Senior Broker Assistant- ProExec

RT Specialty; San Diego (CA); Hybrid; USD 61,000 - 68,000; Full time

Benefits offered by this job

Hybrid/Remote options within PST/MST

Comprehensive benefits

Paid time off & parental leave

Mental health services

Job summary

RT Specialty, a division of Ryan Specialty, seeks a Senior Brokerage Operations Coordinator for our Professional & Executive Liability practice in La Jolla, CA. Hybrid or onsite; remote within PST/MST considered.

You will support brokers, prepare documentation, assist with quotes, process loss runs, and help with surplus lines filings in a fast-paced brokerage environment. Ideal candidates bring insurance operations experience, strong organization, and excellent communication.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite including Outlook, Word, and Excel.

Responsibilities

• Provide operational support to brokers and team members across the ProExec practice.
• Prepare and maintain insurance documentation, correspondence, and account records.
• Assist with quoting activities and presentation of quote materials to brokers.
• Obtain and process loss runs, policy documents, and underwriting information.
• Support surplus lines filings and documentation requirements.
• Research and help resolve accounting and policy servicing issues.
• Maintain accurate client and policy information across internal systems.
• Respond to broker and internal stakeholder inquiries in a timely, professional manner.
• Ensure documentation is organized, complete, and compliant with company and regulatory requirements.
• Assist with process improvements and support ad hoc operational projects.

Skills

Organizational skills

Attention to detail

Communication skills

Customer service mindset

Independent working

MS Office proficiency

Education

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

Tools

Microsoft Office Suite (Outlook, Word, Excel)

Job description

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

We are seeking a highly organized and detail-oriented Senior Brokerage Operations Coordinator to support our Professional and Executive Liability (ProExec) team. This role is ideal for someone who enjoys being the operational backbone of a fast-paced brokerage environment and takes pride in keeping processes moving efficiently behind the scenes. The successful candidate will support the entire ProExec team by managing a variety of operational tasks, coordinating documentation, assisting with quoting activities, handling surplus lines processes, resolving accounting-related issues, and ensuring seamless service for brokers and clients. This position offers a unique opportunity for someone who understands the insurance industry and enjoys operations, coordination, and customer service, but is not interested in pursuing a producer, sales, or marketing career path. We are also open to candidates with strong customer service, administrative, and organizational experience who thrive in a high-volume environment and are eager to build their insurance knowledge.

Location: La Jolla, CA (Hybrid or Onsite) or Fully Remote within PST/MST Time Zones

What will your job entail?

• Provide operational support to brokers and team members across the Professional & Executive Liability practice.
• Prepare and maintain insurance documentation, correspondence, and account records.
• Assist with quoting activities and presentation of quote materials to brokers.
• Obtain and process loss runs, policy documents, and underwriting information.
• Support surplus lines filings and documentation requirements.
• Research and help resolve accounting and policy servicing issues.
• Maintain accurate client and policy information across internal systems.
• Respond to broker and internal stakeholder inquiries in a timely, professional manner.
• Ensure documentation is organized, complete, and compliant with company and regulatory requirements.
• Assist with process improvements and support a variety of ad hoc operational projects as business needs evolve.
• Collaborate closely with teammates to support workflow management and deliver exceptional service.

What Success Looks Like

• Becoming a reliable resource for the ProExec team.
• Accurately managing multiple priorities in a fast-paced environment.
• Delivering high-quality work with strong attention to detail.
• Maintaining organized records and documentation with minimal errors.
• Responding quickly and professionally to broker and team requests.
• Helping keep the team's operations running smoothly and efficiently.
• Developing a strong understanding of insurance workflows, terminology, and brokerage processes.

Training & Development

This position offers hands-on training, ongoing coaching and direct exposure to brokerage operations. This role can provide valuable exposure to insurance operations, client service, underwriting support, and brokerage processes for individuals looking to build a long-term career within the insurance industry.

Required Qualifications

• Insurance industry experience, brokerage experience, underwriting support experience, or related insurance operations experience OR
• Significant customer service, administrative, operations, or coordination experience in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and competing priorities efficiently.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
• Strong problem-solving skills and a customer-focused mindset.
• Ability to work independently while supporting a collaborative team environment.

Preferred Qualifications

• Experience working for an insurance carrier, brokerage, agency, MGA, or wholesale brokerage.
• Understanding of insurance terminology and processes, including binders, quotes, policies, endorsements, and renewals.
• Experience supporting commercial insurance operations.
• Bachelor's degree in Business, Risk Management, Insurance, or a related discipline.
• Knowledge of surplus lines procedures and documentation.
• Experience handling policy servicing, documentation management, or insurance account support activities.

Why Join Us?

• Join a highly specialized Professional & Executive Liability practice.
• Opportunity to play a critical role supporting a successful brokerage team.
• Flexible work arrangements, including hybrid and remote options within PST/MST time zones.
• Gain exposure to multiple facets of the insurance business, including quoting, policy administration, surplus lines, and brokerage operations.
• Work in a fast-paced environment where no two days are the same.
• Ideal opportunity for insurance professionals who enjoy operations and service-oriented work but are not interested in pursuing a producer or sales-focused career path.

This position is well-suited for a detail-oriented insurance professional or operations specialist who thrives in a high-volume environment, enjoys supporting a team, and takes pride in delivering exceptional service and operational excellence.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target hourly rate range for this position is $26.00 - $32.69 per hour.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [e-mail]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.