ProExec Insurance Brokerage Assistant

RT Specialty, LLC; Chicago (IL); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Mental health services

Bonuses

Office locations: NYC, Chicago, ATL, S

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Broker Assistant for its Professional & Executive Liability (ProExec) brokerage team. This in-office role supports policy administration, endorsements, quoting, binder issuance, and client servicing across the policy lifecycle.

You will work with brokers, carriers, and internal teams to ensure accurate processing and documentation while developing hands-on experience in brokerage operations and opportunities to grow into client-facing and

Qualifications

• Bachelor's degree in Risk Management & Insurance, Business, Finance, Sales, Marketing, Communications, or a related field.
• Active Property & Casualty license or willingness to obtain within the first 90 days of employment.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Excel and Outlook.
• Demonstrated initiative, professionalism, curiosity, and a desire to build a career in the insurance industry.

Responsibilities

• Support the day-to-day servicing and administration of Professional & Executive Liability accounts.
• Assist brokers with quoting, binder preparation, policy processing, endorsements, and account documentation.
• Review policies, endorsements, binders, and related insurance documents to ensure accuracy and completeness.
• Prepare renewal marketing materials, submissions, cover letters, and other brokerage-related documentation.
• Maintain accurate client, policy, and transaction information within agency management and document management systems.
• Organize and maintain account files, ensuring documentation is complete and compliant with internal standards and regulatory requirements.
• Respond to inquiries from brokers, underwriters, carrier partners, clients, and internal stakeholders in a professional and timely manner.
• Assist with renewal activities, policy servicing, and other account management functions throughout the insurance lifecycle.
• Collaborate with brokers and internal teams to support successful account execution and client service.
• Utilize brokerage technology platforms, including AIM, ImageRight, Microsoft Excel, Outlook, and other business applications.
• Support process improvement initiatives and assist with special projects as needed.
• Participate in professional development opportunities, industry events, networking functions, and relationship-building activities with carrier and client partners.

Skills

Detail orientation

Multitasking

Communication skills

MS Office

Education

Bachelor's degree in related field

Tools

AIM

ImageRight

Microsoft Excel

Outlook

Job description

RT Specialty, a division of Ryan Specialty, is seeking a Broker Assistant for its Professional & Executive Liability (ProExec) brokerage team. This in-office role supports policy administration, endorsements, quoting, binder issuance, and client servicing across the policy lifecycle.

You will work with brokers, carriers, and internal teams to ensure accurate processing and documentation while developing hands-on experience in brokerage operations and opportunities to grow into client-facing and