Wholesale Broker Assistant

RT Specialty; Atlanta (GA); On-site; USD 34,440 - 43,050; Full time

Benefits offered by this job

Paid time off

Paid parental leave

Mental health services

Job summary

RT Specialty in Atlanta is looking for a Broker Assistant to support the brokerage team with day-to-day operations. The ideal candidate should have a Bachelor's degree and skills in multi-tasking and effective communication.

This role involves document preparation, maintaining records, and facilitating compliance within a fast-paced environment. The position requires collaboration with brokers and other departments to ensure smooth transaction processing.

Offering a competitive hourly rate of $25.00 - $31.25, the job comes with full-time benefits and potential for bonuses.

Qualifications

• Bachelor’s degree required; related experience may be considered.
• Ability to multi-task, communicate effectively, and work in a high-performing team.

Responsibilities

• Assist in executing and coordinating daily brokerage operations.
• Prepare documents to market renewal business and provide administrative support.
• Maintain accurate records of client accounts and ensure compliance with regulations.
• Answer broker requests via telephone, email, chat, or in-person.
• Prepare compliance reports related to brokerage operations.

Skills

Multi-tasking

Effective communication

Fast-paced environment

Education

Bachelor’s degree in Business Administration, Sales, or Risk Management

Job description

Position Summary

RT 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. As an independent wholesale broker, we are a critical intermediary in the distribution channel from insurance carriers and retail brokers.

The Broker Assistant is responsible for providing operational support to the brokerage team by efficiently handling day‑to‑day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm.

Location

Atlanta, San Francisco, Boca Raton, Phoenix, St. Louis

What will your job entail?

• 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.

Required Qualifications

• Bachelor’s degree required; Business Administration, Sales, and Risk Management preferred. Any other related discipline or commensurate work experience considered.
• Ability to multi‑task, communicate effectively, and work in a very fast‑paced, high‑performing team environment.

Preferred Qualifications

• Highly Preferred: Active Property & Casualty license and/or willingness to obtain within the first 45 days of employment.
• 1+ years of Commercial insurance experience.

Equal Opportunity Employer

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.

Compensation

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/.

Accommodation

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].

Legal Disclaimer

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.