree

Business Administration

Sales

Risk Management

Job description

Ryan Specialty is seeking a Brokerage Operations Coordinator to provide essential operational support to the brokerage team, ensuring smooth daily operations, accurate paperwork, and regulatory compliance. You will work closely with brokers to complete transactions and coordinate with various departments across the firm.

The role requires a Bachelor’s degree and may involve collaboration on risk management and compliance reports, with a strong emphasis on meticulous record-keeping and customer