ProExec Insurance Brokerage Assistant

Ryan Specialty; San Francisco (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Broker Assistant to provide operational and administrative support to a dynamic Professional & Executive Liability (ProExec) brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This is an in-office role, with offices in NYC, Chicago, Atlanta, or San Francisco.

This is an excellent opportunity for a recent college graduate or early-career professional looking to

Qualifications

• Bachelor’s degree in Risk Management & Insurance or 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, quote issuance, 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

P&C license

Attention to detail

Multitasking

Communication skills

MS Office (Excel, Outlook)

Professionalism

Insurance industry interest

Education

Bachelor’s degree in Risk Management & Insurance

Tools

AIM

ImageRight

Agency management systems

Job description

RT Specialty, a division of Ryan Specialty, is seeking a Broker Assistant to provide operational and administrative support to a dynamic Professional & Executive Liability (ProExec) brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This is an in-office role, with offices in NYC, Chicago, Atlanta, or San Francisco.

This is an excellent opportunity for a recent college graduate or early-career professional looking to