Insurance Brokerage Operations Specialist

Ryan Specialty; New York (NY); On-site; USD 36,000 - 46,000; Full time

Job summary

Ryan Specialty in New York is seeking a Brokerage Operations Coordinator to support the brokerage team with daily operational tasks, paperwork processing, and cross-department coordination.

You'll prepare documents for market renewal, maintain client records in systems, and ensure regulatory compliance while delivering responsive service to brokers. This full-time role requires a Bachelor's degree and state P&C or surplus line licensing, with the potential for bonuses.

Qualifications

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

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

Job description

Ryan Specialty in New York is seeking a Brokerage Operations Coordinator to support the brokerage team with daily operational tasks, paperwork processing, and cross-department coordination.

You'll prepare documents for market renewal, maintain client records in systems, and ensure regulatory compliance while delivering responsive service to brokers. This full-time role requires a Bachelor's degree and state P&C or surplus line licensing, with the potential for bonuses.