Senior Brokerage Assistant, ProExec

Ryan Specialty, LLC; Hamilton Township (NJ); Hybrid; USD 34,000 - 43,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Senior Brokerage Assistant to support brokers in managing a specialized commercial insurance portfolio. You will coordinate submissions, renewals, and policy administration, while maintaining client service and regulatory compliance in a fast-paced environment.

The role is hybrid, based in Hamilton, NJ, with responsibilities spanning account strategy, documentation, and cross-team collaboration to drive retention and growth.

Qualifications

• Active Property & Casualty (P&C) license or ability to obtain within defined period
• 2+ years of Commercial Insurance experience
• Experience supporting accounts through insurance lifecycle including submissions, renewals, policy administration, documentation review, and client service
• Working knowledge of commercial insurance products, policy structures, and insurance terminology
• Strong organizational skills and attention to detail with ability to manage multiple priorities
• Strong written and verbal communication skills
• Ability to build effective relationships with clients, carrier partners, brokers, and internal stakeholders
• Proficiency with Microsoft Office applications and insurance agency management systems

Responsibilities

• Support new business, renewal, and retention activities for a commercial insurance portfolio
• Prepare, review, and coordinate submissions, proposals, policies, endorsements, invoices, cover letters, and other account documentation to ensure accuracy and completeness
• Assist the Broker with account strategy execution, client service initiatives, and business development efforts
• Manage accounts throughout the policy lifecycle, including submissions, renewals, endorsements, policy administration, and servicing activities
• Coordinate the marketing of renewal and new business opportunities to carrier partners
• Maintain accurate client, policy, and transaction information within agency management systems and internal databases
• Build and maintain professional relationships with clients, carrier partners, brokers, and internal stakeholders
• Respond to requests from clients, brokers, and carrier partners and provide timely customer service support
• Ensure compliance with carrier guidelines, regulatory requirements, and internal policies while maintaining complete and organized documentation
• Collaborate with Accounting, Compliance, Operations, and other departments to resolve servicing, invoicing, cancellation, and policy-related matters
• Assist with operational reporting, auditing, record retention, and compliance-related activities
• Analyze account activity and identify trends, risks, and opportunities that support client retention and portfolio growth
• Support operational efficiencies and process improvement initiatives within the brokerage team
• Assist with special projects and other duties as assigned

Skills

Communication skills

Organizational skills

Client service

Relationship building

Education

Bachelor's degree in Business/related field

Tools

Microsoft Office

Agency management systems

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

The Senior Brokerage Assistant supports the Broker in the management, retention, and growth of a specialized commercial insurance portfolio. Working closely with brokers, carrier partners, clients, and internal teams, this role is responsible for coordinating new business and renewal activities, managing account documentation, supporting brokerage operations, and delivering exceptional client service. This position plays a key role in ensuring the efficient execution of day-to-day brokerage activities, maintaining compliance with regulatory and carrier requirements, and facilitating seamless communication between clients, carriers, brokers, and internal stakeholders. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced insurance environment.

Location:

This role will work hybrid out of our Hamilton, NJ office (200 American Metro Boulevard Suite 124 Hamilton, NJ 08619)

Key Responsibilities

• Support new business, renewal, and retention activities for a commercial insurance portfolio.
• Prepare, review, and coordinate submissions, proposals, policies, endorsements, invoices, cover letters, and other account documentation to ensure accuracy and completeness.
• Assists the Broker with account strategy execution, client service initiatives, and business development efforts.
• Manage accounts throughout the policy lifecycle, including submissions, renewals, endorsements, policy administration, and servicing activities.
• Coordinate the marketing of renewal and new business opportunities to carrier partners.
• Maintain accurate client, policy, and transaction information within agency management systems and internal databases.
• Build and maintain professional relationships with clients, carrier partners, brokers, and internal stakeholders.
• Respond to requests from clients, brokers, and carrier partners and provide timely customer service support.
• Ensure compliance with carrier guidelines, regulatory requirements, and internal policies while maintaining complete and organized documentation.
• Collaborate with Accounting, Compliance, Operations, and other departments to resolve servicing, invoicing, cancellation, and policy-related matters.
• Assist with operational reporting, auditing, record retention, and compliance-related activities.
• Analyze account activity and identify trends, risks, and opportunities that support client retention and portfolio growth.
• Support operational efficiencies and process improvement initiatives within the brokerage team.
• Assist with special projects and other duties as assigned.

Required Qualifications

• Active Property & Casualty (P&C) License, or ability to obtain within a defined period of employment.
• 2+ years of Commercial Insurance experience.
• Experience supporting accounts through the insurance lifecycle, including submissions, renewals, policy administration, documentation review, and client service.
• Working knowledge of commercial insurance products, policy structures, and insurance terminology.
• Strong organizational skills and attention to detail with the ability to manage multiple priorities simultaneously.
• Strong written and verbal communication skills.
• Ability to build effective relationships with clients, carrier partners, brokers, and internal stakeholders.
• Proficiency with Microsoft Office applications and insurance agency management systems.

Preferred Qualifications

• Experience working in a wholesale insurance brokerage environment.
• Experience supporting Cyber Liability, Errors & Omissions (E&O), Professional Liability, Executive Risk, Management Liability, or other specialty commercial insurance lines.
• Experience supporting brokers with complex commercial accounts.
• Familiarity with submission management, carrier marketing, and placement processes.
• Bachelor's degree in Business, Risk Management, Insurance, Finance, or a related field preferred.
• Ability to analyze portfolio trends and identify opportunities that support client retention and business growth.

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 $25.00 - $31.25 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].

A multi-time winner of Newsweek’s Most Loved Workplaces and Insurance Business’s Top Insurance Employers, Ryan Specialty is home to some of the brightest talent in the insurance industry. Join our team and help provide innovative solutions for insurance brokers, agents and carriers.

Ryan Specialty, LLC and its affiliates (“Ryan Specialty”) do not accept unsolicited resumes or candidate profiles submitted by any staffing agencies, placement services or professional recruiters (“Agencies”), including any submissions made through our website or to email accounts of Ryan Specialty employees. Agencies must be registered in Ryan Specialty’s agency portal and have a fully executed contract for service between the Agency.

Agency fee agreements will only be valid if provided in such fully executed contract between the Agency and the Agency. Any unsolicited resume or candidate profile received from an Agency without prior approval from Ryan Specialty’s HR department and in compliance with Ryan Specialty’s candidate submission process shall be considered unsolicited, gratuitous and property of Ryan Specialty for recruiting purposes and, as such, is not subject to payment of any Agency fees.